| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 746.41K (7.31%) | 7.74K Increased by +1.04% | Dec 31, 25 |
| 2 | BlackRock Inc | 630.09K (6.17%) | -5.88K Decreased by -0.93% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 584.07K (5.72%) | 7.77K Increased by +1.33% | Dec 31, 25 |
| 4 | Gamco Investors, Inc. Et Al | 499.49K (4.89%) | -7.58K Decreased by -1.52% | Dec 31, 25 |
| 5 | DePrince Race & Zollo Inc | 416.38K (4.08%) | 102.90K Increased by +24.71% | Dec 31, 25 |
| 6 | Acadian Asset Management LLC | 309.31K (3.03%) | 309.31K Increased by +100.00% | Dec 31, 25 |
| 7 | Geode Capital Management, LLC | 249.78K (2.45%) | 2.07K Increased by +0.83% | Dec 31, 25 |
| 8 | Teton Advisors Inc | 244.00K (2.39%) | -2.00K Decreased by -0.82% | Jun 30, 25 |
| 9 | Bank of New York Mellon Corp | 242.94K (2.38%) | -2.96K Decreased by -1.22% | Sep 30, 25 |
| 10 | Gabelli Funds LLC | 232.50K (2.28%) | 500.00 Increased by +0.22% | Dec 31, 25 |
| 11 | Teton Advisors, LLC | 224.00K (2.19%) | -19.50K Decreased by -8.71% | Dec 31, 25 |
| 12 | State Street Corp | 180.40K (1.77%) | -5.51K Decreased by -3.06% | Sep 30, 25 |
| 13 | State Street Corporation | 177.73K (1.74%) | 3.93K Increased by +2.21% | Mar 31, 24 |
| 14 | Hillsdale Investment Management Inc. | 134.80K (1.32%) | 125.40K Increased by +93.03% | Sep 30, 23 |
| 15 | Northern Trust Corp | 92.65K (0.91%) | -1.40K Decreased by -1.51% | Sep 30, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 76.55K (0.75%) | 2.31K Increased by +3.01% | Sep 30, 25 |
| 17 | American Century Companies Inc | 75.91K (0.74%) | -4.48K Decreased by -5.90% | Dec 31, 25 |
| 18 | UBS Group AG | 73.70K (0.72%) | 63.98K Increased by +86.81% | Jun 30, 24 |
| 19 | Denali Advisors LLC | 70.60K (0.69%) | 15.30K Increased by +21.67% | Mar 31, 24 |
| 20 | Renaissance Technologies Corp | 67.80K (0.66%) | -3.30K Decreased by -4.87% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 318.39K (3.12%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | Vanguard US Total Market Shares ETF | 305.83K (3.00%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | VT De Lisle America B USD | 301.92K (2.96%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | 1290 VT GAMCO Small Company Value IB | 253.00K (2.48%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 5 | TETON Westwood Mighty Mites AAA | 224.00K (2.19%) | -19.50K Decreased by -8.71% | Dec 31, 25 |
| 6 | Gabelli Small Cap Growth AAA | 216.00K (2.12%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | DePrince, Race & Zollo, Micro Cap Val | 181.66K (1.78%) | 19.54K Increased by +10.76% | Jan 31, 26 |
| 8 | iShares Russell 2000 ETF | 177.35K (1.74%) | -124.00 Decreased by -0.07% | Feb 28, 26 |
| 9 | Russell Inv US Small Cap Equity Y | 154.65K (1.52%) | 10.24K Increased by +6.62% | Feb 28, 26 |
| 10 | DFA US Micro Cap I | 149.23K (1.46%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 125.37K (1.23%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | WisdomTree US SmallCap Dividend ETF | 106.68K (1.05%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 13 | DFA US Small Cap I | 104.27K (1.02%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 14 | Fidelity Small Cap Index | 97.74K (0.96%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | Dimensional US Small Cap ETF | 83.68K (0.82%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 16 | Fidelity® Small Cap Index | 82.51K (0.81%) | 2.30K Increased by +2.79% | Oct 31, 23 |
| 17 | Russell Inv US Small Cap Equity E | 76.98K (0.75%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | DFA US Targeted Value I | 75.31K (0.74%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 19 | Russell Inv Small Cap Fund F | 69.45K (0.68%) | 12.44K Increased by +17.91% | Feb 28, 26 |
| 20 | Fidelity Extended Market Index | 67.23K (0.66%) | -279.00 Decreased by -0.41% | Jan 31, 26 |