| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.46M (14.89%) | -260.25K Decreased by -4.77% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 4.55M (12.41%) | -3.61K Decreased by -0.08% | Dec 31, 25 |
| 3 | Vanguard Portfolio Management, LLC | 2.66M (7.26%) | 2.66M Increased by +100.00% | Mar 31, 26 |
| 4 | State Street Corp | 1.92M (5.23%) | 25.52K Increased by +1.33% | Mar 31, 26 |
| 5 | Vanguard Capital Management, LLC | 1.64M (4.48%) | 1.64M Increased by +100.00% | Mar 31, 26 |
| 6 | State Street Corporation | 1.48M (4.04%) | 471.15K Increased by +31.78% | Mar 31, 24 |
| 7 | Geode Capital Management, LLC | 925.77K (2.53%) | 3.82K Increased by +0.41% | Mar 31, 26 |
| 8 | Victory Capital Management Inc. | 722.35K (1.97%) | -29.26K Decreased by -4.05% | Dec 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 684.27K (1.87%) | -3.04K Decreased by -0.44% | Mar 31, 26 |
| 10 | GAMMA Investing LLC | 456.25K (1.24%) | 451.59K Increased by +98.98% | Mar 31, 25 |
| 11 | First Trust Advisors L.P. | 446.87K (1.22%) | -9.07K Decreased by -2.03% | Mar 31, 26 |
| 12 | Charles Schwab Investment Management Inc | 418.15K (1.14%) | -3.34K Decreased by -0.80% | Mar 31, 26 |
| 13 | Northern Trust Corp | 360.85K (0.98%) | 8.73K Increased by +2.42% | Mar 31, 26 |
| 14 | Qube Research & Technologies | 330.04K (0.90%) | 66.43K Increased by +20.13% | Mar 31, 26 |
| 15 | Bank of New York Mellon Corp | 320.42K (0.87%) | 1.76K Increased by +0.55% | Mar 31, 26 |
| 16 | T. Rowe Price Investment Management,Inc. | 316.32K (0.86%) | -543.00K Decreased by -171.66% | Jun 30, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 306.39K (0.84%) | -22.22K Decreased by -7.25% | Mar 31, 26 |
| 18 | DePrince Race & Zollo Inc | 277.12K (0.76%) | 277.12K Increased by +100.00% | Mar 31, 26 |
| 19 | Gabelli Funds LLC | 271.20K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | Barclays PLC | 266.80K (0.73%) | -3.09K Decreased by -1.16% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.27M (6.20%) | 358.00 Increased by +0.02% | Jun 30, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.20M (3.28%) | 32.18K Increased by +2.68% | Jun 30, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.16M (3.15%) | 1.17K Increased by +0.10% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 972.88K (2.65%) | 5.78K Increased by +0.59% | Jun 30, 26 |
| 5 | Vanguard Small Cap Index | 867.22K (2.37%) | 24.98K Increased by +2.88% | Jun 30, 26 |
| 6 | Vanguard Small Cap Value Index Inv | 549.75K (1.50%) | 7.70K Increased by +1.40% | Jun 30, 26 |
| 7 | T. Rowe Price Small-Cap Value | 484.87K (1.32%) | -104.00 Decreased by -0.02% | Mar 31, 25 |
| 8 | Victory Small Cap Value CIT (Net 75) | 465.00K (1.27%) | 452.30K Increased by +97.27% | Dec 31, 25 |
| 9 | Victory Sycamore Small Company Opp R | 465.00K (1.27%) | -25.00K Decreased by -5.38% | Dec 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 433.38K (1.18%) | 19.83K Increased by +4.58% | Jun 30, 26 |
| 11 | First Trust Value Line® Dividend ETF | 412.35K (1.12%) | -672.00 Decreased by -0.16% | Jun 30, 26 |
| 12 | SPDR® S&P Dividend ETF | 399.38K (1.09%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 13 | State Street® SPDR® S&P® Dividend ETF | 369.84K (1.01%) | 468.00 Increased by +0.13% | Jun 30, 26 |
| 14 | Fidelity Small Cap Index | 365.28K (1.00%) | 3.21K Increased by +0.88% | Apr 30, 26 |
| 15 | iShares Russell 2000 Value ETF | 353.38K (0.96%) | -2.44K Decreased by -0.69% | Jun 30, 26 |
| 16 | Fidelity® Small Cap Index | 351.95K (0.96%) | 9.80K Increased by +2.78% | Oct 31, 23 |
| 17 | State Street SPDR Port S&P 600 Sm CpETF | 346.75K (0.95%) | -236.00 Decreased by -0.07% | Jun 30, 26 |
| 18 | iShares US Infrastructure ETF | 330.66K (0.90%) | 154.58K Increased by +46.75% | Feb 28, 26 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 322.22K (0.88%) | 3.89K Increased by +1.21% | Aug 29, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 320.60K (0.87%) | 0.00 Increased by 0.00% | Apr 30, 24 |