| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.55M (11.78%) | -210.00K Decreased by -3.20% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.48M (8.05%) | -18.15K Decreased by -0.41% | Dec 31, 25 |
| 3 | Palisade Capital Management LLc | 3.82M (6.87%) | -188.69K Decreased by -4.94% | Mar 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 3.43M (6.17%) | -130.41K Decreased by -3.80% | Dec 31, 25 |
| 5 | D. E. Shaw & Co LP | 2.65M (4.76%) | -169.47K Decreased by -6.40% | Dec 31, 25 |
| 6 | JPMorgan Chase & Co | 2.61M (4.69%) | 749.47K Increased by +28.74% | Sep 30, 25 |
| 7 | Neuberger Berman Group LLC | 2.60M (4.68%) | -23.18K Decreased by -0.89% | Dec 31, 23 |
| 8 | Arnhold & S. Bleichroeder Advisers, LLC | 2.58M (4.64%) | -23.50K Decreased by -0.91% | Dec 31, 25 |
| 9 | Acadian Asset Management LLC | 2.48M (4.45%) | 2.35M Increased by +94.76% | Sep 30, 25 |
| 10 | State Street Corporation | 2.00M (3.60%) | -895.03K Decreased by -44.67% | Mar 31, 24 |
| 11 | Hotchkis & Wiley Capital Management LLC | 1.70M (3.06%) | -105.83K Decreased by -6.21% | Dec 31, 25 |
| 12 | Amvescap Plc. | 1.67M (3.00%) | -309.03K Decreased by -18.53% | Dec 31, 23 |
| 13 | Balyasny Asset Management LLC | 1.63M (2.93%) | -1.08M Decreased by -66.30% | Mar 31, 25 |
| 14 | American Century Companies Inc | 1.62M (2.90%) | 121.76K Increased by +7.54% | Dec 31, 25 |
| 15 | Gendell Jeffrey L | 1.57M (2.81%) | -72.45K Decreased by -4.63% | Dec 31, 25 |
| 16 | AQR Capital Management LLC | 1.54M (2.77%) | 305.06K Increased by +19.82% | Sep 30, 25 |
| 17 | State Street Corp | 1.50M (2.70%) | -115.64K Decreased by -7.69% | Sep 30, 25 |
| 18 | Kennedy Capital Management Inc | 1.45M (2.61%) | 113.54K Increased by +7.82% | Dec 31, 25 |
| 19 | Geode Capital Management, LLC | 1.36M (2.45%) | 19.00K Increased by +1.39% | Sep 30, 25 |
| 20 | New York State Common Retirement Fund | 1.34M (2.41%) | -21.39K Decreased by -1.60% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.37M (7.85%) | 3.93K Increased by +0.09% | Jan 31, 24 |
| 2 | Palisade Small Cap Core Equity | 2.50M (4.49%) | -65.04K Decreased by -2.60% | Mar 31, 24 |
| 3 | First Eagle US Small Cap Strategy | 2.27M (4.08%) | -6.87K Decreased by -0.30% | Dec 31, 25 |
| 4 | First Eagle Small Cap Opportunity I | 2.27M (4.07%) | 2.27M Increased by +100.00% | Jan 31, 26 |
| 5 | Vanguard US Total Market Shares ETF | 1.92M (3.45%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.73M (3.11%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 7 | iShares Russell 2000 ETF | 1.42M (2.55%) | 89.60K Increased by +6.32% | Feb 25, 26 |
| 8 | Avantis US Small Cap Value ETF | 1.42M (2.54%) | 2.97K Increased by +0.21% | Feb 27, 26 |
| 9 | Invesco S&P SmallCap Value with Momt ETF | 978.11K (1.76%) | 6.61K Increased by +0.68% | Jan 31, 24 |
| 10 | Neuberger Berman Intrinsic Value I | 968.83K (1.74%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 11 | DFA US Small Cap Value I | 784.75K (1.41%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Schwab Fundamental U.S. Small CompanyETF | 747.38K (1.34%) | -520.00 Decreased by -0.07% | Feb 27, 26 |
| 13 | Kennedy Small Cap Value | 650.85K (1.17%) | 111.70K Increased by +17.16% | Dec 31, 25 |
| 14 | State Street Instl Small-Cap Equity Inv | 639.13K (1.15%) | -29.06K Decreased by -4.55% | Mar 31, 24 |
| 15 | Fidelity® Small Cap Index | 626.27K (1.13%) | 39.01K Increased by +6.23% | Oct 31, 23 |
| 16 | Vanguard Energy ETF | 604.37K (1.09%) | 11.23K Increased by +1.86% | Jan 31, 26 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 595.80K (1.07%) | 3.08K Increased by +0.52% | Jan 31, 26 |
| 18 | Fidelity Small Cap Index | 583.42K (1.05%) | -694.00 Decreased by -0.12% | Nov 30, 25 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 556.91K (1.00%) | 354.00 Increased by +0.06% | Jan 31, 24 |
| 20 | Kennedy Micro Cap | 522.72K (0.94%) | -3.18K Decreased by -0.61% | Dec 31, 25 |