| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.50M (10.99%) | -76.81K Decreased by -5.11% | Sep 30, 25 |
| 2 | Pzena Investment Management, LLC | 1.46M (10.65%) | -100.00K Decreased by -6.86% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 943.75K (6.89%) | -11.47K Decreased by -1.22% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 934.59K (6.83%) | 23.71K Increased by +2.54% | Dec 31, 25 |
| 5 | First Trust Advisors L.P. | 932.24K (6.81%) | 894.36K Increased by +95.94% | Jun 30, 24 |
| 6 | Renaissance Technologies Corp | 700.21K (5.11%) | -24.00K Decreased by -3.43% | Dec 31, 25 |
| 7 | State Street Corporation | 580.91K (4.24%) | -4.95K Decreased by -0.85% | Mar 31, 24 |
| 8 | Goldman Sachs Group Inc | 538.60K (3.93%) | -80.81K Decreased by -15.00% | Jun 30, 25 |
| 9 | The Goldman Sachs Group Inc | 525.61K (3.84%) | -77.83K Decreased by -14.81% | Dec 31, 25 |
| 10 | American Century Companies Inc | 512.04K (3.74%) | 15.87K Increased by +3.10% | Dec 31, 25 |
| 11 | LSV Asset Management | 488.17K (3.57%) | -10.70K Decreased by -2.19% | Dec 31, 25 |
| 12 | Hotchkis & Wiley Capital Management LLC | 452.25K (3.30%) | 9.38K Increased by +2.07% | Dec 31, 25 |
| 13 | Amvescap Plc. | 386.47K (2.82%) | 75.84K Increased by +19.62% | Jun 30, 24 |
| 14 | Charles Schwab Investment Management Inc | 371.84K (2.72%) | 64.61K Increased by +17.38% | Dec 31, 25 |
| 15 | Cambria Investment Management, L.P. | 354.26K (2.59%) | 30.83K Increased by +8.70% | Dec 31, 25 |
| 16 | Arrowstreet Capital Limited Partnership | 337.89K (2.47%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Geode Capital Management, LLC | 321.84K (2.35%) | -5.76K Decreased by -1.79% | Dec 31, 25 |
| 18 | State Street Corp | 321.50K (2.35%) | 13.20K Increased by +4.11% | Sep 30, 25 |
| 19 | Millennium Management LLC | 320.90K (2.34%) | 195.90K Increased by +61.05% | Sep 30, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 315.92K (2.31%) | 149.06K Increased by +47.18% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 891.59K (6.51%) | 2.90K Increased by +0.33% | Jun 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 862.76K (6.30%) | 1.75K Increased by +0.20% | Jun 28, 24 |
| 3 | Avantis US Small Cap Value ETF | 459.90K (3.36%) | 184.00 Increased by +0.04% | Mar 31, 26 |
| 4 | Vanguard US Total Market Shares ETF | 435.60K (3.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Cambria Shareholder Yield ETF | 435.37K (3.18%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 422.81K (3.09%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | iShares Russell 2000 ETF | 327.20K (2.39%) | -2.68K Decreased by -0.82% | Mar 31, 26 |
| 8 | Invesco S&P SmallCap Value with Momt ETF | 246.22K (1.80%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | DFA US Small Cap Value I | 218.45K (1.60%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | Philotimo Focused Growth and Income | 213.48K (1.56%) | 155.27K Increased by +72.74% | Dec 31, 24 |
| 11 | Schwab Fundamental U.S. Small CompanyETF | 172.44K (1.26%) | -120.00 Decreased by -0.07% | Mar 31, 26 |
| 12 | Schwab Fundamental US Small Company ETF | 164.89K (1.20%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 13 | BlackRock Global Equity Mkt Netrl Instl | 160.99K (1.18%) | 28.57K Increased by +17.75% | Jul 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 153.91K (1.12%) | 3.51K Increased by +2.28% | Feb 28, 26 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 144.96K (1.06%) | -715.00 Decreased by -0.49% | Jun 28, 24 |
| 16 | Fidelity® Small Cap Index | 141.39K (1.03%) | 3.42K Increased by +2.42% | Oct 31, 23 |
| 17 | Fidelity Small Cap Index | 132.26K (0.97%) | -1.83K Decreased by -1.38% | Jan 31, 26 |
| 18 | Goldman Sachs Small Cp Val Insghts Instl | 123.94K (0.91%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 122.24K (0.89%) | 120.00 Increased by +0.10% | Mar 28, 24 |
| 20 | Royce Capital Small-Cap Inv | 118.70K (0.87%) | 19.60K Increased by +16.51% | Jun 30, 24 |