| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.86M (20.52%) | -42.72K Decreased by -0.54% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 7.24M (18.89%) | 125.89K Increased by +1.74% | Dec 31, 25 |
| 3 | State Street Corp | 3.27M (8.54%) | 109.15K Increased by +3.33% | Sep 30, 25 |
| 4 | State Street Corporation | 3.09M (8.05%) | -190.42K Decreased by -6.17% | Mar 31, 24 |
| 5 | Geode Capital Management, LLC | 1.27M (3.31%) | 12.55K Increased by +0.99% | Dec 31, 25 |
| 6 | American Century Companies Inc | 985.36K (2.57%) | 173.12K Increased by +17.57% | Dec 31, 25 |
| 7 | Charles Schwab Investment Management Inc | 914.29K (2.39%) | -41.20K Decreased by -4.51% | Dec 31, 25 |
| 8 | Morgan Stanley - Brokerage Accounts | 861.15K (2.25%) | 140.42K Increased by +16.31% | Sep 30, 25 |
| 9 | Advisors Capital Management, LLC | 763.54K (1.99%) | 12.85K Increased by +1.68% | Dec 31, 25 |
| 10 | Nuveen, LLC | 682.20K (1.78%) | 38.20K Increased by +5.60% | Dec 31, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 656.11K (1.71%) | 389.00 Increased by +0.06% | Dec 31, 25 |
| 12 | Bank of New York Mellon Corp | 629.45K (1.64%) | -315.21K Decreased by -50.08% | Sep 30, 25 |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 617.54K (1.61%) | 11.72K Increased by +1.90% | Dec 31, 25 |
| 14 | Northern Trust Corp | 587.41K (1.53%) | -13.92K Decreased by -2.37% | Sep 30, 25 |
| 15 | Two Sigma Advisers, LLC | 579.90K (1.51%) | -15.30K Decreased by -2.64% | Dec 31, 25 |
| 16 | Marshall Wace Asset Management Ltd | 521.80K (1.36%) | -22.95K Decreased by -4.40% | Sep 30, 25 |
| 17 | Millennium Management LLC | 454.37K (1.19%) | 11.44K Increased by +2.52% | Dec 31, 25 |
| 18 | Two Sigma Investments LLC | 439.22K (1.15%) | -43.79K Decreased by -9.97% | Dec 31, 25 |
| 19 | JPMorgan Chase & Co | 420.99K (1.10%) | 202.34K Increased by +48.06% | Sep 30, 25 |
| 20 | Qube Research & Technologies | 366.69K (0.96%) | 117.57K Increased by +32.06% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.86M (7.46%) | 1.10K Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard Real Estate Index Investor | 1.78M (4.63%) | 55.50K Increased by +3.13% | Feb 28, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.50M (3.90%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 1.45M (3.79%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 1.14M (2.96%) | -9.26K Decreased by -0.82% | Mar 31, 26 |
| 6 | Vanguard Small Cap Index | 1.08M (2.82%) | 2.28K Increased by +0.21% | Feb 28, 26 |
| 7 | SPDR® S&P Global Div Aristocrats ETF | 846.65K (2.21%) | -31.01K Decreased by -3.66% | Jan 31, 25 |
| 8 | SPDR S&P Global Div Aristocrats ETF | 705.73K (1.84%) | 23.65K Increased by +3.35% | Aug 31, 25 |
| 9 | Vanguard Small Cap Value Index Inv | 694.57K (1.81%) | 2.10K Increased by +0.30% | Feb 28, 26 |
| 10 | American Century Small Cap Value Inv | 565.00K (1.47%) | 75.14K Increased by +13.30% | Dec 31, 25 |
| 11 | American Century U.S. Small Cap Value | 565.00K (1.47%) | 75.14K Increased by +13.30% | Dec 31, 25 |
| 12 | Stt Strt SPDR S&P Glbl DivAristETF | 564.43K (1.47%) | -195.43K Decreased by -34.62% | Feb 28, 26 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 520.54K (1.36%) | 5.27K Increased by +1.01% | Feb 28, 26 |
| 14 | TMA Global Health Care REIT Mother Fund | 500.62K (1.31%) | 11.08K Increased by +2.21% | Oct 18, 24 |
| 15 | Fidelity Small Cap Index | 447.45K (1.17%) | -6.55K Decreased by -1.46% | Jan 31, 26 |
| 16 | State Street SPDR Port S&P 600 Sm CpETF | 429.84K (1.12%) | -225.00 Decreased by -0.05% | Mar 31, 26 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 407.99K (1.06%) | 4.88K Increased by +1.20% | Aug 29, 25 |
| 18 | iShares Russell 2000 Value ETF | 407.60K (1.06%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 19 | Fidelity® Small Cap Index | 405.07K (1.06%) | 10.08K Increased by +2.49% | Oct 31, 23 |
| 20 | Advisors Capital Income w/Growth | 404.97K (1.06%) | 12.92K Increased by +3.19% | Dec 31, 25 |