| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Global Alpha Capital Management Ltd. | 1.46M (14.86%) | -102.30K Decreased by -7.02% | Dec 31, 25 |
| 2 | BlackRock Inc | 899.24K (9.17%) | -6.99K Decreased by -0.78% | Sep 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 780.05K (7.96%) | -32.82K Decreased by -4.21% | Dec 31, 25 |
| 4 | Brown Brothers Harriman & Co | 662.54K (6.76%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | Vanguard Group Inc | 583.03K (5.95%) | -5.77K Decreased by -0.99% | Dec 31, 25 |
| 6 | State Street Corporation | 435.39K (4.44%) | -278.00 Decreased by -0.06% | Mar 31, 24 |
| 7 | D. E. Shaw & Co LP | 412.49K (4.21%) | -14.30K Decreased by -3.47% | Dec 31, 25 |
| 8 | American Century Companies Inc | 411.16K (4.19%) | 9.91K Increased by +2.41% | Dec 31, 25 |
| 9 | Aristotle Capital Boston, LLC | 386.41K (3.94%) | 23.06K Increased by +5.97% | Dec 31, 23 |
| 10 | Renaissance Technologies Corp | 344.06K (3.51%) | -1.97K Decreased by -0.57% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 247.41K (2.52%) | -7.87K Decreased by -3.18% | Dec 31, 25 |
| 12 | Acadian Asset Management LLC | 241.68K (2.47%) | 239.11K Increased by +98.94% | Sep 30, 25 |
| 13 | State Street Corp | 231.91K (2.37%) | 4.02K Increased by +1.73% | Sep 30, 25 |
| 14 | Heartland Advisors Inc | 195.50K (1.99%) | -91.47K Decreased by -46.79% | Mar 31, 24 |
| 15 | Invenomic Capital Management, LP | 193.26K (1.97%) | -19.38K Decreased by -10.03% | Jun 30, 25 |
| 16 | Gabelli Funds LLC | 157.53K (1.61%) | -31.18K Decreased by -19.79% | Dec 31, 25 |
| 17 | Millennium Management LLC | 153.07K (1.56%) | 12.88K Increased by +8.42% | Sep 30, 25 |
| 18 | FMR Inc | 152.27K (1.55%) | 60.25K Increased by +39.57% | Dec 31, 25 |
| 19 | AQR Capital Management LLC | 132.66K (1.35%) | -62.65K Decreased by -47.23% | Dec 31, 24 |
| 20 | Citadel Advisors Llc | 127.66K (1.30%) | -27.09K Decreased by -21.22% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | CC&L Global Alpha - Series A | 701.90K (7.16%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 2 | iShares Core S&P Small-Cap ETF | 695.40K (7.09%) | -186.00 Decreased by -0.03% | May 30, 24 |
| 3 | Delaware US Small Cap Core Equity (SMA) | 596.95K (6.09%) | -3.50K Decreased by -0.59% | Mar 31, 24 |
| 4 | Macquarie US Small Cap Core Equity | 596.95K (6.09%) | -3.50K Decreased by -0.59% | Mar 31, 24 |
| 5 | Delaware Small Cap Core I | 494.29K (5.04%) | -9.95K Decreased by -2.01% | Oct 31, 24 |
| 6 | Avantis US Small Cap Value ETF | 391.90K (4.00%) | 1.10K Increased by +0.28% | Feb 28, 26 |
| 7 | Global Alpha Global Small Cap | 318.75K (3.25%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 8 | Vanguard US Total Market Shares ETF | 315.24K (3.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 301.59K (3.08%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | iShares Russell 2000 ETF | 240.42K (2.45%) | 809.00 Increased by +0.34% | Feb 28, 26 |
| 11 | Heartland Value Plus Investor | 185.00K (1.89%) | -44.53K Decreased by -24.07% | Mar 31, 24 |
| 12 | DFA US Small Cap Value I | 164.35K (1.68%) | -7.01K Decreased by -4.26% | Jan 31, 26 |
| 13 | Vanguard Small Cap Growth Index Inv | 157.79K (1.61%) | 810.00 Increased by +0.51% | Nov 30, 23 |
| 14 | Vanguard Small Cap Index | 129.27K (1.32%) | 1.14K Increased by +0.88% | Feb 29, 24 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 122.80K (1.25%) | -117.00 Decreased by -0.10% | May 31, 24 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 106.35K (1.08%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 17 | Fidelity® Small Cap Index | 105.93K (1.08%) | 3.33K Increased by +3.15% | Oct 31, 23 |
| 18 | Fidelity Enhanced Small Cap ETF | 100.39K (1.02%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 19 | Fidelity Small Cap Index | 99.09K (1.01%) | -4.81K Decreased by -4.85% | Dec 31, 25 |
| 20 | Ballast Small/Mid Cap ETF | 96.58K (0.99%) | 0.00 Increased by 0.00% | Feb 27, 26 |