| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Magnolia Group, LLC | 1.26M (24.32%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | Nantahala Capital Management, LLC | 644.69K (12.44%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | BlackRock Inc | 613.45K (11.84%) | -20.30K Decreased by -3.31% | Sep 30, 25 |
| 4 | FMR Inc | 460.65K (8.89%) | -8.39K Decreased by -1.82% | Jun 30, 25 |
| 5 | Vanguard Group Inc | 451.14K (8.70%) | -3.14K Decreased by -0.70% | Dec 31, 25 |
| 6 | WCM Investment Management | 302.10K (5.83%) | -3.50K Decreased by -1.16% | Jun 30, 25 |
| 7 | KIZE CAPITAL LP | 286.64K (5.53%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | Prescott Group Capital Management LLC | 269.04K (5.19%) | -53.00K Decreased by -19.70% | Dec 31, 25 |
| 9 | North Reef Capital Management LP | 242.19K (4.67%) | -28.00K Decreased by -11.56% | Dec 31, 25 |
| 10 | Ranger Investment Management LP | 233.38K (4.50%) | 7.50K Increased by +3.21% | Sep 30, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 217.97K (4.21%) | -67.09K Decreased by -30.78% | Dec 31, 25 |
| 12 | Jefferies Financial Group Inc | 215.00K (4.15%) | 215.00K Increased by +100.00% | Sep 30, 24 |
| 13 | SG Capital Management, LLC | 212.34K (4.10%) | 88.55K Increased by +41.70% | Jun 30, 25 |
| 14 | State Street Corp | 195.81K (3.78%) | 35.89K Increased by +18.33% | Sep 30, 25 |
| 15 | Charles Schwab Investment Management Inc | 192.03K (3.70%) | 57.00K Increased by +29.68% | Dec 31, 25 |
| 16 | Geode Capital Management, LLC | 183.48K (3.54%) | -5.02K Decreased by -2.73% | Dec 31, 25 |
| 17 | State Street Corporation | 182.27K (3.52%) | -77.51K Decreased by -42.52% | Mar 31, 24 |
| 18 | Ameriprise Financial Inc | 177.74K (3.43%) | 177.74K Increased by +100.00% | Sep 30, 25 |
| 19 | Amvescap Plc. | 168.30K (3.25%) | 44.54K Increased by +26.47% | Dec 31, 23 |
| 20 | Massachusetts Institute Of Technology | 167.40K (3.23%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 397.34K (7.67%) | -216.00 Decreased by -0.05% | Feb 28, 24 |
| 2 | Fidelity® Small Cap Discovery | 270.38K (5.22%) | -16.90K Decreased by -6.25% | Oct 31, 23 |
| 3 | FIAM Small Cap Core Composite | 250.40K (4.83%) | -5.90K Decreased by -2.36% | Mar 31, 25 |
| 4 | FIAM Small Cap Core CIT Cl B | 240.60K (4.64%) | -4.20K Decreased by -1.75% | Jun 30, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 228.24K (4.40%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Vanguard US Total Market Shares ETF | 218.50K (4.22%) | 49.90K Increased by +22.84% | Sep 30, 24 |
| 7 | iShares Russell 2000 ETF | 175.51K (3.39%) | 42.97K Increased by +24.48% | Feb 28, 26 |
| 8 | Ranger Small Cap | 154.35K (2.98%) | 5.86K Increased by +3.79% | Sep 30, 24 |
| 9 | JNL Multi-Manager Small Cap Value I | 143.60K (2.77%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Columbia Small Cap Value Discv A | 133.37K (2.57%) | 2.80K Increased by +2.10% | Feb 28, 26 |
| 11 | Columbia Small Cap Value Discovery Fund | 129.27K (2.49%) | 12.80K Increased by +9.90% | Dec 31, 25 |
| 12 | Fidelity® Series Small Cap Discovery | 123.02K (2.37%) | 1.42K Increased by +1.16% | Oct 31, 23 |
| 13 | Fidelity VIP Mid Cap Initial | 116.65K (2.25%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | VIP Mid Cap Initial | 116.65K (2.25%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Schwab Fundamental U.S. Small CompanyETF | 111.29K (2.15%) | 38.00 Increased by +0.03% | Feb 28, 26 |
| 16 | Fidelity Series Small Cap Core | 98.58K (1.90%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Fidelity Small Cap Discovery | 93.88K (1.81%) | -152.45K Decreased by -162.39% | Jul 31, 24 |
| 18 | Invesco S&P SmallCap Value with Momt ETF | 92.38K (1.78%) | 544.00 Increased by +0.59% | Feb 29, 24 |
| 19 | Royce Small-Cap Trust | 87.70K (1.69%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | Royce Value Trust | 87.70K (1.69%) | 0.00 Increased by 0.00% | Mar 31, 24 |