| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.49M (11.63%) | 86.02K Increased by +3.46% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 2.38M (11.15%) | -26.77K Decreased by -1.12% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 2.22M (10.40%) | 301.28K Increased by +13.55% | Mar 31, 26 |
| 4 | AQR Capital Management LLC | 1.85M (8.66%) | 689.53K Increased by +37.26% | Mar 31, 26 |
| 5 | Morgan Stanley - Brokerage Accounts | 1.48M (6.93%) | -1.48M Decreased by -100.11% | Mar 31, 26 |
| 6 | JPMorgan Chase & Co | 1.28M (5.99%) | 182.12K Increased by +14.24% | Mar 31, 26 |
| 7 | Vanguard Portfolio Management, LLC | 1.15M (5.38%) | 1.15M Increased by +100.00% | Mar 31, 26 |
| 8 | Vanguard Capital Management, LLC | 1.10M (5.15%) | 1.10M Increased by +100.00% | Mar 31, 26 |
| 9 | State Street Corporation | 1.04M (4.87%) | 10.66K Increased by +1.02% | Mar 31, 24 |
| 10 | American Century Companies Inc | 972.50K (4.55%) | -8.04K Decreased by -0.83% | Mar 31, 26 |
| 11 | State Street Corp | 800.41K (3.75%) | 18.54K Increased by +2.32% | Mar 31, 26 |
| 12 | Badgley Phelps Wealth Managers, LLC | 768.83K (3.60%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 13 | Massachusetts Financial Services Company | 702.37K (3.29%) | 112.48K Increased by +16.02% | Mar 31, 26 |
| 14 | Victory Capital Management Inc. | 644.77K (3.02%) | -768.05K Decreased by -119.12% | Jun 30, 24 |
| 15 | Fuller & Thaler Asset Management Inc | 566.65K (2.65%) | 257.57K Increased by +45.45% | Dec 31, 25 |
| 16 | UBS Group AG | 527.38K (2.47%) | -90.53K Decreased by -17.17% | Mar 31, 26 |
| 17 | Jacobs Levy Equity Management, Inc. | 518.19K (2.43%) | 518.19K Increased by +100.00% | Mar 31, 25 |
| 18 | Geode Capital Management, LLC | 508.24K (2.38%) | 63.00 Increased by +0.01% | Mar 31, 26 |
| 19 | Loomis, Sayles & Company LP | 500.46K (2.34%) | -10.82K Decreased by -2.16% | Mar 31, 25 |
| 20 | DePrince Race & Zollo Inc | 500.03K (2.34%) | 500.03K Increased by +100.00% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer US Cash Cows 100 ETF | 1.28M (5.99%) | 1.89K Increased by +0.15% | Feb 28, 25 |
| 2 | Fuller & Thaler Behavrl Small-Cap Value | 1.27M (5.97%) | 54.73K Increased by +4.29% | Sep 30, 23 |
| 3 | Vanguard US Total Market Shares ETF | 990.14K (4.63%) | -59.31K Decreased by -5.99% | Sep 30, 24 |
| 4 | Avantis US Small Cap Value ETF | 874.29K (4.09%) | 0.00 Increased by 0.00% | May 30, 26 |
| 5 | iShares Core S&P Mid-Cap ETF | 859.23K (4.02%) | 162.00 Increased by +0.02% | May 29, 26 |
| 6 | JPMorgan Value Advantage L | 820.54K (3.84%) | 41.14K Increased by +5.01% | Apr 30, 26 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 778.00K (3.64%) | 3.52K Increased by +0.45% | Apr 30, 26 |
| 8 | JPM US Value Advantage-MA | 592.80K (2.77%) | 576.04K Increased by +97.17% | Sep 30, 23 |
| 9 | Vanguard Small Cap Index | 543.82K (2.54%) | 215.00 Increased by +0.04% | Apr 30, 26 |
| 10 | Victory Small Cap Value CIT (Net 75) | 475.00K (2.22%) | -555.00K Decreased by -116.84% | Jun 30, 24 |
| 11 | Victory Sycamore Small Company Opp R | 475.00K (2.22%) | -555.00K Decreased by -116.84% | Jun 30, 24 |
| 12 | DFA US Small Cap Value I | 391.94K (1.83%) | 41.62K Increased by +10.62% | Apr 30, 26 |
| 13 | Thrivent Small Cap Stock A | 374.21K (1.75%) | -102.40K Decreased by -27.36% | Jan 31, 25 |
| 14 | Eaton Vance Atlanta Capital SMID-Cap I | 365.21K (1.71%) | -502.33K Decreased by -137.54% | Mar 31, 26 |
| 15 | Vanguard Small Cap Value Index Inv | 346.74K (1.62%) | 527.00 Increased by +0.15% | Apr 30, 26 |
| 16 | Invesco Global Multi Cap Growth | 318.53K (1.49%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 17 | Invesco Global Opportunities A | 316.07K (1.48%) | -2.46K Decreased by -0.78% | Feb 28, 25 |
| 18 | Delaware Small Cap Value A | 288.00K (1.35%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 285.78K (1.34%) | 4.19K Increased by +1.47% | Apr 30, 26 |
| 20 | PIMCO RAE US Small | 268.76K (1.26%) | 93.09K Increased by +34.64% | Dec 31, 25 |