| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.18M (7.18%) | 7.11K Increased by +0.60% | Dec 31, 25 |
| 2 | Royce & Associates, LP | 1.05M (6.42%) | -185.96K Decreased by -17.67% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 1.04M (6.37%) | 15.18K Increased by +1.45% | Dec 31, 25 |
| 4 | The Goldman Sachs Group Inc | 888.24K (5.42%) | 29.14K Increased by +3.28% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 852.62K (5.20%) | -8.51K Decreased by -1.00% | Mar 31, 26 |
| 6 | First Trust Advisors L.P. | 793.76K (4.84%) | 233.93K Increased by +29.47% | Dec 31, 23 |
| 7 | Brandes Investment Partners & Co | 704.04K (4.29%) | 37.59K Increased by +5.34% | Dec 31, 25 |
| 8 | Goldman Sachs Group Inc | 678.41K (4.14%) | 7.01K Increased by +1.03% | Jun 30, 25 |
| 9 | Ameriprise Financial Inc | 617.65K (3.77%) | 4.73K Increased by +0.77% | Dec 31, 25 |
| 10 | State Street Corporation | 614.75K (3.75%) | 15.32K Increased by +2.49% | Mar 31, 24 |
| 11 | Citadel Advisors Llc | 489.38K (2.98%) | 375.04K Increased by +76.64% | Sep 30, 24 |
| 12 | Arrowstreet Capital Limited Partnership | 442.82K (2.70%) | -17.17K Decreased by -3.88% | Dec 31, 25 |
| 13 | Pacer Advisors, INC. | 440.58K (2.69%) | -573.50K Decreased by -130.17% | Sep 30, 24 |
| 14 | American Century Companies Inc | 406.68K (2.48%) | -6.03K Decreased by -1.48% | Dec 31, 25 |
| 15 | Charles Schwab Investment Management Inc | 388.42K (2.37%) | 62.28K Increased by +16.03% | Dec 31, 25 |
| 16 | Acadian Asset Management LLC | 379.78K (2.32%) | 113.55K Increased by +29.90% | Mar 31, 26 |
| 17 | Millennium Management LLC | 378.80K (2.31%) | -64.38K Decreased by -16.99% | Mar 31, 25 |
| 18 | Geode Capital Management, LLC | 370.67K (2.26%) | -6.37K Decreased by -1.72% | Dec 31, 25 |
| 19 | State Street Corp | 360.14K (2.20%) | 1.42K Increased by +0.39% | Dec 31, 25 |
| 20 | Amvescap Plc. | 347.75K (2.12%) | 37.41K Increased by +10.76% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.11M (6.76%) | 10.18K Increased by +0.92% | Feb 29, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.06M (6.45%) | 0.00 Increased by 0.00% | Aug 30, 24 |
| 3 | Royce Small-Cap Special Equity Invmt | 995.00K (6.07%) | -10.00K Decreased by -1.01% | Mar 31, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 470.69K (2.87%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | Vanguard US Total Market Shares ETF | 469.56K (2.86%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Pacer US Small Cap Cash Cows 100 ETF | 440.58K (2.69%) | -111.00 Decreased by -0.03% | Sep 30, 24 |
| 7 | Columbia Small Cap Value Discovery Fund | 409.07K (2.49%) | 18.20K Increased by +4.45% | Mar 31, 26 |
| 8 | Columbia Small Cap Value Discv A | 409.07K (2.49%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 9 | Columbia Small Cap Value I A | 381.77K (2.33%) | 10.50K Increased by +2.75% | Jul 31, 25 |
| 10 | GS Glb Sm Cp CORE Eq Base Inc USD Snap | 380.13K (2.32%) | 99.11K Increased by +26.07% | Feb 28, 26 |
| 11 | Columbia Small Cap Value I | 371.27K (2.26%) | 54.05K Increased by +14.56% | Jun 30, 25 |
| 12 | iShares Russell 2000 ETF | 366.13K (2.23%) | 3.10K Increased by +0.85% | Apr 30, 26 |
| 13 | Avantis US Small Cap Value ETF | 330.65K (2.02%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | Brandes Small Cap Value R6 | 287.15K (1.75%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 15 | GS Glb Sm Cp CORE Eq Base Inc USD Close | 281.02K (1.71%) | -47.63K Decreased by -16.95% | Jan 31, 26 |
| 16 | GS Global SmallCap CORE Eq Base USD | 281.02K (1.71%) | -47.63K Decreased by -16.95% | Jan 31, 26 |
| 17 | Invesco S&P SmallCap Value with Momt ETF | 256.10K (1.56%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | DFA US Small Cap Value I | 229.06K (1.40%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 19 | 1290 VT GAMCO Small Company Value IB | 220.00K (1.34%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 20 | Royce Pennsylvania Mutual Invmt | 199.40K (1.22%) | 1.28K Increased by +0.64% | Dec 31, 23 |