| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Elser Financial Planning, Inc | 27.26M (129.15%) | 27.26M Increased by +100.00% | Dec 31, 24 |
| 2 | BlackRock Inc | 1.85M (8.78%) | 287.00 Increased by +0.02% | Sep 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.66M (7.85%) | 54.97K Increased by +3.32% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 1.41M (6.70%) | 36.18K Increased by +2.56% | Dec 31, 25 |
| 5 | Doma Perpetual Capital Management LLC | 1.12M (5.29%) | 1.02M Increased by +91.59% | Dec 31, 25 |
| 6 | Macquarie Group Ltd | 897.07K (4.25%) | 12.20K Increased by +1.36% | Sep 30, 25 |
| 7 | Royce & Associates, LP | 808.31K (3.83%) | -53.80K Decreased by -6.66% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 715.39K (3.39%) | 18.93K Increased by +2.65% | Dec 31, 25 |
| 9 | American Century Companies Inc | 675.52K (3.20%) | 45.44K Increased by +6.73% | Dec 31, 25 |
| 10 | State Street Corp | 548.26K (2.60%) | 18.11K Increased by +3.30% | Sep 30, 25 |
| 11 | Amvescap Plc. | 434.32K (2.06%) | -46.30K Decreased by -10.66% | Jun 30, 25 |
| 12 | State Street Corporation | 405.72K (1.92%) | 6.08K Increased by +1.50% | Mar 31, 24 |
| 13 | Hotchkis & Wiley Capital Management LLC | 391.07K (1.85%) | 1.19K Increased by +0.30% | Dec 31, 25 |
| 14 | Millennium Management LLC | 365.07K (1.73%) | 210.15K Increased by +57.56% | Sep 30, 25 |
| 15 | JPMorgan Chase & Co | 358.20K (1.70%) | 105.61K Increased by +29.48% | Sep 30, 25 |
| 16 | Boston Partners Global Investors, Inc | 337.24K (1.60%) | 9.39K Increased by +2.78% | Dec 31, 24 |
| 17 | Bridgeway Capital Management, LLC | 319.39K (1.51%) | 10.98K Increased by +3.44% | Jun 30, 24 |
| 18 | HHG PLC | 286.17K (1.36%) | 257.86K Increased by +90.11% | Mar 31, 25 |
| 19 | Empowered Funds, LLC | 282.40K (1.34%) | 151.88K Increased by +53.78% | Mar 31, 24 |
| 20 | Marshall Wace Asset Management Ltd | 281.07K (1.33%) | -16.73K Decreased by -5.95% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.76M (8.35%) | 725.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Nomura Small Cap Value A | 734.73K (3.48%) | -9.90K Decreased by -1.35% | Jan 31, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 648.29K (3.07%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | iShares Russell 2000 ETF | 633.51K (3.00%) | -5.17K Decreased by -0.82% | Mar 31, 26 |
| 5 | Avantis US Small Cap Value ETF | 610.95K (2.89%) | 440.00 Increased by +0.07% | Mar 31, 26 |
| 6 | Delaware Sm-Cap Val Eq | 607.93K (2.88%) | -12.52K Decreased by -2.06% | Sep 30, 25 |
| 7 | Macquarie Small Cap Value A | 607.93K (2.88%) | -12.52K Decreased by -2.06% | Jul 31, 25 |
| 8 | Vanguard US Total Market Shares ETF | 577.80K (2.74%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Royce Small-Cap Quality Value Composite | 453.84K (2.15%) | -34.56K Decreased by -7.62% | Dec 31, 25 |
| 10 | Royce Small-Cap Total Return Invmt | 453.84K (2.15%) | -34.56K Decreased by -7.62% | Dec 31, 25 |
| 11 | Nomura VIP Small Cap Value Series Std | 355.15K (1.68%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 321.71K (1.52%) | 2.47K Increased by +0.77% | Feb 28, 26 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 288.88K (1.37%) | 2.06K Increased by +0.71% | Mar 31, 26 |
| 14 | Macquarie VIP Small Cap Value Series Std | 276.05K (1.31%) | 23.35K Increased by +8.46% | Jul 31, 25 |
| 15 | Janus Henderson Hrzn Glb SC E2 USD | 273.94K (1.30%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | State Street SPDR Port S&P 600 Sm CpETF | 269.56K (1.28%) | -138.00 Decreased by -0.05% | Mar 31, 26 |
| 17 | Fidelity Small Cap Index | 251.49K (1.19%) | -3.10K Decreased by -1.23% | Jan 31, 26 |
| 18 | iShares Russell 2000 Value ETF | 224.59K (1.06%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 19 | Federated Hermes MDT SCC Institutional | 219.28K (1.04%) | -9.07K Decreased by -4.14% | Sep 30, 24 |
| 20 | Federated Hermes MDT Small Cap Core IS | 219.28K (1.04%) | -9.07K Decreased by -4.14% | Sep 30, 24 |