| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.21M (13.50%) | 285.62K Increased by +3.48% | Sep 30, 25 |
| 2 | JPMorgan Chase & Co | 3.77M (6.19%) | 1.93M Increased by +51.19% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 3.44M (5.66%) | -502.63K Decreased by -14.59% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 3.27M (5.38%) | -112.89K Decreased by -3.45% | Dec 31, 25 |
| 5 | Wellington Management Company LLP | 3.01M (4.94%) | -791.22K Decreased by -26.33% | Jun 30, 25 |
| 6 | FJ Capital Management LLC | 2.34M (3.85%) | -20.10K Decreased by -0.86% | Jun 30, 25 |
| 7 | State Street Corp | 2.21M (3.63%) | 331.10K Increased by +14.98% | Sep 30, 25 |
| 8 | State Street Corporation | 1.89M (3.11%) | 181.81K Increased by +9.61% | Mar 31, 24 |
| 9 | HoldCo Asset Management, L.P. | 1.62M (2.67%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | Boston Partners Global Investors, Inc | 1.57M (2.58%) | -109.34K Decreased by -6.98% | Dec 31, 25 |
| 11 | First Trust Capital Management L.P. | 1.55M (2.55%) | 1.55M Increased by +100.00% | Dec 31, 25 |
| 12 | The Goldman Sachs Group Inc | 1.54M (2.53%) | 473.13K Increased by +30.75% | Dec 31, 25 |
| 13 | Geode Capital Management, LLC | 1.53M (2.52%) | -42.49K Decreased by -2.77% | Dec 31, 25 |
| 14 | Balyasny Asset Management LLC | 1.30M (2.14%) | 1.30M Increased by +100.00% | Dec 31, 25 |
| 15 | Manufacturers Life Insurance Co | 1.24M (2.03%) | -30.33K Decreased by -2.46% | Dec 31, 25 |
| 16 | Goldman Sachs Group Inc | 1.14M (1.87%) | 251.47K Increased by +22.08% | Jun 30, 25 |
| 17 | American Century Companies Inc | 1.06M (1.74%) | -18.41K Decreased by -1.74% | Dec 31, 25 |
| 18 | Assenagon Asset Management SA | 1.02M (1.68%) | 914.25K Increased by +89.25% | Jun 30, 24 |
| 19 | Kennedy Capital Management Inc | 1.00M (1.65%) | 166.91K Increased by +16.64% | Dec 31, 25 |
| 20 | Hotchkis & Wiley Capital Management LLC | 969.47K (1.59%) | -10.15K Decreased by -1.05% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.86M (3.05%) | 12.60K Increased by +0.68% | Feb 28, 26 |
| 2 | Vanguard US Total Market Shares ETF | 1.84M (3.02%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | First Trust Merger Arbitrage Cl I | 1.54M (2.53%) | 1.54M Increased by +100.00% | Dec 31, 25 |
| 4 | iShares Russell 2000 ETF | 1.47M (2.42%) | -12.03K Decreased by -0.82% | Mar 31, 26 |
| 5 | T. Rowe Price Small-Cap Stock | 1.21M (1.99%) | -1.32M Decreased by -109.46% | Dec 31, 23 |
| 6 | T. Rowe Price US Small-Cap Core Equity | 1.21M (1.99%) | -1.32M Decreased by -109.46% | Dec 31, 23 |
| 7 | Kennedy Small Cap Value | 955.71K (1.57%) | 163.65K Increased by +17.12% | Dec 31, 25 |
| 8 | BlackRock Advantage Small Cap Core Instl | 912.56K (1.50%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 9 | State Street® SPDR® S&PRgnllBkgETF | 892.71K (1.47%) | 41.14K Increased by +4.61% | Mar 31, 26 |
| 10 | Avantis US Small Cap Value ETF | 825.98K (1.36%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | DFA US Small Cap Value I | 750.57K (1.23%) | 8.00K Increased by +1.07% | Feb 28, 26 |
| 12 | T. Rowe Price U.S. SC Core Eq Tr-Z | 734.77K (1.21%) | -440.10K Decreased by -59.90% | Dec 31, 23 |
| 13 | T. Rowe Price Instl Small-Cap Stock | 694.69K (1.14%) | -570.10K Decreased by -82.06% | Dec 31, 23 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 670.39K (1.10%) | 7.60K Increased by +1.13% | Feb 28, 26 |
| 15 | JHancock Regional Bank A | 609.63K (1.00%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 16 | Fidelity Small Cap Index | 586.84K (0.96%) | -7.53K Decreased by -1.28% | Jan 31, 26 |
| 17 | Fidelity® Small Cap Index | 581.01K (0.96%) | 18.78K Increased by +3.23% | Oct 31, 23 |
| 18 | JH Financial Opportunities | 513.68K (0.84%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 19 | John Hancock Financial Opportunities Fund | 513.68K (0.84%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | iShares Russell 2000 Value ETF | 509.43K (0.84%) | 0.00 Increased by 0.00% | Mar 31, 26 |