| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.13M (12.59%) | -123.50K Decreased by -2.41% | Sep 30, 25 |
| 2 | FMR Inc | 4.43M (10.88%) | -363.07K Decreased by -8.20% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 4.13M (10.14%) | 94.63K Increased by +2.29% | Dec 31, 25 |
| 4 | Fuller & Thaler Asset Management Inc | 2.57M (6.30%) | 788.96K Increased by +30.75% | Dec 31, 25 |
| 5 | State Street Corporation | 1.63M (4.01%) | 19.90K Increased by +1.22% | Mar 31, 24 |
| 6 | State Street Corp | 1.58M (3.89%) | -13.02K Decreased by -0.82% | Sep 30, 25 |
| 7 | William Blair Investment Management, LLC | 1.54M (3.79%) | -225.23K Decreased by -14.58% | Dec 31, 25 |
| 8 | LSV Asset Management | 1.33M (3.26%) | 68.69K Increased by +5.18% | Dec 31, 25 |
| 9 | American Century Companies Inc | 1.11M (2.72%) | -101.61K Decreased by -9.18% | Dec 31, 25 |
| 10 | Ariel Investments, LLC | 1.03M (2.52%) | -198.34K Decreased by -19.30% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 1.02M (2.49%) | -479.00 Decreased by -0.05% | Dec 31, 25 |
| 12 | Dimensional Fund Advisors, Inc. | 879.45K (2.16%) | 4.12K Increased by +0.47% | Dec 31, 25 |
| 13 | Silvercrest Asset Management Group LLC | 867.33K (2.13%) | -91.82K Decreased by -10.59% | Dec 31, 25 |
| 14 | Balyasny Asset Management LLC | 848.99K (2.09%) | 367.88K Increased by +43.33% | Mar 31, 25 |
| 15 | First Trust Advisors L.P. | 819.38K (2.01%) | 218.72K Increased by +26.69% | Dec 31, 25 |
| 16 | Channing Capital Management, LLC | 727.26K (1.79%) | -95.69K Decreased by -13.16% | Dec 31, 25 |
| 17 | Simcoe Capital Management, LLC | 562.05K (1.38%) | 75.26K Increased by +13.39% | Dec 31, 25 |
| 18 | Victory Capital Management Inc. | 562.03K (1.38%) | -86.26K Decreased by -15.35% | Dec 31, 25 |
| 19 | Boston Partners Global Investors, Inc | 559.01K (1.37%) | -48.90K Decreased by -8.75% | Dec 31, 25 |
| 20 | Charles Schwab Investment Management Inc | 543.69K (1.34%) | -7.44K Decreased by -1.37% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fuller & Thaler Behavrl Small-Cap Value | 2.74M (6.74%) | -9.80K Decreased by -0.36% | Sep 30, 23 |
| 2 | NYLI Merger Arbitrage ETF | 1.43M (3.52%) | 0.00 Increased by 0.00% | Mar 30, 26 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.38M (3.38%) | 1.10K Increased by +0.08% | Mar 31, 26 |
| 4 | Vanguard US Total Market Shares ETF | 1.35M (3.30%) | 1.03K Increased by +0.08% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.31M (3.22%) | 2.75K Increased by +0.21% | Feb 28, 26 |
| 6 | FullerThaler Behavioral Small-Cap Value | 1.11M (2.71%) | -69.95K Decreased by -6.33% | Dec 31, 25 |
| 7 | iShares Russell 2000 ETF | 1.01M (2.48%) | -8.27K Decreased by -0.82% | Mar 31, 26 |
| 8 | Vanguard Small Cap Index | 943.68K (2.32%) | 2.72K Increased by +0.29% | Feb 28, 26 |
| 9 | Undiscovered Managers Behavioral Val L | 919.22K (2.26%) | -70.60K Decreased by -7.68% | Feb 28, 26 |
| 10 | First Trust SMID Cp Rising Div Achv ETF | 828.00K (2.03%) | 810.00 Increased by +0.10% | Mar 31, 26 |
| 11 | Fidelity® Value | 667.60K (1.64%) | 8.00K Increased by +1.20% | Nov 30, 23 |
| 12 | American Century Small Cap Value Inv | 653.38K (1.61%) | -101.62K Decreased by -15.55% | Dec 31, 25 |
| 13 | American Century U.S. Small Cap Value | 653.38K (1.61%) | -101.62K Decreased by -15.55% | Dec 31, 25 |
| 14 | Strategic Advisers Fidelity US TtlStk | 650.58K (1.60%) | -24.43K Decreased by -3.76% | Feb 28, 26 |
| 15 | Fidelity® Small Cap Discovery | 640.41K (1.57%) | -6.30K Decreased by -0.98% | Oct 31, 23 |
| 16 | Vanguard Small Cap Value Index Inv | 605.94K (1.49%) | 1.73K Increased by +0.29% | Feb 28, 26 |
| 17 | Fidelity Stock Selector Small Cap | 488.66K (1.20%) | 3.90K Increased by +0.80% | Jan 31, 26 |
| 18 | Strategic Advisers® Fidelity US TtlStk | 486.23K (1.19%) | 153.33K Increased by +31.53% | Nov 30, 23 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 452.45K (1.11%) | 4.69K Increased by +1.04% | Feb 28, 26 |
| 20 | SouthernSun Small Cap | 450.49K (1.11%) | -13.43K Decreased by -2.98% | Mar 31, 25 |