| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Gamco Investors, Inc. Et Al | 789.25K (8.10%) | -450.00 Decreased by -0.06% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 753.00K (7.73%) | 111.02K Increased by +14.74% | Dec 31, 25 |
| 3 | BlackRock Inc | 701.21K (7.19%) | 10.10K Increased by +1.44% | Sep 30, 25 |
| 4 | Needham Investment Management, LLC | 635.00K (6.51%) | 61.50K Increased by +9.69% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 518.10K (5.32%) | -45.65K Decreased by -8.81% | Dec 31, 25 |
| 6 | Renaissance Technologies Corp | 452.69K (4.64%) | -16.10K Decreased by -3.56% | Dec 31, 25 |
| 7 | American Century Companies Inc | 418.91K (4.30%) | 17.75K Increased by +4.24% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 263.38K (2.70%) | 25.77K Increased by +9.79% | Sep 30, 25 |
| 9 | State Street Corp | 216.60K (2.22%) | 7.72K Increased by +3.56% | Sep 30, 25 |
| 10 | ProShare Advisors LLC | 193.26K (1.98%) | -71.56K Decreased by -37.03% | Mar 31, 25 |
| 11 | Gabelli Funds LLC | 163.40K (1.68%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Diamond Hill Capital Management Inc | 141.18K (1.45%) | 16.12K Increased by +11.42% | Dec 31, 25 |
| 13 | Royce & Associates, LP | 113.31K (1.16%) | 17.61K Increased by +15.54% | Dec 31, 25 |
| 14 | State Street Corporation | 103.66K (1.06%) | 9.49K Increased by +9.16% | Mar 31, 24 |
| 15 | Bard Associates Inc | 103.36K (1.06%) | -6.30K Decreased by -6.10% | Sep 30, 25 |
| 16 | Northern Trust Corp | 101.96K (1.05%) | -330.00 Decreased by -0.32% | Sep 30, 25 |
| 17 | Millennium Management LLC | 99.21K (1.02%) | 42.57K Increased by +42.91% | Sep 30, 25 |
| 18 | Bank of New York Mellon Corp | 97.38K (1.00%) | 1.49K Increased by +1.53% | Sep 30, 25 |
| 19 | Two Sigma Investments LLC | 91.61K (0.94%) | 5.82K Increased by +6.35% | Dec 31, 25 |
| 20 | Heartland Advisors Inc | 91.05K (0.93%) | -30.44K Decreased by -33.43% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 1290 VT GAMCO Small Company Value IB | 726.00K (7.45%) | -2.00K Decreased by -0.28% | Dec 31, 25 |
| 2 | Needham Aggressive Growth Retail | 635.00K (6.51%) | 61.50K Increased by +9.69% | Dec 31, 25 |
| 3 | Avantis US Small Cap Value ETF | 370.55K (3.80%) | 870.00 Increased by +0.23% | Feb 27, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 317.70K (3.26%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 5 | iShares Russell 2000 ETF | 236.72K (2.43%) | 236.72K Increased by +100.00% | Feb 25, 26 |
| 6 | Vanguard US Total Market Shares ETF | 162.85K (1.67%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | ProShares Russell 2000 Dividend Growers | 146.33K (1.50%) | -288.00 Decreased by -0.20% | May 30, 25 |
| 8 | Gabelli Small Cap Growth AAA | 137.20K (1.41%) | -823.00 Decreased by -0.60% | Sep 30, 25 |
| 9 | Diamond Hill Small Cap Equity | 121.02K (1.24%) | 2.16K Increased by +1.79% | Jan 31, 26 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 114.31K (1.17%) | 620.00 Increased by +0.54% | Jan 31, 26 |
| 11 | Royce Small-Cap Special Equity Invmt | 112.00K (1.15%) | 18.50K Increased by +16.52% | Dec 31, 25 |
| 12 | Vanguard Consumer Staples ETF | 106.91K (1.10%) | -600.00 Decreased by -0.56% | Jan 31, 26 |
| 13 | DFA US Micro Cap I | 102.82K (1.05%) | -5.36K Decreased by -5.21% | Dec 31, 25 |
| 14 | Fidelity Small Cap Index | 100.57K (1.03%) | 691.00 Increased by +0.69% | Nov 30, 25 |
| 15 | Diamond Hill Small Cap Inv | 100.50K (1.03%) | 4.54K Increased by +4.52% | Jan 31, 26 |
| 16 | Heartland Value Plus Investor | 100.00K (1.03%) | -15.00K Decreased by -15.00% | Apr 30, 24 |
| 17 | DFA US Small Cap Value I | 97.42K (1.00%) | -8.94K Decreased by -9.18% | Jul 31, 25 |
| 18 | Foundry Partners Micro Cap Value | 82.61K (0.85%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | DFA US Targeted Value I | 75.33K (0.77%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | North Star Dividend I | 72.00K (0.74%) | 0.00 Increased by 0.00% | Jul 31, 25 |