| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.63M (17.05%) | -199.58K Decreased by -4.31% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.99M (7.33%) | 15.11K Increased by +0.76% | Dec 31, 25 |
| 3 | Cooke & Bieler LP | 1.76M (6.48%) | -34.65K Decreased by -1.97% | Dec 31, 25 |
| 4 | First Trust Advisors L.P. | 1.64M (6.05%) | 474.27K Increased by +28.85% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.45M (5.34%) | -42.13K Decreased by -2.90% | Dec 31, 25 |
| 6 | Fisher Asset Management, LLC | 1.30M (4.80%) | -30.58K Decreased by -2.35% | Mar 31, 24 |
| 7 | 1832 Asset Management L.P | 1.22M (4.48%) | 73.94K Increased by +6.08% | Sep 30, 24 |
| 8 | Pacer Advisors, INC. | 1.20M (4.41%) | -234.74K Decreased by -19.61% | Sep 30, 24 |
| 9 | State Street Corporation | 1.14M (4.20%) | -2.98K Decreased by -0.26% | Mar 31, 24 |
| 10 | State Street Corp | 1.10M (4.06%) | -29.30K Decreased by -2.66% | Sep 30, 25 |
| 11 | Punch Card Management, L.P. | 996.57K (3.67%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Pzena Investment Management, LLC | 928.96K (3.42%) | 928.96K Increased by +100.00% | Dec 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 889.18K (3.27%) | 72.48K Increased by +8.15% | Dec 31, 25 |
| 14 | Broad Peak Investment Management Ltd. | 877.68K (3.23%) | 146.00K Increased by +16.63% | Mar 31, 24 |
| 15 | Capital World Investors | 850.83K (3.13%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | BMO Capital Markets Corp. | 698.73K (2.57%) | 28.51K Increased by +4.08% | Sep 30, 25 |
| 17 | Bank of Montreal | 698.73K (2.57%) | 28.51K Increased by +4.08% | Sep 30, 25 |
| 18 | Geode Capital Management, LLC | 659.74K (2.43%) | 2.02K Increased by +0.31% | Dec 31, 25 |
| 19 | Citadel Advisors Llc | 650.62K (2.40%) | 238.70K Increased by +36.69% | Sep 30, 25 |
| 20 | Broad Peak Investment Advisers Pte. Ltd. | 577.48K (2.13%) | -300.19K Decreased by -51.98% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.76M (6.48%) | 3.77K Increased by +0.21% | Feb 27, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 1.71M (6.31%) | -240.81K Decreased by -14.05% | Feb 28, 26 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.16M (4.27%) | -3.95K Decreased by -0.34% | Nov 29, 24 |
| 4 | Vanguard US Total Market Shares ETF | 900.51K (3.32%) | 1.06K Increased by +0.12% | Sep 30, 24 |
| 5 | American Funds SMALLCAP World A | 850.83K (3.13%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 846.51K (3.12%) | 10.41K Increased by +1.23% | Feb 28, 26 |
| 7 | Scotia Wealth US Dividend Pool K | 818.10K (3.01%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | iShares Russell 2000 ETF | 665.33K (2.45%) | -29.39K Decreased by -4.42% | Feb 28, 26 |
| 9 | Schwab Fundamental U.S. Small CompanyETF | 530.63K (1.95%) | 184.00 Increased by +0.03% | Feb 28, 26 |
| 10 | American Century Small Cap Growth Inv | 357.22K (1.32%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 11 | American Century U.S. Small Cap Growth | 357.22K (1.32%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 12 | Nomura Small Cap Value A | 335.20K (1.23%) | 335.20K Increased by +100.00% | Jan 31, 26 |
| 13 | DFA US Small Cap Value I | 332.01K (1.22%) | 54.15K Increased by +16.31% | Jan 31, 26 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 308.99K (1.14%) | 1.99K Increased by +0.64% | Feb 28, 26 |
| 15 | Janus Henderson Small Cap Value L | 303.99K (1.12%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | JPMorgan Small Cap Growth A | 288.20K (1.06%) | -3.24K Decreased by -1.12% | Feb 28, 25 |
| 17 | Fidelity® Small Cap Index | 284.01K (1.05%) | 7.39K Increased by +2.60% | Oct 31, 23 |
| 18 | iShares S&P Small-Cap 600 Value ETF | 274.04K (1.01%) | 125.80K Increased by +45.91% | Feb 28, 26 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 270.72K (1.00%) | 55.00 Increased by +0.02% | Feb 29, 24 |
| 20 | Fidelity Small Cap Index | 267.76K (0.99%) | -7.90K Decreased by -2.95% | Dec 31, 25 |