| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fuller & Thaler Asset Management Inc | 22.00M (11.25%) | 11.27M Increased by +51.26% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 21.09M (10.79%) | 736.62K Increased by +3.49% | Dec 31, 25 |
| 3 | BlackRock Inc | 18.71M (9.57%) | 353.60K Increased by +1.89% | Sep 30, 25 |
| 4 | Wellington Shields Capital Mgmt LLC | 14.18M (7.25%) | -1.11K Decreased by -0.01% | Dec 31, 23 |
| 5 | State Street Corp | 9.86M (5.04%) | -382.86K Decreased by -3.88% | Sep 30, 25 |
| 6 | State Street Corporation | 9.05M (4.63%) | -242.21K Decreased by -2.68% | Mar 31, 24 |
| 7 | T. Rowe Price Associates, Inc. | 8.28M (4.24%) | 30.11K Increased by +0.36% | Jun 30, 25 |
| 8 | Charles Schwab Investment Management Inc | 7.97M (4.08%) | 680.41K Increased by +8.54% | Dec 31, 25 |
| 9 | Wellington Shields & Co., LLC | 6.85M (3.50%) | 1.03K Increased by +0.02% | Dec 31, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 6.62M (3.39%) | 901.09K Increased by +13.61% | Dec 31, 25 |
| 11 | Cooke & Bieler LP | 5.59M (2.86%) | -22.23K Decreased by -0.40% | Jun 30, 25 |
| 12 | UBS Group AG | 5.44M (2.78%) | 134.06K Increased by +2.46% | Sep 30, 25 |
| 13 | AQR Capital Management LLC | 4.60M (2.35%) | 1.90M Increased by +41.20% | Dec 31, 25 |
| 14 | First Trust Advisors L.P. | 4.37M (2.24%) | 521.67K Increased by +11.93% | Sep 30, 25 |
| 15 | Gotham Asset Management, LLC | 4.03M (2.06%) | 3.61M Increased by +89.58% | Dec 31, 25 |
| 16 | Geode Capital Management, LLC | 3.94M (2.01%) | 545.19K Increased by +13.85% | Dec 31, 25 |
| 17 | Quantinno Capital Management LP | 3.79M (1.94%) | 2.89M Increased by +76.33% | Dec 31, 25 |
| 18 | Qube Research & Technologies | 3.72M (1.90%) | 39.63K Increased by +1.06% | Dec 31, 25 |
| 19 | Amvescap Plc. | 3.60M (1.84%) | 691.33K Increased by +19.19% | Sep 30, 25 |
| 20 | Renaissance Technologies Corp | 3.06M (1.57%) | -2.39M Decreased by -78.04% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FullerThaler Behavioral Small-Cap Value | 9.50M (4.86%) | -5.10K Decreased by -0.05% | Dec 31, 25 |
| 2 | Undiscovered Managers Behavioral Val L | 9.05M (4.63%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | iShares Core S&P Mid-Cap ETF | 7.00M (3.58%) | 5.55K Increased by +0.08% | Mar 31, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 6.34M (3.24%) | 18.92K Increased by +0.30% | Feb 28, 26 |
| 5 | Vanguard US Total Market Shares ETF | 6.02M (3.08%) | 3.70K Increased by +0.06% | Sep 30, 24 |
| 6 | Schwab US Dividend Equity ETF™ | 4.74M (2.43%) | 7.82K Increased by +0.16% | Mar 31, 26 |
| 7 | T. Rowe Price US Mid-Cap Value Equity | 4.66M (2.38%) | -9.32K Decreased by -0.20% | Jun 30, 25 |
| 8 | T. Rowe Price Mid-Cap Value | 4.65M (2.38%) | -7.02K Decreased by -0.15% | Jul 31, 25 |
| 9 | Vanguard Small Cap Index | 4.55M (2.33%) | 9.62K Increased by +0.21% | Feb 28, 26 |
| 10 | Invesco High Yield Eq Div Achiev™ ETF | 4.13M (2.11%) | -7.01K Decreased by -0.17% | Mar 31, 26 |
| 11 | Vanguard Small Cap Value Index Inv | 2.93M (1.50%) | 8.82K Increased by +0.30% | Feb 28, 26 |
| 12 | Stt Strt SPDR S&P Glbl DivAristETF | 2.67M (1.37%) | 1.75M Increased by +65.41% | Feb 28, 26 |
| 13 | FullerThaler Behavioral Sm-Cp Eq R6 | 2.63M (1.34%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | FullerThaler Behavioral Small-Cap Equity | 2.63M (1.34%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | First Trust Value Line® Dividend ETF | 2.58M (1.32%) | 651.00 Increased by +0.03% | Aug 28, 25 |
| 16 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 2.51M (1.28%) | 9.32K Increased by +0.37% | Jun 30, 25 |
| 17 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 2.50M (1.28%) | 4.61K Increased by +0.18% | Mar 31, 25 |
| 18 | ProShares S&P MidCap 400 Dividend Arst | 2.33M (1.19%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 2.31M (1.18%) | 23.15K Increased by +1.00% | Feb 28, 26 |
| 20 | Vanguard Selected Value Inv | 2.21M (1.13%) | -37.60K Decreased by -1.70% | Jun 30, 25 |