| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Elser Financial Planning, Inc | 26.98M (93.64%) | 26.98M Increased by +100.00% | Mar 31, 26 |
| 2 | BlackRock Inc | 1.88M (6.53%) | 27.42K Increased by +1.46% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.76M (6.10%) | 102.09K Increased by +5.80% | Mar 31, 26 |
| 4 | Vanguard Group Inc | 1.41M (4.91%) | 36.18K Increased by +2.56% | Dec 31, 25 |
| 5 | Doma Perpetual Capital Management LLC | 1.12M (3.87%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Delaware Management Holdings Inc | 1.11M (3.85%) | 1.11M Increased by +100.00% | Dec 31, 25 |
| 7 | Macquarie Group Ltd | 897.07K (3.11%) | 12.20K Increased by +1.36% | Sep 30, 25 |
| 8 | Royce & Associates, LP | 808.31K (2.81%) | -53.80K Decreased by -6.66% | Dec 31, 25 |
| 9 | Geode Capital Management, LLC | 715.39K (2.48%) | 18.93K Increased by +2.65% | Dec 31, 25 |
| 10 | American Century Companies Inc | 675.52K (2.34%) | 45.44K Increased by +6.73% | Dec 31, 25 |
| 11 | State Street Corp | 574.09K (1.99%) | 25.82K Increased by +4.50% | Dec 31, 25 |
| 12 | Amvescap Plc. | 434.32K (1.51%) | -46.30K Decreased by -10.66% | Jun 30, 25 |
| 13 | State Street Corporation | 405.72K (1.41%) | 6.08K Increased by +1.50% | Mar 31, 24 |
| 14 | Hotchkis & Wiley Capital Management LLC | 391.07K (1.36%) | 1.19K Increased by +0.30% | Dec 31, 25 |
| 15 | Millennium Management LLC | 365.07K (1.27%) | 210.15K Increased by +57.56% | Sep 30, 25 |
| 16 | JPMorgan Chase & Co | 358.20K (1.24%) | 105.61K Increased by +29.48% | Sep 30, 25 |
| 17 | Boston Partners Global Investors, Inc | 337.24K (1.17%) | 9.39K Increased by +2.78% | Dec 31, 24 |
| 18 | Bridgeway Capital Management, LLC | 319.39K (1.11%) | 10.98K Increased by +3.44% | Jun 30, 24 |
| 19 | Northern Trust Corp | 287.09K (1.00%) | 30.89K Increased by +10.76% | Mar 31, 26 |
| 20 | HHG PLC | 286.17K (0.99%) | 257.86K Increased by +90.11% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.79M (6.22%) | 441.00 Increased by +0.02% | Apr 30, 26 |
| 2 | Delaware Sm-Cap Val Eq | 721.93K (2.51%) | -22.70K Decreased by -3.14% | Mar 31, 26 |
| 3 | Nomura Small Cap Value A | 721.93K (2.51%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 648.29K (2.25%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | Avantis US Small Cap Value ETF | 638.08K (2.21%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 6 | iShares Russell 2000 ETF | 613.71K (2.13%) | 5.17K Increased by +0.84% | Apr 30, 26 |
| 7 | Macquarie Small Cap Value A | 607.93K (2.11%) | -12.52K Decreased by -2.06% | Jul 31, 25 |
| 8 | Vanguard US Total Market Shares ETF | 577.80K (2.01%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Nomura VIP Small Cap Value Series Std | 355.15K (1.23%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 10 | Royce Small-Cap Quality Value Composite | 340.06K (1.18%) | -113.77K Decreased by -33.46% | Mar 31, 26 |
| 11 | Royce Small-Cap Total Return Invmt | 340.06K (1.18%) | -113.77K Decreased by -33.46% | Mar 31, 26 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 328.04K (1.14%) | 6.33K Increased by +1.93% | Mar 31, 26 |
| 13 | Macquarie VIP Small Cap Value Series Std | 276.05K (0.96%) | 23.35K Increased by +8.46% | Jul 31, 25 |
| 14 | Janus Henderson Hrzn Glb SC E2 USD | 273.94K (0.95%) | 0.00 Increased by 0.00% | May 31, 25 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 273.54K (0.95%) | -516.00 Decreased by -0.19% | Apr 30, 26 |
| 16 | State Street SPDR Port S&P 600 Sm CpETF | 270.45K (0.94%) | 94.00 Increased by +0.03% | Apr 30, 26 |
| 17 | Fidelity Small Cap Index | 254.21K (0.88%) | 2.72K Increased by +1.07% | Feb 28, 26 |
| 18 | iShares Russell 2000 Value ETF | 222.03K (0.77%) | 1.20K Increased by +0.54% | Apr 30, 26 |
| 19 | Federated Hermes MDT SCC Institutional | 219.28K (0.76%) | -9.07K Decreased by -4.14% | Sep 30, 24 |
| 20 | Federated Hermes MDT Small Cap Core IS | 219.28K (0.76%) | -9.07K Decreased by -4.14% | Sep 30, 24 |