| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.45M (9.65%) | -318.54K Decreased by -9.24% | Sep 30, 25 |
| 2 | Wellington Management Company LLP | 2.95M (8.27%) | 329.35K Increased by +11.16% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 2.37M (6.64%) | 13.96K Increased by +0.59% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 2.12M (5.94%) | -8.51K Decreased by -0.40% | Dec 31, 25 |
| 5 | Earnest Partners LLC | 1.49M (4.17%) | -86.63K Decreased by -5.82% | Dec 31, 25 |
| 6 | First Trust Advisors L.P. | 1.39M (3.89%) | -35.35K Decreased by -2.55% | Sep 30, 25 |
| 7 | State Street Corp | 1.30M (3.65%) | 158.46K Increased by +12.15% | Sep 30, 25 |
| 8 | Macquarie Group Ltd | 1.19M (3.33%) | -9.29K Decreased by -0.78% | Sep 30, 25 |
| 9 | State Street Corporation | 1.11M (3.10%) | 57.14K Increased by +5.17% | Mar 31, 24 |
| 10 | Thrivent Financial For Lutherans | 969.53K (2.71%) | 576.65K Increased by +59.48% | Sep 30, 25 |
| 11 | Geode Capital Management, LLC | 942.66K (2.64%) | 7.93K Increased by +0.84% | Sep 30, 25 |
| 12 | American Century Companies Inc | 936.86K (2.62%) | 17.02K Increased by +1.82% | Dec 31, 25 |
| 13 | JPMorgan Chase & Co | 788.64K (2.21%) | 371.82K Increased by +47.15% | Sep 30, 25 |
| 14 | PL Capital Advisors, LLC | 733.33K (2.05%) | 34.50K Increased by +4.70% | Dec 31, 25 |
| 15 | Jennison Associates LLC | 621.82K (1.74%) | -10.68K Decreased by -1.72% | Dec 31, 25 |
| 16 | William Blair Investment Management, LLC | 613.02K (1.72%) | -50.63K Decreased by -8.26% | Jun 30, 25 |
| 17 | Western Financial Corp/CA | 577.38K (1.62%) | -5.55K Decreased by -0.96% | Dec 31, 25 |
| 18 | Nuveen, LLC | 443.98K (1.24%) | 161.52K Increased by +36.38% | Sep 30, 25 |
| 19 | Charles Schwab Investment Management Inc | 435.53K (1.22%) | -15.86K Decreased by -3.64% | Dec 31, 25 |
| 20 | Nuveen Asset Management, LLC | 430.66K (1.21%) | 108.00K Increased by +25.08% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.43M (3.99%) | 837.00 Increased by +0.06% | Feb 26, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.12M (3.12%) | 5.11K Increased by +0.46% | Jan 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.11M (3.12%) | 1.30K Increased by +0.12% | Sep 30, 24 |
| 4 | Macquarie Small Cap Core I | 982.24K (2.75%) | 9.29K Increased by +0.95% | Jul 31, 25 |
| 5 | EARNEST Small Cap Value | 963.75K (2.70%) | 962.28K Increased by +99.85% | Dec 31, 23 |
| 6 | iShares Russell 2000 ETF | 897.84K (2.51%) | 132.63K Increased by +14.77% | Feb 28, 26 |
| 7 | Delaware Small Cap Core I | 843.31K (2.36%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | Avantis US Small Cap Value ETF | 843.23K (2.36%) | 2.09K Increased by +0.25% | Feb 28, 26 |
| 9 | Nomura Small Cap Core I | 831.70K (2.33%) | -57.17K Decreased by -6.87% | Jan 31, 26 |
| 10 | Delaware US Small Cap Core Equity (SMA) | 682.27K (1.91%) | -7.99K Decreased by -1.17% | Mar 31, 24 |
| 11 | Macquarie US Small Cap Core Equity | 682.27K (1.91%) | -7.99K Decreased by -1.17% | Mar 31, 24 |
| 12 | Harbor Small Cap Value Instl | 561.97K (1.57%) | -29.48K Decreased by -5.25% | Dec 31, 25 |
| 13 | Thrivent Small Cap Stock A | 544.30K (1.52%) | -3.39K Decreased by -0.62% | Jan 31, 26 |
| 14 | DFA US Small Cap Value I | 443.26K (1.24%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 399.62K (1.12%) | 1.63K Increased by +0.41% | Jan 31, 26 |
| 16 | Fidelity Small Cap Index | 358.70K (1.00%) | -10.75K Decreased by -3.00% | Dec 31, 25 |
| 17 | Fidelity® Small Cap Index | 351.82K (0.99%) | 10.77K Increased by +3.06% | Oct 31, 23 |
| 18 | iShares Russell 2000 Value ETF | 317.56K (0.89%) | -38.77K Decreased by -12.21% | Feb 28, 26 |
| 19 | DFA US Targeted Value I | 260.11K (0.73%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 20 | Dimensional US Targeted Value ETF | 249.86K (0.70%) | 0.00 Increased by 0.00% | Feb 27, 26 |