| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.17M (7.55%) | 24.57K Increased by +2.10% | Sep 30, 25 |
| 2 | Royce & Associates, LP | 1.05M (6.79%) | -185.96K Decreased by -17.67% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 1.04M (6.74%) | 15.18K Increased by +1.45% | Dec 31, 25 |
| 4 | The Goldman Sachs Group Inc | 888.24K (5.73%) | 29.14K Increased by +3.28% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 861.12K (5.56%) | -55.96K Decreased by -6.50% | Dec 31, 25 |
| 6 | First Trust Advisors L.P. | 793.76K (5.12%) | 233.93K Increased by +29.47% | Dec 31, 23 |
| 7 | Brandes Investment Partners & Co | 704.04K (4.54%) | 37.59K Increased by +5.34% | Dec 31, 25 |
| 8 | Goldman Sachs Group Inc | 678.41K (4.38%) | 7.01K Increased by +1.03% | Jun 30, 25 |
| 9 | State Street Corporation | 614.75K (3.97%) | 15.32K Increased by +2.49% | Mar 31, 24 |
| 10 | Ameriprise Financial Inc | 612.92K (3.95%) | -23.94K Decreased by -3.91% | Sep 30, 25 |
| 11 | Citadel Advisors Llc | 489.38K (3.16%) | 375.04K Increased by +76.64% | Sep 30, 24 |
| 12 | Arrowstreet Capital Limited Partnership | 442.82K (2.86%) | -17.17K Decreased by -3.88% | Dec 31, 25 |
| 13 | Pacer Advisors, INC. | 440.58K (2.84%) | -573.50K Decreased by -130.17% | Sep 30, 24 |
| 14 | American Century Companies Inc | 406.68K (2.62%) | -6.03K Decreased by -1.48% | Dec 31, 25 |
| 15 | Charles Schwab Investment Management Inc | 388.42K (2.51%) | 62.28K Increased by +16.03% | Dec 31, 25 |
| 16 | Millennium Management LLC | 378.80K (2.44%) | -64.38K Decreased by -16.99% | Mar 31, 25 |
| 17 | Geode Capital Management, LLC | 370.67K (2.39%) | -6.37K Decreased by -1.72% | Dec 31, 25 |
| 18 | State Street Corp | 358.72K (2.31%) | -19.84K Decreased by -5.53% | Sep 30, 25 |
| 19 | Amvescap Plc. | 347.75K (2.24%) | 37.41K Increased by +10.76% | Jun 30, 24 |
| 20 | D. E. Shaw & Co LP | 329.17K (2.12%) | -12.84K Decreased by -3.90% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.11M (7.16%) | 10.18K Increased by +0.92% | Feb 29, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.06M (6.82%) | 0.00 Increased by 0.00% | Aug 30, 24 |
| 3 | Royce Small-Cap Special Equity Invmt | 1.00M (6.48%) | -146.50K Decreased by -14.58% | Dec 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 470.69K (3.04%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | Vanguard US Total Market Shares ETF | 469.56K (3.03%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Pacer US Small Cap Cash Cows 100 ETF | 440.58K (2.84%) | -111.00 Decreased by -0.03% | Sep 30, 24 |
| 7 | Columbia Small Cap Value Discv A | 403.47K (2.60%) | 8.60K Increased by +2.13% | Feb 28, 26 |
| 8 | Columbia Small Cap Value Discovery Fund | 390.87K (2.52%) | 9.10K Increased by +2.33% | Dec 31, 25 |
| 9 | Columbia Small Cap Value I A | 381.77K (2.46%) | 10.50K Increased by +2.75% | Jul 31, 25 |
| 10 | iShares Russell 2000 ETF | 378.01K (2.44%) | -3.10K Decreased by -0.82% | Mar 31, 26 |
| 11 | Columbia Small Cap Value I | 371.27K (2.40%) | 54.05K Increased by +14.56% | Jun 30, 25 |
| 12 | Avantis US Small Cap Value ETF | 331.29K (2.14%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 13 | GS Glb Sm Cp CORE Eq Base Inc USD Close | 281.02K (1.81%) | -103.32K Decreased by -36.77% | Jan 31, 26 |
| 14 | Invesco S&P SmallCap Value with Momt ETF | 256.10K (1.65%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Brandes Small Cap Value R6 | 246.10K (1.59%) | 21.49K Increased by +8.73% | Dec 31, 25 |
| 16 | DFA US Small Cap Value I | 229.06K (1.48%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 17 | 1290 VT GAMCO Small Company Value IB | 220.00K (1.42%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 18 | Royce Pennsylvania Mutual Invmt | 199.40K (1.29%) | 1.28K Increased by +0.64% | Dec 31, 23 |
| 19 | Schwab Fundamental U.S. Small CompanyETF | 187.46K (1.21%) | -128.00 Decreased by -0.07% | Mar 31, 26 |
| 20 | iShares S&P Small-Cap 600 Value ETF | 173.48K (1.12%) | 167.00 Increased by +0.10% | Aug 30, 24 |