| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.32M (19.80%) | 108.92K Increased by +2.52% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 2.44M (11.16%) | 70.31K Increased by +2.89% | Dec 31, 25 |
| 3 | State Street Corporation | 1.39M (6.36%) | -119.60K Decreased by -8.62% | Mar 31, 24 |
| 4 | State Street Corp | 1.30M (5.95%) | 12.42K Increased by +0.96% | Dec 31, 25 |
| 5 | T. Rowe Price Investment Management,Inc. | 1.17M (5.34%) | 103.05K Increased by +8.83% | Dec 31, 23 |
| 6 | Starwood Capital Grp MGT, L.l.c. | 989.42K (4.53%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 7 | HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS | 934.75K (4.28%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | The Goldman Sachs Group Inc | 827.05K (3.79%) | 272.39K Increased by +32.94% | Dec 31, 25 |
| 9 | Copeland Capital Management, LLC | 728.17K (3.34%) | -3.83K Decreased by -0.53% | Mar 31, 26 |
| 10 | Geode Capital Management, LLC | 584.13K (2.68%) | 9.11K Increased by +1.56% | Dec 31, 25 |
| 11 | Brookfield Corp | 581.95K (2.67%) | 396.90K Increased by +68.20% | Mar 31, 25 |
| 12 | Goldman Sachs Group Inc | 517.20K (2.37%) | 12.19K Increased by +2.36% | Jun 30, 25 |
| 13 | Long Pond Capital, LP | 452.60K (2.07%) | -390.27K Decreased by -86.23% | Mar 31, 26 |
| 14 | Amvescap Plc. | 446.31K (2.04%) | 105.24K Increased by +23.58% | Mar 31, 26 |
| 15 | Deutsche Bank AG | 381.54K (1.75%) | 9.75K Increased by +2.56% | Dec 31, 24 |
| 16 | Charles Schwab Investment Management Inc | 351.48K (1.61%) | -3.45K Decreased by -0.98% | Dec 31, 25 |
| 17 | Northern Trust Corp | 348.05K (1.59%) | -12.73K Decreased by -3.66% | Mar 31, 26 |
| 18 | TMB Capital Partners, LLC | 344.72K (1.58%) | 344.72K Increased by +100.00% | Mar 31, 26 |
| 19 | Dimensional Fund Advisors, Inc. | 315.99K (1.45%) | -2.15K Decreased by -0.68% | Mar 31, 26 |
| 20 | Millennium Management LLC | 309.00K (1.42%) | -133.77K Decreased by -43.29% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.34M (6.12%) | 345.00 Increased by +0.03% | Apr 30, 26 |
| 2 | Vanguard Real Estate Index Investor | 801.06K (3.67%) | -8.00K Decreased by -1.00% | Mar 31, 26 |
| 3 | T. Rowe Price Small-Cap Value | 715.20K (3.28%) | 59.50K Increased by +8.32% | Dec 31, 23 |
| 4 | Vanguard US Total Market Shares ETF | 680.01K (3.11%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 672.29K (3.08%) | 20.89K Increased by +3.11% | Mar 31, 26 |
| 6 | iShares Russell 2000 ETF | 539.88K (2.47%) | 4.56K Increased by +0.84% | Apr 30, 26 |
| 7 | GS Glb Sm Cp CORE Eq Base Inc USD Snap | 323.39K (1.48%) | 126.81K Increased by +39.21% | Feb 28, 26 |
| 8 | T. Rowe Price U.S. SC Value Eq Tr-Z | 317.99K (1.46%) | 31.10K Increased by +9.78% | Dec 31, 23 |
| 9 | Invesco KBW Premium Yield Eq REIT ETF | 315.87K (1.45%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 257.54K (1.18%) | 13.89K Increased by +5.40% | Mar 31, 26 |
| 11 | ProShares Russell 2000 Dividend Growers | 230.64K (1.06%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 12 | Fidelity Small Cap Index | 225.97K (1.04%) | 4.03K Increased by +1.78% | Feb 28, 26 |
| 13 | Fidelity® Small Cap Index | 222.39K (1.02%) | 6.72K Increased by +3.02% | Oct 31, 23 |
| 14 | Highland Opportunities and Income Ord | 213.70K (0.98%) | 3.34K Increased by +1.56% | Dec 31, 25 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 202.98K (0.93%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | State Street SPDR Port S&P 600 Sm CpETF | 201.23K (0.92%) | 70.00 Increased by +0.03% | Apr 30, 26 |
| 17 | GS Glb Sm Cp CORE Eq Base Inc USD Close | 196.58K (0.90%) | 63.05K Increased by +32.08% | Jan 31, 26 |
| 18 | GS Global SmallCap CORE Eq Base USD | 196.58K (0.90%) | 63.05K Increased by +32.08% | Jan 31, 26 |
| 19 | Highland Global Allocation A | 195.36K (0.89%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 194.99K (0.89%) | 2.31K Increased by +1.18% | Aug 29, 25 |