| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.59M (17.27%) | 30.20K Increased by +0.66% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 3.10M (11.65%) | -31.38K Decreased by -1.01% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 2.10M (7.92%) | 23.35K Increased by +1.11% | Dec 31, 25 |
| 4 | Rubric Capital Management LP | 2.05M (7.74%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | Semper Augustus Investments Group LLC | 1.39M (5.25%) | 756.00 Increased by +0.05% | Jun 30, 24 |
| 6 | State Street Corp | 1.17M (4.40%) | -73.81K Decreased by -6.31% | Sep 30, 25 |
| 7 | State Street Corporation | 1.03M (3.88%) | 11.04K Increased by +1.07% | Mar 31, 24 |
| 8 | Assenagon Asset Management SA | 957.69K (3.61%) | 957.69K Increased by +100.00% | Mar 31, 25 |
| 9 | Renaissance Technologies Corp | 881.38K (3.32%) | -161.80K Decreased by -18.36% | Dec 31, 25 |
| 10 | American Century Companies Inc | 699.49K (2.63%) | 120.82K Increased by +17.27% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 633.48K (2.39%) | -1.12K Decreased by -0.18% | Dec 31, 25 |
| 12 | DG Capital Management, LLC | 619.47K (2.33%) | -31.25K Decreased by -5.04% | Dec 31, 25 |
| 13 | Arrowstreet Capital Limited Partnership | 574.80K (2.16%) | -7.81K Decreased by -1.36% | Dec 31, 25 |
| 14 | Westwood Holdings Group Inc | 527.71K (1.99%) | -32.96K Decreased by -6.25% | Sep 30, 25 |
| 15 | Amvescap Plc. | 475.77K (1.79%) | -52.10K Decreased by -10.95% | Sep 30, 25 |
| 16 | Ameriprise Financial Inc | 438.84K (1.65%) | -19.03K Decreased by -4.34% | Sep 30, 24 |
| 17 | ABSHER WEALTH MANAGEMENT, LLC | 426.24K (1.60%) | -273.47K Decreased by -64.16% | Jun 30, 24 |
| 18 | Driehaus Capital Management LLC | 415.07K (1.56%) | 3.65K Increased by +0.88% | Sep 30, 24 |
| 19 | Jacobs Levy Equity Management, Inc. | 408.12K (1.54%) | 17.31K Increased by +4.24% | Dec 31, 25 |
| 20 | Charles Schwab Investment Management Inc | 363.68K (1.37%) | -12.18K Decreased by -3.35% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.61M (6.07%) | -174.36K Decreased by -10.82% | Feb 28, 26 |
| 2 | SA Fundamental Intrinsic Value Equity | 1.37M (5.18%) | 6.76K Increased by +0.49% | Mar 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 874.87K (3.29%) | 2.22K Increased by +0.25% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 869.52K (3.27%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 677.69K (2.55%) | 1.73K Increased by +0.25% | Feb 28, 26 |
| 6 | iShares Russell 2000 ETF | 661.59K (2.49%) | 75.48K Increased by +11.41% | Feb 28, 26 |
| 7 | Vanguard Small Cap Index | 628.60K (2.37%) | 1.32K Increased by +0.21% | Feb 28, 26 |
| 8 | BGF World Financials A2 USD | 467.27K (1.76%) | 36.38K Increased by +7.79% | Feb 28, 25 |
| 9 | BGF World Financials A2 | 428.73K (1.61%) | 0.00 Increased by 0.00% | Nov 30, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 403.96K (1.52%) | 1.19K Increased by +0.29% | Feb 28, 26 |
| 11 | DFA US Targeted Value I | 397.26K (1.50%) | 1.91K Increased by +0.48% | Jan 31, 26 |
| 12 | BlackRock Advantage Small Cap Core Instl | 386.04K (1.45%) | -8.57K Decreased by -2.22% | Dec 31, 23 |
| 13 | Dimensional US Targeted Value ETF | 348.49K (1.31%) | 1.18K Increased by +0.34% | Feb 27, 26 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 289.06K (1.09%) | 2.96K Increased by +1.02% | Feb 28, 26 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 272.42K (1.03%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | Fidelity Small Cap Index | 263.82K (0.99%) | -8.02K Decreased by -3.04% | Dec 31, 25 |
| 17 | Fidelity® Small Cap Index | 259.08K (0.98%) | 7.09K Increased by +2.74% | Oct 31, 23 |
| 18 | State Street SPDR Port S&P 600 Sm CpETF | 247.18K (0.93%) | 688.00 Increased by +0.28% | Feb 27, 26 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 235.18K (0.89%) | 2.84K Increased by +1.21% | Aug 29, 25 |
| 20 | iShares Russell 2000 Value ETF | 234.90K (0.88%) | -45.50K Decreased by -19.37% | Feb 28, 26 |