| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.26M (11.83%) | 5.78K Increased by +0.14% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.05M (11.24%) | 274.20K Increased by +6.77% | Dec 31, 25 |
| 3 | Reinhart Mahoney Capital Management Inc | 2.75M (7.62%) | 542.71K Increased by +19.77% | Dec 31, 25 |
| 4 | Charles Schwab Investment Management Inc | 1.60M (4.43%) | 106.08K Increased by +6.64% | Dec 31, 25 |
| 5 | Earnest Partners LLC | 1.58M (4.39%) | 182.86K Increased by +11.55% | Dec 31, 25 |
| 6 | The Goldman Sachs Group Inc | 1.47M (4.08%) | 859.33K Increased by +58.41% | Dec 31, 25 |
| 7 | Bank of America Corp | 1.32M (3.66%) | -14.62K Decreased by -1.11% | Sep 30, 25 |
| 8 | State Street Corp | 1.29M (3.59%) | -15.22K Decreased by -1.18% | Sep 30, 25 |
| 9 | State Street Corporation | 1.26M (3.50%) | 33.84K Increased by +2.68% | Mar 31, 24 |
| 10 | Mawer Investment Management Ltd | 1.20M (3.33%) | -1.42M Decreased by -118.57% | Dec 31, 25 |
| 11 | First Trust Advisors L.P. | 1.07M (2.98%) | 377.60K Increased by +35.14% | Dec 31, 24 |
| 12 | D. E. Shaw & Co LP | 899.84K (2.50%) | 272.96K Increased by +30.33% | Dec 31, 25 |
| 13 | Massachusetts Financial Services Company | 882.32K (2.45%) | 215.21K Increased by +24.39% | Sep 30, 24 |
| 14 | Geode Capital Management, LLC | 836.44K (2.32%) | -35.78K Decreased by -4.28% | Dec 31, 25 |
| 15 | SEI Investments Co | 828.54K (2.30%) | 37.42K Increased by +4.52% | Sep 30, 25 |
| 16 | Royce & Associates, LP | 792.83K (2.20%) | 265.04K Increased by +33.43% | Dec 31, 25 |
| 17 | Hawk Ridge Management LLC | 791.50K (2.20%) | 791.50K Increased by +100.00% | Jun 30, 25 |
| 18 | Jacobs Levy Equity Management, Inc. | 748.00K (2.08%) | -112.02K Decreased by -14.98% | Dec 31, 25 |
| 19 | River Road Asset Management, LLC | 729.24K (2.02%) | -35.57K Decreased by -4.88% | Dec 31, 25 |
| 20 | Dimensional Fund Advisors, Inc. | 671.88K (1.86%) | -25.96K Decreased by -3.86% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.15M (5.97%) | 925.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Invesco High Yield Eq Div Achiev™ ETF | 1.85M (5.14%) | -5.50K Decreased by -0.30% | Mar 31, 26 |
| 3 | EARNEST Partners Smid Cap Core Founders | 1.20M (3.33%) | -8.45K Decreased by -0.70% | Feb 28, 26 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.16M (3.23%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.06M (2.95%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Vanguard US Total Market Shares ETF | 1.05M (2.92%) | -66.04K Decreased by -6.28% | Sep 30, 24 |
| 7 | Mawer Global Equity A | 1.03M (2.87%) | -18.91K Decreased by -1.83% | Jul 31, 25 |
| 8 | iShares Russell 2000 ETF | 876.74K (2.43%) | -7.14K Decreased by -0.81% | Mar 31, 26 |
| 9 | Schwab US Dividend Equity ETF™ | 804.83K (2.23%) | 1.29K Increased by +0.16% | Mar 31, 26 |
| 10 | Manulife Global Equity Class F | 803.40K (2.23%) | -14.72K Decreased by -1.83% | Jul 31, 25 |
| 11 | Vanguard Small Cap Index | 770.27K (2.14%) | 1.64K Increased by +0.21% | Feb 28, 26 |
| 12 | Mawer Global Small Cap A | 718.79K (1.99%) | -109.65K Decreased by -15.26% | Jan 31, 26 |
| 13 | MFS Core Equity A | 577.59K (1.60%) | -21.30K Decreased by -3.69% | Sep 30, 24 |
| 14 | MFS Research Equity - Industry Neutral | 577.59K (1.60%) | 159.69K Increased by +27.65% | Sep 30, 24 |
| 15 | Vanguard Small Cap Growth Index Inv | 504.38K (1.40%) | 539.00 Increased by +0.11% | Jan 31, 24 |
| 16 | Vanguard Small Cap Value Index Inv | 494.83K (1.37%) | 1.32K Increased by +0.27% | Feb 28, 26 |
| 17 | Reinhart Genesis PMV Advisor | 494.83K (1.37%) | 64.00K Increased by +12.93% | Dec 31, 25 |
| 18 | Manulife Global Balanced FT | 470.68K (1.31%) | -8.53K Decreased by -1.81% | Jul 31, 25 |
| 19 | Fidelity Small Cap America Sr B | 445.46K (1.24%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 20 | Fidelity® Small Cap Value | 435.35K (1.21%) | 408.60K Increased by +93.86% | Oct 31, 23 |