| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.65M (17.30%) | -97.19K Decreased by -2.66% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.83M (13.40%) | 78.99K Increased by +2.79% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.70M (8.05%) | -4.68K Decreased by -0.28% | Dec 31, 25 |
| 4 | Wasatch Advisors LP | 1.10M (5.23%) | -35.58K Decreased by -3.22% | Dec 31, 25 |
| 5 | State Street Corporation | 979.19K (4.64%) | -196.00 Decreased by -0.02% | Mar 31, 24 |
| 6 | State Street Corp | 934.45K (4.43%) | -107.89K Decreased by -11.55% | Sep 30, 25 |
| 7 | Pzena Investment Management, LLC | 907.46K (4.30%) | -38.14K Decreased by -4.20% | Dec 31, 25 |
| 8 | JPMorgan Chase & Co | 860.53K (4.08%) | 489.21K Increased by +56.85% | Sep 30, 25 |
| 9 | LSV Asset Management | 847.86K (4.02%) | 244.90K Increased by +28.88% | Dec 31, 25 |
| 10 | American Century Companies Inc | 706.87K (3.35%) | -132.21K Decreased by -18.70% | Dec 31, 25 |
| 11 | Victory Capital Management Inc. | 676.19K (3.20%) | -556.35K Decreased by -82.28% | Jun 30, 24 |
| 12 | JONES FINANCIAL COMPANIES LLLP | 671.80K (3.18%) | 671.80K Increased by +100.00% | Mar 31, 25 |
| 13 | Geode Capital Management, LLC | 562.11K (2.66%) | 13.32K Increased by +2.37% | Dec 31, 25 |
| 14 | Charles Schwab Investment Management Inc | 538.02K (2.55%) | 81.91K Increased by +15.22% | Dec 31, 25 |
| 15 | Citadel Advisors Llc | 421.42K (2.00%) | 55.59K Increased by +13.19% | Jun 30, 25 |
| 16 | Jacobs Levy Equity Management, Inc. | 357.83K (1.70%) | -32.09K Decreased by -8.97% | Dec 31, 25 |
| 17 | Goldman Sachs Group Inc | 334.45K (1.59%) | -16.10K Decreased by -4.81% | Jun 30, 25 |
| 18 | Smith Graham & Co Inv Adv, L.P.** | 304.42K (1.44%) | -1.82K Decreased by -0.60% | Dec 31, 23 |
| 19 | Bridgeway Capital Management, LLC | 291.06K (1.38%) | -20.00K Decreased by -6.87% | Dec 31, 25 |
| 20 | SG Americas Securities, LLC | 283.76K (1.34%) | 274.09K Increased by +96.59% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.19M (5.62%) | 520.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 725.47K (3.44%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 654.90K (3.10%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | iShares Russell 2000 ETF | 562.23K (2.66%) | -4.61K Decreased by -0.82% | Mar 31, 26 |
| 5 | Vanguard Information Technology ETF | 527.99K (2.50%) | -684.00 Decreased by -0.13% | Mar 31, 26 |
| 6 | Avantis US Small Cap Value ETF | 498.36K (2.36%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 7 | Victory Small Cap Value CIT (Net 75) | 490.00K (2.32%) | -400.00K Decreased by -81.63% | Jun 30, 24 |
| 8 | Victory Sycamore Small Company Opp R | 490.00K (2.32%) | -400.00K Decreased by -81.63% | Jun 30, 24 |
| 9 | Wasatch Small Cap Value | 478.26K (2.27%) | -41.56K Decreased by -8.69% | Dec 31, 25 |
| 10 | Vanguard Small Cap Index | 472.90K (2.24%) | -1.45K Decreased by -0.31% | Mar 31, 26 |
| 11 | DFA US Small Cap Value I | 369.24K (1.75%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | Schwab Fundamental US Small Company ETF | 331.71K (1.57%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 13 | Vanguard Small Cap Value Index Inv | 299.89K (1.42%) | -4.09K Decreased by -1.36% | Mar 31, 26 |
| 14 | JPM US Small Cap Value-Composite | 293.77K (1.39%) | 56.32K Increased by +19.17% | Mar 31, 26 |
| 15 | JPMorgan Small Cap Blend A | 275.90K (1.31%) | 35.66K Increased by +12.92% | Feb 28, 26 |
| 16 | Fidelity® Small Cap Index | 238.93K (1.13%) | 6.25K Increased by +2.62% | Oct 31, 23 |
| 17 | Schwab Fundamental U.S. Small CompanyETF | 223.80K (1.06%) | -156.00 Decreased by -0.07% | Mar 31, 26 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 222.32K (1.05%) | 1.43K Increased by +0.64% | Mar 31, 26 |
| 19 | DFA US Targeted Value I | 214.00K (1.01%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 20 | Fidelity Small Cap Index | 211.56K (1.00%) | -2.65K Decreased by -1.25% | Jan 31, 26 |