| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.71M (7.54%) | 3.23K Increased by +0.12% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.28M (6.36%) | 90.20K Increased by +3.95% | Dec 31, 25 |
| 3 | Franklin Resources Inc | 1.85M (5.15%) | 64.34K Increased by +3.48% | Sep 30, 25 |
| 4 | Charles Schwab Investment Management Inc | 1.41M (3.94%) | 23.64K Increased by +1.67% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.19M (3.31%) | 7.14K Increased by +0.60% | Dec 31, 25 |
| 6 | Geode Capital Management, LLC | 914.64K (2.55%) | 479.00 Increased by +0.05% | Dec 31, 25 |
| 7 | State Street Corp | 909.78K (2.54%) | 56.40K Increased by +6.20% | Sep 30, 25 |
| 8 | Champlain Investment Partners, LLC | 761.52K (2.12%) | -532.99K Decreased by -69.99% | Dec 31, 25 |
| 9 | State Street Corporation | 713.74K (1.99%) | 48.32K Increased by +6.77% | Mar 31, 24 |
| 10 | German American Bancorp Inc | 597.90K (1.67%) | 7.68K Increased by +1.29% | Sep 30, 25 |
| 11 | Royce & Associates, LP | 507.63K (1.41%) | 19.34K Increased by +3.81% | Dec 31, 25 |
| 12 | Northern Trust Corp | 330.21K (0.92%) | 2.19K Increased by +0.66% | Sep 30, 25 |
| 13 | Manufacturers Life Insurance Co | 307.53K (0.86%) | -3.17K Decreased by -1.03% | Dec 31, 25 |
| 14 | Aptus Capital Advisors, LLC | 269.60K (0.75%) | 1.18K Increased by +0.44% | Dec 31, 25 |
| 15 | BTIM Corp | 241.72K (0.67%) | 5.05K Increased by +2.09% | Sep 30, 23 |
| 16 | First Trust Advisors L.P. | 227.82K (0.63%) | 64.45K Increased by +28.29% | Jun 30, 24 |
| 17 | Acadian Asset Management LLC | 225.35K (0.63%) | 225.35K Increased by +100.00% | Dec 31, 25 |
| 18 | AllianceBernstein L.P. | 214.27K (0.60%) | -7.16K Decreased by -3.34% | Sep 30, 25 |
| 19 | DePrince Race & Zollo Inc | 202.90K (0.57%) | 41.25K Increased by +20.33% | Dec 31, 25 |
| 20 | Bank of New York Mellon Corp | 200.28K (0.56%) | -365.00 Decreased by -0.18% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Franklin Small Cap Value SMA Composite | 1.77M (4.93%) | 666.18K Increased by +37.65% | Jun 30, 25 |
| 2 | Schwab US Dividend Equity ETF™ | 1.16M (3.23%) | 2.10K Increased by +0.18% | Feb 28, 26 |
| 3 | Franklin Small Cap Value A | 1.15M (3.21%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Franklin US Small Cap Value Equity | 1.15M (3.21%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.13M (3.14%) | 6.81K Increased by +0.60% | Feb 28, 26 |
| 6 | Vanguard US Total Market Shares ETF | 891.93K (2.49%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | iShares Russell 2000 ETF | 864.37K (2.41%) | 295.97K Increased by +34.24% | Feb 28, 26 |
| 8 | Champlain Small Company Fund, LLC | 641.77K (1.79%) | -55.49K Decreased by -8.65% | Feb 28, 26 |
| 9 | Old Westbury Small & Mid Cap Strategies | 415.00K (1.16%) | 0.00 Increased by 0.00% | Oct 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 410.49K (1.14%) | 5.47K Increased by +1.33% | Feb 28, 26 |
| 11 | Royce Small-Cap Quality Value Composite | 359.59K (1.00%) | 23.61K Increased by +6.57% | Dec 31, 25 |
| 12 | Royce Small-Cap Total Return Invmt | 359.59K (1.00%) | 23.61K Increased by +6.57% | Dec 31, 25 |
| 13 | Fidelity Small Cap Index | 354.97K (0.99%) | -10.19K Decreased by -2.87% | Dec 31, 25 |
| 14 | Champlain Small Company Adv | 349.50K (0.97%) | -65.50K Decreased by -18.74% | Dec 31, 25 |
| 15 | Franklin Small Cap Value VIP 1 | 312.71K (0.87%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 16 | iShares Russell 2000 Value ETF | 308.62K (0.86%) | 37.41K Increased by +12.12% | Feb 28, 26 |
| 17 | Fidelity® Small Cap Index | 272.74K (0.76%) | 7.38K Increased by +2.71% | Oct 31, 23 |
| 18 | Opus Small Cap Value Plus ETF | 257.46K (0.72%) | 193.22K Increased by +75.05% | Feb 27, 26 |
| 19 | State St Russell Sm/Mid Cp® Indx SL Cl I | 224.19K (0.62%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 20 | First Trust RBA Amer Indl RenaisTM ETF | 217.43K (0.61%) | 616.00 Increased by +0.28% | Jun 30, 24 |