| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kovitz Investment Group Partners, LLC | 2.31M (7.97%) | 686.59K Increased by +29.66% | Sep 30, 25 |
| 2 | Carnick & Kubik Group, LLC | 1.63M (5.60%) | -100.00 Decreased by -0.01% | Mar 31, 25 |
| 3 | BlackRock Inc | 1.40M (4.83%) | 29.11K Increased by +2.07% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 706.64K (2.43%) | 6.42K Increased by +0.91% | Dec 31, 25 |
| 5 | First Trust Advisors L.P. | 526.05K (1.81%) | -89.02K Decreased by -16.92% | Dec 31, 25 |
| 6 | Pacer Advisors, INC. | 385.89K (1.33%) | -85.47K Decreased by -22.15% | Sep 30, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 362.75K (1.25%) | -5.56K Decreased by -1.53% | Dec 31, 25 |
| 8 | State Street Corp | 352.49K (1.21%) | -283.00 Decreased by -0.08% | Dec 31, 25 |
| 9 | State Street Corporation | 351.91K (1.21%) | 11.84K Increased by +3.37% | Mar 31, 24 |
| 10 | American Century Companies Inc | 351.75K (1.21%) | 27.03K Increased by +7.68% | Dec 31, 24 |
| 11 | Voss Capital LLC | 350.00K (1.20%) | 55.00K Increased by +15.71% | Dec 31, 25 |
| 12 | Demars Financial Group, LLC | 344.58K (1.19%) | 344.58K Increased by +100.00% | Mar 31, 25 |
| 13 | Fisher Asset Management, LLC | 317.27K (1.09%) | 16.78K Increased by +5.29% | Dec 31, 25 |
| 14 | Mirae Asset Global Investments (Korea) Co Ltd | 311.09K (1.07%) | -58.83K Decreased by -18.91% | Mar 31, 24 |
| 15 | GW&K Investment Management, LLC | 254.52K (0.88%) | 30.01K Increased by +11.79% | Dec 31, 25 |
| 16 | Geode Capital Management, LLC | 239.09K (0.82%) | 524.00 Increased by +0.22% | Dec 31, 25 |
| 17 | Amvescap Plc. | 214.98K (0.74%) | -133.11K Decreased by -61.92% | Dec 31, 25 |
| 18 | Heartland Advisors Inc | 208.36K (0.72%) | -151.76K Decreased by -72.84% | Sep 30, 23 |
| 19 | New Vernon Capital Holdings II LLC | 202.86K (0.70%) | 202.86K Increased by +100.00% | Mar 31, 25 |
| 20 | Morgan Stanley - Brokerage Accounts | 192.72K (0.66%) | -103.75K Decreased by -53.83% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.73M (5.96%) | 2.28K Increased by +0.13% | Apr 29, 26 |
| 2 | First Trust RBA Amer Indl RenaisTM ETF | 922.87K (3.18%) | 3.47K Increased by +0.38% | Apr 30, 26 |
| 3 | iShares Russell 2000 ETF | 669.51K (2.30%) | -1.29K Decreased by -0.19% | Apr 29, 26 |
| 4 | First Trust SMID Cp Rising Div Achv ETF | 601.36K (2.07%) | 812.00 Increased by +0.14% | Apr 30, 26 |
| 5 | Pacer US Small Cap Cash Cows 100 ETF | 373.56K (1.29%) | -1.27K Decreased by -0.34% | Nov 29, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 308.63K (1.06%) | 1.78K Increased by +0.58% | Mar 31, 26 |
| 7 | Vanguard US Total Market Shares ETF | 282.92K (0.97%) | -594.00 Decreased by -0.21% | Sep 30, 24 |
| 8 | Global X US Infrastructure Dev ETF | 261.68K (0.90%) | 924.00 Increased by +0.35% | Apr 30, 26 |
| 9 | State Street SPDR Port S&P 600 Sm CpETF | 260.08K (0.90%) | 90.00 Increased by +0.03% | Apr 30, 26 |
| 10 | iShares S&P Small-Cap 600 Growth ETF | 249.73K (0.86%) | 0.00 Increased by 0.00% | Apr 29, 26 |
| 11 | iShares Russell 2000 Growth ETF | 233.89K (0.80%) | 577.00 Increased by +0.25% | Apr 29, 26 |
| 12 | TCW Transform Systems ETF | 232.17K (0.80%) | 1.24K Increased by +0.53% | Apr 30, 26 |
| 13 | Invesco S&P SmallCap Momentum ETF | 203.75K (0.70%) | 1.86K Increased by +0.91% | Apr 30, 26 |
| 14 | Tema Electrification ETF | 201.69K (0.69%) | 492.00 Increased by +0.24% | Apr 30, 26 |
| 15 | State Street® SPDR® S&P 600™ Sm Cp GrETF | 159.02K (0.55%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 16 | Schwab US Small-Cap ETF™ | 138.24K (0.48%) | 0.00 Increased by 0.00% | Apr 29, 26 |
| 17 | Fidelity Focused Stock | 137.00K (0.47%) | 137.00K Increased by +100.00% | May 31, 24 |
| 18 | DFA US Small Cap Value I | 114.48K (0.39%) | 0.00 Increased by 0.00% | May 31, 24 |
| 19 | Janus Henderson Hrzn Glb SC E2 USD | 114.19K (0.39%) | 6.07K Increased by +5.32% | Mar 31, 26 |
| 20 | Vanguard Small Cap Index | 112.12K (0.39%) | 112.12K Increased by +100.00% | Mar 31, 26 |