| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Stadium Capital Management LLC | 2.62M (15.85%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | FMR Inc | 2.13M (12.90%) | 1.36M Increased by +64.05% | Dec 31, 25 |
| 3 | Disciplined Growth Investors Inc | 1.90M (11.54%) | -28.14K Decreased by -1.48% | Sep 30, 23 |
| 4 | BlackRock Inc | 1.49M (9.03%) | -86.69K Decreased by -5.81% | Sep 30, 25 |
| 5 | Vanguard Group Inc | 1.23M (7.44%) | -17.04K Decreased by -1.39% | Dec 31, 25 |
| 6 | Pacific Ridge Capital Partners, LLC | 1.15M (6.94%) | 371.34K Increased by +32.41% | Dec 31, 25 |
| 7 | Charles Schwab Investment Management Inc | 1.12M (6.79%) | 384.12K Increased by +34.26% | Dec 31, 25 |
| 8 | Adage Capital Partners Gp LLC | 1.00M (6.06%) | 1.00M Increased by +100.00% | Dec 31, 23 |
| 9 | Wealthfront Advisers LLC | 975.16K (5.91%) | 975.16K Increased by +100.00% | Dec 31, 24 |
| 10 | Towle & Co | 974.95K (5.91%) | 974.95K Increased by +100.00% | Jun 30, 25 |
| 11 | Millennium Management LLC | 716.87K (4.34%) | 656.16K Increased by +91.53% | Sep 30, 25 |
| 12 | The Goldman Sachs Group Inc | 681.56K (4.13%) | 582.43K Increased by +85.46% | Sep 30, 25 |
| 13 | Marshall Wace Asset Management Ltd | 656.33K (3.98%) | 35.02K Increased by +5.34% | Dec 31, 24 |
| 14 | Jacobs Levy Equity Management, Inc. | 620.30K (3.76%) | -6.03K Decreased by -0.97% | Dec 31, 25 |
| 15 | Geode Capital Management, LLC | 505.84K (3.06%) | -24.93K Decreased by -4.93% | Sep 30, 25 |
| 16 | Invenomic Capital Management, LP | 483.85K (2.93%) | -2.12K Decreased by -0.44% | Dec 31, 25 |
| 17 | State Street Corp | 454.63K (2.75%) | -4.24K Decreased by -0.93% | Sep 30, 25 |
| 18 | Bank of America Corp | 433.97K (2.63%) | -41.65K Decreased by -9.60% | Sep 30, 25 |
| 19 | State Street Corporation | 416.16K (2.52%) | -77.00K Decreased by -18.50% | Mar 31, 24 |
| 20 | Dimensional Fund Advisors, Inc. | 408.74K (2.48%) | -34.70K Decreased by -8.49% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Advisor Multi-Asset Income I | 816.36K (4.95%) | 403.31K Increased by +49.40% | Nov 30, 25 |
| 2 | Schwab Fundamental U.S. Small CompanyETF | 788.32K (4.78%) | -552.00 Decreased by -0.07% | Feb 27, 26 |
| 3 | Vanguard US Total Market Shares ETF | 666.15K (4.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Schwab Fundamental US Small Company ETF | 657.11K (3.98%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 649.83K (3.94%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 6 | iShares Russell 2000 ETF | 443.25K (2.69%) | -34.16K Decreased by -7.71% | Feb 25, 26 |
| 7 | Fidelity Tactical High Income Sr F8 | 436.33K (2.64%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 8 | Invenomic Institutional | 389.73K (2.36%) | 0.00 Increased by 0.00% | Oct 31, 25 |
| 9 | Adara Smaller Companies | 386.38K (2.34%) | 383.39K Increased by +99.23% | Jan 31, 26 |
| 10 | Kempen (Lux) Global Small-Cap I | 306.04K (1.85%) | -122.29K Decreased by -39.96% | Mar 31, 25 |
| 11 | Vanguard Small Cap Index | 272.02K (1.65%) | 836.00 Increased by +0.31% | Nov 30, 23 |
| 12 | SEI GMF Small Cap Sel USD Instl+ H Acc | 263.52K (1.60%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | Acuitas US Microcap Strategy | 253.24K (1.53%) | 253.24K Increased by +100.00% | Sep 30, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 241.37K (1.46%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 15 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 220.58K (1.34%) | 0.00 Increased by 0.00% | Feb 27, 25 |
| 16 | Fidelity® Small Cap Index | 205.25K (1.24%) | 5.74K Increased by +2.80% | Oct 31, 23 |
| 17 | Fidelity Small Cap Index | 200.53K (1.21%) | 12.92K Increased by +6.44% | Nov 30, 25 |
| 18 | FP Brunel Smaller Companies Eqs A Acc | 193.08K (1.17%) | 10.56K Increased by +5.47% | Jun 30, 24 |
| 19 | Vanguard Small Cap Value Index Inv | 189.86K (1.15%) | -288.00 Decreased by -0.15% | Nov 30, 23 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 188.51K (1.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |