| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.63M (17.08%) | -199.58K Decreased by -4.31% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.99M (7.34%) | 15.11K Increased by +0.76% | Dec 31, 25 |
| 3 | Cooke & Bieler LP | 1.76M (6.49%) | -34.65K Decreased by -1.97% | Dec 31, 25 |
| 4 | First Trust Advisors L.P. | 1.64M (6.06%) | 474.27K Increased by +28.85% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.45M (5.35%) | -42.13K Decreased by -2.90% | Dec 31, 25 |
| 6 | Fisher Asset Management, LLC | 1.30M (4.81%) | -30.58K Decreased by -2.35% | Mar 31, 24 |
| 7 | 1832 Asset Management L.P | 1.22M (4.49%) | 73.94K Increased by +6.08% | Sep 30, 24 |
| 8 | Pacer Advisors, INC. | 1.20M (4.42%) | -234.74K Decreased by -19.61% | Sep 30, 24 |
| 9 | State Street Corporation | 1.14M (4.20%) | -2.98K Decreased by -0.26% | Mar 31, 24 |
| 10 | State Street Corp | 1.10M (4.06%) | -29.30K Decreased by -2.66% | Sep 30, 25 |
| 11 | Punch Card Management, L.P. | 996.57K (3.68%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Charles Schwab Investment Management Inc | 889.18K (3.28%) | 72.48K Increased by +8.15% | Dec 31, 25 |
| 13 | Broad Peak Investment Management Ltd. | 877.68K (3.24%) | 146.00K Increased by +16.63% | Mar 31, 24 |
| 14 | Capital World Investors | 850.83K (3.14%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 15 | BMO Capital Markets Corp. | 698.73K (2.58%) | 28.51K Increased by +4.08% | Sep 30, 25 |
| 16 | Bank of Montreal | 698.73K (2.58%) | 28.51K Increased by +4.08% | Sep 30, 25 |
| 17 | Geode Capital Management, LLC | 657.71K (2.43%) | 437.00 Increased by +0.07% | Sep 30, 25 |
| 18 | Citadel Advisors Llc | 650.62K (2.40%) | 238.70K Increased by +36.69% | Sep 30, 25 |
| 19 | Broad Peak Investment Advisers Pte. Ltd. | 577.48K (2.13%) | -300.19K Decreased by -51.98% | Sep 30, 24 |
| 20 | Goldman Sachs Group Inc | 572.13K (2.11%) | -281.78K Decreased by -49.25% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.76M (6.49%) | 3.77K Increased by +0.21% | Feb 27, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 1.71M (6.32%) | -242.69K Decreased by -14.17% | Feb 25, 26 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.16M (4.28%) | -3.95K Decreased by -0.34% | Nov 29, 24 |
| 4 | Vanguard US Total Market Shares ETF | 900.51K (3.32%) | 1.06K Increased by +0.12% | Sep 30, 24 |
| 5 | American Funds SMALLCAP World A | 850.83K (3.14%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 836.10K (3.08%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 7 | Scotia Wealth US Dividend Pool K | 818.10K (3.02%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | iShares Russell 2000 ETF | 659.18K (2.43%) | -35.54K Decreased by -5.39% | Feb 25, 26 |
| 9 | Schwab Fundamental U.S. Small CompanyETF | 530.45K (1.96%) | -368.00 Decreased by -0.07% | Feb 27, 26 |
| 10 | American Century Small Cap Growth Inv | 357.22K (1.32%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 11 | American Century U.S. Small Cap Growth | 357.22K (1.32%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 307.00K (1.13%) | 1.36K Increased by +0.44% | Jan 31, 26 |
| 13 | Janus Henderson Small Cap Value L | 303.99K (1.12%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 14 | JPMorgan Small Cap Growth A | 288.20K (1.06%) | -3.24K Decreased by -1.12% | Feb 28, 25 |
| 15 | Fidelity® Small Cap Index | 284.01K (1.05%) | 7.39K Increased by +2.60% | Oct 31, 23 |
| 16 | DFA US Small Cap Value I | 277.86K (1.02%) | -19.30K Decreased by -6.95% | Dec 31, 25 |
| 17 | Fidelity Small Cap Index | 275.66K (1.02%) | 1.06K Increased by +0.38% | Nov 30, 25 |
| 18 | iShares S&P Small-Cap 600 Value ETF | 273.78K (1.01%) | 125.53K Increased by +45.85% | Feb 25, 26 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 270.72K (1.00%) | 55.00 Increased by +0.02% | Feb 29, 24 |
| 20 | State Street SPDR Port S&P 600 Sm CpETF | 262.32K (0.97%) | 0.00 Increased by 0.00% | Feb 26, 26 |