| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.23M (12.55%) | 1.94M Increased by +31.09% | Sep 30, 25 |
| 2 | Rubric Capital Management LP | 3.98M (8.02%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Allspring Global Investments Holdings, LLC | 3.95M (7.96%) | 105.58K Increased by +2.67% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 3.74M (7.53%) | 194.22K Increased by +5.19% | Dec 31, 25 |
| 5 | JPMorgan Chase & Co | 2.44M (4.92%) | 1.88M Increased by +76.95% | Sep 30, 25 |
| 6 | American Century Companies Inc | 2.30M (4.64%) | 385.59K Increased by +16.75% | Dec 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 2.17M (4.37%) | 111.72K Increased by +5.15% | Dec 31, 25 |
| 8 | State Street Corporation | 2.12M (4.27%) | -2.00K Decreased by -0.09% | Mar 31, 24 |
| 9 | Medina Singh Partners, LLC | 1.85M (3.72%) | -248.97K Decreased by -13.47% | Jun 30, 25 |
| 10 | Charles Schwab Investment Management Inc | 1.79M (3.60%) | 188.68K Increased by +10.55% | Dec 31, 25 |
| 11 | Invenomic Capital Management, LP | 1.72M (3.46%) | 30.18K Increased by +1.76% | Dec 31, 25 |
| 12 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.54M (3.11%) | 176.60K Increased by +11.44% | Jun 30, 24 |
| 13 | Boundary Creek Advisors LP | 1.31M (2.65%) | -631.30K Decreased by -48.05% | Jun 30, 25 |
| 14 | Geode Capital Management, LLC | 1.29M (2.60%) | 8.89K Increased by +0.69% | Dec 31, 25 |
| 15 | Nuveen, LLC | 1.22M (2.47%) | -115.39K Decreased by -9.42% | Dec 31, 25 |
| 16 | D. E. Shaw & Co LP | 1.19M (2.40%) | 13.95K Increased by +1.17% | Dec 31, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 1.18M (2.39%) | 129.00K Increased by +10.89% | Sep 30, 25 |
| 18 | State Street Corp | 1.17M (2.35%) | 39.90K Increased by +3.41% | Sep 30, 25 |
| 19 | Royce & Associates, LP | 1.09M (2.20%) | 226.09K Increased by +20.73% | Dec 31, 24 |
| 20 | Arnhold & S. Bleichroeder Advisers, LLC | 1.05M (2.12%) | 40.40K Increased by +3.83% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.50M (7.05%) | -897.00 Decreased by -0.03% | Feb 28, 25 |
| 2 | Allspring Special Small Cap Value A | 2.89M (5.81%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Avantis US Small Cap Value ETF | 2.31M (4.66%) | 2.10K Increased by +0.09% | Mar 31, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.71M (3.45%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | Loomis Sayles Sr Floating Rate and FI | 1.65M (3.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Vanguard US Total Market Shares ETF | 1.64M (3.30%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | iShares Russell 2000 ETF | 1.30M (2.62%) | -10.62K Decreased by -0.82% | Mar 31, 26 |
| 8 | iShares US Infrastructure ETF | 1.22M (2.45%) | -46.88K Decreased by -3.85% | Feb 28, 25 |
| 9 | First Eagle Small Cap Opportunity I | 954.47K (1.92%) | 14.64K Increased by +1.53% | Feb 28, 26 |
| 10 | CREF Stock R3 | 928.23K (1.87%) | 231.21K Increased by +24.91% | Jul 31, 25 |
| 11 | First Eagle US Small Cap Strategy | 923.94K (1.86%) | 37.48K Increased by +4.06% | Dec 31, 25 |
| 12 | Schwab Fundamental U.S. Small CompanyETF | 752.60K (1.52%) | -524.00 Decreased by -0.07% | Mar 31, 26 |
| 13 | Invenomic Institutional | 724.80K (1.46%) | -63.61K Decreased by -8.78% | Jan 31, 26 |
| 14 | Vanguard Small Cap Index | 659.48K (1.33%) | 546.00 Increased by +0.08% | Feb 28, 25 |
| 15 | Fidelity Tactical High Income Sr F8 | 642.18K (1.29%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 619.92K (1.25%) | 26.93K Increased by +4.34% | Mar 31, 26 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 615.51K (1.24%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | Brighthouse Small Cap Value A | 573.32K (1.15%) | 49.21K Increased by +8.58% | Dec 31, 25 |
| 19 | Royce Small-Cap Opportunity Invmt | 547.51K (1.10%) | 45.84K Increased by +8.37% | Dec 31, 24 |
| 20 | Fidelity® Small Cap Index | 526.70K (1.06%) | 14.84K Increased by +2.82% | Oct 31, 23 |