| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.11M (9.16%) | 69.07K Increased by +2.22% | Sep 30, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 2.25M (6.63%) | -40.42K Decreased by -1.80% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 2.08M (6.13%) | 48.17K Increased by +2.32% | Dec 31, 25 |
| 4 | State Street Corp | 1.10M (3.24%) | 66.75K Increased by +6.07% | Sep 30, 25 |
| 5 | Franklin Resources Inc | 1.04M (3.07%) | -463.49K Decreased by -44.46% | Sep 30, 25 |
| 6 | State Street Corporation | 1.03M (3.04%) | 81.57K Increased by +7.92% | Mar 31, 24 |
| 7 | American Century Companies Inc | 986.71K (2.91%) | -4.21K Decreased by -0.43% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 877.63K (2.59%) | 3.43K Increased by +0.39% | Dec 31, 25 |
| 9 | Brown Advisory Holdings Inc | 692.90K (2.04%) | -25.67K Decreased by -3.70% | Dec 31, 25 |
| 10 | Private Management Group Inc | 604.30K (1.78%) | -3.58K Decreased by -0.59% | Dec 31, 25 |
| 11 | AllianceBernstein L.P. | 538.47K (1.59%) | -34.31K Decreased by -6.37% | Mar 31, 25 |
| 12 | Millennium Management LLC | 472.46K (1.39%) | 72.39K Increased by +15.32% | Dec 31, 25 |
| 13 | PEOPLES BANK NATIONAL ASSOCIATION | 461.27K (1.36%) | -104.97K Decreased by -22.76% | Sep 30, 25 |
| 14 | AQR Capital Management LLC | 437.23K (1.29%) | 74.42K Increased by +17.02% | Dec 31, 25 |
| 15 | Wellington Management Company LLP | 377.46K (1.11%) | 858.00 Increased by +0.23% | Jun 30, 25 |
| 16 | First Trust Advisors L.P. | 360.94K (1.06%) | 194.13K Increased by +53.79% | Jun 30, 24 |
| 17 | Northern Trust Corp | 319.81K (0.94%) | 2.86K Increased by +0.89% | Sep 30, 25 |
| 18 | Charles Schwab Investment Management Inc | 292.35K (0.86%) | -434.00 Decreased by -0.15% | Dec 31, 25 |
| 19 | Wealth Preservation Advisors | 278.80K (0.82%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | Empowered Funds, LLC | 269.39K (0.79%) | 144.85K Increased by +53.77% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Franklin Small Cap Value SMA Composite | 1.50M (4.42%) | 564.07K Increased by +37.63% | Jun 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.06M (3.14%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.06M (3.12%) | -3.71K Decreased by -0.35% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 858.44K (2.53%) | -7.00K Decreased by -0.82% | Mar 31, 26 |
| 5 | Avantis US Small Cap Value ETF | 827.76K (2.44%) | 664.00 Increased by +0.08% | Mar 31, 26 |
| 6 | Invesco High Yield Eq Div Achiev™ ETF | 646.18K (1.90%) | -1.92K Decreased by -0.30% | Mar 31, 26 |
| 7 | DFA US Small Cap Value I | 528.47K (1.56%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 8 | Stt Strt SPDR S&P Glbl DivAristETF | 450.46K (1.33%) | 450.46K Increased by +100.00% | Feb 28, 26 |
| 9 | Franklin US Small Cap Value Equity | 445.61K (1.31%) | -196.91K Decreased by -44.19% | Dec 31, 25 |
| 10 | Brown Advisory Small-Cap Fdmtl Val Inv | 414.41K (1.22%) | -2.46K Decreased by -0.59% | Feb 28, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 383.33K (1.13%) | 361.00 Increased by +0.09% | Feb 28, 26 |
| 12 | Fidelity Small Cap Index | 341.66K (1.01%) | -4.44K Decreased by -1.30% | Jan 31, 26 |
| 13 | Fifth Third Asst Mgt All Cap Val | 339.81K (1.00%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 14 | Fidelity® Small Cap Index | 329.63K (0.97%) | 9.77K Increased by +2.96% | Oct 31, 23 |
| 15 | State Street® SPDR® S&PRgnllBkgETF | 324.18K (0.96%) | -285.00 Decreased by -0.09% | Mar 31, 26 |
| 16 | Franklin Small Cap Value A | 310.04K (0.91%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 17 | DFA US Targeted Value I | 299.60K (0.88%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 18 | iShares Russell 2000 Value ETF | 296.92K (0.88%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 19 | First Trust RBA Amer Indl RenaisTM ETF | 235.13K (0.69%) | 666.00 Increased by +0.28% | Jun 30, 24 |
| 20 | CS McKee Micro Cap Value | 226.15K (0.67%) | 0.00 Increased by 0.00% | Feb 28, 26 |