| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.30M (15.41%) | 103.29K Increased by +3.13% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 2.57M (12.01%) | 4.62K Increased by +0.18% | Dec 31, 25 |
| 3 | HighTower Advisors, LLC | 1.59M (7.42%) | -9.21K Decreased by -0.58% | Dec 31, 25 |
| 4 | State Street Corporation | 1.21M (5.62%) | -6.80K Decreased by -0.56% | Mar 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.12M (5.21%) | -6.00K Decreased by -0.54% | Mar 31, 26 |
| 6 | DePrince Race & Zollo Inc | 947.45K (4.42%) | 47.08K Increased by +4.97% | Mar 31, 26 |
| 7 | State Street Corp | 912.50K (4.26%) | -5.10K Decreased by -0.56% | Dec 31, 25 |
| 8 | Westwood Holdings Group Inc | 741.31K (3.46%) | -783.81K Decreased by -105.73% | Dec 31, 25 |
| 9 | First Trust Advisors L.P. | 739.44K (3.45%) | -13.66K Decreased by -1.85% | Jun 30, 25 |
| 10 | Victory Capital Management Inc. | 699.86K (3.27%) | -21.50K Decreased by -3.07% | Jun 30, 24 |
| 11 | American Century Companies Inc | 612.05K (2.86%) | 25.58K Increased by +4.18% | Dec 31, 25 |
| 12 | Geode Capital Management, LLC | 514.40K (2.40%) | 2.06K Increased by +0.40% | Dec 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 477.46K (2.23%) | 23.10K Increased by +4.84% | Dec 31, 25 |
| 14 | SouthernSun Asset Management, LLC | 378.80K (1.77%) | -28.97K Decreased by -7.65% | Mar 31, 26 |
| 15 | Morgan Stanley - Brokerage Accounts | 310.35K (1.45%) | 40.75K Increased by +13.13% | Dec 31, 25 |
| 16 | The Goldman Sachs Group Inc | 299.97K (1.40%) | 198.46K Increased by +66.16% | Dec 31, 25 |
| 17 | Acadian Asset Management LLC | 285.92K (1.33%) | 281.15K Increased by +98.33% | Dec 31, 25 |
| 18 | Northern Trust Corp | 242.52K (1.13%) | 4.65K Increased by +1.92% | Mar 31, 26 |
| 19 | Cresset Asset Management, LLC | 223.06K (1.04%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | Bank of New York Mellon Corp | 214.13K (1.00%) | -20.70K Decreased by -9.67% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.31M (6.12%) | 336.00 Increased by +0.03% | Apr 30, 26 |
| 2 | First Trust Value Line® Dividend ETF | 688.81K (3.21%) | -865.00 Decreased by -0.13% | Jul 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 681.06K (3.18%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | Vanguard US Total Market Shares ETF | 672.30K (3.14%) | 972.00 Increased by +0.14% | Sep 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 668.42K (3.12%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 6 | Victory Small Cap Value CIT (Net 75) | 520.00K (2.43%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | Victory Sycamore Small Company Opp R | 520.00K (2.43%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | iShares Russell 2000 ETF | 506.13K (2.36%) | 4.28K Increased by +0.85% | Apr 30, 26 |
| 9 | Vanguard Small Cap Index | 497.01K (2.32%) | 7.81K Increased by +1.57% | Mar 31, 26 |
| 10 | SouthernSun Small Cap | 366.20K (1.71%) | -31.36K Decreased by -8.56% | Mar 31, 26 |
| 11 | Vanguard Small Cap Value Index Inv | 316.01K (1.47%) | 2.66K Increased by +0.84% | Mar 31, 26 |
| 12 | SPDR® S&P Dividend ETF | 271.30K (1.27%) | 178.00 Increased by +0.07% | Dec 31, 24 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 238.97K (1.12%) | 3.66K Increased by +1.53% | Mar 31, 26 |
| 14 | Fidelity Small Cap Index | 211.70K (0.99%) | 2.07K Increased by +0.98% | Feb 28, 26 |
| 15 | Schwab Fundamental U.S. Small CompanyETF | 208.24K (0.97%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 16 | Fidelity® Small Cap Index | 205.14K (0.96%) | 5.80K Increased by +2.83% | Oct 31, 23 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 200.47K (0.94%) | -392.00 Decreased by -0.20% | Apr 30, 26 |
| 18 | Westwood Mgt SmallCap Value | 199.30K (0.93%) | -211.64K Decreased by -106.19% | Dec 31, 25 |
| 19 | Westwood Quality SmallCap Fund Inst | 199.30K (0.93%) | -211.64K Decreased by -106.19% | Dec 31, 25 |
| 20 | State Street SPDR Port S&P 600 Sm CpETF | 196.72K (0.92%) | 68.00 Increased by +0.03% | Apr 30, 26 |