| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 694.12K (6.88%) | 24.84K Increased by +3.58% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 598.82K (5.93%) | 10.05K Increased by +1.68% | Dec 31, 25 |
| 3 | State Street Corp | 421.83K (4.18%) | 175.25K Increased by +41.55% | Sep 30, 25 |
| 4 | Geode Capital Management, LLC | 247.28K (2.45%) | 8.31K Increased by +3.36% | Dec 31, 25 |
| 5 | State Street Corporation | 222.19K (2.20%) | 13.63K Increased by +6.13% | Mar 31, 24 |
| 6 | Associated Banc-Corp | 180.96K (1.79%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | Merit Financial Group, LLC | 177.50K (1.76%) | 99.00 Increased by +0.06% | Dec 31, 25 |
| 8 | Dimensional Fund Advisors, Inc. | 131.72K (1.31%) | 24.70K Increased by +18.75% | Dec 31, 25 |
| 9 | BMO Capital Markets Corp. | 103.91K (1.03%) | 15.00 Increased by +0.01% | Sep 30, 25 |
| 10 | Bank of Montreal | 103.91K (1.03%) | 15.00 Increased by +0.01% | Sep 30, 25 |
| 11 | Northern Trust Corp | 91.86K (0.91%) | -1.93K Decreased by -2.11% | Sep 30, 25 |
| 12 | Charles Schwab Investment Management Inc | 74.76K (0.74%) | -771.00 Decreased by -1.03% | Dec 31, 25 |
| 13 | First Trust Advisors L.P. | 66.62K (0.66%) | 35.21K Increased by +52.86% | Dec 31, 25 |
| 14 | Synovus Financial Corp | 59.45K (0.59%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Creative Planning Inc | 58.69K (0.58%) | -3.44K Decreased by -5.86% | Dec 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 55.34K (0.55%) | 35.42K Increased by +64.01% | Sep 30, 25 |
| 17 | JPMorgan Chase & Co | 52.90K (0.52%) | 38.76K Increased by +73.26% | Sep 30, 25 |
| 18 | Renaissance Technologies Corp | 52.45K (0.52%) | -22.05K Decreased by -42.03% | Dec 31, 25 |
| 19 | J.W. COLE ADVISORS, INC. | 52.05K (0.52%) | 52.05K Increased by +100.00% | Dec 31, 25 |
| 20 | American Century Companies Inc | 47.96K (0.48%) | -36.36K Decreased by -75.82% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 304.90K (3.02%) | 1.42K Increased by +0.47% | Feb 28, 26 |
| 2 | Vanguard US Total Market Shares ETF | 291.75K (2.89%) | 490.00 Increased by +0.17% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 219.04K (2.17%) | 72.83K Increased by +33.25% | Feb 28, 26 |
| 4 | State Street® SPDR® S&PRgnllBkgETF | 103.88K (1.03%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 98.42K (0.98%) | 1.23K Increased by +1.25% | Feb 28, 26 |
| 6 | Fidelity Small Cap Index | 88.80K (0.88%) | -2.61K Decreased by -2.93% | Dec 31, 25 |
| 7 | Fidelity® Small Cap Index | 87.33K (0.87%) | 1.01K Increased by +1.15% | Sep 30, 23 |
| 8 | iShares Russell 2000 Value ETF | 65.43K (0.65%) | 2.03K Increased by +3.10% | Feb 28, 26 |
| 9 | State St Russell Sm/Mid Cp® Indx SL Cl I | 56.71K (0.56%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | State St Russell Sm/Mid Cp® Indx NL Cl C | 56.21K (0.56%) | 247.00 Increased by +0.44% | Apr 30, 25 |
| 11 | Avantis US Small Cap Value ETF | 50.29K (0.50%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 12 | Vanguard Dividend Appreciation ETF | 49.28K (0.49%) | 267.00 Increased by +0.54% | Feb 28, 26 |
| 13 | Fidelity Extended Market Index | 47.33K (0.47%) | -197.00 Decreased by -0.42% | Jan 31, 26 |
| 14 | Fidelity® Extended Market Index | 44.93K (0.45%) | 735.00 Increased by +1.64% | Oct 31, 23 |
| 15 | Vanguard Russell 2000 ETF | 44.92K (0.45%) | 1.77K Increased by +3.94% | Feb 28, 26 |
| 16 | Schwab US Small-Cap ETF™ | 43.53K (0.43%) | 36.00 Increased by +0.08% | Feb 28, 26 |
| 17 | State St Russell Sm Cap® Indx SL Cl I | 30.94K (0.31%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 18 | First Trust Small Cap Gr AlphaDEX® ETF | 27.49K (0.27%) | 0.00 Increased by 0.00% | Feb 26, 26 |
| 19 | Principal US Small Cap ETF | 27.13K (0.27%) | 48.00 Increased by +0.18% | Feb 27, 26 |
| 20 | DFA US Small Cap I | 25.96K (0.26%) | 1.29K Increased by +4.98% | Jan 31, 26 |