| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.68M (14.69%) | -112.56K Decreased by -2.41% | Sep 30, 25 |
| 2 | FMR Inc | 3.81M (11.97%) | -830.83K Decreased by -21.79% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 2.47M (7.76%) | 16.96K Increased by +0.69% | Dec 31, 25 |
| 4 | Wellington Management Company LLP | 2.22M (6.96%) | 367.80K Increased by +16.59% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.52M (4.76%) | -4.66K Decreased by -0.31% | Dec 31, 25 |
| 6 | Capital World Investors | 1.28M (4.03%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | State Street Corp | 1.23M (3.88%) | -12.63K Decreased by -1.02% | Sep 30, 25 |
| 8 | Capital Research Global Investors | 1.14M (3.57%) | 223.01K Increased by +19.61% | Dec 31, 25 |
| 9 | Pacer Advisors, INC. | 905.03K (2.84%) | -420.53K Decreased by -46.47% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 819.49K (2.57%) | 4.82K Increased by +0.59% | Dec 31, 25 |
| 11 | State Street Corporation | 782.74K (2.46%) | 14.43K Increased by +1.84% | Mar 31, 24 |
| 12 | American Century Companies Inc | 712.38K (2.24%) | 180.09K Increased by +25.28% | Jun 30, 25 |
| 13 | T. Rowe Price Investment Management,Inc. | 702.47K (2.21%) | 108.90K Increased by +15.50% | Dec 31, 25 |
| 14 | Silvercrest Asset Management Group LLC | 640.66K (2.01%) | 144.80K Increased by +22.60% | Dec 31, 25 |
| 15 | T. Rowe Price Associates, Inc. | 636.14K (2.00%) | 606.02K Increased by +95.27% | Sep 30, 25 |
| 16 | UBS Group AG | 616.09K (1.93%) | 339.35K Increased by +55.08% | Jun 30, 25 |
| 17 | Franklin Resources Inc | 563.53K (1.77%) | 138.04K Increased by +24.50% | Sep 30, 25 |
| 18 | Massachusetts Financial Services Company | 522.96K (1.64%) | -55.77K Decreased by -10.66% | Dec 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 505.98K (1.59%) | -13.90K Decreased by -2.75% | Dec 31, 25 |
| 20 | Loomis, Sayles & Company LP | 487.79K (1.53%) | -22.78K Decreased by -4.67% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 2.53M (7.93%) | 199.80K Increased by +7.91% | Mar 31, 26 |
| 2 | iShares Core S&P Small-Cap ETF | 2.00M (6.28%) | 725.00 Increased by +0.04% | Mar 31, 26 |
| 3 | Vanguard Explorer Inv | 1.02M (3.20%) | 39.11K Increased by +3.84% | Dec 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.00M (3.15%) | 5.94K Increased by +0.59% | Mar 31, 26 |
| 5 | Pacer US Small Cap Cash Cows 100 ETF | 878.28K (2.76%) | -2.99K Decreased by -0.34% | Nov 29, 24 |
| 6 | Fidelity® Small Cap Discovery | 837.20K (2.63%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | iShares Russell 2000 ETF | 790.52K (2.48%) | -6.44K Decreased by -0.81% | Mar 31, 26 |
| 8 | EHP Strategic Income Alternative F | 700.00K (2.20%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 9 | Fidelity Low-Priced Stock | 676.88K (2.13%) | -127.50K Decreased by -18.84% | Jan 31, 26 |
| 10 | Vanguard US Total Market Shares ETF | 670.27K (2.10%) | 727.00 Increased by +0.11% | Sep 30, 24 |
| 11 | T. Rowe Price Integrated US SmCapGrEq | 668.54K (2.10%) | 334.27K Increased by +50.00% | Dec 31, 24 |
| 12 | US Small-Cap Growth II Equity Comp | 438.27K (1.38%) | 46.37K Increased by +10.58% | Dec 31, 25 |
| 13 | T. Rowe Price New Horizons | 426.22K (1.34%) | -11.60K Decreased by -2.72% | Mar 31, 26 |
| 14 | Nomura High-Yield Bd Open Mother | 400.00K (1.26%) | 400.00K Increased by +100.00% | Nov 17, 25 |
| 15 | Fidelity Global Bargain Growth Stocks MF | 384.30K (1.21%) | 150.90K Increased by +39.27% | Aug 21, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 371.95K (1.17%) | 9.63K Increased by +2.59% | Mar 31, 26 |
| 17 | Putnam Small Cap Growth A | 347.05K (1.09%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | American Century Small Cap Value Inv | 345.00K (1.08%) | 55.00K Increased by +15.94% | Jun 30, 25 |
| 19 | American Century U.S. Small Cap Value | 345.00K (1.08%) | 55.00K Increased by +15.94% | Jun 30, 25 |
| 20 | Fidelity Stock Selector Small Cap | 340.05K (1.07%) | 3.60K Increased by +1.06% | Jan 31, 26 |