| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.58M (13.25%) | -45.65K Decreased by -1.27% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 3.08M (11.36%) | -25.29K Decreased by -0.82% | Dec 31, 25 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 2.15M (7.93%) | -178.73K Decreased by -8.33% | Dec 31, 25 |
| 4 | State Street Corp | 999.20K (3.69%) | -9.60K Decreased by -0.96% | Sep 30, 25 |
| 5 | State Street Corporation | 963.23K (3.56%) | 32.33K Increased by +3.36% | Mar 31, 24 |
| 6 | Boston Partners Global Investors, Inc | 891.58K (3.29%) | -15.76K Decreased by -1.77% | Dec 31, 25 |
| 7 | T. Rowe Price Associates, Inc. | 881.27K (3.26%) | 545.61K Increased by +61.91% | Sep 30, 25 |
| 8 | Geode Capital Management, LLC | 832.15K (3.07%) | 25.50K Increased by +3.06% | Dec 31, 25 |
| 9 | Impax Asset Management Group PLC | 647.87K (2.39%) | -97.75K Decreased by -15.09% | Dec 31, 25 |
| 10 | Goldman Sachs Group Inc | 558.79K (2.06%) | 316.85K Increased by +56.70% | Dec 31, 23 |
| 11 | Congress Asset Management Company, LLP | 524.33K (1.94%) | -57.16K Decreased by -10.90% | Dec 31, 24 |
| 12 | Dimensional Fund Advisors, Inc. | 522.62K (1.93%) | 1.42K Increased by +0.27% | Dec 31, 25 |
| 13 | First Trust Advisors L.P. | 511.02K (1.89%) | -2.64K Decreased by -0.52% | Dec 31, 25 |
| 14 | Amvescap Plc. | 469.51K (1.73%) | 120.09K Increased by +25.58% | Sep 30, 25 |
| 15 | Mirova US LLC | 460.43K (1.70%) | -11.39K Decreased by -2.47% | Dec 31, 25 |
| 16 | JPMorgan Chase & Co | 456.35K (1.69%) | 210.61K Increased by +46.15% | Sep 30, 25 |
| 17 | BTIM Corp | 437.72K (1.62%) | -39.90K Decreased by -9.11% | Dec 31, 25 |
| 18 | Gamco Investors, Inc. Et Al | 425.85K (1.57%) | -13.90K Decreased by -3.26% | Dec 31, 25 |
| 19 | Champlain Investment Partners, LLC | 412.56K (1.52%) | -9.46K Decreased by -2.29% | Mar 31, 25 |
| 20 | Charles Schwab Investment Management Inc | 386.10K (1.43%) | -7.02K Decreased by -1.82% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 885.42K (3.27%) | 16.37K Increased by +1.85% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 868.34K (3.21%) | 1.43K Increased by +0.16% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 866.18K (3.20%) | 660.00 Increased by +0.08% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 668.03K (2.47%) | 77.55K Increased by +11.61% | Feb 28, 26 |
| 5 | JHancock Disciplined Value Mid Cap I | 650.62K (2.40%) | 5.10K Increased by +0.78% | Jan 31, 26 |
| 6 | Vanguard Small Cap Index | 622.45K (2.30%) | 1.62K Increased by +0.26% | Feb 28, 26 |
| 7 | Vanguard Small Cap Value Index Inv | 399.72K (1.48%) | 1.14K Increased by +0.28% | Feb 28, 26 |
| 8 | Virtus KAR Small-Cap Core I | 387.50K (1.43%) | -51.00K Decreased by -13.16% | Dec 31, 25 |
| 9 | UBS (Lux) ES L/T Thms $Q | 380.48K (1.41%) | 18.44K Increased by +4.85% | Jan 31, 24 |
| 10 | Impax Water Strategy Composite | 372.09K (1.37%) | -3.70K Decreased by -0.99% | Jan 31, 26 |
| 11 | First Trust SMID Cp Rising Div Achv ETF | 323.49K (1.20%) | 189.00 Increased by +0.06% | Feb 26, 26 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 298.55K (1.10%) | 2.71K Increased by +0.91% | Feb 28, 26 |
| 13 | Champlain Small Company Fund, LLC | 281.88K (1.04%) | -670.00 Decreased by -0.24% | Apr 30, 25 |
| 14 | Allianz Global Water W EUR | 270.39K (1.00%) | 1.65K Increased by +0.61% | Dec 31, 23 |
| 15 | Fidelity Small Cap Index | 269.11K (0.99%) | -8.03K Decreased by -2.99% | Dec 31, 25 |
| 16 | Victory Small Cap Value CIT (Net 75) | 267.00K (0.99%) | -58.00K Decreased by -21.72% | Sep 30, 24 |
| 17 | Fidelity® Small Cap Index | 263.42K (0.97%) | 7.11K Increased by +2.70% | Oct 31, 23 |
| 18 | BNP Paribas Climate Impact Privl C | 254.70K (0.94%) | -18.00 Decreased by -0.01% | Mar 31, 24 |
| 19 | Impax Climate Strategy | 252.29K (0.93%) | -6.98K Decreased by -2.77% | Aug 31, 24 |
| 20 | First Trust Water ETF | 245.70K (0.91%) | 718.00 Increased by +0.29% | Aug 29, 24 |