| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kovitz Investment Group Partners, LLC | 2.31M (8.05%) | 686.59K Increased by +29.66% | Sep 30, 25 |
| 2 | Carnick & Kubik Group, LLC | 1.63M (5.66%) | -100.00 Decreased by -0.01% | Mar 31, 25 |
| 3 | BlackRock Inc | 1.41M (4.89%) | 1.87K Increased by +0.13% | Mar 31, 26 |
| 4 | Vanguard Group Inc | 706.64K (2.46%) | 6.42K Increased by +0.91% | Dec 31, 25 |
| 5 | First Trust Advisors L.P. | 516.55K (1.80%) | -9.50K Decreased by -1.84% | Mar 31, 26 |
| 6 | Vanguard Capital Management, LLC | 424.61K (1.48%) | 424.61K Increased by +100.00% | Mar 31, 26 |
| 7 | Pacer Advisors, INC. | 385.89K (1.34%) | -85.47K Decreased by -22.15% | Sep 30, 24 |
| 8 | Vanguard Portfolio Management, LLC | 383.60K (1.33%) | 383.60K Increased by +100.00% | Mar 31, 26 |
| 9 | State Street Corp | 362.44K (1.26%) | 9.95K Increased by +2.75% | Mar 31, 26 |
| 10 | State Street Corporation | 351.91K (1.22%) | 11.84K Increased by +3.37% | Mar 31, 24 |
| 11 | American Century Companies Inc | 351.75K (1.22%) | 27.03K Increased by +7.68% | Dec 31, 24 |
| 12 | Demars Financial Group, LLC | 344.58K (1.20%) | 344.58K Increased by +100.00% | Mar 31, 25 |
| 13 | Dimensional Fund Advisors, Inc. | 323.60K (1.13%) | -39.16K Decreased by -12.10% | Mar 31, 26 |
| 14 | Mirae Asset Global Investments (Korea) Co Ltd | 311.09K (1.08%) | -58.83K Decreased by -18.91% | Mar 31, 24 |
| 15 | Morgan Stanley - Brokerage Accounts | 272.00K (0.95%) | 79.28K Increased by +29.15% | Mar 31, 26 |
| 16 | Fisher Asset Management, LLC | 256.92K (0.89%) | -60.36K Decreased by -23.49% | Mar 31, 26 |
| 17 | Geode Capital Management, LLC | 242.86K (0.85%) | 3.76K Increased by +1.55% | Mar 31, 26 |
| 18 | Amvescap Plc. | 241.81K (0.84%) | 26.83K Increased by +11.09% | Mar 31, 26 |
| 19 | HHG PLC | 224.97K (0.78%) | 79.93K Increased by +35.53% | Mar 31, 26 |
| 20 | Heartland Advisors Inc | 208.36K (0.73%) | -151.76K Decreased by -72.84% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.72M (6.00%) | 595.00 Increased by +0.03% | May 29, 26 |
| 2 | First Trust RBA Amer Indl RenaisTM ETF | 950.03K (3.31%) | 578.00 Increased by +0.06% | May 31, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 928.29K (3.23%) | 619.67K Increased by +66.75% | Apr 30, 26 |
| 4 | iShares Russell 2000 ETF | 685.78K (2.39%) | 6.34K Increased by +0.93% | May 29, 26 |
| 5 | First Trust SMID Cp Rising Div Achv ETF | 607.47K (2.11%) | -1.51K Decreased by -0.25% | May 31, 26 |
| 6 | Pacer US Small Cap Cash Cows 100 ETF | 373.56K (1.30%) | -1.27K Decreased by -0.34% | Nov 29, 24 |
| 7 | Janus Henderson Hrzn Glb SC E2 USD | 355.79K (1.24%) | 241.60K Increased by +67.91% | Apr 30, 26 |
| 8 | Vanguard Small Cap Index | 335.88K (1.17%) | 223.76K Increased by +66.62% | Apr 30, 26 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 320.58K (1.12%) | 214.77K Increased by +66.99% | Apr 30, 26 |
| 10 | Invesco Discovery A | 311.96K (1.09%) | 207.97K Increased by +66.67% | Apr 30, 26 |
| 11 | Vanguard US Total Market Shares ETF | 282.92K (0.98%) | -594.00 Decreased by -0.21% | Sep 30, 24 |
| 12 | T. Rowe Price New Horizons | 279.37K (0.97%) | 202.41K Increased by +72.45% | Apr 30, 26 |
| 13 | DFA US Small Cap I | 269.91K (0.94%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | Global X US Infrastructure Dev ETF | 268.12K (0.93%) | -420.00 Decreased by -0.16% | May 29, 26 |
| 15 | State Street SPDR Port S&P 600 Sm CpETF | 261.71K (0.91%) | 0.00 Increased by 0.00% | May 29, 26 |
| 16 | iShares S&P Small-Cap 600 Growth ETF | 251.55K (0.88%) | -765.00 Decreased by -0.30% | May 29, 26 |
| 17 | TCW Transform Systems ETF | 245.68K (0.85%) | 0.00 Increased by 0.00% | May 29, 26 |
| 18 | iShares Russell 2000 Growth ETF | 233.38K (0.81%) | -1.52K Decreased by -0.65% | May 29, 26 |
| 19 | Invesco S&P SmallCap Momentum ETF | 213.13K (0.74%) | 65.00 Increased by +0.03% | May 29, 26 |
| 20 | Tema Electrification ETF | 204.84K (0.71%) | 0.00 Increased by 0.00% | May 29, 26 |