| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.53M (14.45%) | -67.71K Decreased by -1.92% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.89M (7.74%) | 19.97K Increased by +1.06% | Dec 31, 25 |
| 3 | Neuberger Berman Group LLC | 1.78M (7.31%) | -105.77K Decreased by -5.93% | Dec 31, 25 |
| 4 | State Street Corp | 1.33M (5.44%) | -28.00K Decreased by -2.11% | Sep 30, 25 |
| 5 | State Street Corporation | 1.21M (4.95%) | -11.81K Decreased by -0.98% | Mar 31, 24 |
| 6 | Charles Schwab Investment Management Inc | 1.05M (4.30%) | 15.61K Increased by +1.49% | Dec 31, 25 |
| 7 | Victory Capital Management Inc. | 755.79K (3.10%) | -160.76K Decreased by -21.27% | Sep 30, 25 |
| 8 | Silvercrest Asset Management Group LLC | 724.94K (2.97%) | -135.33K Decreased by -18.67% | Dec 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 706.22K (2.89%) | -19.98K Decreased by -2.83% | Dec 31, 25 |
| 10 | Fuller & Thaler Asset Management Inc | 654.72K (2.68%) | 325.36K Increased by +49.69% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 617.75K (2.53%) | -1.68K Decreased by -0.27% | Dec 31, 25 |
| 12 | Copeland Capital Management, LLC | 615.68K (2.52%) | -36.06K Decreased by -5.86% | Dec 31, 25 |
| 13 | Neumeier Investment Counsel LLC | 482.24K (1.98%) | -11.22K Decreased by -2.33% | Dec 31, 25 |
| 14 | NFJ Investment Group, LLC | 449.24K (1.84%) | -25.85K Decreased by -5.75% | Dec 31, 25 |
| 15 | First Trust Advisors L.P. | 383.52K (1.57%) | 307.37K Increased by +80.14% | Jun 30, 25 |
| 16 | Northern Trust Corp | 346.20K (1.42%) | -10.34K Decreased by -2.99% | Sep 30, 25 |
| 17 | BTIM Corp | 344.32K (1.41%) | -29.01K Decreased by -8.43% | Dec 31, 25 |
| 18 | Millennium Management LLC | 343.34K (1.41%) | 144.02K Increased by +41.95% | Jun 30, 25 |
| 19 | Bank of America Corp | 321.03K (1.32%) | 130.90K Increased by +40.77% | Sep 30, 25 |
| 20 | Ameriprise Financial Inc | 275.94K (1.13%) | -49.98K Decreased by -18.11% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.55M (6.35%) | -156.44K Decreased by -10.09% | Feb 28, 26 |
| 2 | Neuberger Genesis Inv | 1.09M (4.48%) | -100.80K Decreased by -9.23% | Dec 31, 25 |
| 3 | Victory Small Cap Value CIT (Net 75) | 1.00M (4.12%) | -76.00K Decreased by -7.56% | Dec 31, 24 |
| 4 | Neuberger Berman Genesis Inv | 963.77K (3.95%) | 155.78K Increased by +16.16% | Jun 30, 25 |
| 5 | Schwab US Dividend Equity ETF™ | 791.64K (3.24%) | 8.54K Increased by +1.08% | Feb 28, 26 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 780.40K (3.20%) | 3.30K Increased by +0.42% | Feb 28, 26 |
| 7 | Vanguard US Total Market Shares ETF | 755.48K (3.10%) | 963.00 Increased by +0.13% | Sep 30, 24 |
| 8 | Victory Sycamore Small Company Opp R | 674.00K (2.76%) | -132.00K Decreased by -19.58% | Jun 30, 25 |
| 9 | iShares Russell 2000 ETF | 599.39K (2.46%) | 61.65K Increased by +10.28% | Feb 28, 26 |
| 10 | Neumeier Poma Small Cap Value | 423.51K (1.74%) | -5.21K Decreased by -1.23% | Dec 31, 25 |
| 11 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 328.31K (1.35%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Fuller & Thaler Behavioral Small-Cap Eq | 328.31K (1.35%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | First Trust RBA Amer Indl RenaisTM ETF | 322.95K (1.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | FullerThaler Behavioral Sm-Cp Eq R6 | 312.91K (1.28%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | FullerThaler Behavioral Small-Cap Equity | 312.91K (1.28%) | -6.30K Decreased by -2.01% | Sep 30, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 279.56K (1.15%) | 1.84K Increased by +0.66% | Feb 28, 26 |
| 17 | Fidelity Small Cap Index | 245.95K (1.01%) | -8.59K Decreased by -3.49% | Dec 31, 25 |
| 18 | Fidelity® Small Cap Index | 240.76K (0.99%) | 7.18K Increased by +2.98% | Oct 31, 23 |
| 19 | State Street SPDR Port S&P 600 Sm CpETF | 237.85K (0.97%) | 656.00 Increased by +0.28% | Feb 27, 26 |
| 20 | Bridge Builder Small/Mid Cap Value | 225.30K (0.92%) | 339.00 Increased by +0.15% | Feb 28, 26 |