| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kovitz Investment Group Partners, LLC | 2.31M (24.19%) | 686.59K Increased by +29.66% | Sep 30, 25 |
| 2 | Carnick & Kubik Group, LLC | 1.63M (17.01%) | -100.00 Decreased by -0.01% | Mar 31, 25 |
| 3 | BlackRock Inc | 1.38M (14.37%) | -20.50K Decreased by -1.49% | Sep 30, 25 |
| 4 | Vanguard Group Inc | 706.64K (7.38%) | 6.42K Increased by +0.91% | Dec 31, 25 |
| 5 | First Trust Advisors L.P. | 526.05K (5.50%) | -89.02K Decreased by -16.92% | Dec 31, 25 |
| 6 | Pacer Advisors, INC. | 385.89K (4.03%) | -85.47K Decreased by -22.15% | Sep 30, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 362.75K (3.79%) | -5.56K Decreased by -1.53% | Dec 31, 25 |
| 8 | State Street Corp | 352.77K (3.69%) | 665.00 Increased by +0.19% | Sep 30, 25 |
| 9 | State Street Corporation | 351.91K (3.68%) | 11.84K Increased by +3.37% | Mar 31, 24 |
| 10 | American Century Companies Inc | 351.75K (3.68%) | 27.03K Increased by +7.68% | Dec 31, 24 |
| 11 | Voss Capital LLC | 350.00K (3.66%) | 55.00K Increased by +15.71% | Dec 31, 25 |
| 12 | Amvescap Plc. | 348.09K (3.64%) | 8.08K Increased by +2.32% | Sep 30, 25 |
| 13 | Demars Financial Group, LLC | 344.58K (3.60%) | 344.58K Increased by +100.00% | Mar 31, 25 |
| 14 | Fisher Asset Management, LLC | 317.27K (3.32%) | 16.78K Increased by +5.29% | Dec 31, 25 |
| 15 | Mirae Asset Global Investments (Korea) Co Ltd | 311.09K (3.25%) | -58.83K Decreased by -18.91% | Mar 31, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 296.46K (3.10%) | 127.38K Increased by +42.97% | Sep 30, 25 |
| 17 | GW&K Investment Management, LLC | 254.52K (2.66%) | 30.01K Increased by +11.79% | Dec 31, 25 |
| 18 | Geode Capital Management, LLC | 239.09K (2.50%) | 524.00 Increased by +0.22% | Dec 31, 25 |
| 19 | Heartland Advisors Inc | 208.36K (2.18%) | -151.76K Decreased by -72.84% | Sep 30, 23 |
| 20 | New Vernon Capital Holdings II LLC | 202.86K (2.12%) | 202.86K Increased by +100.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 570.25K (5.96%) | -49.02K Decreased by -8.60% | Feb 28, 26 |
| 2 | Pacer US Small Cap Cash Cows 100 ETF | 373.56K (3.90%) | -1.27K Decreased by -0.34% | Nov 29, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 306.84K (3.21%) | 612.00 Increased by +0.20% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 282.92K (2.96%) | -594.00 Decreased by -0.21% | Sep 30, 24 |
| 5 | First Trust RBA Amer Indl RenaisTM ETF | 277.54K (2.90%) | 940.00 Increased by +0.34% | Feb 26, 26 |
| 6 | iShares Russell 2000 ETF | 232.30K (2.43%) | 28.47K Increased by +12.25% | Feb 28, 26 |
| 7 | First Trust SMID Cp Rising Div Achv ETF | 197.70K (2.07%) | 117.00 Increased by +0.06% | Feb 26, 26 |
| 8 | Fidelity Focused Stock | 137.00K (1.43%) | 137.00K Increased by +100.00% | May 31, 24 |
| 9 | DFA US Small Cap Value I | 114.48K (1.20%) | 0.00 Increased by 0.00% | May 31, 24 |
| 10 | Janus Henderson Hrzn Glb SC E2 USD | 108.12K (1.13%) | 9.24K Increased by +8.55% | Feb 28, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 102.59K (1.07%) | 789.00 Increased by +0.77% | Feb 28, 26 |
| 12 | Lord Abbett High Yield Opportunistic | 95.47K (1.00%) | 95.47K Increased by +100.00% | Dec 31, 23 |
| 13 | Invesco Discovery A | 94.76K (0.99%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 14 | Invesco OFI Small Cap Growth | 94.76K (0.99%) | -26.81K Decreased by -28.29% | Dec 31, 25 |
| 15 | Fidelity Small Cap Index | 93.72K (0.98%) | -2.79K Decreased by -2.98% | Dec 31, 25 |
| 16 | DFA US Small Cap I | 89.97K (0.94%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 17 | Fidelity® Small Cap Index | 88.78K (0.93%) | 2.69K Increased by +3.03% | Oct 31, 23 |
| 18 | State Street SPDR Port S&P 600 Sm CpETF | 87.69K (0.92%) | 240.00 Increased by +0.27% | Feb 27, 26 |
| 19 | iShares Russell 2000 Value ETF | 85.88K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | Invesco Dorsey Wright SmallCap Momt ETF | 84.83K (0.89%) | 0.00 Increased by 0.00% | Mar 31, 24 |