| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 21.09M (10.79%) | 736.62K Increased by +3.49% | Dec 31, 25 |
| 2 | BlackRock Inc | 20.02M (10.24%) | -762.98K Decreased by -3.81% | Mar 31, 26 |
| 3 | Wellington Shields Capital Mgmt LLC | 14.18M (7.25%) | -1.11K Decreased by -0.01% | Dec 31, 23 |
| 4 | State Street Corp | 11.97M (6.12%) | 2.26M Increased by +18.89% | Mar 31, 26 |
| 5 | Fuller & Thaler Asset Management Inc | 11.35M (5.81%) | -10.65M Decreased by -93.81% | Mar 31, 26 |
| 6 | Vanguard Portfolio Management, LLC | 10.76M (5.50%) | 10.76M Increased by +100.00% | Mar 31, 26 |
| 7 | State Street Corporation | 9.05M (4.63%) | -242.21K Decreased by -2.68% | Mar 31, 24 |
| 8 | Vanguard Capital Management, LLC | 8.73M (4.47%) | 8.73M Increased by +100.00% | Mar 31, 26 |
| 9 | T. Rowe Price Associates, Inc. | 8.28M (4.24%) | 30.11K Increased by +0.36% | Jun 30, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 7.55M (3.86%) | 925.25K Increased by +12.26% | Mar 31, 26 |
| 11 | Wellington Shields & Co., LLC | 6.85M (3.50%) | 1.03K Increased by +0.02% | Dec 31, 23 |
| 12 | Charles Schwab Investment Management Inc | 6.52M (3.33%) | -1.45M Decreased by -22.27% | Mar 31, 26 |
| 13 | Cooke & Bieler LP | 5.59M (2.86%) | -22.23K Decreased by -0.40% | Jun 30, 25 |
| 14 | Amvescap Plc. | 5.26M (2.69%) | -78.11K Decreased by -1.49% | Mar 31, 26 |
| 15 | First Trust Advisors L.P. | 4.37M (2.24%) | 521.67K Increased by +11.93% | Sep 30, 25 |
| 16 | AQR Capital Management LLC | 4.34M (2.22%) | -260.96K Decreased by -6.01% | Mar 31, 26 |
| 17 | UBS Group AG | 4.18M (2.14%) | 1.17M Increased by +27.92% | Mar 31, 26 |
| 18 | Millennium Management LLC | 4.03M (2.06%) | 3.40M Increased by +84.31% | Mar 31, 26 |
| 19 | Gotham Asset Management, LLC | 4.03M (2.06%) | 3.61M Increased by +89.58% | Dec 31, 25 |
| 20 | Geode Capital Management, LLC | 3.98M (2.03%) | 42.34K Increased by +1.06% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 12.79M (6.55%) | 5.00K Increased by +0.04% | May 29, 26 |
| 2 | FullerThaler Behavioral Small-Cap Value | 9.77M (5.00%) | 155.43K Increased by +1.59% | Mar 31, 26 |
| 3 | Undiscovered Managers Behavioral Val L | 9.16M (4.69%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 4 | iShares Core S&P Mid-Cap ETF | 7.12M (3.64%) | -3.58K Decreased by -0.05% | Apr 30, 26 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 6.08M (3.11%) | 25.97K Increased by +0.43% | Apr 30, 26 |
| 6 | Vanguard US Total Market Shares ETF | 6.02M (3.08%) | 3.70K Increased by +0.06% | Sep 30, 24 |
| 7 | Schwab US Dividend Equity ETF™ | 5.02M (2.57%) | 9.69K Increased by +0.19% | May 30, 26 |
| 8 | T. Rowe Price US Mid-Cap Value Equity | 4.66M (2.38%) | -9.32K Decreased by -0.20% | Jun 30, 25 |
| 9 | T. Rowe Price Mid-Cap Value | 4.65M (2.38%) | -7.02K Decreased by -0.15% | Jul 31, 25 |
| 10 | Vanguard Small Cap Index | 4.39M (2.24%) | -1.73K Decreased by -0.04% | Apr 30, 26 |
| 11 | Invesco High Yield Eq Div Achiev™ ETF | 4.10M (2.10%) | 0.00 Increased by 0.00% | May 29, 26 |
| 12 | Stt Strt SPDR S&P Glbl DivAristETF | 2.86M (1.46%) | 145.95K Increased by +5.10% | Apr 30, 26 |
| 13 | Vanguard Small Cap Value Index Inv | 2.80M (1.43%) | 4.30K Increased by +0.15% | Apr 30, 26 |
| 14 | FullerThaler Behavioral Sm-Cp Eq R6 | 2.63M (1.34%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | FullerThaler Behavioral Small-Cap Equity | 2.63M (1.34%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | First Trust Value Line® Dividend ETF | 2.58M (1.32%) | 651.00 Increased by +0.03% | Aug 28, 25 |
| 17 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 2.51M (1.28%) | 9.32K Increased by +0.37% | Jun 30, 25 |
| 18 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 2.50M (1.28%) | 4.61K Increased by +0.18% | Mar 31, 25 |
| 19 | ProShares S&P MidCap 400 Dividend Arst | 2.38M (1.22%) | -4.91K Decreased by -0.21% | Apr 30, 26 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 2.38M (1.22%) | 28.22K Increased by +1.19% | Apr 30, 26 |