| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.92M (8.32%) | -368.78K Decreased by -5.33% | Sep 30, 25 |
| 2 | Capital Management Corp | 6.15M (7.39%) | 242.53K Increased by +3.94% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 5.97M (7.18%) | -23.68K Decreased by -0.40% | Dec 31, 25 |
| 4 | Charles Schwab Investment Management Inc | 5.19M (6.24%) | 994.47K Increased by +19.17% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 5.12M (6.15%) | 126.68K Increased by +2.48% | Dec 31, 25 |
| 6 | Retirement Systems of Alabama | 4.13M (4.96%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | Darsana Capital Partners LP | 4.09M (4.92%) | -1.15M Decreased by -28.11% | Jun 30, 24 |
| 8 | Patient Capital Management | 3.99M (4.79%) | 430.28K Increased by +10.79% | Dec 31, 25 |
| 9 | Baupost Group LLC | 3.76M (4.52%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | FMR Inc | 3.34M (4.02%) | 192.32K Increased by +5.75% | Dec 31, 25 |
| 11 | UBS Group AG | 3.17M (3.80%) | -23.92K Decreased by -0.76% | Mar 31, 24 |
| 12 | Penn Capital Management Company LLC | 3.15M (3.78%) | -89.14K Decreased by -2.83% | Dec 31, 25 |
| 13 | Goldman Sachs Group Inc | 2.57M (3.09%) | -50.35K Decreased by -1.96% | Jun 30, 25 |
| 14 | Geode Capital Management, LLC | 2.01M (2.42%) | -27.77K Decreased by -1.38% | Dec 31, 25 |
| 15 | State Street Corporation | 1.98M (2.38%) | 56.56K Increased by +2.85% | Mar 31, 24 |
| 16 | New York State Common Retirement Fund | 1.88M (2.26%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | The Goldman Sachs Group Inc | 1.85M (2.23%) | -720.47K Decreased by -38.87% | Sep 30, 25 |
| 18 | State Street Corp | 1.81M (2.17%) | 2.80K Increased by +0.15% | Sep 30, 25 |
| 19 | ELEQUIN CAPITAL LP | 1.76M (2.11%) | 1.76M Increased by +100.00% | Mar 31, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 1.70M (2.05%) | 462.91K Increased by +27.15% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Schwab Fundamental U.S. Small CompanyETF | 3.60M (4.33%) | 1.26K Increased by +0.03% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.64M (3.17%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 2.57M (3.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 2.23M (2.68%) | 373.18K Increased by +16.76% | Feb 28, 26 |
| 5 | Penn Capital Small Cap Equity | 2.09M (2.51%) | 234.62K Increased by +11.23% | Feb 28, 26 |
| 6 | Fidelity Tactical High Income Sr F8 | 2.04M (2.45%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | CMC G&I | 1.49M (1.79%) | 58.04K Increased by +3.90% | Dec 31, 25 |
| 8 | Schwab Fundamental US Small Company ETF | 1.43M (1.72%) | 6.73K Increased by +0.47% | Mar 29, 24 |
| 9 | CMC SMID | 1.35M (1.63%) | 25.20K Increased by +1.86% | Dec 31, 25 |
| 10 | DFA US Small Cap Value I | 1.22M (1.46%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 11 | Xtrackers S&P 500 Swap ETF 1C | 1.15M (1.38%) | 1.15M Increased by +100.00% | Mar 31, 24 |
| 12 | Tributary Small Cap Equity | 1.02M (1.22%) | -16.73K Decreased by -1.65% | Jul 31, 24 |
| 13 | Fidelity Advisor Multi-Asset Income I | 1.01M (1.22%) | 26.00K Increased by +2.56% | Dec 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 940.11K (1.13%) | -4.39K Decreased by -0.47% | Feb 28, 26 |
| 15 | CMC DVD | 938.85K (1.13%) | 71.75K Increased by +7.64% | Dec 31, 25 |
| 16 | ClearBridge Small Cap | 915.70K (1.10%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 17 | ClearBridge Small Cap C | 915.70K (1.10%) | 125.45K Increased by +13.70% | Sep 30, 24 |
| 18 | Fidelity Small Cap Index | 871.43K (1.05%) | -24.32K Decreased by -2.79% | Dec 31, 25 |
| 19 | Tributary Small Company Instl | 847.01K (1.02%) | -13.71K Decreased by -1.62% | Jul 31, 24 |
| 20 | Fidelity® Small Cap Index | 800.58K (0.96%) | 23.13K Increased by +2.89% | Oct 31, 23 |