| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 12.31M (13.93%) | 173.67K Increased by +1.41% | Mar 31, 26 |
| 2 | Amvescap Plc. | 8.18M (9.26%) | 591.71K Increased by +7.23% | Mar 31, 26 |
| 3 | Vanguard Group Inc | 6.17M (6.98%) | 1.56M Increased by +25.27% | Dec 31, 25 |
| 4 | FMR Inc | 4.56M (5.16%) | -5.07M Decreased by -111.01% | Mar 31, 26 |
| 5 | Vanguard Capital Management, LLC | 3.72M (4.21%) | 3.72M Increased by +100.00% | Mar 31, 26 |
| 6 | State Street Corp | 3.43M (3.88%) | 92.83K Increased by +2.70% | Mar 31, 26 |
| 7 | Dimensional Fund Advisors, Inc. | 3.11M (3.51%) | 136.00K Increased by +4.38% | Mar 31, 26 |
| 8 | American Century Companies Inc | 2.45M (2.77%) | 391.19K Increased by +15.99% | Mar 31, 26 |
| 9 | Zimmer Partners LP | 2.38M (2.69%) | -1.89M Decreased by -79.33% | Mar 31, 26 |
| 10 | The Goldman Sachs Group Inc | 2.11M (2.39%) | -26.12K Decreased by -1.24% | Mar 31, 26 |
| 11 | T. Rowe Price Associates, Inc. | 2.05M (2.32%) | -273.43K Decreased by -13.34% | Mar 31, 26 |
| 12 | Geode Capital Management, LLC | 1.99M (2.25%) | 61.57K Increased by +3.09% | Mar 31, 26 |
| 13 | Vanguard Portfolio Management, LLC | 1.93M (2.19%) | 1.93M Increased by +100.00% | Mar 31, 26 |
| 14 | Citadel Advisors Llc | 1.90M (2.15%) | 489.16K Increased by +25.68% | Mar 31, 26 |
| 15 | Two Sigma Investments LLC | 1.80M (2.03%) | 893.60K Increased by +49.73% | Mar 31, 26 |
| 16 | Bank of America Corp | 1.54M (1.74%) | 219.21K Increased by +14.25% | Mar 31, 26 |
| 17 | Delaware Management Holdings Inc | 1.49M (1.69%) | 124.74K Increased by +8.36% | Mar 31, 26 |
| 18 | Atlantic Trust Group, LLC | 1.47M (1.66%) | 1.42M Increased by +96.82% | Dec 31, 25 |
| 19 | Wellington Management Company LLP | 1.31M (1.49%) | 1.28M Increased by +97.51% | Mar 31, 26 |
| 20 | 140 Summer Partners LP | 1.30M (1.47%) | 1.30M Increased by +100.00% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.66M (6.41%) | 1.98K Increased by +0.03% | May 29, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.73M (3.09%) | 25.79K Increased by +0.94% | Apr 30, 26 |
| 3 | Invesco SteelPath MLP Income Y | 2.54M (2.87%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | Avantis US Small Cap Value ETF | 2.28M (2.58%) | 0.00 Increased by 0.00% | May 30, 26 |
| 5 | iShares Russell 2000 ETF | 2.24M (2.54%) | 20.75K Increased by +0.92% | May 29, 26 |
| 6 | Invesco SteelPath MLP Select 40 Y | 2.14M (2.42%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 7 | Fidelity Dividend Growth | 1.54M (1.75%) | -89.60K Decreased by -5.81% | Apr 30, 26 |
| 8 | Global X MLP & Energy Infrastructure ETF | 1.01M (1.14%) | 1.84K Increased by +0.18% | May 29, 26 |
| 9 | Delaware Sm-Cap Val Eq | 977.62K (1.11%) | 65.50K Increased by +6.70% | Mar 31, 26 |
| 10 | Nomura Small Cap Value A | 961.82K (1.09%) | -15.80K Decreased by -1.64% | Apr 30, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 938.07K (1.06%) | 9.26K Increased by +0.99% | Apr 30, 26 |
| 12 | State Street SPDR Port S&P 600 Sm CpETF | 859.98K (0.97%) | 0.00 Increased by 0.00% | May 29, 26 |
| 13 | iShares S&P Small-Cap 600 Growth ETF | 826.55K (0.94%) | -2.50K Decreased by -0.30% | May 29, 26 |
| 14 | Fidelity Small Cap Index | 819.20K (0.93%) | -8.41K Decreased by -1.03% | Mar 31, 26 |
| 15 | iShares Russell 2000 Growth ETF | 765.08K (0.87%) | -4.98K Decreased by -0.65% | May 29, 26 |
| 16 | Fidelity Capital Appreciation | 737.70K (0.83%) | -95.10K Decreased by -12.89% | Apr 30, 26 |
| 17 | Center Coast Brookfield Midstream Foc I | 686.09K (0.78%) | 56.02K Increased by +8.16% | Dec 31, 25 |
| 18 | Invesco Main Street Small Cap R6 | 665.63K (0.75%) | 1.56K Increased by +0.23% | Apr 30, 26 |
| 19 | Invesco Small Cap Core | 664.07K (0.75%) | -234.61K Decreased by -35.33% | Mar 31, 26 |
| 20 | T. Rowe Price Real Assets Tr I-D | 636.20K (0.72%) | -79.25K Decreased by -12.46% | Mar 31, 26 |