| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.18M (15.31%) | -13.83K Decreased by -0.63% | Mar 31, 26 |
| 2 | FMR Inc | 2.15M (15.08%) | -81.71K Decreased by -3.80% | Mar 31, 26 |
| 3 | Vanguard Group Inc | 1.05M (7.37%) | -262.12K Decreased by -24.94% | Dec 31, 25 |
| 4 | JONES FINANCIAL COMPANIES LLLP | 995.43K (6.98%) | 995.38K Increased by +99.99% | Mar 31, 25 |
| 5 | Charles Schwab Investment Management Inc | 686.77K (4.82%) | -68.00K Decreased by -9.90% | Mar 31, 26 |
| 6 | Victory Capital Management Inc. | 652.73K (4.58%) | 156.63K Increased by +24.00% | Sep 30, 24 |
| 7 | American Century Companies Inc | 640.80K (4.49%) | 37.00K Increased by +5.77% | Mar 31, 26 |
| 8 | Vanguard Capital Management, LLC | 625.88K (4.39%) | 625.88K Increased by +100.00% | Mar 31, 26 |
| 9 | Dimensional Fund Advisors, Inc. | 618.36K (4.34%) | -67.51K Decreased by -10.92% | Mar 31, 26 |
| 10 | AllianceBernstein L.P. | 605.39K (4.25%) | 102.55K Increased by +16.94% | Mar 31, 26 |
| 11 | State Street Corporation | 556.74K (3.90%) | 7.35K Increased by +1.32% | Mar 31, 24 |
| 12 | Pacer Advisors, INC. | 548.00K (3.84%) | 548.00K Increased by +100.00% | Jun 30, 24 |
| 13 | State Street Corp | 547.92K (3.84%) | -4.96K Decreased by -0.90% | Mar 31, 26 |
| 14 | Arrowstreet Capital Limited Partnership | 424.34K (2.98%) | -67.55K Decreased by -15.92% | Mar 31, 26 |
| 15 | Amvescap Plc. | 409.65K (2.87%) | 73.72K Increased by +18.00% | Dec 31, 24 |
| 16 | Silvercrest Asset Management Group LLC | 407.13K (2.86%) | -31.75K Decreased by -7.80% | Mar 31, 26 |
| 17 | Bank of America Corp | 407.09K (2.85%) | 73.00K Increased by +17.93% | Mar 31, 26 |
| 18 | Vanguard Portfolio Management, LLC | 379.78K (2.66%) | 379.78K Increased by +100.00% | Mar 31, 26 |
| 19 | Millennium Management LLC | 371.70K (2.61%) | 45.09K Increased by +12.13% | Mar 31, 26 |
| 20 | Geode Capital Management, LLC | 339.71K (2.38%) | 1.97K Increased by +0.58% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 848.21K (5.95%) | 370.00 Increased by +0.04% | May 29, 26 |
| 2 | Fidelity Low-Priced Stock | 603.77K (4.23%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Avantis US Small Cap Value ETF | 602.79K (4.23%) | 539.00 Increased by +0.09% | May 30, 26 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 532.68K (3.74%) | -132.00 Decreased by -0.02% | Aug 30, 24 |
| 5 | Vanguard US Total Market Shares ETF | 476.07K (3.34%) | 66.00 Increased by +0.01% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 453.13K (3.18%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 7 | Victory Small Cap Value CIT (Net 75) | 420.00K (2.95%) | 125.00K Increased by +29.76% | Sep 30, 24 |
| 8 | Victory Sycamore Small Company Opp R | 420.00K (2.95%) | 125.00K Increased by +29.76% | Sep 30, 24 |
| 9 | iShares Russell 2000 ETF | 342.97K (2.41%) | 3.17K Increased by +0.92% | May 29, 26 |
| 10 | Vanguard Small Cap Index | 342.95K (2.41%) | -2.22K Decreased by -0.65% | Jul 31, 25 |
| 11 | Schwab US Dividend Equity ETF™ | 330.55K (2.32%) | 570.00 Increased by +0.17% | May 30, 26 |
| 12 | Strategic Advisers Fidelity US TtlStk | 300.23K (2.11%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 13 | SouthernSun Small Cap | 284.22K (1.99%) | 42.04K Increased by +14.79% | Mar 31, 25 |
| 14 | Vanguard Small Cap Value Index Inv | 221.65K (1.55%) | 1.33K Increased by +0.60% | Jul 31, 25 |
| 15 | Delaware Small Cap Value A | 216.90K (1.52%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | PIMCO RAE US Small Instl | 199.39K (1.40%) | 54.31K Increased by +27.24% | Mar 31, 26 |
| 17 | Loomis Sayles Small Cap Growth Instl | 192.67K (1.35%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 18 | Macquarie Small Cap Value A | 185.55K (1.30%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | DFA US Small Cap Value I | 179.88K (1.26%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | FIAM Small Cap Core CIT Cl B | 178.80K (1.25%) | 0.00 Increased by 0.00% | Mar 31, 26 |