| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.27M (16.84%) | 40.17K Increased by +0.94% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 3.17M (12.49%) | -160.84K Decreased by -5.08% | Dec 31, 25 |
| 3 | T. Rowe Price Associates, Inc. | 2.22M (8.77%) | 854.85K Increased by +38.47% | Dec 31, 25 |
| 4 | State Street Corporation | 1.06M (4.17%) | 18.64K Increased by +1.77% | Mar 31, 24 |
| 5 | State Street Corp | 980.31K (3.87%) | -18.86K Decreased by -1.92% | Dec 31, 25 |
| 6 | Boston Partners Global Investors, Inc | 863.14K (3.41%) | -275.09K Decreased by -31.87% | Dec 31, 25 |
| 7 | Geode Capital Management, LLC | 787.55K (3.11%) | 123.69K Increased by +15.71% | Dec 31, 25 |
| 8 | Dimensional Fund Advisors, Inc. | 688.64K (2.72%) | -3.71K Decreased by -0.54% | Dec 31, 25 |
| 9 | Barclays PLC | 676.19K (2.67%) | 608.42K Increased by +89.98% | Sep 30, 25 |
| 10 | Pacer Advisors, INC. | 631.46K (2.49%) | -111.81K Decreased by -17.71% | Sep 30, 24 |
| 11 | D. E. Shaw & Co LP | 609.62K (2.41%) | 16.21K Increased by +2.66% | Sep 30, 23 |
| 12 | Disciplined Growth Investors Inc | 609.15K (2.40%) | -181.79K Decreased by -29.84% | Dec 31, 25 |
| 13 | Fuller & Thaler Asset Management Inc | 568.91K (2.25%) | 235.02K Increased by +41.31% | Dec 31, 25 |
| 14 | JPMorgan Chase & Co | 510.77K (2.02%) | 296.13K Increased by +57.98% | Sep 30, 25 |
| 15 | Amvescap Plc. | 450.86K (1.78%) | 89.65K Increased by +19.88% | Dec 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 435.19K (1.72%) | -25.94K Decreased by -5.96% | Dec 31, 25 |
| 17 | Ameriprise Financial Inc | 427.07K (1.69%) | 58.74K Increased by +13.76% | Dec 31, 25 |
| 18 | Reinhart Mahoney Capital Management Inc | 422.29K (1.67%) | 4.65K Increased by +1.10% | Mar 31, 26 |
| 19 | Renaissance Technologies Corp | 419.17K (1.65%) | -126.60K Decreased by -30.20% | Sep 30, 23 |
| 20 | First Trust Advisors L.P. | 416.06K (1.64%) | -37.71K Decreased by -9.06% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.56M (6.15%) | -159.30K Decreased by -10.22% | Feb 28, 26 |
| 2 | iShares Core S&P Mid-Cap ETF | 868.33K (3.43%) | 1.56K Increased by +0.18% | Apr 29, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 813.11K (3.21%) | -4.20K Decreased by -0.52% | Mar 31, 26 |
| 4 | Vanguard US Total Market Shares ETF | 802.15K (3.17%) | 484.00 Increased by +0.06% | Sep 30, 24 |
| 5 | Pacer US Small Cap Cash Cows 100 ETF | 609.99K (2.41%) | -2.08K Decreased by -0.34% | Nov 29, 24 |
| 6 | JHancock Disciplined Value Mid Cap I | 606.96K (2.40%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | iShares Russell 2000 ETF | 605.64K (2.39%) | -636.00 Decreased by -0.11% | Apr 29, 26 |
| 8 | Vanguard Small Cap Index | 593.04K (2.34%) | 8.36K Increased by +1.41% | Mar 31, 26 |
| 9 | Vanguard Information Technology ETF | 422.62K (1.67%) | -469.00 Decreased by -0.11% | Mar 31, 26 |
| 10 | T. Rowe Price All-Cap Opportunities Fund | 391.73K (1.55%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | T. Rowe Price US All-Cap Opp Eq Comp | 391.73K (1.55%) | 42.20K Increased by +10.77% | Mar 31, 26 |
| 12 | T. Rowe Price U.S. Value Equity Tr-D | 363.04K (1.43%) | 17.45K Increased by +4.81% | Mar 31, 26 |
| 13 | Vanguard Small Cap Growth Index Inv | 331.82K (1.31%) | 7.33K Increased by +2.21% | Mar 31, 26 |
| 14 | Disciplined Growth - Mid Cap Growth | 327.02K (1.29%) | 8.29K Increased by +2.54% | Dec 31, 24 |
| 15 | T. Rowe Price Integrated US Sm Gr Eq | 317.58K (1.25%) | -9.04K Decreased by -2.85% | Mar 31, 26 |
| 16 | T. Rowe Price Integrated US SmCapGrEq | 317.58K (1.25%) | -9.04K Decreased by -2.85% | Mar 31, 26 |
| 17 | First Trust SMID Cp Rising Div Achv ETF | 298.59K (1.18%) | 348.00 Increased by +0.12% | Apr 29, 26 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 287.10K (1.13%) | 6.50K Increased by +2.26% | Mar 31, 26 |
| 19 | T. Rowe Price US Value Equity Composite | 274.18K (1.08%) | -1.02K Decreased by -0.37% | Mar 31, 26 |
| 20 | T. Rowe Price Value | 274.18K (1.08%) | 0.00 Increased by 0.00% | Mar 31, 26 |