| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.55M (13.54%) | 123.23K Increased by +3.47% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 2.82M (10.76%) | -43.55K Decreased by -1.54% | Dec 31, 25 |
| 3 | American Century Companies Inc | 2.08M (7.94%) | 88.90K Increased by +4.27% | Dec 31, 25 |
| 4 | T. Rowe Price Investment Management,Inc. | 1.47M (5.62%) | 129.01K Increased by +8.76% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.40M (5.35%) | 175.68K Increased by +12.52% | Mar 31, 26 |
| 6 | Victory Capital Management Inc. | 1.33M (5.09%) | 187.35K Increased by +14.04% | Dec 31, 25 |
| 7 | Amvescap Plc. | 1.28M (4.90%) | 31.29K Increased by +2.44% | Mar 31, 26 |
| 8 | State Street Corp | 1.08M (4.13%) | -25.66K Decreased by -2.37% | Dec 31, 25 |
| 9 | State Street Corporation | 1.05M (4.01%) | 23.25K Increased by +2.21% | Mar 31, 24 |
| 10 | Wellington Management Company LLP | 844.07K (3.22%) | 41.92K Increased by +4.97% | Dec 31, 25 |
| 11 | JPMorgan Chase & Co | 742.48K (2.83%) | 298.74K Increased by +40.23% | Sep 30, 25 |
| 12 | Geode Capital Management, LLC | 708.44K (2.70%) | 5.15K Increased by +0.73% | Dec 31, 25 |
| 13 | FIFTHDELTA Ltd | 681.68K (2.60%) | 260.67K Increased by +38.24% | Mar 31, 25 |
| 14 | Westfield Capital Management Company, LP | 664.14K (2.53%) | 65.59K Increased by +9.88% | Sep 30, 23 |
| 15 | Massachusetts Financial Services Company | 539.14K (2.06%) | -75.91K Decreased by -14.08% | Mar 31, 26 |
| 16 | Bank of New York Mellon Corp | 515.83K (1.97%) | -272.85K Decreased by -52.90% | Dec 31, 25 |
| 17 | Ameriprise Financial Inc | 497.62K (1.90%) | 49.83K Increased by +10.01% | Dec 31, 25 |
| 18 | Prudential Financial Inc | 439.85K (1.68%) | 435.29K Increased by +98.96% | Sep 30, 25 |
| 19 | Allianz Asset Management AG | 438.09K (1.67%) | 363.22K Increased by +82.91% | Dec 31, 25 |
| 20 | UBS Group AG | 436.51K (1.66%) | -205.06K Decreased by -46.98% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 948.31K (3.62%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 2 | iShares Core S&P Mid-Cap ETF | 920.19K (3.51%) | -464.00 Decreased by -0.05% | Apr 30, 26 |
| 3 | Vanguard US Total Market Shares ETF | 885.48K (3.38%) | 660.00 Increased by +0.07% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 842.34K (3.21%) | -27.68K Decreased by -3.29% | Mar 31, 26 |
| 5 | T. Rowe Price Small-Cap Value | 725.91K (2.77%) | 21.30K Increased by +2.93% | Mar 31, 26 |
| 6 | American Century Small Cap Value Inv | 655.00K (2.50%) | -5.00K Decreased by -0.76% | Mar 31, 26 |
| 7 | American Century U.S. Small Cap Value | 655.00K (2.50%) | -5.00K Decreased by -0.76% | Mar 31, 26 |
| 8 | iShares Russell 2000 ETF | 649.30K (2.48%) | 5.45K Increased by +0.84% | Apr 30, 26 |
| 9 | Vanguard Small Cap Index | 619.23K (2.36%) | -494.00 Decreased by -0.08% | Mar 31, 26 |
| 10 | Victory Small Cap Value CIT (Net 75) | 600.00K (2.29%) | 587.60K Increased by +97.93% | Dec 31, 25 |
| 11 | Hartford MidCap Y | 497.29K (1.90%) | -53.34K Decreased by -10.73% | Feb 29, 24 |
| 12 | T. Rowe Price U.S. SC Value Eq Tr-D | 472.72K (1.80%) | 106.35K Increased by +22.50% | Mar 31, 26 |
| 13 | Victory Sycamore Small Company Opp R | 465.00K (1.77%) | -135.00K Decreased by -29.03% | Mar 31, 26 |
| 14 | First Trust SMID Cp Rising Div Achv ETF | 461.04K (1.76%) | 623.00 Increased by +0.14% | Apr 30, 26 |
| 15 | Vanguard Small Cap Value Index Inv | 394.02K (1.50%) | -3.97K Decreased by -1.01% | Mar 31, 26 |
| 16 | Vanguard Small Cap Growth Index Inv | 385.94K (1.47%) | -1.73K Decreased by -0.45% | Aug 31, 24 |
| 17 | Invesco OFI Small Cap Growth | 358.90K (1.37%) | 8.19K Increased by +2.28% | Sep 30, 23 |
| 18 | UBS: US Equity Small Cap Growth | 332.84K (1.27%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | MFS New Discovery I | 306.41K (1.17%) | 27.89K Increased by +9.10% | Jun 30, 25 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 305.36K (1.16%) | 7.97K Increased by +2.61% | Mar 31, 26 |