| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.11M (15.62%) | -90.58K Decreased by -2.20% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 3.20M (12.17%) | -726.57K Decreased by -22.69% | Dec 31, 25 |
| 3 | Fuller & Thaler Asset Management Inc | 2.83M (10.78%) | 1.41M Increased by +49.88% | Dec 31, 25 |
| 4 | State Street Corp | 1.18M (4.49%) | -19.90K Decreased by -1.68% | Sep 30, 25 |
| 5 | The Goldman Sachs Group Inc | 1.18M (4.47%) | 641.41K Increased by +54.58% | Dec 31, 25 |
| 6 | State Street Corporation | 1.15M (4.39%) | -8.89K Decreased by -0.77% | Mar 31, 24 |
| 7 | LSV Asset Management | 928.88K (3.53%) | -452.46K Decreased by -48.71% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 826.21K (3.14%) | 2.01K Increased by +0.24% | Dec 31, 25 |
| 9 | Citadel Advisors Llc | 814.79K (3.10%) | 362.91K Increased by +44.54% | Sep 30, 25 |
| 10 | Magnetar Financial LLC | 804.35K (3.06%) | 804.35K Increased by +100.00% | Dec 31, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 740.31K (2.81%) | -25.59K Decreased by -3.46% | Dec 31, 25 |
| 12 | First Trust Advisors L.P. | 716.03K (2.72%) | 67.30K Increased by +9.40% | Dec 31, 25 |
| 13 | Beryl Capital Management LLC | 709.43K (2.70%) | 709.43K Increased by +100.00% | Dec 31, 25 |
| 14 | BTIM Corp | 664.67K (2.53%) | -178.79K Decreased by -26.90% | Dec 31, 25 |
| 15 | Wealthfront Advisers LLC | 632.12K (2.40%) | 632.12K Increased by +100.00% | Dec 31, 24 |
| 16 | Renaissance Technologies Corp | 511.03K (1.94%) | -184.40K Decreased by -36.08% | Mar 31, 24 |
| 17 | HSBC Holdings PLC | 507.54K (1.93%) | 491.15K Increased by +96.77% | Dec 31, 25 |
| 18 | Cnh Partners, LLC | 503.69K (1.91%) | 503.69K Increased by +100.00% | Dec 31, 25 |
| 19 | Goldman Sachs Group Inc | 496.91K (1.89%) | 88.01K Increased by +17.71% | Jun 30, 25 |
| 20 | Royal Bank of Canada | 491.09K (1.87%) | -506.92K Decreased by -103.22% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.62M (6.17%) | 615.00 Increased by +0.04% | Mar 31, 26 |
| 2 | FullerThaler Beh Small-Cap Equity SMA | 1.35M (5.14%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.35M (5.14%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 4 | FullerThaler Behavioral Small-Cap Equity | 1.35M (5.14%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | First Trust Value Line® Dividend ETF | 1.13M (4.30%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 6 | Vanguard US Total Market Shares ETF | 893.45K (3.40%) | 991.00 Increased by +0.11% | Sep 30, 24 |
| 7 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 884.24K (3.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Fuller & Thaler Behavioral Small-Cap Eq | 884.24K (3.36%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 861.99K (3.28%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | iShares Russell 2000 ETF | 685.36K (2.61%) | -5.59K Decreased by -0.82% | Mar 31, 26 |
| 11 | Vanguard Small Cap Index | 615.00K (2.34%) | 1.25K Increased by +0.20% | Feb 28, 26 |
| 12 | Vanguard Small Cap Value Index Inv | 395.22K (1.50%) | 1.18K Increased by +0.30% | Feb 28, 26 |
| 13 | FPA Queens Road Small Cap Value Inv | 376.11K (1.43%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | NexPoint Merger Arbitrage Z | 372.41K (1.42%) | 372.41K Increased by +100.00% | Dec 31, 25 |
| 15 | Small Company Equity - FTWA | 357.67K (1.36%) | 65.14K Increased by +18.21% | Sep 30, 25 |
| 16 | First Trust SMID Cp Rising Div Achv ETF | 337.08K (1.28%) | 330.00 Increased by +0.10% | Mar 31, 26 |
| 17 | Fidelity® Small Cap Index | 304.12K (1.16%) | 7.79K Increased by +2.56% | Oct 31, 23 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 295.26K (1.12%) | 2.70K Increased by +0.92% | Feb 28, 26 |
| 19 | Fort Washington Small Company Equity | 292.53K (1.11%) | -11.96K Decreased by -4.09% | Jun 30, 25 |
| 20 | Vanguard Strategic Equity Inv | 282.70K (1.07%) | 48.95K Increased by +17.31% | Jun 30, 25 |