| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 2.92M (9.56%) | -4.24K Decreased by -0.14% | Dec 31, 25 |
| 2 | BlackRock Inc | 2.39M (7.82%) | -59.57K Decreased by -2.49% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 1.92M (6.29%) | 38.31K Increased by +1.99% | Dec 31, 25 |
| 4 | Franklin Resources Inc | 1.71M (5.61%) | -10.87K Decreased by -0.63% | Sep 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.69M (5.51%) | 2.12K Increased by +0.13% | Dec 31, 25 |
| 6 | Davis Asset Management, L.P. | 1.05M (3.43%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | State Street Corp | 900.39K (2.95%) | -23.32K Decreased by -2.59% | Sep 30, 25 |
| 8 | State Street Corporation | 884.51K (2.89%) | 26.53K Increased by +3.00% | Mar 31, 24 |
| 9 | Geode Capital Management, LLC | 777.83K (2.54%) | 6.79K Increased by +0.87% | Dec 31, 25 |
| 10 | AllianceBernstein L.P. | 727.67K (2.38%) | -8.50K Decreased by -1.17% | Sep 30, 25 |
| 11 | JPMorgan Chase & Co | 722.87K (2.37%) | 404.09K Increased by +55.90% | Sep 30, 25 |
| 12 | The Goldman Sachs Group Inc | 629.49K (2.06%) | 84.92K Increased by +13.49% | Sep 30, 25 |
| 13 | Goldman Sachs Group Inc | 544.57K (1.78%) | -99.09K Decreased by -18.20% | Jun 30, 25 |
| 14 | North Reef Capital Management LP | 485.42K (1.59%) | 485.42K Increased by +100.00% | Dec 31, 25 |
| 15 | American Century Companies Inc | 457.99K (1.50%) | -8.06K Decreased by -1.76% | Dec 31, 25 |
| 16 | Manufacturers Life Insurance Co | 435.67K (1.43%) | -11.73K Decreased by -2.69% | Dec 31, 25 |
| 17 | Curi RMB Capital | 369.26K (1.21%) | 16.16K Increased by +4.38% | Mar 31, 25 |
| 18 | Northern Trust Corp | 363.78K (1.19%) | -7.12K Decreased by -1.96% | Sep 30, 25 |
| 19 | Charles Schwab Investment Management Inc | 361.87K (1.18%) | 21.59K Increased by +5.97% | Dec 31, 25 |
| 20 | Bolthouse Investments, LLC | 353.72K (1.16%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Franklin Small Cap Value SMA Composite | 1.72M (5.61%) | 736.39K Increased by +42.93% | Jun 30, 25 |
| 2 | Fidelity® Small Cap Value | 1.31M (4.28%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 3 | Franklin Small Cap Value A | 1.03M (3.37%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Franklin US Small Cap Value Equity | 1.03M (3.37%) | -38.69K Decreased by -3.76% | Dec 31, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 869.18K (2.84%) | 5.13K Increased by +0.59% | Feb 28, 26 |
| 6 | Vanguard US Total Market Shares ETF | 820.19K (2.68%) | -85.67K Decreased by -10.44% | Sep 30, 24 |
| 7 | Fidelity® Series Small Cap Opps | 794.08K (2.60%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 8 | iShares Russell 2000 ETF | 761.49K (2.49%) | 84.24K Increased by +11.06% | Feb 28, 26 |
| 9 | Fidelity Small Cap Value Fund | 666.62K (2.18%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | Fidelity Series Small Cap Opps | 619.87K (2.03%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 11 | Fidelity Stock Selector Small Cap | 605.16K (1.98%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Fidelity® Stock Selector Small Cap | 368.83K (1.21%) | 395.00 Increased by +0.11% | Oct 31, 23 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 355.58K (1.16%) | 1.63K Increased by +0.46% | Feb 28, 26 |
| 14 | Fidelity Advisor® Small Cap I | 343.20K (1.12%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Avantis US Small Cap Value ETF | 335.13K (1.10%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 16 | Fidelity® Small Cap Index | 302.80K (0.99%) | 8.71K Increased by +2.88% | Oct 31, 23 |
| 17 | Franklin Small Cap Value VIP 1 | 297.71K (0.97%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 18 | Fidelity Small Cap Index | 293.96K (0.96%) | -10.91K Decreased by -3.71% | Dec 31, 25 |
| 19 | Fidelity Advisor Small Cap I | 281.40K (0.92%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | iShares Russell 2000 Value ETF | 262.50K (0.86%) | -52.28K Decreased by -19.92% | Feb 28, 26 |