| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.66M (15.52%) | -24.10K Decreased by -0.43% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.55M (12.48%) | -3.61K Decreased by -0.08% | Dec 31, 25 |
| 3 | State Street Corp | 1.92M (5.28%) | -21.72K Decreased by -1.13% | Sep 30, 25 |
| 4 | State Street Corporation | 1.48M (4.07%) | 471.15K Increased by +31.78% | Mar 31, 24 |
| 5 | Geode Capital Management, LLC | 921.95K (2.53%) | 3.69K Increased by +0.40% | Dec 31, 25 |
| 6 | Victory Capital Management Inc. | 722.35K (1.98%) | -29.26K Decreased by -4.05% | Dec 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 687.31K (1.89%) | -18.47K Decreased by -2.69% | Dec 31, 25 |
| 8 | GAMMA Investing LLC | 456.25K (1.25%) | 451.59K Increased by +98.98% | Mar 31, 25 |
| 9 | First Trust Advisors L.P. | 455.94K (1.25%) | -55.44K Decreased by -12.16% | Dec 31, 25 |
| 10 | Charles Schwab Investment Management Inc | 421.49K (1.16%) | -5.68K Decreased by -1.35% | Dec 31, 25 |
| 11 | Northern Trust Corp | 372.75K (1.02%) | -6.66K Decreased by -1.79% | Sep 30, 25 |
| 12 | Bank of New York Mellon Corp | 342.59K (0.94%) | -8.14K Decreased by -2.38% | Sep 30, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 338.27K (0.93%) | 2.36K Increased by +0.70% | Sep 30, 25 |
| 14 | T. Rowe Price Investment Management,Inc. | 316.32K (0.87%) | -543.00K Decreased by -171.66% | Jun 30, 25 |
| 15 | Gabelli Funds LLC | 271.20K (0.74%) | -1.60K Decreased by -0.59% | Dec 31, 25 |
| 16 | Barclays PLC | 266.80K (0.73%) | -3.09K Decreased by -1.16% | Jun 30, 25 |
| 17 | Qube Research & Technologies | 263.61K (0.72%) | 101.39K Increased by +38.46% | Dec 31, 25 |
| 18 | Silvercrest Asset Management Group LLC | 258.98K (0.71%) | -33.37K Decreased by -12.89% | Dec 31, 25 |
| 19 | Amvescap Plc. | 238.75K (0.65%) | 29.81K Increased by +12.49% | Jun 30, 25 |
| 20 | The Goldman Sachs Group Inc | 216.17K (0.59%) | 18.88K Increased by +8.73% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.19M (6.02%) | 810.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.17M (3.21%) | 12.95K Increased by +1.11% | Mar 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.16M (3.17%) | 1.17K Increased by +0.10% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 894.53K (2.45%) | -7.29K Decreased by -0.81% | Mar 31, 26 |
| 5 | Vanguard Small Cap Index | 844.25K (2.32%) | 14.96K Increased by +1.77% | Mar 31, 26 |
| 6 | Vanguard Small Cap Value Index Inv | 537.20K (1.47%) | 4.21K Increased by +0.78% | Mar 31, 26 |
| 7 | T. Rowe Price Small-Cap Value | 484.87K (1.33%) | -104.00 Decreased by -0.02% | Mar 31, 25 |
| 8 | Victory Small Cap Value CIT (Net 75) | 465.00K (1.28%) | 452.30K Increased by +97.27% | Dec 31, 25 |
| 9 | Victory Sycamore Small Company Opp R | 465.00K (1.28%) | -25.00K Decreased by -5.38% | Dec 31, 25 |
| 10 | First Trust Value Line® Dividend ETF | 445.47K (1.22%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 406.94K (1.12%) | 7.78K Increased by +1.91% | Mar 31, 26 |
| 12 | SPDR® S&P Dividend ETF | 399.38K (1.10%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 13 | Fidelity Small Cap Index | 356.55K (0.98%) | -5.56K Decreased by -1.56% | Jan 31, 26 |
| 14 | Fidelity® Small Cap Index | 351.95K (0.97%) | 9.80K Increased by +2.78% | Oct 31, 23 |
| 15 | State Street® SPDR® S&P® Dividend ETF | 351.18K (0.96%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 16 | iShares US Infrastructure ETF | 330.66K (0.91%) | 154.58K Increased by +46.75% | Feb 28, 26 |
| 17 | State Street SPDR Port S&P 600 Sm CpETF | 330.47K (0.91%) | -174.00 Decreased by -0.05% | Mar 31, 26 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 322.22K (0.88%) | 3.89K Increased by +1.21% | Aug 29, 25 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 320.60K (0.88%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | T. Rowe Price Small-Cap Stock | 317.98K (0.87%) | 12.30K Increased by +3.87% | Dec 31, 23 |