| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 968.07K (37.80%) | 1.88K Increased by +0.19% | Mar 31, 26 |
| 2 | Wasatch Advisors LP | 377.37K (14.73%) | 264.48K Increased by +70.09% | Jun 30, 26 |
| 3 | KeyBank National Association | 302.11K (11.80%) | 302.11K Increased by +100.00% | Sep 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 284.85K (11.12%) | -22.64K Decreased by -7.95% | Mar 31, 26 |
| 5 | BlackRock Inc | 204.70K (7.99%) | 5.08K Increased by +2.48% | Mar 31, 26 |
| 6 | Vanguard Group Inc | 160.86K (6.28%) | -1.31K Decreased by -0.81% | Dec 31, 25 |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 150.23K (5.87%) | -72.78K Decreased by -48.45% | Mar 31, 26 |
| 8 | Vanguard Capital Management, LLC | 110.47K (4.31%) | 110.47K Increased by +100.00% | Mar 31, 26 |
| 9 | Nuveen, LLC | 109.49K (4.28%) | 109.49K Increased by +100.00% | Mar 31, 25 |
| 10 | Neuberger Berman Group LLC | 98.72K (3.85%) | 53.77K Increased by +54.46% | Mar 31, 26 |
| 11 | FMR Inc | 84.40K (3.30%) | 507.00 Increased by +0.60% | Mar 31, 26 |
| 12 | Royce & Associates, LP | 77.49K (3.03%) | -40.21K Decreased by -51.89% | Mar 31, 26 |
| 13 | Geode Capital Management, LLC | 74.74K (2.92%) | 1.14K Increased by +1.53% | Mar 31, 26 |
| 14 | State Street Corporation | 64.01K (2.50%) | 496.00 Increased by +0.77% | Mar 31, 24 |
| 15 | American Century Companies Inc | 62.37K (2.44%) | -11.35K Decreased by -18.20% | Mar 31, 26 |
| 16 | State Street Corp | 59.63K (2.33%) | 1.53K Increased by +2.56% | Mar 31, 26 |
| 17 | Vanguard Portfolio Management, LLC | 49.54K (1.93%) | 49.54K Increased by +100.00% | Mar 31, 26 |
| 18 | LSV Asset Management | 45.77K (1.79%) | -6.04K Decreased by -13.19% | Dec 31, 24 |
| 19 | Amvescap Plc. | 42.58K (1.66%) | -36.72K Decreased by -86.23% | Mar 31, 26 |
| 20 | The Goldman Sachs Group Inc | 41.72K (1.63%) | 6.86K Increased by +16.43% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Global X US Infrastructure Dev ETF | 153.03K (5.98%) | 114.00 Increased by +0.07% | Jun 30, 26 |
| 2 | Royce Pennsylvania Mutual Invmt | 101.98K (3.98%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 77.56K (3.03%) | -1.20K Decreased by -1.55% | Jun 30, 26 |
| 4 | iShares Russell 2000 ETF | 66.63K (2.60%) | 396.00 Increased by +0.59% | Jun 30, 26 |
| 5 | Neuberger Genesis Inv | 60.30K (2.35%) | 32.41K Increased by +53.76% | Mar 31, 26 |
| 6 | Avantis US Small Cap Value ETF | 51.80K (2.02%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 7 | DFA US Micro Cap I | 46.48K (1.81%) | 0.00 Increased by 0.00% | May 31, 26 |
| 8 | DFA US Targeted Value I | 46.08K (1.80%) | 0.00 Increased by 0.00% | May 31, 26 |
| 9 | EIP All Cap Value | 42.21K (1.65%) | 15.43K Increased by +36.55% | Jun 30, 24 |
| 10 | Royce Value Trust | 41.02K (1.60%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Wasatch Small Cap Value | 38.52K (1.50%) | 38.52K Increased by +100.00% | Mar 31, 26 |
| 12 | Fidelity Small Cap Growth | 35.54K (1.39%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 13 | Royce Value Trust Inc | 32.82K (1.28%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | DFA US Small Cap I | 32.24K (1.26%) | 0.00 Increased by 0.00% | May 31, 26 |
| 15 | Royce Small-Cap Composite | 30.72K (1.20%) | -5.00K Decreased by -16.28% | Jun 30, 26 |
| 16 | Royce Small-Cap Fund Invmt | 30.72K (1.20%) | -5.00K Decreased by -16.28% | Jun 30, 26 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 29.76K (1.16%) | 386.00 Increased by +1.30% | Jun 30, 26 |
| 18 | Tributary Small Cap Equity | 28.91K (1.13%) | -500.00 Decreased by -1.73% | Jun 30, 26 |
| 19 | DFA US Small Cap Value I | 28.64K (1.12%) | -5.01K Decreased by -17.49% | Mar 31, 26 |
| 20 | Fidelity Small Cap Index | 25.50K (1.00%) | 173.00 Increased by +0.68% | Apr 30, 26 |