| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.36M (14.84%) | 55.77K Increased by +1.28% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 3.36M (11.43%) | 80.10K Increased by +2.39% | Dec 31, 25 |
| 3 | T. Rowe Price Investment Management,Inc. | 2.16M (7.35%) | 389.09K Increased by +18.04% | Dec 31, 25 |
| 4 | Capital Research & Mgmt Co - Division 3 | 2.01M (6.84%) | 48.56K Increased by +2.42% | Dec 31, 25 |
| 5 | FMR Inc | 1.59M (5.41%) | -203.65K Decreased by -12.82% | Dec 31, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 1.18M (4.03%) | 49.51K Increased by +4.19% | Dec 31, 25 |
| 7 | State Street Corp | 1.11M (3.77%) | -1.52K Decreased by -0.14% | Sep 30, 25 |
| 8 | State Street Corporation | 935.68K (3.19%) | 17.43K Increased by +1.86% | Mar 31, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 719.89K (2.45%) | 16.73K Increased by +2.32% | Sep 30, 25 |
| 10 | Geode Capital Management, LLC | 712.40K (2.43%) | 2.15K Increased by +0.30% | Dec 31, 25 |
| 11 | Wellington Management Company LLP | 549.29K (1.87%) | 264.96K Increased by +48.24% | Dec 31, 25 |
| 12 | Westwood Holdings Group Inc | 519.19K (1.77%) | -84.81K Decreased by -16.33% | Sep 30, 25 |
| 13 | Gamco Investors, Inc. Et Al | 499.56K (1.70%) | -55.52K Decreased by -11.11% | Dec 31, 25 |
| 14 | Copeland Capital Management, LLC | 466.14K (1.59%) | 321.61K Increased by +68.99% | Dec 31, 25 |
| 15 | Segall Bryant & Hamill | 448.73K (1.53%) | 15.54K Increased by +3.46% | Dec 31, 25 |
| 16 | Ameriprise Financial Inc | 408.02K (1.39%) | -34.51K Decreased by -8.46% | Jun 30, 25 |
| 17 | Charles Schwab Investment Management Inc | 365.00K (1.24%) | -5.37K Decreased by -1.47% | Dec 31, 25 |
| 18 | Harvey Partners LLC | 364.58K (1.24%) | -120.83K Decreased by -33.14% | Dec 31, 25 |
| 19 | Northern Trust Corp | 355.93K (1.21%) | 11.74K Increased by +3.30% | Sep 30, 25 |
| 20 | Bank of America Corp | 344.93K (1.17%) | 57.33K Increased by +16.62% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 2.01M (6.84%) | 48.56K Increased by +2.42% | Dec 31, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 1.82M (6.20%) | -130.29K Decreased by -7.16% | Feb 28, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 947.36K (3.23%) | 1.94K Increased by +0.20% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 886.93K (3.02%) | 979.00 Increased by +0.11% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 714.89K (2.43%) | 194.90K Increased by +27.26% | Feb 28, 26 |
| 6 | Vanguard Small Cap Index | 683.04K (2.33%) | 2.24K Increased by +0.33% | Feb 28, 26 |
| 7 | T. Rowe Price US Small-Cap Core Equity | 548.70K (1.87%) | 15.14K Increased by +2.76% | Dec 31, 25 |
| 8 | T. Rowe Price Small-Cap Stock | 547.87K (1.87%) | -828.00 Decreased by -0.15% | Jan 31, 26 |
| 9 | Strategic Advisers Fidelity US TtlStk | 523.20K (1.78%) | 9.93K Increased by +1.90% | Jun 30, 25 |
| 10 | T. Rowe Price US Smlr Cm Eq A USD | 487.43K (1.66%) | 19.67K Increased by +4.04% | Apr 30, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 438.38K (1.49%) | 1.25K Increased by +0.29% | Feb 28, 26 |
| 12 | Fidelity Small Cap Growth K6 | 387.26K (1.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | T. Rowe Price U.S. SC Core Eq Tr-Z | 346.83K (1.18%) | -49.84K Decreased by -14.37% | Mar 31, 25 |
| 14 | FIAM Small Cap Core Composite | 344.40K (1.17%) | -6.17K Decreased by -1.79% | Mar 31, 25 |
| 15 | Fidelity Small Cap Growth | 343.91K (1.17%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | FIAM Small Cap Core CIT Cl B | 331.00K (1.13%) | -5.70K Decreased by -1.72% | Jun 30, 25 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 327.38K (1.11%) | 2.80K Increased by +0.85% | Feb 28, 26 |
| 18 | T. Rowe Price U.S. SC Core Eq Tr-D | 323.71K (1.10%) | -23.12K Decreased by -7.14% | Jun 30, 25 |
| 19 | Calvert US Small-Cap SMA | 309.12K (1.05%) | 308.91K Increased by +99.93% | Dec 31, 25 |
| 20 | Calvert US Small-Cap Strategy | 309.12K (1.05%) | 5.47K Increased by +1.77% | Dec 31, 25 |