| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.09M (14.09%) | -430.29K Decreased by -7.06% | Sep 30, 25 |
| 2 | T. Rowe Price Investment Management,Inc. | 4.97M (11.49%) | 668.97K Increased by +13.47% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 3.02M (6.98%) | 60.43K Increased by +2.00% | Dec 31, 25 |
| 4 | State Street Corp | 2.31M (5.34%) | 583.62K Increased by +25.26% | Sep 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.97M (4.56%) | -47.51K Decreased by -2.41% | Dec 31, 25 |
| 6 | Wellington Management Company LLP | 1.73M (4.00%) | 1.09M Increased by +63.14% | Dec 31, 25 |
| 7 | State Street Corporation | 1.57M (3.62%) | -407.00 Decreased by -0.03% | Mar 31, 24 |
| 8 | Wasatch Advisors Inc. | 1.06M (2.45%) | 220.84K Increased by +20.83% | Dec 31, 23 |
| 9 | Geode Capital Management, LLC | 975.30K (2.26%) | -3.04K Decreased by -0.31% | Dec 31, 25 |
| 10 | Loomis, Sayles & Company LP | 974.72K (2.25%) | 670.69K Increased by +68.81% | Dec 31, 25 |
| 11 | DePrince Race & Zollo Inc | 946.93K (2.19%) | 73.70K Increased by +7.78% | Dec 31, 25 |
| 12 | North Reef Capital Management LP | 892.68K (2.06%) | 892.68K Increased by +100.00% | Dec 31, 25 |
| 13 | Nuveen, LLC | 847.18K (1.96%) | 847.18K Increased by +100.00% | Mar 31, 25 |
| 14 | Bank of America Corp | 817.94K (1.89%) | -7.13K Decreased by -0.87% | Sep 30, 25 |
| 15 | Capwealth Advisors, LLC | 663.50K (1.53%) | 654.90K Increased by +98.70% | Sep 30, 25 |
| 16 | Frontier Capital Management CO Inc | 634.88K (1.47%) | 161.41K Increased by +25.42% | Dec 31, 25 |
| 17 | Wasatch Advisors LP | 630.47K (1.46%) | -431.33K Decreased by -68.41% | Jun 30, 25 |
| 18 | Davis Asset Management, L.P. | 619.24K (1.43%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | The Goldman Sachs Group Inc | 594.90K (1.38%) | -69.10K Decreased by -11.61% | Dec 31, 25 |
| 20 | HHG PLC | 563.28K (1.30%) | 23.75K Increased by +4.22% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.42M (5.61%) | 925.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.39M (3.22%) | -44.71K Decreased by -3.21% | Mar 31, 26 |
| 3 | T. Rowe Price Small-Cap Value | 1.23M (2.84%) | -16.80K Decreased by -1.37% | Mar 31, 26 |
| 4 | Vanguard US Total Market Shares ETF | 1.13M (2.61%) | 1.58K Increased by +0.14% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 1.05M (2.43%) | -8.60K Decreased by -0.82% | Mar 31, 26 |
| 6 | T. Rowe Price U.S. SC Value Eq Tr-Z | 898.66K (2.08%) | 37.50K Increased by +4.17% | Mar 31, 25 |
| 7 | T. Rowe Price U.S. SC Value Eq Tr-D | 805.85K (1.86%) | -23.32K Decreased by -2.89% | Mar 31, 26 |
| 8 | T. Rowe Price US Small-Cap Core Equity | 678.32K (1.57%) | -1.86K Decreased by -0.27% | Dec 31, 25 |
| 9 | T. Rowe Price Small-Cap Stock | 677.30K (1.57%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 10 | American Beacon Small Cp Val R5 | 574.84K (1.33%) | -15.56K Decreased by -2.71% | Feb 28, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 449.50K (1.04%) | 8.91K Increased by +1.98% | Mar 31, 26 |
| 12 | DFA US Targeted Value I | 407.76K (0.94%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 13 | Fidelity Small Cap Index | 399.68K (0.92%) | -5.61K Decreased by -1.40% | Jan 31, 26 |
| 14 | State Street® SPDR® S&PRgnllBkgETF | 399.35K (0.92%) | -351.00 Decreased by -0.09% | Mar 31, 26 |
| 15 | Janus Henderson Small Cap Value L | 396.58K (0.92%) | -20.40K Decreased by -5.14% | Jan 31, 26 |
| 16 | iShares Russell 2000 Value ETF | 381.66K (0.88%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 17 | T. Rowe Price Instl Small-Cap Stock | 368.28K (0.85%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | State Street SPDR Port S&P 600 Sm CpETF | 364.52K (0.84%) | -192.00 Decreased by -0.05% | Mar 31, 26 |
| 19 | iShares S&P Small-Cap 600 Value ETF | 357.70K (0.83%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 356.19K (0.82%) | 4.29K Increased by +1.20% | Aug 29, 25 |