| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.66M (17.54%) | 69.10K Increased by +1.48% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 3.10M (11.66%) | -31.38K Decreased by -1.01% | Dec 31, 25 |
| 3 | Rubric Capital Management LP | 2.15M (8.11%) | 100.00K Increased by +4.64% | Mar 31, 26 |
| 4 | Dimensional Fund Advisors, Inc. | 2.15M (8.10%) | 46.56K Increased by +2.17% | Mar 31, 26 |
| 5 | Semper Augustus Investments Group LLC | 1.39M (5.25%) | 756.00 Increased by +0.05% | Jun 30, 24 |
| 6 | State Street Corp | 1.11M (4.17%) | -60.95K Decreased by -5.50% | Dec 31, 25 |
| 7 | State Street Corporation | 1.03M (3.88%) | 11.04K Increased by +1.07% | Mar 31, 24 |
| 8 | Assenagon Asset Management SA | 957.69K (3.61%) | 957.69K Increased by +100.00% | Mar 31, 25 |
| 9 | Renaissance Technologies Corp | 823.58K (3.10%) | -57.80K Decreased by -7.02% | Mar 31, 26 |
| 10 | American Century Companies Inc | 699.49K (2.63%) | 120.82K Increased by +17.27% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 633.48K (2.39%) | -1.12K Decreased by -0.18% | Dec 31, 25 |
| 12 | DG Capital Management, LLC | 619.47K (2.33%) | -31.25K Decreased by -5.04% | Dec 31, 25 |
| 13 | Arrowstreet Capital Limited Partnership | 574.80K (2.16%) | -7.81K Decreased by -1.36% | Dec 31, 25 |
| 14 | Amvescap Plc. | 572.68K (2.16%) | 260.11K Increased by +45.42% | Mar 31, 26 |
| 15 | Westwood Holdings Group Inc | 465.24K (1.75%) | -62.48K Decreased by -13.43% | Dec 31, 25 |
| 16 | Ameriprise Financial Inc | 438.84K (1.65%) | -19.03K Decreased by -4.34% | Sep 30, 24 |
| 17 | ABSHER WEALTH MANAGEMENT, LLC | 426.24K (1.61%) | -273.47K Decreased by -64.16% | Jun 30, 24 |
| 18 | Driehaus Capital Management LLC | 415.07K (1.56%) | 3.65K Increased by +0.88% | Sep 30, 24 |
| 19 | Jacobs Levy Equity Management, Inc. | 408.12K (1.54%) | 17.31K Increased by +4.24% | Dec 31, 25 |
| 20 | Morgan Stanley - Brokerage Accounts | 386.30K (1.45%) | 37.58K Increased by +9.73% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.62M (6.10%) | 363.00 Increased by +0.02% | Apr 30, 26 |
| 2 | SA Fundamental Intrinsic Value Equity | 1.37M (5.18%) | 6.76K Increased by +0.49% | Mar 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 881.39K (3.32%) | 6.52K Increased by +0.74% | Mar 31, 26 |
| 4 | Vanguard US Total Market Shares ETF | 869.52K (3.27%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 735.36K (2.77%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 6 | Vanguard Small Cap Index | 639.41K (2.41%) | 10.81K Increased by +1.69% | Mar 31, 26 |
| 7 | iShares Russell 2000 ETF | 639.26K (2.41%) | 5.41K Increased by +0.85% | Apr 30, 26 |
| 8 | BGF World Financials A2 USD | 467.27K (1.76%) | 36.38K Increased by +7.79% | Feb 28, 25 |
| 9 | BGF World Financials A2 | 428.73K (1.61%) | 428.73K Increased by +100.00% | Jan 31, 26 |
| 10 | DFA US Targeted Value I | 407.75K (1.54%) | 3.30K Increased by +0.81% | Mar 31, 26 |
| 11 | Vanguard Small Cap Value Index Inv | 406.87K (1.53%) | 2.91K Increased by +0.72% | Mar 31, 26 |
| 12 | BlackRock Advantage Small Cap Core Instl | 386.04K (1.45%) | -8.57K Decreased by -2.22% | Dec 31, 23 |
| 13 | Dimensional US Targeted Value ETF | 358.46K (1.35%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 297.00K (1.12%) | 7.94K Increased by +2.67% | Mar 31, 26 |
| 15 | Invesco S&P SmallCap Momentum ETF | 282.56K (1.06%) | 2.58K Increased by +0.91% | Apr 30, 26 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 272.42K (1.03%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | Fidelity Small Cap Index | 263.14K (0.99%) | 3.00K Increased by +1.14% | Feb 28, 26 |
| 18 | Fidelity® Small Cap Index | 259.08K (0.98%) | 7.09K Increased by +2.74% | Oct 31, 23 |
| 19 | State Street SPDR Port S&P 600 Sm CpETF | 243.57K (0.92%) | 84.00 Increased by +0.03% | Apr 30, 26 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 235.18K (0.89%) | 2.84K Increased by +1.21% | Aug 29, 25 |