| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.62M (15.45%) | 36.40K Increased by +0.79% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.97M (9.91%) | -294.91K Decreased by -9.95% | Dec 31, 25 |
| 3 | FMR Inc | 1.65M (5.53%) | -100.76K Decreased by -6.09% | Dec 31, 25 |
| 4 | Fuller & Thaler Asset Management Inc | 1.21M (4.05%) | 106.42K Increased by +8.79% | Dec 31, 25 |
| 5 | State Street Corp | 1.11M (3.71%) | -19.93K Decreased by -1.79% | Sep 30, 25 |
| 6 | Amvescap Plc. | 955.39K (3.19%) | 219.48K Increased by +22.97% | Sep 30, 25 |
| 7 | Geode Capital Management, LLC | 807.06K (2.70%) | -81.05K Decreased by -10.04% | Dec 31, 25 |
| 8 | Renaissance Technologies Corp | 803.19K (2.68%) | -110.16K Decreased by -13.72% | Dec 31, 25 |
| 9 | Morgan Stanley - Brokerage Accounts | 789.52K (2.64%) | 299.31K Increased by +37.91% | Sep 30, 25 |
| 10 | T. Rowe Price Associates, Inc. | 701.26K (2.34%) | 381.93K Increased by +54.46% | Sep 30, 25 |
| 11 | State Street Corporation | 690.84K (2.31%) | 6.46K Increased by +0.94% | Mar 31, 24 |
| 12 | First Trust Advisors L.P. | 689.94K (2.31%) | 83.71K Increased by +12.13% | Dec 31, 25 |
| 13 | Allspring Global Investments Holdings, LLC | 666.91K (2.23%) | 49.01K Increased by +7.35% | Dec 31, 24 |
| 14 | Dimensional Fund Advisors, Inc. | 580.18K (1.94%) | -21.44K Decreased by -3.70% | Dec 31, 25 |
| 15 | HHG PLC | 555.59K (1.86%) | -1.38K Decreased by -0.25% | Sep 30, 25 |
| 16 | Millennium Management LLC | 493.39K (1.65%) | 434.93K Increased by +88.15% | Mar 31, 25 |
| 17 | American Century Companies Inc | 485.40K (1.62%) | -168.70K Decreased by -34.76% | Dec 31, 25 |
| 18 | UBS Group AG | 483.86K (1.62%) | 151.15K Increased by +31.24% | Sep 30, 25 |
| 19 | Congress Asset Management Company, LLP | 469.20K (1.57%) | -40.14K Decreased by -8.56% | Dec 31, 25 |
| 20 | Hennessy Advisors, Inc. | 444.70K (1.49%) | 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 (6.04%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.02M (3.40%) | 1.60K Increased by +0.16% | Mar 31, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 922.72K (3.08%) | 8.95K Increased by +0.97% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 921.18K (3.08%) | 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 | 815.21K (2.72%) | 4.31K Increased by +0.53% | Mar 31, 26 |
| 7 | iShares Russell 2000 ETF | 723.72K (2.42%) | -5.92K Decreased by -0.82% | Mar 31, 26 |
| 8 | Vanguard Small Cap Index | 662.77K (2.21%) | 1.70K Increased by +0.26% | Feb 28, 26 |
| 9 | FullerThaler Beh Small-Cap Equity SMA | 577.18K (1.93%) | -207.96K Decreased by -36.03% | Dec 31, 25 |
| 10 | FullerThaler Behavioral Sm-Cp Eq R6 | 577.18K (1.93%) | -473.53K Decreased by -82.04% | Dec 31, 25 |
| 11 | FullerThaler Behavioral Small-Cap Equity | 577.18K (1.93%) | -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 | Hennessy Cornerstone Mid Cap 30 Inv | 444.70K (1.49%) | 55.40K Increased by +12.46% | Sep 30, 24 |
| 14 | Vanguard Small Cap Growth Index Inv | 367.89K (1.23%) | 571.00 Increased by +0.16% | Feb 28, 26 |
| 15 | American Funds SMALLCAP World A | 339.10K (1.13%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 334.77K (1.12%) | 3.13K Increased by +0.94% | Feb 28, 26 |
| 17 | Coeli Global Select R SEK | 325.57K (1.09%) | -30.00K Decreased by -9.21% | Jan 31, 24 |
| 18 | Invesco Discovery A | 321.48K (1.07%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 19 | Invesco OFI Small Cap Growth | 321.48K (1.07%) | -7.88K Decreased by -2.45% | Dec 31, 25 |
| 20 | Congress Asset Mgt Small Cap Growth | 310.00K (1.04%) | 309.10K Increased by +99.71% | Jun 30, 24 |