| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.08M (17.54%) | 179.40K Increased by +5.82% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.54M (8.75%) | 67.46K Increased by +4.38% | Dec 31, 25 |
| 3 | JPMorgan Chase & Co | 1.22M (6.92%) | 622.98K Increased by +51.22% | Sep 30, 25 |
| 4 | State Street Corp | 690.09K (3.92%) | -95.82K Decreased by -13.89% | Sep 30, 25 |
| 5 | State Street Corporation | 674.99K (3.84%) | 23.07K Increased by +3.42% | Mar 31, 24 |
| 6 | Wellington Management Company LLP | 601.26K (3.42%) | 291.32K Increased by +48.45% | Dec 31, 25 |
| 7 | Frontier Capital Management CO Inc | 561.17K (3.19%) | 97.68K Increased by +17.41% | Dec 31, 25 |
| 8 | Manufacturers Life Insurance Co | 526.56K (2.99%) | -184.73K Decreased by -35.08% | Dec 31, 25 |
| 9 | Geode Capital Management, LLC | 424.16K (2.41%) | 24.49K Increased by +5.77% | Dec 31, 25 |
| 10 | Renaissance Technologies Corp | 396.94K (2.26%) | -87.10K Decreased by -21.94% | Dec 31, 25 |
| 11 | BTIM Corp | 385.23K (2.19%) | -28.41K Decreased by -7.37% | Dec 31, 25 |
| 12 | Dimensional Fund Advisors, Inc. | 348.76K (1.98%) | -20.76K Decreased by -5.95% | Dec 31, 25 |
| 13 | Reaves W H & Co Inc | 275.00K (1.56%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Aristotle Capital Boston, LLC | 274.30K (1.56%) | -26.29K Decreased by -9.58% | Dec 31, 25 |
| 15 | Charles Schwab Investment Management Inc | 268.21K (1.53%) | 46.80K Increased by +17.45% | Dec 31, 25 |
| 16 | Northern Trust Corp | 227.02K (1.29%) | 54.21K Increased by +23.88% | Sep 30, 25 |
| 17 | Bank of New York Mellon Corp | 190.92K (1.09%) | -6.61K Decreased by -3.46% | Sep 30, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 185.78K (1.06%) | -7.71K Decreased by -4.15% | Sep 30, 25 |
| 19 | HITE Hedge Asset Management MLP | 182.22K (1.04%) | 8.00K Increased by +4.39% | Dec 31, 25 |
| 20 | FMR Inc | 170.88K (0.97%) | 167.80K Increased by +98.20% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.09M (6.20%) | 8.54K Increased by +0.78% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 580.15K (3.30%) | 4.23K Increased by +0.73% | Feb 28, 26 |
| 3 | iShares US Infrastructure ETF | 543.22K (3.09%) | 300.90K Increased by +55.39% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 511.07K (2.91%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 413.32K (2.35%) | 78.68K Increased by +19.04% | Feb 28, 26 |
| 6 | JHancock Small Cap Core NAV | 413.29K (2.35%) | -13.49K Decreased by -3.26% | Jan 31, 26 |
| 7 | Reaves Utility Income | 275.00K (1.56%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | CS McKee Micro Cap Value | 209.06K (1.19%) | -14.24K Decreased by -6.81% | Dec 31, 25 |
| 9 | Foundry Partners Micro Cap Value | 207.54K (1.18%) | 14.33K Increased by +6.90% | Jul 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 199.75K (1.14%) | 1.77K Increased by +0.89% | Feb 28, 26 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 175.41K (1.00%) | 72.84K Increased by +41.52% | Feb 28, 26 |
| 12 | Fidelity Small Cap Index | 173.67K (0.99%) | 11.76K Increased by +6.77% | Dec 31, 25 |
| 13 | State Street SPDR Port S&P 600 Sm CpETF | 166.47K (0.95%) | 464.00 Increased by +0.28% | Feb 27, 26 |
| 14 | Fidelity Small Cap Value Fund | 165.17K (0.94%) | 18.11K Increased by +10.96% | Dec 31, 25 |
| 15 | Vanguard Explorer Value Inv | 160.36K (0.91%) | 99.14K Increased by +61.82% | Dec 31, 25 |
| 16 | Fidelity® Small Cap Index | 155.43K (0.88%) | 4.97K Increased by +3.20% | Oct 31, 23 |
| 17 | iShares Russell 2000 Value ETF | 151.56K (0.86%) | -5.83K Decreased by -3.85% | Feb 28, 26 |
| 18 | JPMorgan Small Cap Blend A | 150.12K (0.85%) | 1.74K Increased by +1.16% | Jan 31, 26 |
| 19 | JPM US Small Cap Value-Composite | 148.38K (0.84%) | -5.09K Decreased by -3.43% | Dec 31, 25 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 143.43K (0.82%) | 1.72K Increased by +1.20% | Aug 29, 25 |