| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.92M (13.08%) | -699.83K Decreased by -17.84% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 2.97M (9.89%) | -294.91K Decreased by -9.95% | Dec 31, 25 |
| 3 | FMR Inc | 1.65M (5.52%) | -100.76K Decreased by -6.09% | Dec 31, 25 |
| 4 | Amvescap Plc. | 1.19M (3.96%) | 382.19K Increased by +32.15% | Mar 31, 26 |
| 5 | State Street Corp | 1.07M (3.58%) | -39.43K Decreased by -3.68% | Dec 31, 25 |
| 6 | Geode Capital Management, LLC | 807.06K (2.69%) | -81.05K Decreased by -10.04% | Dec 31, 25 |
| 7 | Renaissance Technologies Corp | 766.91K (2.56%) | -36.28K Decreased by -4.73% | Mar 31, 26 |
| 8 | State Street Corporation | 690.84K (2.30%) | 6.46K Increased by +0.94% | Mar 31, 24 |
| 9 | First Trust Advisors L.P. | 689.94K (2.30%) | 83.71K Increased by +12.13% | Dec 31, 25 |
| 10 | Allspring Global Investments Holdings, LLC | 666.91K (2.22%) | 49.01K Increased by +7.35% | Dec 31, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 638.57K (2.13%) | -150.96K Decreased by -23.64% | Dec 31, 25 |
| 12 | HHG PLC | 575.89K (1.92%) | 20.30K Increased by +3.52% | Dec 31, 25 |
| 13 | Dimensional Fund Advisors, Inc. | 568.61K (1.90%) | -11.57K Decreased by -2.04% | Mar 31, 26 |
| 14 | Congress Asset Management Company, LLP | 497.10K (1.66%) | 27.90K Increased by +5.61% | Mar 31, 26 |
| 15 | Millennium Management LLC | 493.39K (1.65%) | 434.93K Increased by +88.15% | Mar 31, 25 |
| 16 | American Century Companies Inc | 485.40K (1.62%) | -168.70K Decreased by -34.76% | Dec 31, 25 |
| 17 | UBS Group AG | 483.86K (1.61%) | 151.15K Increased by +31.24% | Sep 30, 25 |
| 18 | Hennessy Advisors, Inc. | 444.70K (1.48%) | 55.40K Increased by +12.46% | Sep 30, 24 |
| 19 | Clark Capital Management Group Inc | 434.95K (1.45%) | 306.84K Increased by +70.54% | Jun 30, 25 |
| 20 | Driehaus Capital Management LLC | 416.82K (1.39%) | 416.82K Increased by +100.00% | Jun 30, 25 |
| 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 (3.46%) | -528.00 Decreased by -0.05% | Apr 30, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 922.51K (3.08%) | -208.00 Decreased by -0.02% | Mar 31, 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 | 760.71K (2.54%) | 2.86K Increased by +0.38% | Apr 30, 26 |
| 7 | iShares Russell 2000 ETF | 702.49K (2.34%) | 5.92K Increased by +0.84% | Apr 30, 26 |
| 8 | Vanguard Small Cap Index | 672.03K (2.24%) | 9.26K Increased by +1.38% | Mar 31, 26 |
| 9 | FullerThaler Beh Small-Cap Equity SMA | 577.18K (1.92%) | -207.96K Decreased by -36.03% | Dec 31, 25 |
| 10 | FullerThaler Behavioral Sm-Cp Eq R6 | 577.18K (1.92%) | -473.53K Decreased by -82.04% | Dec 31, 25 |
| 11 | FullerThaler Behavioral Small-Cap Equity | 577.18K (1.92%) | -473.53K Decreased by -82.04% | Dec 31, 25 |
| 12 | Fidelity Small Cap Value Fund | 474.03K (1.58%) | 30.54K Increased by +6.44% | Feb 29, 24 |
| 13 | American Funds SMALLCAP World A | 446.06K (1.49%) | 106.96K Increased by +23.98% | Mar 31, 26 |
| 14 | Hennessy Cornerstone Mid Cap 30 Inv | 444.70K (1.48%) | 55.40K Increased by +12.46% | Sep 30, 24 |
| 15 | Vanguard Small Cap Growth Index Inv | 376.16K (1.25%) | 8.27K Increased by +2.20% | Mar 31, 26 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 343.34K (1.14%) | 8.57K Increased by +2.50% | Mar 31, 26 |
| 17 | Invesco Discovery A | 329.24K (1.10%) | -8.75K Decreased by -2.66% | Mar 31, 26 |
| 18 | Invesco OFI Small Cap Growth | 329.24K (1.10%) | 7.76K Increased by +2.36% | Mar 31, 26 |
| 19 | Coeli Global Select R SEK | 325.57K (1.09%) | -30.00K Decreased by -9.21% | Jan 31, 24 |
| 20 | Congress Asset Mgt Small Cap Growth | 310.00K (1.03%) | 309.10K Increased by +99.71% | Jun 30, 24 |