| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 760.29K (19.76%) | 760.29K Increased by +100.00% | Dec 31, 25 |
| 2 | BlackRock Inc | 235.29K (6.12%) | -8.21K Decreased by -3.49% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 183.14K (4.76%) | 1.10K Increased by +0.60% | Dec 31, 25 |
| 4 | Stonebridge Wealth Management, LLC | 134.93K (3.51%) | 20.35K Increased by +15.08% | Dec 31, 25 |
| 5 | Geode Capital Management, LLC | 79.05K (2.05%) | 546.00 Increased by +0.69% | Dec 31, 25 |
| 6 | State Street Corp | 61.60K (1.60%) | -3.71K Decreased by -6.03% | Sep 30, 25 |
| 7 | State Street Corporation | 53.51K (1.39%) | 115.00 Increased by +0.21% | Mar 31, 24 |
| 8 | Royal Bank of Canada | 51.76K (1.35%) | -13.50K Decreased by -26.08% | Sep 30, 25 |
| 9 | Squarepoint Ops LLC | 48.95K (1.27%) | 17.57K Increased by +35.89% | Dec 31, 25 |
| 10 | Marshall Wace Asset Management Ltd | 48.61K (1.26%) | -17.46K Decreased by -35.92% | Dec 31, 25 |
| 11 | Renaissance Technologies Corp | 37.60K (0.98%) | -4.10K Decreased by -10.90% | Dec 31, 25 |
| 12 | Northern Trust Corp | 33.84K (0.88%) | -318.00 Decreased by -0.94% | Sep 30, 25 |
| 13 | HSBC Holdings PLC | 30.83K (0.80%) | 14.95K Increased by +48.49% | Dec 31, 25 |
| 14 | Fifth Third Bancorp | 27.04K (0.70%) | 27.04K Increased by +100.00% | Dec 31, 24 |
| 15 | JPMorgan Chase & Co | 22.11K (0.57%) | 13.37K Increased by +60.47% | Sep 30, 25 |
| 16 | Pensionmark Financial Group, LLC | 21.11K (0.55%) | -4.80K Decreased by -22.75% | Sep 30, 24 |
| 17 | Nuveen, LLC | 20.75K (0.54%) | 20.75K Increased by +100.00% | Sep 30, 25 |
| 18 | Citadel Advisors Llc | 19.05K (0.50%) | -3.72K Decreased by -19.52% | Sep 30, 25 |
| 19 | Morgan Stanley - Brokerage Accounts | 18.02K (0.47%) | -3.10K Decreased by -17.18% | Sep 30, 25 |
| 20 | Janney Montgomery Scott LLC | 17.53K (0.46%) | -2.50K Decreased by -14.26% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 105.30K (2.74%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | Vanguard US Total Market Shares ETF | 95.71K (2.49%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 77.27K (2.01%) | 77.27K Increased by +100.00% | Feb 28, 26 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 37.46K (0.97%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | Fidelity® Small Cap Index | 35.90K (0.93%) | 909.00 Increased by +2.53% | Oct 31, 23 |
| 6 | Fidelity Small Cap Index | 29.60K (0.77%) | -1.36K Decreased by -4.60% | Dec 31, 25 |
| 7 | iShares Russell 2000 Growth ETF | 24.66K (0.64%) | -6.63K Decreased by -26.88% | Feb 28, 26 |
| 8 | Fidelity Extended Market Index | 19.40K (0.50%) | -80.00 Decreased by -0.41% | Jan 31, 26 |
| 9 | Fidelity® Extended Market Index | 17.39K (0.45%) | 622.00 Increased by +3.58% | Nov 30, 23 |
| 10 | Vanguard Russell 2000 ETF | 15.09K (0.39%) | 612.00 Increased by +4.06% | Feb 28, 26 |
| 11 | State St Russell Sm Cap® Indx SL Cl I | 14.20K (0.37%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | State St Russell Sm/Mid Cp® Indx NL Cl C | 13.73K (0.36%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 13 | State St Russell Sm/Mid Cp® Indx SL Cl I | 13.73K (0.36%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 14 | Blackrock Extended Mkt Fund CF | 10.17K (0.26%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 15 | NT R2000 Growth Index Fund - NL | 9.81K (0.25%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | DFA US Small Cap I | 8.83K (0.23%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | Extended Equity Market Fund K | 8.72K (0.23%) | 6.00 Increased by +0.07% | Dec 31, 25 |
| 18 | NT R2000 Growth Index Fund - L | 8.53K (0.22%) | -434.00 Decreased by -5.09% | Dec 31, 24 |
| 19 | Northern Trust Russell 2000 Growth Index | 8.53K (0.22%) | -434.00 Decreased by -5.09% | Dec 31, 24 |
| 20 | Xtrackers Russell 2000 ETF 1C | 8.42K (0.22%) | 0.00 Increased by 0.00% | Mar 19, 25 |