| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.98M (13.28%) | 61.52K Increased by +1.54% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 2.97M (9.89%) | -294.91K Decreased by -9.95% | Dec 31, 25 |
| 3 | FMR Inc | 1.47M (4.92%) | -179.84K Decreased by -12.20% | Mar 31, 26 |
| 4 | Vanguard Portfolio Management, LLC | 1.41M (4.70%) | 1.41M Increased by +100.00% | Mar 31, 26 |
| 5 | Vanguard Capital Management, LLC | 1.32M (4.40%) | 1.32M Increased by +100.00% | Mar 31, 26 |
| 6 | Amvescap Plc. | 1.19M (3.96%) | 382.19K Increased by +32.15% | Mar 31, 26 |
| 7 | State Street Corp | 1.09M (3.63%) | 16.13K Increased by +1.48% | Mar 31, 26 |
| 8 | Geode Capital Management, LLC | 939.28K (3.13%) | 132.23K Increased by +14.08% | Mar 31, 26 |
| 9 | First Trust Advisors L.P. | 877.99K (2.93%) | 188.05K Increased by +21.42% | Mar 31, 26 |
| 10 | Renaissance Technologies Corp | 766.91K (2.56%) | -36.28K Decreased by -4.73% | Mar 31, 26 |
| 11 | State Street Corporation | 690.84K (2.30%) | 6.46K Increased by +0.94% | Mar 31, 24 |
| 12 | Allspring Global Investments Holdings, LLC | 666.91K (2.22%) | 49.01K Increased by +7.35% | Dec 31, 24 |
| 13 | HHG PLC | 619.14K (2.06%) | 43.26K Increased by +6.99% | Mar 31, 26 |
| 14 | Dimensional Fund Advisors, Inc. | 568.61K (1.90%) | -11.57K Decreased by -2.04% | Mar 31, 26 |
| 15 | Congress Asset Management Company, LLP | 497.10K (1.66%) | 27.90K Increased by +5.61% | Mar 31, 26 |
| 16 | Millennium Management LLC | 493.39K (1.65%) | 434.93K Increased by +88.15% | Mar 31, 25 |
| 17 | UBS Group AG | 483.86K (1.61%) | 151.15K Increased by +31.24% | Sep 30, 25 |
| 18 | American Century Companies Inc | 471.58K (1.57%) | -13.82K Decreased by -2.93% | Mar 31, 26 |
| 19 | Morgan Stanley - Brokerage Accounts | 467.75K (1.56%) | -170.82K Decreased by -36.52% | Mar 31, 26 |
| 20 | Hennessy Advisors, Inc. | 444.70K (1.48%) | 55.40K Increased by +12.46% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.81M (6.03%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.04M (3.47%) | 198.00 Increased by +0.02% | May 29, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 926.78K (3.09%) | 4.27K Increased by +0.46% | Apr 30, 26 |
| 4 | Vanguard US Total Market Shares ETF | 921.18K (3.07%) | 936.00 Increased by +0.10% | Sep 30, 24 |
| 5 | Fidelity OTC | 839.46K (2.80%) | -233.25K Decreased by -27.79% | Jul 31, 24 |
| 6 | First Trust RBA Amer Indl RenaisTM ETF | 783.08K (2.61%) | 476.00 Increased by +0.06% | May 31, 26 |
| 7 | iShares Russell 2000 ETF | 713.68K (2.38%) | 6.60K Increased by +0.93% | May 29, 26 |
| 8 | Vanguard Small Cap Index | 670.69K (2.24%) | -1.34K Decreased by -0.20% | Apr 30, 26 |
| 9 | FullerThaler Beh Small-Cap Equity SMA | 577.18K (1.92%) | -207.96K Decreased by -36.03% | Dec 31, 25 |
| 10 | FullerThaler Behavioral Small-Cap Equity | 577.18K (1.92%) | -473.53K Decreased by -82.04% | Dec 31, 25 |
| 11 | Fidelity Small Cap Value Fund | 474.03K (1.58%) | 30.54K Increased by +6.44% | Feb 29, 24 |
| 12 | American Funds SMALLCAP World A | 446.06K (1.49%) | 106.96K Increased by +23.98% | Mar 31, 26 |
| 13 | Hennessy Cornerstone Mid Cap 30 Inv | 444.70K (1.48%) | 55.40K Increased by +12.46% | Sep 30, 24 |
| 14 | Vanguard Small Cap Growth Index Inv | 376.17K (1.25%) | 8.00 Increased by +0.00% | Apr 30, 26 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 346.93K (1.16%) | 3.59K Increased by +1.03% | Apr 30, 26 |
| 16 | Invesco OFI Small Cap Growth | 329.24K (1.10%) | 7.76K Increased by +2.36% | Mar 31, 26 |
| 17 | Coeli Global Select R SEK | 325.57K (1.09%) | -30.00K Decreased by -9.21% | Jan 31, 24 |
| 18 | FullerThaler Behavioral Sm-Cp Eq R6 | 316.28K (1.05%) | -66.90K Decreased by -21.15% | Apr 30, 26 |
| 19 | Congress Asset Mgt Small Cap Growth | 310.00K (1.03%) | 309.10K Increased by +99.71% | Jun 30, 24 |
| 20 | Invesco S&P MidCap Momentum ETF | 297.88K (0.99%) | 402.00 Increased by +0.13% | May 29, 26 |