| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 12.21M (13.61%) | 106.74K Increased by +0.87% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 7.09M (7.90%) | 705.55K Increased by +9.95% | Dec 31, 25 |
| 3 | North Reef Capital Management LP | 5.83M (6.50%) | 837.08K Increased by +14.35% | Dec 31, 25 |
| 4 | Wellington Management Company LLP | 5.39M (6.00%) | -96.32K Decreased by -1.79% | Dec 31, 25 |
| 5 | State Street Corp | 4.55M (5.07%) | 425.25K Increased by +9.35% | Sep 30, 25 |
| 6 | State Street Corporation | 4.15M (4.63%) | -20.73K Decreased by -0.50% | Mar 31, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 3.03M (3.37%) | -71.05K Decreased by -2.35% | Dec 31, 25 |
| 8 | Franklin Resources Inc | 2.72M (3.03%) | 4.51K Increased by +0.17% | Sep 30, 25 |
| 9 | Westwood Holdings Group Inc | 2.45M (2.73%) | -352.23K Decreased by -14.39% | Sep 30, 25 |
| 10 | Geode Capital Management, LLC | 2.28M (2.54%) | 177.79K Increased by +7.80% | Dec 31, 25 |
| 11 | DePrince Race & Zollo Inc | 2.22M (2.48%) | 76.19K Increased by +3.43% | Dec 31, 25 |
| 12 | Segall Bryant & Hamill | 1.84M (2.05%) | -84.00K Decreased by -4.57% | Dec 31, 25 |
| 13 | GW&K Investment Management, LLC | 1.47M (1.64%) | -21.58K Decreased by -1.47% | Dec 31, 25 |
| 14 | FJ Capital Management LLC | 1.36M (1.52%) | 151.68K Increased by +11.14% | Dec 31, 25 |
| 15 | Bank of New York Mellon Corp | 1.32M (1.47%) | -44.32K Decreased by -3.36% | Jun 30, 25 |
| 16 | William Blair Investment Management, LLC | 1.28M (1.43%) | 59.78K Increased by +4.66% | Dec 31, 25 |
| 17 | abrdn PLC | 1.12M (1.25%) | 110.58K Increased by +9.85% | Sep 30, 24 |
| 18 | The Goldman Sachs Group Inc | 1.10M (1.23%) | 7.97K Increased by +0.73% | Dec 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 1.03M (1.15%) | 86.14K Increased by +8.33% | Dec 31, 25 |
| 20 | Royce & Associates, LP | 1.01M (1.13%) | -231.06K Decreased by -22.85% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.82M (6.48%) | 2.15K Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.14M (3.50%) | 7.97K Increased by +0.25% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 2.67M (2.98%) | 3.02K Increased by +0.11% | Sep 30, 24 |
| 4 | Franklin Small Cap Value SMA Composite | 2.47M (2.75%) | 948.79K Increased by +38.43% | Jun 30, 25 |
| 5 | iShares Russell 2000 ETF | 2.30M (2.56%) | -18.80K Decreased by -0.82% | Mar 31, 26 |
| 6 | Franklin Small Cap Value A | 1.27M (1.42%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | Franklin US Small Cap Value Equity | 1.27M (1.42%) | -250.65K Decreased by -19.74% | Dec 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.05M (1.18%) | 10.26K Increased by +0.97% | Feb 28, 26 |
| 9 | American Beacon Small Cp Val R5 | 1.04M (1.15%) | -28.94K Decreased by -2.80% | Feb 28, 26 |
| 10 | State Street® SPDR® S&PRgnllBkgETF | 905.23K (1.01%) | -796.00 Decreased by -0.09% | Mar 31, 26 |
| 11 | State Street SPDR Port S&P 600 Sm CpETF | 876.05K (0.98%) | -459.00 Decreased by -0.05% | Mar 31, 26 |
| 12 | Fidelity Small Cap Index | 842.72K (0.94%) | -11.18K Decreased by -1.33% | Jan 31, 26 |
| 13 | iShares Russell 2000 Value ETF | 834.51K (0.93%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | Fidelity® Small Cap Index | 814.63K (0.91%) | 22.70K Increased by +2.79% | Oct 31, 23 |
| 15 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 750.68K (0.84%) | 9.04K Increased by +1.20% | Aug 29, 25 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 747.05K (0.83%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | Brown Advisory Small-Cap Fdmtl Val Inv | 707.36K (0.79%) | -5.28K Decreased by -0.75% | Jul 31, 25 |
| 18 | Royce Small-Cap Quality Value Composite | 598.85K (0.67%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Royce Small-Cap Total Return Invmt | 598.85K (0.67%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Westwood Mgt SmallCap Value | 595.62K (0.66%) | -45.13K Decreased by -7.58% | Dec 31, 25 |