| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.25M (17.62%) | 15.76K Increased by +0.48% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.42M (7.66%) | 17.66K Increased by +1.25% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.06M (5.76%) | -5.86K Decreased by -0.55% | Dec 31, 25 |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.01M (5.50%) | 24.15K Increased by +2.38% | Dec 31, 25 |
| 5 | State Street Corporation | 738.71K (4.00%) | 12.01K Increased by +1.63% | Mar 31, 24 |
| 6 | State Street Corp | 723.25K (3.92%) | -20.39K Decreased by -2.82% | Sep 30, 25 |
| 7 | Franklin Resources Inc | 660.68K (3.58%) | 9.93K Increased by +1.50% | Jun 30, 24 |
| 8 | Geode Capital Management, LLC | 484.47K (2.62%) | 2.83K Increased by +0.58% | Dec 31, 25 |
| 9 | Mirae Asset Global Investments (Korea) Co Ltd | 445.00K (2.41%) | -78.53K Decreased by -17.65% | Mar 31, 24 |
| 10 | Pacer Advisors, INC. | 435.88K (2.36%) | -226.90K Decreased by -52.06% | Dec 31, 24 |
| 11 | Arnhold & S. Bleichroeder Advisers, LLC | 389.95K (2.11%) | -12.30K Decreased by -3.15% | Dec 31, 25 |
| 12 | Charles Schwab Investment Management Inc | 366.77K (1.99%) | 46.21K Increased by +12.60% | Dec 31, 25 |
| 13 | Invenomic Capital Management, LP | 351.65K (1.90%) | 136.49K Increased by +38.81% | Mar 31, 25 |
| 14 | Bruce & Co Inc | 343.42K (1.86%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | American Century Companies Inc | 301.79K (1.63%) | -48.30K Decreased by -16.00% | Dec 31, 25 |
| 16 | Robotti Robert | 299.10K (1.62%) | 2.04K Increased by +0.68% | Dec 31, 25 |
| 17 | First Trust Advisors L.P. | 274.83K (1.49%) | 274.83K Increased by +100.00% | Sep 30, 24 |
| 18 | Oppenheimer & Co Inc | 253.17K (1.37%) | 4.04K Increased by +1.59% | Dec 31, 25 |
| 19 | Citadel Advisors Llc | 238.52K (1.29%) | 50.97K Increased by +21.37% | Dec 31, 25 |
| 20 | Kennedy Capital Management Inc | 234.06K (1.27%) | -18.15K Decreased by -7.75% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.18M (6.42%) | -125.52K Decreased by -10.60% | Feb 28, 26 |
| 2 | Global X US Infrastructure Dev ETF | 1.02M (5.55%) | 4.32K Increased by +0.42% | Feb 27, 26 |
| 3 | iShares US Infrastructure ETF | 627.45K (3.40%) | 359.13K Increased by +57.24% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 584.67K (3.17%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 578.93K (3.14%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | iShares Russell 2000 ETF | 449.53K (2.43%) | 46.26K Increased by +10.29% | Feb 28, 26 |
| 7 | Franklin Small Cap Value A | 441.34K (2.39%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 8 | Franklin Small Cap Value SMA Composite | 441.34K (2.39%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | Franklin US Small Cap Value Equity | 441.34K (2.39%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | First Eagle US Small Cap Strategy | 344.52K (1.87%) | -7.83K Decreased by -2.27% | Dec 31, 25 |
| 11 | Bruce | 343.42K (1.86%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | First Eagle Small Cap Opportunity I | 331.65K (1.80%) | 306.00 Increased by +0.09% | Feb 28, 26 |
| 13 | First Trust RBA Amer Indl RenaisTM ETF | 274.83K (1.49%) | 2.42K Increased by +0.88% | Sep 30, 24 |
| 14 | Kennedy Small Cap Value | 239.13K (1.30%) | -49.32K Decreased by -20.63% | Dec 31, 23 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 214.15K (1.16%) | 2.72K Increased by +1.27% | Feb 28, 26 |
| 16 | Royce Small-Cap Special Equity Invmt | 205.00K (1.11%) | 6.00K Increased by +2.93% | Dec 31, 25 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 188.16K (1.02%) | 104.84K Increased by +55.72% | Feb 28, 26 |
| 18 | DFA US Small Cap Value I | 185.87K (1.01%) | 13.17K Increased by +7.09% | Jan 31, 26 |
| 19 | Fidelity Small Cap Index | 182.91K (0.99%) | -5.09K Decreased by -2.78% | Dec 31, 25 |
| 20 | Fidelity® Small Cap Index | 182.09K (0.99%) | 5.98K Increased by +3.29% | Oct 31, 23 |