| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.98M (15.53%) | 38.84K Increased by +0.98% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 2.45M (9.58%) | 8.15K Increased by +0.33% | Dec 31, 25 |
| 3 | River Road Asset Management, LLC | 1.62M (6.31%) | -6.21K Decreased by -0.38% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 1.31M (5.12%) | 48.16K Increased by +3.68% | Mar 31, 26 |
| 5 | State Street Corporation | 1.03M (4.01%) | 5.85K Increased by +0.57% | Mar 31, 24 |
| 6 | State Street Corp | 1.01M (3.96%) | 1.97K Increased by +0.19% | Mar 31, 26 |
| 7 | American Century Companies Inc | 976.21K (3.81%) | -35.55K Decreased by -3.64% | Mar 31, 26 |
| 8 | AltraVue Capital, LLC | 926.65K (3.62%) | -74.91K Decreased by -8.08% | Mar 31, 26 |
| 9 | FMR Inc | 765.30K (2.99%) | 24.68K Increased by +3.23% | Mar 31, 26 |
| 10 | Geneva Capital Management | 759.52K (2.97%) | -64.02K Decreased by -8.43% | Mar 31, 26 |
| 11 | Morgan Stanley - Brokerage Accounts | 721.71K (2.82%) | -30.73K Decreased by -4.26% | Mar 31, 26 |
| 12 | Geode Capital Management, LLC | 691.69K (2.70%) | 12.81K Increased by +1.85% | Mar 31, 26 |
| 13 | GOBI CAPITAL LLC | 684.55K (2.67%) | -98.96K Decreased by -14.46% | Jun 30, 25 |
| 14 | Mirabella Financial Services LLP | 589.03K (2.30%) | 589.03K Increased by +100.00% | Dec 31, 24 |
| 15 | Silvercrest Asset Management Group LLC | 501.37K (1.96%) | -69.88K Decreased by -13.94% | Dec 31, 25 |
| 16 | Wellington Management Company LLP | 456.62K (1.78%) | -4.14K Decreased by -0.91% | Mar 31, 26 |
| 17 | Rockefeller Capital Management L.P. | 442.52K (1.73%) | 135.33K Increased by +30.58% | Sep 30, 25 |
| 18 | Northern Trust Corp | 418.17K (1.63%) | -32.97K Decreased by -7.88% | Mar 31, 26 |
| 19 | Swedbank AB | 400.00K (1.56%) | -50.00K Decreased by -12.50% | Dec 31, 25 |
| 20 | Charles Schwab Investment Management Inc | 386.77K (1.51%) | -14.84K Decreased by -3.84% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.59M (6.22%) | 363.00 Increased by +0.02% | Apr 30, 26 |
| 2 | Vanguard US Total Market Shares ETF | 849.37K (3.32%) | 793.00 Increased by +0.09% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 849.32K (3.32%) | 2.79K Increased by +0.33% | Apr 30, 26 |
| 4 | Avantis US Small Cap Value ETF | 773.35K (3.02%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 5 | Vanguard Information Technology ETF | 656.08K (2.56%) | 3.52K Increased by +0.54% | Apr 30, 26 |
| 6 | iShares Russell 2000 ETF | 631.22K (2.47%) | 5.31K Increased by +0.84% | Apr 30, 26 |
| 7 | First Trust SMID Cp Rising Div Achv ETF | 539.74K (2.11%) | 728.00 Increased by +0.13% | Apr 30, 26 |
| 8 | AMG River Road Small Cap Value N | 387.61K (1.51%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 9 | Swedbank Robur Small Cap USA A | 340.00K (1.33%) | -40.00K Decreased by -11.76% | Mar 31, 26 |
| 10 | FPA Queens Road Small Cap Value Inv | 297.24K (1.16%) | 121.17K Increased by +40.76% | Mar 31, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 295.14K (1.15%) | 3.67K Increased by +1.25% | Apr 30, 26 |
| 12 | T. Rowe Price Integrated US SmCapGrEq | 280.40K (1.10%) | 169.50K Increased by +60.45% | Dec 31, 24 |
| 13 | Fidelity Small Cap Index | 258.40K (1.01%) | 3.04K Increased by +1.18% | Feb 28, 26 |
| 14 | Fidelity® Small Cap Index | 256.87K (1.00%) | 7.05K Increased by +2.74% | Oct 31, 23 |
| 15 | Fidelity Stock Selector Small Cap | 251.45K (0.98%) | 900.00 Increased by +0.36% | Feb 28, 26 |
| 16 | Neumeier Poma Small Cap Value | 249.43K (0.97%) | -8.36K Decreased by -3.35% | Mar 31, 26 |
| 17 | State Street SPDR Port S&P 600 Sm CpETF | 239.53K (0.94%) | 84.00 Increased by +0.04% | Apr 30, 26 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 236.10K (0.92%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 232.97K (0.91%) | 2.77K Increased by +1.19% | Aug 29, 25 |
| 20 | Nationwide Geneva Small Cap Gr Instl Svc | 228.01K (0.89%) | -8.88K Decreased by -3.90% | Mar 31, 26 |