| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.67M (9.68%) | 230.19K Increased by +3.45% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.03M (5.85%) | 11.24K Increased by +0.28% | Dec 31, 25 |
| 3 | T. Rowe Price Associates, Inc. | 2.41M (3.50%) | 1.01M Increased by +41.87% | Sep 30, 25 |
| 4 | American Century Companies Inc | 2.04M (2.96%) | -116.74K Decreased by -5.72% | Dec 31, 25 |
| 5 | T. Rowe Price Investment Management,Inc. | 1.86M (2.71%) | 657.88K Increased by +35.31% | Dec 31, 25 |
| 6 | State Street Corp | 1.82M (2.65%) | 68.38K Increased by +3.75% | Sep 30, 25 |
| 7 | JPMorgan Chase & Co | 1.52M (2.20%) | 904.46K Increased by +59.63% | Sep 30, 25 |
| 8 | Dimensional Fund Advisors, Inc. | 1.40M (2.04%) | -13.69K Decreased by -0.98% | Dec 31, 25 |
| 9 | AltraVue Capital, LLC | 1.31M (1.90%) | -2.08K Decreased by -0.16% | Dec 31, 25 |
| 10 | Geode Capital Management, LLC | 1.21M (1.76%) | 74.52K Increased by +6.15% | Dec 31, 25 |
| 11 | Van Berkom and Associates Inc | 1.14M (1.66%) | -56.83K Decreased by -4.97% | Dec 31, 25 |
| 12 | State Street Corporation | 1.14M (1.65%) | 49.53K Increased by +4.36% | Mar 31, 24 |
| 13 | Ameriprise Financial Inc | 941.84K (1.37%) | 73.57K Increased by +7.81% | Sep 30, 25 |
| 14 | Punch & Associates Inv Mgmt Inc | 707.84K (1.03%) | -3.02K Decreased by -0.43% | Dec 31, 25 |
| 15 | Perpetual Ltd | 645.25K (0.94%) | -201.55K Decreased by -31.24% | Jun 30, 25 |
| 16 | Rockefeller Capital Management L.P. | 610.63K (0.89%) | -191.95K Decreased by -31.44% | Dec 31, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 601.94K (0.87%) | -158.11K Decreased by -26.27% | Sep 30, 25 |
| 18 | Boston Partners Global Investors, Inc | 592.63K (0.86%) | 174.59K Increased by +29.46% | Dec 31, 25 |
| 19 | Champlain Investment Partners, LLC | 555.77K (0.81%) | 99.62K Increased by +17.92% | Sep 30, 25 |
| 20 | Hennessy Advisors, Inc. | 542.80K (0.79%) | 430.60K Increased by +79.33% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.21M (6.11%) | 1.49K Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.12M (3.08%) | 11.64K Increased by +0.55% | Mar 31, 26 |
| 3 | Avantis US Small Cap Value ETF | 1.89M (2.75%) | 1.45K Increased by +0.08% | Mar 31, 26 |
| 4 | iShares Russell 2000 ETF | 1.79M (2.59%) | -14.57K Decreased by -0.82% | Mar 31, 26 |
| 5 | Vanguard Small Cap Index | 1.54M (2.24%) | 789.49K Increased by +51.11% | Mar 31, 26 |
| 6 | Van Berkom Sm-Cap Eq | 1.33M (1.93%) | -337.42K Decreased by -25.42% | Mar 31, 26 |
| 7 | T. Rowe Price Integrated US Sm Gr Eq | 1.14M (1.65%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 8 | Vanguard Small Cap Growth Index Inv | 865.22K (1.26%) | 444.52K Increased by +51.38% | Mar 31, 26 |
| 9 | Vanguard US Total Market Shares ETF | 842.20K (1.22%) | 935.00 Increased by +0.11% | Sep 30, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 782.20K (1.14%) | 23.11K Increased by +2.95% | Mar 31, 26 |
| 11 | T. Rowe Price Integrated US SmCapGrEq | 758.27K (1.10%) | 166.60K Increased by +21.97% | Dec 31, 25 |
| 12 | T. Rowe Price Small-Cap Stock | 695.96K (1.01%) | 85.00K Increased by +12.21% | Mar 31, 26 |
| 13 | State Street SPDR Port S&P 600 Sm CpETF | 635.87K (0.92%) | -333.00 Decreased by -0.05% | Mar 31, 26 |
| 14 | T. Rowe Price New Horizons | 618.28K (0.90%) | -209.85K Decreased by -33.94% | Mar 31, 26 |
| 15 | iShares S&P Small-Cap 600 Growth ETF | 603.70K (0.88%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 16 | iShares Russell 2000 Growth ETF | 601.81K (0.87%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 17 | Hennessy Cornerstone Mid Cap 30 Inv | 564.60K (0.82%) | -58.95K Decreased by -10.44% | Mar 31, 26 |
| 18 | T. Rowe Price Comm & Tech Investor | 541.22K (0.79%) | -91.40K Decreased by -16.89% | Jan 31, 26 |
| 19 | US Small-Cap Growth II Equity Comp | 525.43K (0.76%) | 49.12K Increased by +9.35% | Dec 31, 25 |
| 20 | Champlain Small Company Fund, LLC | 506.60K (0.74%) | -25.17K Decreased by -4.97% | Mar 31, 26 |