| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.46M (15.69%) | -59.93K Decreased by -1.73% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.51M (6.85%) | 35.34K Increased by +2.34% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.48M (6.69%) | 10.89K Increased by +0.74% | Dec 31, 25 |
| 4 | State Street Corporation | 845.29K (3.83%) | 7.54K Increased by +0.89% | Mar 31, 24 |
| 5 | State Street Corp | 805.80K (3.65%) | 10.08K Increased by +1.25% | Sep 30, 25 |
| 6 | Geode Capital Management, LLC | 615.05K (2.79%) | 29.68K Increased by +4.83% | Dec 31, 25 |
| 7 | Systematic Financial Management LP | 613.87K (2.78%) | -7.22K Decreased by -1.18% | Dec 31, 25 |
| 8 | Bank of America Corp | 531.26K (2.41%) | -35.87K Decreased by -6.75% | Sep 30, 25 |
| 9 | American Century Companies Inc | 464.23K (2.10%) | 62.93K Increased by +13.56% | Dec 31, 25 |
| 10 | Amvescap Plc. | 419.18K (1.90%) | 72.17K Increased by +17.22% | Sep 30, 25 |
| 11 | AQR Capital Management LLC | 389.88K (1.77%) | 58.30K Increased by +14.95% | Dec 31, 25 |
| 12 | Assenagon Asset Management SA | 315.78K (1.43%) | 93.84K Increased by +29.72% | Sep 30, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 271.84K (1.23%) | -493.00 Decreased by -0.18% | Sep 30, 25 |
| 14 | JPMorgan Chase & Co | 265.79K (1.20%) | 88.59K Increased by +33.33% | Sep 30, 25 |
| 15 | Royce & Associates, LP | 235.93K (1.07%) | 165.79K Increased by +70.27% | Dec 31, 25 |
| 16 | Northern Trust Corp | 217.24K (0.98%) | 680.00 Increased by +0.31% | Sep 30, 25 |
| 17 | UBS Group AG | 211.34K (0.96%) | 93.53K Increased by +44.25% | Sep 30, 25 |
| 18 | Charles Schwab Investment Management Inc | 201.80K (0.91%) | 770.00 Increased by +0.38% | Dec 31, 25 |
| 19 | Hillsdale Investment Management Inc. | 201.77K (0.91%) | -25.50K Decreased by -12.64% | Dec 31, 25 |
| 20 | Allianz Asset Management AG | 195.27K (0.88%) | 195.27K Increased by +100.00% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.34M (6.05%) | -86.24K Decreased by -6.46% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 560.32K (2.54%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 522.59K (2.37%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 522.21K (2.37%) | 62.21K Increased by +11.91% | Feb 28, 26 |
| 5 | EARNEST Small Cap Value | 520.52K (2.36%) | 519.73K Increased by +99.85% | Dec 31, 23 |
| 6 | Avantis US Small Cap Value ETF | 424.14K (1.92%) | 1.79K Increased by +0.42% | Feb 28, 26 |
| 7 | Harbor Small Cap Value Instl | 411.22K (1.86%) | -9.10K Decreased by -2.21% | Dec 31, 24 |
| 8 | DFA US Small Cap Value I | 303.68K (1.38%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 240.86K (1.09%) | 3.19K Increased by +1.32% | Feb 28, 26 |
| 10 | EARNEST Small Cap Core | 225.53K (1.02%) | 223.56K Increased by +99.12% | Dec 31, 23 |
| 11 | Vanguard Small Cap Index | 224.26K (1.02%) | 549.00 Increased by +0.24% | Aug 31, 24 |
| 12 | Foundry Partners Micro Cap Value | 222.53K (1.01%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | Fidelity Small Cap Index | 206.34K (0.93%) | -5.57K Decreased by -2.70% | Dec 31, 25 |
| 14 | Fidelity® Small Cap Index | 203.82K (0.92%) | 5.55K Increased by +2.73% | Oct 31, 23 |
| 15 | State Street SPDR Port S&P 600 Sm CpETF | 203.61K (0.92%) | 560.00 Increased by +0.28% | Feb 27, 26 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 199.21K (0.90%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 188.65K (0.85%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 187.52K (0.85%) | 2.24K Increased by +1.20% | Aug 29, 25 |
| 19 | iShares Russell 2000 Value ETF | 185.37K (0.84%) | -24.28K Decreased by -13.10% | Feb 28, 26 |
| 20 | DFA US Targeted Value I | 175.14K (0.79%) | 0.00 Increased by 0.00% | Jan 31, 26 |