| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 10.05M (12.26%) | 1.21M Increased by +12.09% | Dec 31, 25 |
| 2 | BlackRock Inc | 7.42M (9.05%) | -178.96K Decreased by -2.41% | Sep 30, 25 |
| 3 | Wellington Management Company LLP | 5.79M (7.07%) | -121.20K Decreased by -2.09% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 5.40M (6.59%) | -96.02K Decreased by -1.78% | Dec 31, 25 |
| 5 | FMR Inc | 4.74M (5.78%) | -137.10K Decreased by -2.89% | Dec 31, 25 |
| 6 | First Interstate Bank | 4.67M (5.69%) | -28.94K Decreased by -0.62% | Dec 31, 25 |
| 7 | Franklin Resources Inc | 4.26M (5.20%) | -1.23M Decreased by -28.94% | Sep 30, 25 |
| 8 | State Street Corp | 4.23M (5.16%) | 177.45K Increased by +4.20% | Sep 30, 25 |
| 9 | HoldCo Asset Management, L.P. | 3.95M (4.82%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | JPMorgan Chase & Co | 3.57M (4.36%) | 1.42M Increased by +39.88% | Sep 30, 25 |
| 11 | State Street Corporation | 3.34M (4.08%) | 71.06K Increased by +2.13% | Dec 31, 23 |
| 12 | Capital Research & Mgmt Co - Division 3 | 2.67M (3.26%) | 2.67M Increased by +100.00% | Dec 31, 25 |
| 13 | Geode Capital Management, LLC | 2.23M (2.73%) | -31.64K Decreased by -1.42% | Dec 31, 25 |
| 14 | Macquarie Group Ltd | 2.18M (2.66%) | -210.05K Decreased by -9.64% | Sep 30, 25 |
| 15 | Victory Capital Management Inc. | 2.08M (2.53%) | 87.14K Increased by +4.20% | Dec 31, 25 |
| 16 | North Reef Capital Management LP | 1.97M (2.41%) | 1.12M Increased by +56.96% | Dec 31, 25 |
| 17 | Bank of America Corp | 1.85M (2.26%) | 416.33K Increased by +22.52% | Sep 30, 25 |
| 18 | Citadel Advisors Llc | 1.76M (2.14%) | -171.57K Decreased by -9.77% | Sep 30, 24 |
| 19 | UBS Group AG | 1.75M (2.14%) | 1.02M Increased by +58.42% | Sep 30, 25 |
| 20 | American Century Companies Inc | 1.65M (2.01%) | -378.92K Decreased by -23.02% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Franklin Small Cap Value SMA Composite | 5.32M (6.49%) | 1.86M Increased by +34.98% | Jun 30, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 5.28M (6.45%) | 1.95K Increased by +0.04% | Mar 31, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.82M (3.44%) | 5.81K Increased by +0.21% | Feb 28, 26 |
| 4 | American Funds SMALLCAP World A | 2.67M (3.26%) | 2.67M Increased by +100.00% | Dec 31, 25 |
| 5 | Fidelity Small Cap Value Fund | 2.64M (3.22%) | -450.00K Decreased by -17.06% | Feb 29, 24 |
| 6 | Fidelity® Small Cap Value | 2.61M (3.19%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Vanguard US Total Market Shares ETF | 2.60M (3.18%) | -186.33K Decreased by -7.16% | Sep 30, 24 |
| 8 | iShares Russell 2000 ETF | 2.15M (2.62%) | -17.53K Decreased by -0.82% | Mar 31, 26 |
| 9 | Vanguard Small Cap Index | 1.99M (2.43%) | 6.32K Increased by +0.32% | Feb 28, 26 |
| 10 | Macquarie Small Cap Core I | 1.80M (2.19%) | -135.04K Decreased by -7.51% | Jul 31, 25 |
| 11 | Delaware Small Cap Core I | 1.74M (2.12%) | -10.76K Decreased by -0.62% | Sep 30, 24 |
| 12 | Macquarie US Small Cap Core Equity | 1.64M (2.01%) | -19.23K Decreased by -1.17% | Mar 31, 24 |
| 13 | State Street® SPDR® S&PRgnllBkgETF | 1.57M (1.92%) | 76.27K Increased by +4.85% | Mar 31, 26 |
| 14 | Franklin US Small Cap Value Equity | 1.48M (1.81%) | -1.09M Decreased by -73.19% | Dec 31, 25 |
| 15 | Nomura Small Cap Core I | 1.39M (1.70%) | -32.55K Decreased by -2.34% | Feb 28, 26 |
| 16 | Vanguard Small Cap Value Index Inv | 1.28M (1.56%) | 3.67K Increased by +0.29% | Feb 28, 26 |
| 17 | Janus Henderson Small Cap Value L | 1.24M (1.51%) | -292.54K Decreased by -23.61% | Dec 31, 23 |
| 18 | Delaware Small Cap Value A | 1.22M (1.49%) | -37.40K Decreased by -3.07% | Dec 31, 23 |
| 19 | DFA US Small Cap Value I | 1.21M (1.47%) | 39.17K Increased by +3.25% | Feb 28, 26 |
| 20 | American Century Small Cap Value Inv | 1.09M (1.34%) | -300.00K Decreased by -27.40% | Mar 31, 25 |