| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.81M (14.55%) | 59.99K Increased by +1.03% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 5.17M (12.96%) | -93.35K Decreased by -1.81% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.77M (4.45%) | -124.57K Decreased by -7.02% | Dec 31, 25 |
| 4 | State Street Corporation | 1.76M (4.41%) | 29.91K Increased by +1.70% | Mar 31, 24 |
| 5 | State Street Corp | 1.69M (4.22%) | -37.84K Decreased by -2.25% | Sep 30, 25 |
| 6 | Macquarie Group Ltd | 1.38M (3.47%) | -120.80K Decreased by -8.73% | Sep 30, 25 |
| 7 | Boston Partners Global Investors, Inc | 1.36M (3.40%) | 350.12K Increased by +25.82% | Sep 30, 24 |
| 8 | Geode Capital Management, LLC | 1.32M (3.31%) | -15.82K Decreased by -1.20% | Dec 31, 25 |
| 9 | BAMCO Inc | 1.31M (3.28%) | -10.88K Decreased by -0.83% | Dec 31, 25 |
| 10 | Reinhart Mahoney Capital Management Inc | 1.21M (3.02%) | 134.51K Increased by +11.14% | Dec 31, 25 |
| 11 | Amvescap Plc. | 955.62K (2.39%) | 28.58K Increased by +2.99% | Sep 30, 25 |
| 12 | Pathstone Holdings LLC | 929.90K (2.33%) | -2.38K Decreased by -0.26% | Dec 31, 25 |
| 13 | AQR Capital Management LLC | 922.59K (2.31%) | 254.53K Increased by +27.59% | Dec 31, 25 |
| 14 | Victory Capital Management Inc. | 920.16K (2.31%) | 79.00 Increased by +0.01% | Mar 31, 25 |
| 15 | Pathstone Family Office, LLC | 919.15K (2.30%) | 792.00 Increased by +0.09% | Sep 30, 23 |
| 16 | D. E. Shaw & Co LP | 917.30K (2.30%) | 399.44K Increased by +43.55% | Dec 31, 25 |
| 17 | JONES FINANCIAL COMPANIES LLLP | 880.54K (2.21%) | 879.77K Increased by +99.91% | Mar 31, 25 |
| 18 | Millennium Management LLC | 822.36K (2.06%) | 568.49K Increased by +69.13% | Jun 30, 25 |
| 19 | Goldman Sachs Group Inc | 765.01K (1.92%) | 54.64K Increased by +7.14% | Jun 30, 25 |
| 20 | Schroder Investment Management Group | 726.10K (1.82%) | 2.25K Increased by +0.31% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.38M (3.45%) | -76.68K Decreased by -5.56% | Feb 28, 26 |
| 2 | Baron Opp. Small Cap Growth Strategy | 1.38M (3.45%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.34M (3.36%) | -52.43K Decreased by -3.92% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.28M (3.21%) | 3.29K Increased by +0.26% | Feb 28, 26 |
| 5 | Baron Small Cap Retail | 1.25M (3.13%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 6 | Baron Small Cap Strategy | 1.25M (3.13%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | Vanguard Information Technology ETF | 1.07M (2.68%) | -10.73K Decreased by -1.00% | Feb 28, 26 |
| 8 | Macquarie Small Cap Core I | 1.05M (2.62%) | -78.69K Decreased by -7.51% | Jul 31, 25 |
| 9 | iShares Russell 2000 ETF | 1.03M (2.59%) | -54.36K Decreased by -5.27% | Feb 28, 26 |
| 10 | Delaware US Small Cap Core Equity (SMA) | 961.61K (2.41%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 11 | Macquarie US Small Cap Core Equity | 961.61K (2.41%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 12 | Delaware Small Cap Core I | 930.84K (2.33%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Vanguard Small Cap Index | 920.77K (2.31%) | 1.96K Increased by +0.21% | Feb 28, 26 |
| 14 | Nomura Small Cap Core I | 831.10K (2.08%) | -104.95K Decreased by -12.63% | Jan 31, 26 |
| 15 | JHancock Disciplined Value Mid Cap I | 795.43K (1.99%) | -202.35K Decreased by -25.44% | Oct 31, 24 |
| 16 | Fidelity Small Cap Discovery | 743.75K (1.86%) | 23.30K Increased by +3.13% | Jun 30, 25 |
| 17 | Strategic Advisers Fidelity US TtlStk | 726.79K (1.82%) | -12.35K Decreased by -1.70% | Jul 31, 25 |
| 18 | Victory Small Cap Value CIT (Net 75) | 670.00K (1.68%) | 91.00K Increased by +13.58% | Dec 31, 24 |
| 19 | Victory Sycamore Small Company Opp R | 660.00K (1.65%) | -10.00K Decreased by -1.52% | Mar 31, 25 |
| 20 | Fidelity Value | 628.50K (1.57%) | 50.20K Increased by +7.99% | Jan 31, 26 |