| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.40M (15.71%) | 2.91K Increased by +0.12% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.27M (8.29%) | 40.16K Increased by +3.17% | Dec 31, 25 |
| 3 | Wellington Management Company LLP | 1.02M (6.69%) | 396.50K Increased by +38.82% | Dec 31, 25 |
| 4 | State Street Corporation | 620.48K (4.07%) | 12.54K Increased by +2.02% | Mar 31, 24 |
| 5 | State Street Corp | 589.35K (3.86%) | -5.27K Decreased by -0.89% | Sep 30, 25 |
| 6 | Macquarie Group Ltd | 568.89K (3.73%) | -58.10K Decreased by -10.21% | Sep 30, 25 |
| 7 | Fisher Asset Management, LLC | 471.71K (3.09%) | 21.30K Increased by +4.52% | Dec 31, 25 |
| 8 | Millennium Management LLC | 461.83K (3.03%) | 128.16K Increased by +27.75% | Dec 31, 24 |
| 9 | Victory Capital Management Inc. | 431.51K (2.83%) | -11.96K Decreased by -2.77% | Jun 30, 24 |
| 10 | Geode Capital Management, LLC | 396.17K (2.60%) | 13.51K Increased by +3.41% | Dec 31, 25 |
| 11 | JPMorgan Chase & Co | 380.89K (2.50%) | 180.03K Increased by +47.27% | Sep 30, 25 |
| 12 | Principal Financial Group Inc | 380.31K (2.49%) | 4.35K Increased by +1.14% | Sep 30, 25 |
| 13 | Dimensional Fund Advisors, Inc. | 365.98K (2.40%) | 1.84K Increased by +0.50% | Dec 31, 25 |
| 14 | T. Rowe Price Investment Management,Inc. | 359.54K (2.36%) | 63.99K Increased by +17.80% | Dec 31, 25 |
| 15 | Bank of New York Mellon Corp | 350.48K (2.30%) | 172.96K Increased by +49.35% | Jun 30, 25 |
| 16 | American Century Companies Inc | 331.84K (2.17%) | 91.64K Increased by +27.62% | Dec 31, 24 |
| 17 | Artisan Partners Limited Partnership | 324.14K (2.12%) | 53.50K Increased by +16.50% | Dec 31, 24 |
| 18 | Hawk Ridge Management LLC | 298.44K (1.96%) | 69.10K Increased by +23.15% | Mar 31, 25 |
| 19 | The Goldman Sachs Group Inc | 296.25K (1.94%) | -10.89K Decreased by -3.68% | Dec 31, 25 |
| 20 | Jacobs Levy Equity Management, Inc. | 280.94K (1.84%) | -5.02K Decreased by -1.79% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 932.49K (6.11%) | 335.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Delaware US Small Cap Core Equity (SMA) | 557.45K (3.65%) | -6.52K Decreased by -1.17% | Mar 31, 24 |
| 3 | Macquarie US Small Cap Core Equity | 557.45K (3.65%) | -6.52K Decreased by -1.17% | Mar 31, 24 |
| 4 | Delaware Small Cap Core I | 539.61K (3.54%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 5 | Vanguard US Total Market Shares ETF | 502.07K (3.29%) | 561.00 Increased by +0.11% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 496.88K (3.26%) | 3.04K Increased by +0.61% | Mar 31, 26 |
| 7 | Macquarie Small Cap Core I | 455.36K (2.98%) | -38.88K Decreased by -8.54% | Jul 31, 25 |
| 8 | iShares Russell 2000 ETF | 375.27K (2.46%) | -3.06K Decreased by -0.81% | Mar 31, 26 |
| 9 | Nomura Small Cap Core I | 291.91K (1.91%) | -6.82K Decreased by -2.34% | Feb 28, 26 |
| 10 | American Funds SMALLCAP World A | 219.18K (1.44%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | American Century Small Cap Growth Inv | 210.40K (1.38%) | 53.33K Increased by +25.35% | Dec 31, 24 |
| 12 | American Century U.S. Small Cap Growth | 210.40K (1.38%) | 53.33K Increased by +25.35% | Dec 31, 24 |
| 13 | Swedbank Robur Transition Energy A | 200.90K (1.32%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 14 | Swedbank Robur Small Cap USA A | 200.00K (1.31%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 173.51K (1.14%) | 4.31K Increased by +2.48% | Mar 31, 26 |
| 16 | Federated Hermes Kaufmann Small Cap A | 171.50K (1.12%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 17 | Federated Hermes Kaufmann Small Cap Grow | 171.50K (1.12%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 18 | Victory Small Cap Value CIT (Net 75) | 171.00K (1.12%) | -34.00K Decreased by -19.88% | Jun 30, 24 |
| 19 | Victory Sycamore Small Company Opp R | 171.00K (1.12%) | -34.00K Decreased by -19.88% | Jun 30, 24 |
| 20 | Fidelity® Small Cap Index | 158.36K (1.04%) | 4.25K Increased by +2.68% | Oct 31, 23 |