| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.58M (15.04%) | -179.13K Decreased by -1.87% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 7.09M (11.13%) | -115.73K Decreased by -1.63% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 4.02M (6.32%) | -158.46K Decreased by -3.94% | Dec 31, 25 |
| 4 | State Street Corporation | 3.38M (5.30%) | -18.23K Decreased by -0.54% | Mar 31, 24 |
| 5 | State Street Corp | 3.19M (5.01%) | -17.95K Decreased by -0.56% | Sep 30, 25 |
| 6 | Wellington Management Company LLP | 2.97M (4.67%) | -299.76K Decreased by -10.09% | Dec 31, 25 |
| 7 | North Reef Capital Management LP | 2.74M (4.30%) | 755.97K Increased by +27.62% | Dec 31, 25 |
| 8 | JPMorgan Chase & Co | 2.52M (3.95%) | 1.30M Increased by +51.57% | Sep 30, 25 |
| 9 | Independent Advisor Alliance | 2.49M (3.91%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | Jennison Associates LLC | 1.74M (2.73%) | 414.92K Increased by +23.83% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 1.54M (2.42%) | -3.95K Decreased by -0.26% | Dec 31, 25 |
| 12 | American Century Companies Inc | 1.16M (1.82%) | -723.82K Decreased by -62.55% | Dec 31, 25 |
| 13 | HHG PLC | 1.15M (1.81%) | 1.39K Increased by +0.12% | Jun 30, 24 |
| 14 | Goldman Sachs Group Inc | 1.15M (1.80%) | -92.32K Decreased by -8.05% | Jun 30, 25 |
| 15 | Ameriprise Financial Inc | 1.14M (1.79%) | -52.51K Decreased by -4.60% | Dec 31, 23 |
| 16 | The Goldman Sachs Group Inc | 1.13M (1.78%) | -15.76K Decreased by -1.39% | Sep 30, 25 |
| 17 | Nuveen, LLC | 1.08M (1.70%) | 14.73K Increased by +1.36% | Dec 31, 25 |
| 18 | Nuveen Asset Management, LLC | 1.06M (1.67%) | -35.47K Decreased by -3.34% | Dec 31, 24 |
| 19 | Congress Asset Management Company, LLP | 996.79K (1.57%) | 27.11K Increased by +2.72% | Dec 31, 25 |
| 20 | Principal Financial Group Inc | 982.95K (1.54%) | -91.38K Decreased by -9.30% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.87M (6.08%) | -464.02K Decreased by -11.98% | Feb 28, 26 |
| 2 | Vanguard US Total Market Shares ETF | 2.11M (3.32%) | 1.59K Increased by +0.08% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.06M (3.23%) | 2.86K Increased by +0.14% | Feb 28, 26 |
| 4 | iShares Russell 2000 ETF | 1.62M (2.54%) | 189.59K Increased by +11.72% | Feb 28, 26 |
| 5 | Vanguard Small Cap Index | 1.47M (2.31%) | 3.66K Increased by +0.25% | Feb 28, 26 |
| 6 | American Century Small Cap Value Inv | 1.01M (1.59%) | -5.00K Decreased by -0.49% | Jun 30, 25 |
| 7 | American Century U.S. Small Cap Value | 1.01M (1.59%) | -5.00K Decreased by -0.49% | Jun 30, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 946.54K (1.49%) | 2.68K Increased by +0.28% | Feb 28, 26 |
| 9 | DFA US Small Cap Value I | 859.77K (1.35%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 10 | Jennison SMid Cap Core Equity | 737.84K (1.16%) | 243.41K Increased by +32.99% | Dec 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 698.01K (1.10%) | 9.58K Increased by +1.37% | Feb 28, 26 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 663.75K (1.04%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 13 | PGIM Jennison Small Company A | 649.40K (1.02%) | -88.44K Decreased by -13.62% | Feb 28, 26 |
| 14 | Fidelity Small Cap Index | 646.64K (1.02%) | -19.62K Decreased by -3.03% | Dec 31, 25 |
| 15 | Fidelity® Small Cap Index | 620.77K (0.97%) | 14.35K Increased by +2.31% | Sep 30, 23 |
| 16 | State Street SPDR Port S&P 600 Sm CpETF | 593.85K (0.93%) | 1.65K Increased by +0.28% | Feb 27, 26 |
| 17 | State Street® SPDR® S&PRgnllBkgETF | 579.27K (0.91%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 574.15K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 570.78K (0.90%) | 6.86K Increased by +1.20% | Aug 29, 25 |
| 20 | iShares Russell 2000 Value ETF | 569.90K (0.90%) | -91.66K Decreased by -16.08% | Feb 28, 26 |