| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.65M (9.40%) | 208.11K Increased by +2.72% | Dec 31, 25 |
| 2 | BlackRock Inc | 7.36M (9.04%) | 190.86K Increased by +2.59% | Dec 31, 25 |
| 3 | State Street Corporation | 5.48M (6.73%) | -10.95K Decreased by -0.20% | Mar 31, 24 |
| 4 | Thornburg Investment Management Inc | 5.27M (6.48%) | 249.13K Increased by +4.73% | Dec 31, 25 |
| 5 | Amvescap Plc. | 2.23M (2.75%) | -1.16M Decreased by -52.05% | Sep 30, 23 |
| 6 | Allianz Asset Management AG | 2.13M (2.61%) | 260.84K Increased by +12.26% | Mar 31, 26 |
| 7 | Geode Capital Management, LLC | 1.98M (2.43%) | 43.42K Increased by +2.20% | Dec 31, 25 |
| 8 | State Street Corp | 1.85M (2.27%) | -26.73K Decreased by -1.45% | Dec 31, 25 |
| 9 | Charles Schwab Investment Management Inc | 1.62M (1.99%) | -8.70K Decreased by -0.54% | Dec 31, 25 |
| 10 | Balyasny Asset Management LLC | 1.55M (1.90%) | 35.42K Increased by +2.29% | Jun 30, 25 |
| 11 | Mirae Asset Global Investments (Korea) Co Ltd | 1.45M (1.78%) | 44.36K Increased by +3.07% | Mar 31, 24 |
| 12 | LSV Asset Management | 1.28M (1.57%) | -10.10K Decreased by -0.79% | Mar 31, 26 |
| 13 | Leeward Investments, LLC - MA | 1.10M (1.35%) | -29.55K Decreased by -2.69% | Mar 31, 26 |
| 14 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.07M (1.32%) | 88.48K Increased by +8.26% | Dec 31, 25 |
| 15 | We Are One Seven, LLC | 990.36K (1.22%) | 957.82K Increased by +96.71% | Dec 31, 23 |
| 16 | Wolverine Asset Management LLC | 935.88K (1.15%) | 222.84K Increased by +23.81% | Mar 31, 26 |
| 17 | D. E. Shaw & Co LP | 921.50K (1.13%) | -463.85K Decreased by -50.34% | Jun 30, 24 |
| 18 | Two Sigma Investments LLC | 844.50K (1.04%) | 270.04K Increased by +31.98% | Dec 31, 25 |
| 19 | Van Eck Associates Corporation | 816.75K (1.00%) | 136.42K Increased by +16.70% | Dec 31, 25 |
| 20 | Cadent Capital Advisors, LLC | 735.82K (0.90%) | 735.82K Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thornburg Investment Income Builder A | 5.20M (6.39%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | Thornburg Investment Income Builder Sep | 5.20M (6.39%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Schwab Fundamental US Small Company ETF | 3.25M (3.99%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 4 | Vanguard US Total Market Shares ETF | 2.53M (3.11%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 2.48M (3.05%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Fidelity® Small Cap Index | 2.26M (2.78%) | 53.00K Increased by +2.35% | Oct 31, 23 |
| 7 | iShares Russell 2000 ETF | 1.96M (2.41%) | 16.50K Increased by +0.84% | Apr 30, 26 |
| 8 | Vanguard Small Cap Index | 1.83M (2.25%) | 33.66K Increased by +1.84% | Mar 31, 26 |
| 9 | Fuh Hwa FTSE Mortgage REITs ETF | 1.61M (1.98%) | 164.86K Increased by +10.23% | Dec 31, 24 |
| 10 | PIMCO RAE US Small | 1.42M (1.74%) | 154.47K Increased by +10.91% | Dec 31, 25 |
| 11 | PIMCO RAE US Small Instl | 1.42M (1.74%) | 154.47K Increased by +10.91% | Dec 31, 25 |
| 12 | Vanguard Small Cap Value Index Inv | 1.16M (1.43%) | 12.46K Increased by +1.07% | Mar 31, 26 |
| 13 | Fidelity® Extended Market Index | 1.09M (1.35%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | iShares Mortgage Real Estate Capped ETF | 963.66K (1.18%) | -15.54K Decreased by -1.61% | Apr 30, 26 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 928.76K (1.14%) | 21.96K Increased by +2.36% | Mar 31, 26 |
| 16 | Leeward Mid-Cap Value | 885.63K (1.09%) | -9.71K Decreased by -1.10% | Mar 31, 24 |
| 17 | Touchstone Mid Cap Value Inst | 885.63K (1.09%) | 40.37K Increased by +4.56% | Mar 31, 24 |
| 18 | Global X SuperDividend™ ETF | 874.61K (1.07%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 19 | VanEck Mortgage REIT Income ETF | 819.41K (1.01%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 20 | Fidelity Small Cap Index | 811.22K (1.00%) | 8.97K Increased by +1.11% | Feb 28, 26 |