| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.94M (15.38%) | -54.29K Decreased by -1.38% | Sep 30, 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. | 1.26M (4.93%) | -44.08K Decreased by -3.49% | Dec 31, 25 |
| 5 | State Street Corporation | 1.03M (4.01%) | 5.85K Increased by +0.57% | Mar 31, 24 |
| 6 | State Street Corp | 1.02M (3.99%) | 2.96K Increased by +0.29% | Sep 30, 25 |
| 7 | American Century Companies Inc | 1.01M (3.95%) | 5.73K Increased by +0.57% | Dec 31, 25 |
| 8 | AltraVue Capital, LLC | 1.00M (3.91%) | -1.32K Decreased by -0.13% | Dec 31, 25 |
| 9 | Geneva Capital Management | 823.54K (3.22%) | -95.72K Decreased by -11.62% | Dec 31, 25 |
| 10 | Morgan Stanley - Brokerage Accounts | 772.20K (3.02%) | 6.82K Increased by +0.88% | Sep 30, 25 |
| 11 | FMR Inc | 740.61K (2.89%) | -421.69K Decreased by -56.94% | Dec 31, 25 |
| 12 | GOBI CAPITAL LLC | 684.55K (2.67%) | -98.96K Decreased by -14.46% | Jun 30, 25 |
| 13 | Geode Capital Management, LLC | 678.89K (2.65%) | 1.33K Increased by +0.20% | Dec 31, 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 | Northern Trust Corp | 480.20K (1.88%) | 2.28K Increased by +0.47% | Sep 30, 25 |
| 17 | Wellington Management Company LLP | 460.75K (1.80%) | -10.65K Decreased by -2.31% | Dec 31, 25 |
| 18 | Rockefeller Capital Management L.P. | 442.52K (1.73%) | 135.33K Increased by +30.58% | Sep 30, 25 |
| 19 | Charles Schwab Investment Management Inc | 401.61K (1.57%) | -1.71K Decreased by -0.43% | Dec 31, 25 |
| 20 | Swedbank AB | 400.00K (1.56%) | -50.00K Decreased by -12.50% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.57M (6.13%) | 605.00 Increased by +0.04% | Mar 31, 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 | 840.80K (3.28%) | 2.04K Increased by +0.24% | Feb 28, 26 |
| 4 | Avantis US Small Cap Value ETF | 817.84K (3.19%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | Vanguard Information Technology ETF | 653.34K (2.55%) | -120.00 Decreased by -0.02% | Feb 28, 26 |
| 6 | iShares Russell 2000 ETF | 648.56K (2.53%) | -5.31K Decreased by -0.82% | Mar 31, 26 |
| 7 | First Trust SMID Cp Rising Div Achv ETF | 533.08K (2.08%) | 520.00 Increased by +0.10% | Mar 31, 26 |
| 8 | AMG River Road Small Cap Value N | 387.61K (1.51%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 9 | Swedbank Robur Small Cap USA A | 380.00K (1.48%) | -10.00K Decreased by -2.63% | Feb 28, 26 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 286.29K (1.12%) | 3.10K Increased by +1.08% | Feb 28, 26 |
| 11 | T. Rowe Price Integrated US SmCapGrEq | 280.40K (1.10%) | 169.50K Increased by +60.45% | Dec 31, 24 |
| 12 | JNL Multi-Manager Small Cap Value I | 272.91K (1.07%) | -7.52K Decreased by -2.76% | Dec 31, 25 |
| 13 | Neumeier Poma Small Cap Value | 257.79K (1.01%) | 257.79K Increased by +100.00% | Dec 31, 25 |
| 14 | Fidelity® Small Cap Index | 256.87K (1.00%) | 7.05K Increased by +2.74% | Oct 31, 23 |
| 15 | Fidelity Small Cap Index | 255.36K (1.00%) | -3.38K Decreased by -1.32% | Jan 31, 26 |
| 16 | Fidelity Stock Selector Small Cap | 250.55K (0.98%) | 1.20K Increased by +0.48% | Jan 31, 26 |
| 17 | Nationwide Geneva Small Cap Gr Instl Svc | 236.90K (0.93%) | -58.87K Decreased by -24.85% | Feb 28, 26 |
| 18 | State Street SPDR Port S&P 600 Sm CpETF | 236.24K (0.92%) | -123.00 Decreased by -0.05% | Mar 31, 26 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 236.10K (0.92%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 232.97K (0.91%) | 2.77K Increased by +1.19% | Aug 29, 25 |