| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.08M (11.14%) | -49.85K Decreased by -1.22% | Dec 31, 25 |
| 2 | BlackRock Inc | 3.84M (10.48%) | 86.76K Increased by +2.26% | Mar 31, 26 |
| 3 | Vanguard Portfolio Management, LLC | 2.12M (5.80%) | 2.12M Increased by +100.00% | Mar 31, 26 |
| 4 | Vanguard Capital Management, LLC | 1.67M (4.56%) | 1.67M Increased by +100.00% | Mar 31, 26 |
| 5 | State Street Corporation | 1.40M (3.82%) | -54.41K Decreased by -3.89% | Mar 31, 24 |
| 6 | State Street Corp | 1.21M (3.30%) | 18.13K Increased by +1.50% | Mar 31, 26 |
| 7 | First Trust Advisors L.P. | 978.84K (2.67%) | 249.96K Increased by +25.54% | Mar 31, 26 |
| 8 | Capital Research & Mgmt Co - Division 3 | 962.92K (2.63%) | 195.04K Increased by +20.26% | Dec 31, 25 |
| 9 | AQR Capital Management LLC | 919.61K (2.51%) | 488.69K Increased by +53.14% | Mar 31, 26 |
| 10 | Geode Capital Management, LLC | 900.63K (2.46%) | 213.47K Increased by +23.70% | Mar 31, 26 |
| 11 | Wellington Management Company LLP | 754.56K (2.06%) | -21.83K Decreased by -2.89% | Mar 31, 26 |
| 12 | Dimensional Fund Advisors, Inc. | 721.25K (1.97%) | -2.45K Decreased by -0.34% | Mar 31, 26 |
| 13 | Macquarie Group Ltd | 683.51K (1.87%) | 16.02K Increased by +2.34% | Mar 31, 25 |
| 14 | Alyeska Investment Group, L.P. | 602.77K (1.65%) | 83.11K Increased by +13.79% | Mar 31, 26 |
| 15 | CI Private Wealth LLC | 588.51K (1.61%) | 585.91K Increased by +99.56% | Dec 31, 25 |
| 16 | Fuller & Thaler Asset Management Inc | 562.67K (1.54%) | -582.08K Decreased by -103.45% | Mar 31, 26 |
| 17 | Victory Capital Management Inc. | 551.05K (1.51%) | -166.15K Decreased by -30.15% | Sep 30, 23 |
| 18 | Amvescap Plc. | 545.41K (1.49%) | -474.93K Decreased by -87.08% | Dec 31, 25 |
| 19 | Fiduciary Management, Inc. of Milwaukee | 530.57K (1.45%) | -597.00 Decreased by -0.11% | Sep 30, 24 |
| 20 | JPMorgan Chase & Co | 517.91K (1.41%) | -21.56K Decreased by -4.16% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.63M (7.20%) | 1.93K Increased by +0.07% | Jan 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.27M (3.46%) | 240.00 Increased by +0.02% | May 29, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.22M (3.33%) | 698.00 Increased by +0.06% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.18M (3.24%) | 2.65K Increased by +0.22% | Apr 30, 26 |
| 5 | iShares Russell 2000 ETF | 968.87K (2.65%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | Vanguard Small Cap Index | 859.39K (2.35%) | -1.78K Decreased by -0.21% | Apr 30, 26 |
| 7 | American Funds SMALLCAP World A | 750.64K (2.05%) | 156.79K Increased by +20.89% | Mar 31, 26 |
| 8 | Delaware US Small Cap Core Equity (SMA) | 694.77K (1.90%) | -8.13K Decreased by -1.17% | Mar 31, 24 |
| 9 | Macquarie US Small Cap Core Equity | 694.77K (1.90%) | -8.13K Decreased by -1.17% | Mar 31, 24 |
| 10 | First Trust RBA Amer Indl RenaisTM ETF | 583.22K (1.59%) | 355.00 Increased by +0.06% | May 31, 26 |
| 11 | FullerThaler Beh Small-Cap Equity SMA | 545.73K (1.49%) | 15.64K Increased by +2.87% | Dec 31, 25 |
| 12 | FullerThaler Behavioral Small-Cap Equity | 545.73K (1.49%) | 19.23K Increased by +3.52% | Dec 31, 25 |
| 13 | Vanguard Explorer Inv | 540.32K (1.48%) | 2.15K Increased by +0.40% | Mar 31, 26 |
| 14 | FullerThaler Behavioral Sm-Cp Eq R6 | 530.53K (1.45%) | -6.10K Decreased by -1.15% | Apr 30, 26 |
| 15 | Delaware Small Cap Core I | 506.06K (1.38%) | -3.14K Decreased by -0.62% | Sep 30, 24 |
| 16 | Fidelity® Small Cap Growth | 437.74K (1.20%) | -531.00 Decreased by -0.12% | Oct 31, 23 |
| 17 | Macquarie Small Cap Core I | 437.52K (1.20%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | American Funds Growth Fund of Amer A | 432.38K (1.18%) | 153.68K Increased by +35.54% | Dec 31, 25 |
| 19 | Capital Group Growth Fnd of Amer Comp | 432.38K (1.18%) | 153.68K Increased by +35.54% | Dec 31, 25 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 421.35K (1.15%) | 4.19K Increased by +0.99% | Apr 30, 26 |