| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.87M (15.08%) | 53.07K Increased by +1.37% | Sep 30, 25 |
| 2 | Solus Alternative Asset Management LP | 2.88M (11.22%) | -200.00K Decreased by -6.95% | Dec 31, 25 |
| 3 | South Dakota Investment Council | 2.77M (10.79%) | -422.35K Decreased by -15.26% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 2.06M (8.02%) | 71.64K Increased by +3.48% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.71M (6.66%) | 29.19K Increased by +1.71% | Dec 31, 25 |
| 6 | Brown Advisory Holdings Inc | 1.35M (5.28%) | -74.14K Decreased by -5.48% | Dec 31, 25 |
| 7 | Taconic Capital Advisors L.P. | 1.30M (5.06%) | -24.89K Decreased by -1.92% | Dec 31, 25 |
| 8 | Empyrean Capital Partners, LP | 1.21M (4.74%) | -61.40K Decreased by -5.06% | Dec 31, 25 |
| 9 | State Street Corp | 1.02M (3.96%) | 32.43K Increased by +3.19% | Sep 30, 25 |
| 10 | State Street Corporation | 940.35K (3.67%) | 10.03K Increased by +1.07% | Mar 31, 24 |
| 11 | American Century Companies Inc | 860.24K (3.36%) | 26.25K Increased by +3.05% | Dec 31, 25 |
| 12 | Medina Singh Partners, LLC | 778.69K (3.04%) | 91.96K Increased by +11.81% | Jun 30, 25 |
| 13 | Wellington Management Company LLP | 755.39K (2.95%) | 22.68K Increased by +3.00% | Dec 31, 25 |
| 14 | Encompass Capital Advisors LLC | 699.43K (2.73%) | 699.43K Increased by +100.00% | Dec 31, 25 |
| 15 | Geode Capital Management, LLC | 631.76K (2.46%) | -761.00 Decreased by -0.12% | Dec 31, 25 |
| 16 | Western Standard LLC | 588.57K (2.30%) | 25.25K Increased by +4.29% | Mar 31, 25 |
| 17 | Fearnley Asset Management AS | 462.63K (1.80%) | 462.63K Increased by +100.00% | Dec 31, 25 |
| 18 | JPMorgan Chase & Co | 460.28K (1.80%) | 240.41K Increased by +52.23% | Sep 30, 25 |
| 19 | Brightline Capital Management LLC | 411.00K (1.60%) | 1.00K Increased by +0.24% | Sep 30, 24 |
| 20 | Charles Schwab Investment Management Inc | 389.30K (1.52%) | 32.32K Increased by +8.30% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.53M (5.95%) | -88.03K Decreased by -5.77% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 768.98K (3.00%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 763.51K (2.98%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Avantis US Small Cap Value ETF | 740.18K (2.89%) | 713.00 Increased by +0.10% | Feb 28, 26 |
| 5 | iShares Russell 2000 ETF | 684.48K (2.67%) | 173.99K Increased by +25.42% | Feb 28, 26 |
| 6 | Brown Advisory Small-Cap Fdmtl Val Inv | 581.95K (2.27%) | 581.95K Increased by +100.00% | Jan 31, 26 |
| 7 | DFA US Small Cap Value I | 381.50K (1.49%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 8 | BMO Global Smaller Companies Ord | 327.05K (1.28%) | -30.35K Decreased by -9.28% | May 31, 24 |
| 9 | The Global Smaller Companies Trust Ord | 315.67K (1.23%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 10 | Fidelity Small Cap Index | 277.56K (1.08%) | -8.40K Decreased by -3.03% | Dec 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 271.60K (1.06%) | -223.00 Decreased by -0.08% | Jan 31, 26 |
| 12 | iShares Russell 2000 Value ETF | 246.85K (0.96%) | 16.27K Increased by +6.59% | Feb 28, 26 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 244.38K (0.95%) | -32.88K Decreased by -13.46% | Feb 28, 26 |
| 14 | State Street SPDR Port S&P 600 Sm CpETF | 232.83K (0.91%) | 640.00 Increased by +0.27% | Feb 27, 26 |
| 15 | Fidelity® Small Cap Index | 225.99K (0.88%) | 6.23K Increased by +2.76% | Oct 31, 23 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 219.83K (0.86%) | 2.64K Increased by +1.20% | Aug 29, 25 |
| 17 | Royce Small-Cap Trust | 219.46K (0.86%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 18 | Royce Value Trust | 219.46K (0.86%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 19 | Royce Value Trust Inc | 219.46K (0.86%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 211.37K (0.82%) | 0.00 Increased by 0.00% | Apr 30, 24 |