| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 5.23M (15.15%) | 510.00 Increased by +0.01% | Jun 30, 25 |
| 2 | BlackRock Inc | 3.92M (11.36%) | -23.57K Decreased by -0.60% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 3.19M (9.24%) | 22.36K Increased by +0.70% | Dec 31, 25 |
| 4 | Earnest Partners LLC | 1.61M (4.66%) | -67.55K Decreased by -4.20% | Sep 30, 23 |
| 5 | Federated Hermes Inc | 1.44M (4.17%) | 120.20K Increased by +8.34% | Dec 31, 25 |
| 6 | State Street Corporation | 1.40M (4.04%) | -49.01K Decreased by -3.51% | Mar 31, 24 |
| 7 | Charles Schwab Investment Management Inc | 1.38M (4.00%) | 331.62K Increased by +24.02% | Dec 31, 25 |
| 8 | Dimensional Fund Advisors, Inc. | 1.35M (3.92%) | 52.82K Increased by +3.91% | Mar 31, 26 |
| 9 | Hotchkis & Wiley Capital Management LLC | 1.34M (3.88%) | 1.82K Increased by +0.14% | Dec 31, 25 |
| 10 | AQR Capital Management LLC | 1.24M (3.60%) | -153.00K Decreased by -12.32% | Dec 31, 25 |
| 11 | William Blair Investment Management, LLC | 1.08M (3.14%) | 35.10K Increased by +3.24% | Sep 30, 23 |
| 12 | Acadian Asset Management LLC | 926.90K (2.69%) | 924.10K Increased by +99.70% | Mar 31, 26 |
| 13 | Ameriprise Financial Inc | 880.34K (2.55%) | 6.94K Increased by +0.79% | Dec 31, 25 |
| 14 | Geode Capital Management, LLC | 824.02K (2.39%) | 9.38K Increased by +1.14% | Dec 31, 25 |
| 15 | Massachusetts Financial Services Company | 814.22K (2.36%) | -184.75K Decreased by -22.69% | Dec 31, 23 |
| 16 | Arrowstreet Capital Limited Partnership | 813.05K (2.36%) | -19.30K Decreased by -2.37% | Dec 31, 25 |
| 17 | Goldman Sachs Group Inc | 787.33K (2.28%) | -117.25K Decreased by -14.89% | Jun 30, 25 |
| 18 | State Street Corp | 729.16K (2.11%) | -1.94K Decreased by -0.27% | Dec 31, 25 |
| 19 | American Century Companies Inc | 722.40K (2.09%) | 84.06K Increased by +11.64% | Dec 31, 25 |
| 20 | Towle & Co | 718.85K (2.08%) | -439.93K Decreased by -61.20% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.40M (6.94%) | -642.00 Decreased by -0.03% | May 30, 24 |
| 2 | Fidelity Low-Priced Stock | 2.03M (5.87%) | -5.44K Decreased by -0.27% | Jun 30, 25 |
| 3 | Fidelity® Low-Priced Stock | 1.59M (4.59%) | -1.65K Decreased by -0.10% | Oct 31, 23 |
| 4 | Columbia Small Cap Value Discovery Fund | 1.42M (4.11%) | 902.78K Increased by +63.59% | Mar 31, 26 |
| 5 | Columbia Small Cap Value Discv A | 1.35M (3.91%) | -69.94K Decreased by -5.18% | Apr 30, 26 |
| 6 | T. Rowe Price Small-Cap Value | 1.23M (3.55%) | 500.00K Increased by +40.79% | Mar 31, 26 |
| 7 | Vanguard US Total Market Shares ETF | 1.10M (3.19%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 1.07M (3.09%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | Federated Hermes MDT SCC Institutional | 1.06M (3.07%) | 23.10K Increased by +2.18% | Mar 31, 26 |
| 10 | Federated Hermes MDT Small Cap Core IS | 1.06M (3.07%) | 23.10K Increased by +2.18% | Mar 31, 26 |
| 11 | Avantis US Small Cap Value ETF | 871.17K (2.52%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 12 | Vanguard Information Technology ETF | 866.47K (2.51%) | -1.13K Decreased by -0.13% | Mar 31, 26 |
| 13 | T. Rowe Price U.S. SC Value Eq Tr-D | 797.65K (2.31%) | 797.65K Increased by +100.00% | Mar 31, 26 |
| 14 | Schwab Fundamental U.S. Small CompanyETF | 782.99K (2.27%) | 6.42K Increased by +0.82% | Apr 30, 26 |
| 15 | iShares Russell 2000 ETF | 781.47K (2.26%) | 6.58K Increased by +0.84% | Apr 30, 26 |
| 16 | EARNEST Small Cap Value | 776.28K (2.25%) | 775.10K Increased by +99.85% | Dec 31, 23 |
| 17 | Fidelity Global Bargain Growth Stocks MF | 698.46K (2.02%) | 394.00K Increased by +56.41% | Aug 21, 23 |
| 18 | Harbor Small Cap Value Instl | 610.13K (1.77%) | -60.37K Decreased by -9.89% | Dec 31, 23 |
| 19 | Fidelity Global Value Growth Eq MF | 600.03K (1.74%) | -271.03K Decreased by -45.17% | Aug 20, 25 |
| 20 | BlackRock Global Equity Mkt Netrl Instl | 586.33K (1.70%) | 0.00 Increased by 0.00% | Feb 28, 25 |