| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.64M (17.88%) | 35.15K Increased by +0.76% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 3.14M (12.10%) | -95.83K Decreased by -3.05% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 3.00M (11.58%) | 116.35K Increased by +3.87% | Mar 31, 26 |
| 4 | Bayview Asset Management, LLC | 2.65M (10.23%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Qube Research & Technologies | 1.45M (5.59%) | 1.08M Increased by +74.32% | Sep 30, 25 |
| 6 | First Trust Advisors L.P. | 1.38M (5.32%) | -71.53K Decreased by -5.19% | Dec 31, 25 |
| 7 | Glendon Capital Management LP | 1.30M (5.01%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 8 | State Street Corp | 1.14M (4.38%) | -46.79K Decreased by -4.12% | Dec 31, 25 |
| 9 | Arrowstreet Capital Limited Partnership | 1.06M (4.09%) | -15.05K Decreased by -1.42% | Dec 31, 25 |
| 10 | LSV Asset Management | 1.03M (3.95%) | -1.10K Decreased by -0.11% | Mar 31, 26 |
| 11 | Boston Partners Global Investors, Inc | 944.90K (3.64%) | 11.71K Increased by +1.24% | Mar 31, 25 |
| 12 | FMR Inc | 912.98K (3.52%) | -38.88K Decreased by -4.26% | Dec 31, 24 |
| 13 | Geode Capital Management, LLC | 867.25K (3.34%) | -9.14K Decreased by -1.05% | Dec 31, 25 |
| 14 | American Century Companies Inc | 818.86K (3.16%) | 63.85K Increased by +7.80% | Dec 31, 25 |
| 15 | Nuveen Asset Management, LLC | 782.53K (3.02%) | 63.06K Increased by +8.06% | Dec 31, 24 |
| 16 | State Street Corporation | 774.40K (2.99%) | -8.94K Decreased by -1.15% | Mar 31, 24 |
| 17 | Goldman Sachs Group Inc | 702.46K (2.71%) | 173.35K Increased by +24.68% | Jun 30, 25 |
| 18 | Allianz Asset Management AG | 560.77K (2.16%) | 143.66K Increased by +25.62% | Mar 31, 26 |
| 19 | Bank of America Corp | 548.77K (2.12%) | -362.25K Decreased by -66.01% | Jun 30, 25 |
| 20 | Financial Harvest, LLC | 545.46K (2.10%) | 545.46K Increased by +100.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Low-Priced Stock | 2.69M (10.39%) | -2.79K Decreased by -0.10% | Oct 31, 23 |
| 2 | iShares Core S&P Small-Cap ETF | 1.76M (6.79%) | 435.00 Increased by +0.02% | Apr 30, 26 |
| 3 | First Trust SMID Cp Rising Div Achv ETF | 1.15M (4.42%) | 1.55K Increased by +0.13% | Apr 30, 26 |
| 4 | Vanguard US Total Market Shares ETF | 991.45K (3.82%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 923.77K (3.56%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Avantis US Small Cap Value ETF | 807.26K (3.11%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 7 | DFA US Small Cap Value I | 749.34K (2.89%) | 18.63K Increased by +2.49% | Mar 31, 26 |
| 8 | Loomis Sayles Core | 720.00K (2.78%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | iShares Russell 2000 ETF | 669.73K (2.58%) | 5.64K Increased by +0.84% | Apr 30, 26 |
| 10 | Vanguard Small Cap Index | 666.80K (2.57%) | 11.80K Increased by +1.77% | Mar 31, 26 |
| 11 | Fidelity Global Intrinsic Value Cl F5 | 450.00K (1.73%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Dimensional US Small Cap Value ETF | 426.21K (1.64%) | 356.00 Increased by +0.08% | Apr 30, 26 |
| 13 | Vanguard Small Cap Value Index Inv | 424.39K (1.64%) | 3.28K Increased by +0.77% | Mar 31, 26 |
| 14 | CREF Stock R1 | 397.38K (1.53%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | Fidelity® Low-Priced Stock K6 | 342.61K (1.32%) | 2.79K Increased by +0.81% | Oct 31, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 320.98K (1.24%) | 6.45K Increased by +2.01% | Mar 31, 26 |
| 17 | DFA US Targeted Value I | 302.62K (1.17%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | Fidelity® Small Cap Index | 288.74K (1.11%) | 6.90K Increased by +2.39% | Oct 31, 23 |
| 19 | Dimensional US Targeted Value ETF | 281.19K (1.08%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 20 | Fidelity Small Cap Index | 276.38K (1.07%) | 1.32K Increased by +0.48% | Feb 28, 26 |