| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.82M (14.48%) | -77.01K Decreased by -1.32% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.94M (12.27%) | -72.25K Decreased by -1.46% | Dec 31, 25 |
| 3 | Franklin Resources Inc | 3.63M (9.04%) | -121.74K Decreased by -3.35% | Sep 30, 25 |
| 4 | T. Rowe Price Associates, Inc. | 2.55M (6.34%) | 55.74K Increased by +2.19% | Sep 30, 25 |
| 5 | Fuller & Thaler Asset Management Inc | 2.25M (5.61%) | -5.21K Decreased by -0.23% | Sep 30, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 2.17M (5.40%) | -71.48K Decreased by -3.29% | Dec 31, 25 |
| 7 | State Street Corporation | 1.66M (4.14%) | 47.65K Increased by +2.87% | Mar 31, 24 |
| 8 | State Street Corp | 1.62M (4.03%) | 5.04K Increased by +0.31% | Sep 30, 25 |
| 9 | Earnest Partners LLC | 1.16M (2.90%) | -68.83K Decreased by -5.91% | Dec 31, 25 |
| 10 | Geode Capital Management, LLC | 1.01M (2.52%) | 51.73K Increased by +5.10% | Sep 30, 25 |
| 11 | Brown Advisory Holdings Inc | 947.75K (2.36%) | -29.42K Decreased by -3.10% | Sep 30, 25 |
| 12 | DePrince Race & Zollo Inc | 922.88K (2.30%) | -11.70K Decreased by -1.27% | Mar 31, 25 |
| 13 | American Century Companies Inc | 913.91K (2.27%) | 84.53K Increased by +9.25% | Dec 31, 25 |
| 14 | Arrowstreet Capital Limited Partnership | 830.77K (2.07%) | 86.40K Increased by +10.40% | Dec 31, 25 |
| 15 | GW&K Investment Management, LLC | 812.93K (2.02%) | -22.42K Decreased by -2.76% | Sep 30, 25 |
| 16 | Goldman Sachs Group Inc | 685.77K (1.71%) | 371.89K Increased by +54.23% | Dec 31, 23 |
| 17 | Ameriprise Financial Inc | 663.52K (1.65%) | 225.80K Increased by +34.03% | Sep 30, 25 |
| 18 | Cramer Rosenthal McGlynn LLC | 662.72K (1.65%) | -6.02K Decreased by -0.91% | Mar 31, 25 |
| 19 | Amvescap Plc. | 645.66K (1.61%) | 156.65K Increased by +24.26% | Sep 30, 25 |
| 20 | Bank of America Corp | 544.64K (1.35%) | -119.71K Decreased by -21.98% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Franklin Small Cap Value SMA Composite | 3.64M (9.04%) | 1.37M Increased by +37.64% | Jun 30, 25 |
| 2 | Fuller & Thaler Behavrl Small-Cap Value | 3.52M (8.75%) | -31.52K Decreased by -0.90% | Nov 30, 23 |
| 3 | iShares Core S&P Small-Cap ETF | 2.46M (6.12%) | -272.24K Decreased by -11.07% | Feb 28, 26 |
| 4 | Franklin US Small Cap Value Equity | 1.85M (4.61%) | -338.49K Decreased by -18.25% | Dec 31, 25 |
| 5 | FullerThaler Behavioral Small-Cap Value | 1.79M (4.45%) | -114.25K Decreased by -6.38% | Dec 31, 25 |
| 6 | Franklin Small Cap Value A | 1.77M (4.39%) | -89.00K Decreased by -5.04% | Jan 31, 26 |
| 7 | Undiscovered Managers Behavioral Val L | 1.60M (3.99%) | -93.01K Decreased by -5.80% | Jan 31, 26 |
| 8 | T. Rowe Price US Mid-Cap Value Equity | 1.41M (3.52%) | -4.65K Decreased by -0.33% | Dec 31, 25 |
| 9 | T. Rowe Price Mid-Cap Value | 1.41M (3.50%) | -5.05K Decreased by -0.36% | Jan 31, 26 |
| 10 | Vanguard US Total Market Shares ETF | 1.31M (3.26%) | 1.08K Increased by +0.08% | Sep 30, 24 |
| 11 | Vanguard Total Stock Mkt Idx Inv | 1.28M (3.19%) | 6.02K Increased by +0.47% | Jan 31, 26 |
| 12 | iShares Russell 2000 ETF | 1.03M (2.57%) | 121.33K Increased by +11.74% | Feb 28, 26 |
| 13 | Vanguard Small Cap Index | 921.17K (2.29%) | -281.00 Decreased by -0.03% | Jan 31, 26 |
| 14 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 831.14K (2.07%) | 4.65K Increased by +0.56% | Dec 31, 25 |
| 15 | Avantis US Small Cap Value ETF | 694.26K (1.73%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 16 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 659.42K (1.64%) | 659.42K Increased by +100.00% | Mar 31, 25 |
| 17 | EARNEST Small Cap Value | 638.10K (1.59%) | 637.16K Increased by +99.85% | Dec 31, 23 |
| 18 | Vanguard Small Cap Value Index Inv | 591.70K (1.47%) | -3.92K Decreased by -0.66% | Jan 31, 26 |
| 19 | American Beacon Small Cp Val R5 | 534.90K (1.33%) | -9.08K Decreased by -1.70% | Apr 30, 25 |
| 20 | Franklin Small Cap Value VIP 1 | 510.77K (1.27%) | -27.70K Decreased by -5.42% | Jan 31, 26 |