| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.16M (20.76%) | 196.23K Increased by +3.80% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.98M (7.96%) | 72.92K Increased by +3.69% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.97M (7.91%) | -7.79K Decreased by -0.40% | Dec 31, 25 |
| 4 | Wellington Management Company LLP | 1.63M (6.56%) | 139.14K Increased by +8.53% | Dec 31, 25 |
| 5 | Capital World Investors | 1.51M (6.09%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 6 | State Street Corp | 1.47M (5.90%) | 31.70K Increased by +2.16% | Sep 30, 25 |
| 7 | State Street Corporation | 1.31M (5.28%) | 116.16K Increased by +8.86% | Mar 31, 24 |
| 8 | Westwood Holdings Group Inc | 1.20M (4.83%) | -142.51K Decreased by -11.88% | Sep 30, 25 |
| 9 | First Trust Advisors L.P. | 1.12M (4.51%) | 450.91K Increased by +40.24% | Dec 31, 24 |
| 10 | Balyasny Asset Management LLC | 1.04M (4.20%) | 254.19K Increased by +24.33% | Jun 30, 25 |
| 11 | Pacer Advisors, INC. | 1.04M (4.17%) | 180.09K Increased by +17.38% | Dec 31, 23 |
| 12 | ING Investment Management LLC | 794.76K (3.20%) | 578.08K Increased by +72.74% | Mar 31, 25 |
| 13 | JPMorgan Chase & Co | 677.40K (2.73%) | 410.39K Increased by +60.58% | Sep 30, 25 |
| 14 | Charles Schwab Investment Management Inc | 649.74K (2.62%) | 32.56K Increased by +5.01% | Dec 31, 25 |
| 15 | Geode Capital Management, LLC | 613.39K (2.47%) | -4.92K Decreased by -0.80% | Dec 31, 25 |
| 16 | Newsouth Capital Management Inc | 609.42K (2.45%) | 451.19K Increased by +74.03% | Dec 31, 25 |
| 17 | UBS Group AG | 506.50K (2.04%) | 487.40K Increased by +96.23% | Dec 31, 24 |
| 18 | American Century Companies Inc | 484.37K (1.95%) | 26.01K Increased by +5.37% | Mar 31, 24 |
| 19 | Heartland Advisors Inc | 455.26K (1.83%) | -739.00 Decreased by -0.16% | Dec 31, 25 |
| 20 | Morgan Stanley - Brokerage Accounts | 389.14K (1.57%) | -34.66K Decreased by -8.91% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.55M (6.25%) | -338.27K Decreased by -21.79% | Feb 28, 26 |
| 2 | American Funds SMALLCAP World A | 1.51M (6.09%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.22M (4.90%) | 16.79K Increased by +1.38% | Jan 31, 24 |
| 4 | First Trust SMID Cp Rising Div Achv ETF | 1.16M (4.68%) | 2.49K Increased by +0.21% | Feb 27, 25 |
| 5 | Vanguard US Total Market Shares ETF | 868.84K (3.50%) | -47.43K Decreased by -5.46% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 853.74K (3.44%) | 3.45K Increased by +0.40% | Feb 28, 26 |
| 7 | iShares Russell 2000 ETF | 628.82K (2.53%) | -11.09K Decreased by -1.76% | Feb 28, 26 |
| 8 | SPDR® S&P Homebuilders ETF | 466.11K (1.88%) | -1.39K Decreased by -0.30% | Aug 31, 25 |
| 9 | Jennison SMid Cap Core Equity | 431.81K (1.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | PGIM Jennison Small Company A | 431.81K (1.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | DFA US Small Cap Value I | 413.84K (1.67%) | -14.08K Decreased by -3.40% | Jan 31, 26 |
| 12 | Avantis US Small Cap Value ETF | 412.06K (1.66%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 13 | State Street® SPDR® S&P® Hmebldr ETF | 398.20K (1.60%) | -10.15K Decreased by -2.55% | Feb 28, 26 |
| 14 | Schwab Fundamental U.S. Small CompanyETF | 329.09K (1.32%) | 114.00 Increased by +0.03% | Feb 28, 26 |
| 15 | Westwood Mgt SmallCap Value | 315.80K (1.27%) | 9.03K Increased by +2.86% | Dec 31, 25 |
| 16 | Westwood Quality SmallCap Fund Inst | 315.80K (1.27%) | 9.03K Increased by +2.86% | Dec 31, 25 |
| 17 | Neumeier Poma Small Cap Value | 300.55K (1.21%) | -29.43K Decreased by -9.79% | Sep 30, 24 |
| 18 | Franklin Small Cap Value SMA Composite | 285.74K (1.15%) | 145.72K Increased by +51.00% | Jun 30, 25 |
| 19 | Franklin US Small Cap Value Equity | 285.74K (1.15%) | 145.72K Increased by +51.00% | Jun 30, 25 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 280.55K (1.13%) | 3.57K Increased by +1.27% | Feb 28, 26 |