| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.32M (14.89%) | -32.43K Decreased by -0.61% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 4.05M (11.34%) | 274.20K Increased by +6.77% | Dec 31, 25 |
| 3 | Reinhart Mahoney Capital Management Inc | 2.95M (8.25%) | 202.67K Increased by +6.88% | Mar 31, 26 |
| 4 | Amvescap Plc. | 2.40M (6.72%) | 1.26M Increased by +52.65% | Mar 31, 26 |
| 5 | Vanguard Portfolio Management, LLC | 2.15M (6.02%) | 2.15M Increased by +100.00% | Mar 31, 26 |
| 6 | Earnest Partners LLC | 2.07M (5.79%) | 483.52K Increased by +23.40% | Mar 31, 26 |
| 7 | The Goldman Sachs Group Inc | 1.66M (4.65%) | 189.67K Increased by +11.42% | Mar 31, 26 |
| 8 | Vanguard Capital Management, LLC | 1.53M (4.28%) | 1.53M Increased by +100.00% | Mar 31, 26 |
| 9 | Hawk Ridge Management LLC | 1.46M (4.10%) | 1.46M Increased by +100.00% | Mar 31, 26 |
| 10 | Charles Schwab Investment Management Inc | 1.43M (4.02%) | -162.32K Decreased by -11.32% | Mar 31, 26 |
| 11 | State Street Corp | 1.39M (3.89%) | 21.61K Increased by +1.56% | Mar 31, 26 |
| 12 | Bank of America Corp | 1.35M (3.77%) | -976.21K Decreased by -72.55% | Mar 31, 26 |
| 13 | SEI Investments Co | 1.31M (3.67%) | 423.38K Increased by +32.28% | Mar 31, 26 |
| 14 | State Street Corporation | 1.26M (3.53%) | 33.84K Increased by +2.68% | Mar 31, 24 |
| 15 | First Trust Advisors L.P. | 1.07M (3.01%) | 377.60K Increased by +35.14% | Dec 31, 24 |
| 16 | Jacobs Levy Equity Management, Inc. | 931.15K (2.61%) | 183.15K Increased by +19.67% | Mar 31, 26 |
| 17 | D. E. Shaw & Co LP | 899.84K (2.52%) | 272.96K Increased by +30.33% | Dec 31, 25 |
| 18 | Massachusetts Financial Services Company | 882.32K (2.47%) | 215.21K Increased by +24.39% | Sep 30, 24 |
| 19 | Geode Capital Management, LLC | 846.46K (2.37%) | 10.02K Increased by +1.18% | Mar 31, 26 |
| 20 | Royce & Associates, LP | 818.59K (2.29%) | 25.75K Increased by +3.15% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.17M (6.08%) | 890.00 Increased by +0.04% | May 29, 26 |
| 2 | Invesco High Yield Eq Div Achiev™ ETF | 1.84M (5.15%) | 0.00 Increased by 0.00% | May 29, 26 |
| 3 | EARNEST Partners Smid Cap Core Fdrs | 1.63M (4.56%) | 416.95K Increased by +25.62% | May 31, 26 |
| 4 | EARNEST Partners Smid Cap Core Founders | 1.21M (3.39%) | 18.41K Increased by +1.52% | Apr 30, 26 |
| 5 | iShares Core S&P Mid-Cap ETF | 1.16M (3.26%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.06M (2.98%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 7 | Vanguard US Total Market Shares ETF | 1.05M (2.95%) | -66.04K Decreased by -6.28% | Sep 30, 24 |
| 8 | Mawer Global Equity A | 1.03M (2.89%) | -18.91K Decreased by -1.83% | Jul 31, 25 |
| 9 | iShares Russell 2000 ETF | 864.75K (2.42%) | 8.01K Increased by +0.93% | May 29, 26 |
| 10 | Schwab US Dividend Equity ETF™ | 850.54K (2.38%) | 1.60K Increased by +0.19% | May 30, 26 |
| 11 | Manulife Global Equity Class F | 803.40K (2.25%) | -14.72K Decreased by -1.83% | Jul 31, 25 |
| 12 | Vanguard Small Cap Index | 782.77K (2.19%) | -3.31K Decreased by -0.42% | Apr 30, 26 |
| 13 | Mawer Global Small Cap A | 685.25K (1.92%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | MFS Core Equity A | 577.59K (1.62%) | -21.30K Decreased by -3.69% | Sep 30, 24 |
| 15 | MFS Research Equity - Industry Neutral | 577.59K (1.62%) | 159.69K Increased by +27.65% | Sep 30, 24 |
| 16 | Reinhart Genesis PMV Advisor | 573.83K (1.61%) | 79.00K Increased by +13.77% | Mar 31, 26 |
| 17 | Vanguard Small Cap Growth Index Inv | 504.38K (1.41%) | 539.00 Increased by +0.11% | Jan 31, 24 |
| 18 | Vanguard Small Cap Value Index Inv | 503.10K (1.41%) | 4.09K Increased by +0.81% | Apr 30, 26 |
| 19 | Manulife Global Balanced FT | 470.68K (1.32%) | -8.53K Decreased by -1.81% | Jul 31, 25 |
| 20 | Royce Small-Cap Quality Value Composite | 451.38K (1.26%) | 32.37K Increased by +7.17% | Mar 31, 26 |