| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 2.96M (13.86%) | -512.60K Decreased by -17.30% | Dec 31, 25 |
| 2 | BlackRock Inc | 2.40M (11.23%) | 61.06K Increased by +2.54% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 2.38M (11.15%) | -26.77K Decreased by -1.12% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 2.22M (10.40%) | 301.28K Increased by +13.55% | Mar 31, 26 |
| 5 | JPMorgan Chase & Co | 1.28M (5.99%) | 182.12K Increased by +14.24% | Mar 31, 26 |
| 6 | AQR Capital Management LLC | 1.16M (5.43%) | 190.45K Increased by +16.40% | Dec 31, 25 |
| 7 | State Street Corporation | 1.04M (4.87%) | 10.66K Increased by +1.02% | Mar 31, 24 |
| 8 | American Century Companies Inc | 980.54K (4.59%) | -23.07K Decreased by -2.35% | Dec 31, 25 |
| 9 | Citadel Advisors Llc | 831.95K (3.89%) | -274.34K Decreased by -32.98% | Dec 31, 25 |
| 10 | State Street Corp | 781.88K (3.66%) | -20.97K Decreased by -2.68% | Dec 31, 25 |
| 11 | Badgley Phelps Wealth Managers, LLC | 768.83K (3.60%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 12 | D. E. Shaw & Co LP | 736.05K (3.44%) | 137.04K Increased by +18.62% | Dec 31, 25 |
| 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 (2.42%) | 518.19K Increased by +100.00% | Mar 31, 25 |
| 18 | Geode Capital Management, LLC | 508.18K (2.38%) | -34.26K Decreased by -6.74% | Dec 31, 25 |
| 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 (5.96%) | 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 | 868.85K (4.07%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 5 | iShares Core S&P Mid-Cap ETF | 858.41K (4.02%) | -432.00 Decreased by -0.05% | Apr 30, 26 |
| 6 | JPMorgan Value Advantage L | 779.39K (3.65%) | 66.67K Increased by +8.55% | Mar 31, 26 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 774.48K (3.62%) | 7.91K Increased by +1.02% | Mar 31, 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 | 543.61K (2.54%) | -6.68K Decreased by -1.23% | Mar 31, 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 | Thrivent Small Cap Stock A | 374.21K (1.75%) | -102.40K Decreased by -27.36% | Jan 31, 25 |
| 13 | Eaton Vance Atlanta Capital SMID-Cap I | 365.21K (1.71%) | -502.33K Decreased by -137.54% | Mar 31, 26 |
| 14 | DFA US Small Cap Value I | 350.33K (1.64%) | 51.51K Increased by +14.70% | Mar 31, 26 |
| 15 | Vanguard Small Cap Value Index Inv | 346.21K (1.62%) | -7.41K Decreased by -2.14% | Mar 31, 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 | 281.59K (1.32%) | 5.17K Increased by +1.84% | Mar 31, 26 |
| 20 | PIMCO RAE US Small | 268.76K (1.26%) | 93.09K Increased by +34.64% | Dec 31, 25 |