| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.20M (15.06%) | -42.07K Decreased by -1.32% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.57M (12.12%) | 4.62K Increased by +0.18% | Dec 31, 25 |
| 3 | HighTower Advisors, LLC | 1.59M (7.48%) | -9.21K Decreased by -0.58% | Dec 31, 25 |
| 4 | Westwood Holdings Group Inc | 1.53M (7.18%) | 188.26K Increased by +12.34% | Sep 30, 25 |
| 5 | State Street Corporation | 1.21M (5.67%) | -6.80K Decreased by -0.56% | Mar 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 1.12M (5.29%) | -100.57K Decreased by -8.96% | Dec 31, 25 |
| 7 | State Street Corp | 917.61K (4.32%) | 339.00 Increased by +0.04% | Sep 30, 25 |
| 8 | DePrince Race & Zollo Inc | 900.38K (4.24%) | 205.16K Increased by +22.79% | Dec 31, 25 |
| 9 | First Trust Advisors L.P. | 739.44K (3.48%) | -13.66K Decreased by -1.85% | Jun 30, 25 |
| 10 | Victory Capital Management Inc. | 699.86K (3.29%) | -21.50K Decreased by -3.07% | Jun 30, 24 |
| 11 | American Century Companies Inc | 612.05K (2.88%) | 25.58K Increased by +4.18% | Dec 31, 25 |
| 12 | Geode Capital Management, LLC | 514.40K (2.42%) | 2.06K Increased by +0.40% | Dec 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 477.46K (2.25%) | 23.10K Increased by +4.84% | Dec 31, 25 |
| 14 | SouthernSun Asset Management, LLC | 407.77K (1.92%) | -38.89K Decreased by -9.54% | Dec 31, 25 |
| 15 | The Goldman Sachs Group Inc | 299.97K (1.41%) | 198.46K Increased by +66.16% | Dec 31, 25 |
| 16 | Acadian Asset Management LLC | 285.92K (1.35%) | 281.15K Increased by +98.33% | Dec 31, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 269.60K (1.27%) | -2.08K Decreased by -0.77% | Sep 30, 25 |
| 18 | Northern Trust Corp | 240.15K (1.13%) | -5.46K Decreased by -2.27% | Sep 30, 25 |
| 19 | Cresset Asset Management, LLC | 223.06K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | Bank of New York Mellon Corp | 214.13K (1.01%) | -20.70K Decreased by -9.67% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.29M (6.07%) | 545.00 Increased by +0.04% | Mar 31, 26 |
| 2 | First Trust Value Line® Dividend ETF | 688.81K (3.24%) | -865.00 Decreased by -0.13% | Jul 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 681.06K (3.21%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 672.30K (3.16%) | 972.00 Increased by +0.14% | Sep 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 611.86K (2.88%) | 832.00 Increased by +0.14% | Mar 31, 26 |
| 6 | iShares Russell 2000 ETF | 522.51K (2.46%) | -4.28K Decreased by -0.82% | Mar 31, 26 |
| 7 | Victory Small Cap Value CIT (Net 75) | 520.00K (2.45%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | Victory Sycamore Small Company Opp R | 520.00K (2.45%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | Vanguard Small Cap Index | 489.21K (2.30%) | 1.72K Increased by +0.35% | Feb 28, 26 |
| 10 | SouthernSun Small Cap | 397.56K (1.87%) | -34.43K Decreased by -8.66% | Dec 31, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 313.35K (1.48%) | 839.00 Increased by +0.27% | Feb 28, 26 |
| 12 | SPDR® S&P Dividend ETF | 271.30K (1.28%) | 178.00 Increased by +0.07% | Dec 31, 24 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 235.31K (1.11%) | 1.37K Increased by +0.58% | Feb 28, 26 |
| 14 | DFA US Small Cap Value I | 215.92K (1.02%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 211.43K (1.00%) | 1.54K Increased by +0.73% | Mar 31, 26 |
| 16 | Fidelity Small Cap Index | 209.63K (0.99%) | -2.56K Decreased by -1.22% | Jan 31, 26 |
| 17 | Schwab Fundamental U.S. Small CompanyETF | 206.65K (0.97%) | -144.00 Decreased by -0.07% | Mar 31, 26 |
| 18 | Fidelity® Small Cap Index | 205.14K (0.97%) | 5.80K Increased by +2.83% | Oct 31, 23 |
| 19 | Westwood Mgt SmallCap Value | 199.30K (0.94%) | -211.64K Decreased by -106.19% | Dec 31, 25 |
| 20 | Westwood Quality SmallCap Fund Inst | 199.30K (0.94%) | -211.64K Decreased by -106.19% | Dec 31, 25 |