| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.00M (15.06%) | 39.30K Increased by +0.79% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 3.84M (11.56%) | 44.25K Increased by +1.15% | Dec 31, 25 |
| 3 | Vanguard Portfolio Management, LLC | 2.27M (6.83%) | 2.27M Increased by +100.00% | Mar 31, 26 |
| 4 | Dimensional Fund Advisors, Inc. | 2.18M (6.56%) | 18.08K Increased by +0.83% | Mar 31, 26 |
| 5 | State Street Corp | 1.87M (5.63%) | 97.84K Increased by +5.23% | Mar 31, 26 |
| 6 | State Street Corporation | 1.75M (5.28%) | -26.40K Decreased by -1.51% | Mar 31, 24 |
| 7 | Vanguard Capital Management, LLC | 1.52M (4.59%) | 1.52M Increased by +100.00% | Mar 31, 26 |
| 8 | Charles Schwab Investment Management Inc | 1.22M (3.67%) | -231.13K Decreased by -18.98% | Mar 31, 26 |
| 9 | Westwood Holdings Group Inc | 1.14M (3.42%) | -17.88K Decreased by -1.57% | Dec 31, 25 |
| 10 | Wellington Management Company LLP | 1.02M (3.08%) | 791.11K Increased by +77.37% | Mar 31, 26 |
| 11 | Manufacturers Life Insurance Co | 905.45K (2.73%) | -15.07K Decreased by -1.66% | Mar 31, 26 |
| 12 | Geode Capital Management, LLC | 862.33K (2.60%) | 21.88K Increased by +2.54% | Mar 31, 26 |
| 13 | UBS Group AG | 795.05K (2.40%) | 340.25K Increased by +42.80% | Mar 31, 26 |
| 14 | Victory Capital Management Inc. | 782.37K (2.36%) | -357.34K Decreased by -45.67% | Mar 31, 26 |
| 15 | Nuveen, LLC | 719.51K (2.17%) | -29.57K Decreased by -4.11% | Mar 31, 26 |
| 16 | Goldman Sachs Group Inc | 688.31K (2.07%) | -69.08K Decreased by -10.04% | Dec 31, 24 |
| 17 | American Century Companies Inc | 665.00K (2.00%) | -10.72K Decreased by -1.61% | Mar 31, 26 |
| 18 | Nuveen Asset Management, LLC | 635.64K (1.92%) | -50.49K Decreased by -7.94% | Dec 31, 24 |
| 19 | Millennium Management LLC | 545.47K (1.64%) | 98.59K Increased by +18.07% | Mar 31, 26 |
| 20 | DePrince Race & Zollo Inc | 475.35K (1.43%) | -12.94K Decreased by -2.72% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.07M (6.24%) | 775.00 Increased by +0.04% | May 29, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.09M (3.28%) | 4.34K Increased by +0.40% | Apr 30, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.07M (3.24%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 841.62K (2.54%) | 7.80K Increased by +0.93% | May 29, 26 |
| 5 | Victory Small Cap Value CIT (Net 75) | 830.00K (2.50%) | 803.63K Increased by +96.82% | Dec 31, 25 |
| 6 | Schwab US Dividend Equity ETF™ | 816.78K (2.46%) | 1.48K Increased by +0.18% | May 30, 26 |
| 7 | Vanguard Small Cap Index | 785.60K (2.37%) | -243.00 Decreased by -0.03% | Apr 30, 26 |
| 8 | Avantis US Small Cap Value ETF | 609.69K (1.84%) | 1.22K Increased by +0.20% | May 30, 26 |
| 9 | JHancock Small Cap Core NAV | 595.98K (1.80%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 10 | Vanguard Small Cap Value Index Inv | 504.87K (1.52%) | 3.94K Increased by +0.78% | Apr 30, 26 |
| 11 | Victory Sycamore Small Company Opp R | 500.00K (1.51%) | -330.00K Decreased by -66.00% | Mar 31, 26 |
| 12 | DFA US Small Cap Value I | 433.23K (1.31%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 13 | American Beacon Small Cp Val R5 | 414.12K (1.25%) | -6.62K Decreased by -1.60% | Jan 31, 26 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 384.11K (1.16%) | 4.63K Increased by +1.21% | Apr 30, 26 |
| 15 | CREF Stock R1 | 358.32K (1.08%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | CREF Stock R3 | 358.32K (1.08%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | Fidelity® Small Cap Index | 331.38K (1.00%) | 9.22K Increased by +2.78% | Oct 31, 23 |
| 18 | Fidelity Small Cap Index | 330.83K (1.00%) | -3.70K Decreased by -1.12% | Mar 31, 26 |
| 19 | iShares S&P Small-Cap 600 Value ETF | 327.23K (0.99%) | 0.00 Increased by 0.00% | May 29, 26 |
| 20 | CREF Total Global Stock Account R3 | 326.75K (0.98%) | 0.00 Increased by 0.00% | Apr 30, 26 |