| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.21M (19.34%) | -189.03K Decreased by -4.49% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.44M (11.18%) | 70.31K Increased by +2.89% | Dec 31, 25 |
| 3 | State Street Corporation | 1.39M (6.37%) | -119.60K Decreased by -8.62% | Mar 31, 24 |
| 4 | State Street Corp | 1.29M (5.90%) | -21.68K Decreased by -1.69% | Sep 30, 25 |
| 5 | T. Rowe Price Investment Management,Inc. | 1.17M (5.36%) | 103.05K Increased by +8.83% | Dec 31, 23 |
| 6 | Starwood Capital Grp MGT, L.l.c. | 989.42K (4.54%) | 158.75K Increased by +16.04% | Dec 31, 25 |
| 7 | HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS | 934.75K (4.29%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | Long Pond Capital, LP | 842.87K (3.87%) | 298.78K Increased by +35.45% | Dec 31, 25 |
| 9 | The Goldman Sachs Group Inc | 827.05K (3.80%) | 272.39K Increased by +32.94% | Dec 31, 25 |
| 10 | Copeland Capital Management, LLC | 732.00K (3.36%) | -53.41K Decreased by -7.30% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 584.13K (2.68%) | 9.11K Increased by +1.56% | Dec 31, 25 |
| 12 | Brookfield Corp | 581.95K (2.67%) | 396.90K Increased by +68.20% | Mar 31, 25 |
| 13 | Goldman Sachs Group Inc | 517.20K (2.37%) | 12.19K Increased by +2.36% | Jun 30, 25 |
| 14 | Deutsche Bank AG | 381.54K (1.75%) | 9.75K Increased by +2.56% | Dec 31, 24 |
| 15 | Northern Trust Corp | 375.28K (1.72%) | -19.94K Decreased by -5.31% | Sep 30, 25 |
| 16 | Amvescap Plc. | 359.32K (1.65%) | -27.98K Decreased by -7.79% | Sep 30, 25 |
| 17 | Charles Schwab Investment Management Inc | 351.48K (1.61%) | -3.45K Decreased by -0.98% | Dec 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 318.77K (1.46%) | -22.11K Decreased by -6.94% | Sep 30, 25 |
| 19 | Dimensional Fund Advisors, Inc. | 318.13K (1.46%) | 4.56K Increased by +1.43% | Dec 31, 25 |
| 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 | 1.31M (6.01%) | 570.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard Real Estate Index Investor | 809.06K (3.71%) | 3.51K Increased by +0.43% | Feb 28, 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 (3.12%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 651.40K (2.99%) | 6.82K Increased by +1.05% | Feb 28, 26 |
| 6 | iShares Russell 2000 ETF | 557.34K (2.56%) | -4.56K Decreased by -0.82% | Mar 31, 26 |
| 7 | T. Rowe Price U.S. SC Value Eq Tr-Z | 317.99K (1.46%) | 31.10K Increased by +9.78% | Dec 31, 23 |
| 8 | Invesco KBW Premium Yield Eq REIT ETF | 315.25K (1.45%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 243.64K (1.12%) | 1.19K Increased by +0.49% | Feb 28, 26 |
| 10 | ProShares Russell 2000 Dividend Growers | 226.27K (1.04%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | Fidelity® Small Cap Index | 222.39K (1.02%) | 6.72K Increased by +3.02% | Oct 31, 23 |
| 12 | Fidelity Small Cap Index | 221.93K (1.02%) | -3.06K Decreased by -1.38% | Jan 31, 26 |
| 13 | Highland Opportunities and Income Ord | 213.70K (0.98%) | 3.34K Increased by +1.56% | Dec 31, 25 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 202.98K (0.93%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | State Street SPDR Port S&P 600 Sm CpETF | 200.57K (0.92%) | -105.00 Decreased by -0.05% | Mar 31, 26 |
| 16 | GS Glb Sm Cp CORE Eq Base Inc USD Close | 196.58K (0.90%) | 40.43K Increased by +20.56% | Jan 31, 26 |
| 17 | Highland Global Allocation A | 195.36K (0.90%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 194.99K (0.90%) | 2.31K Increased by +1.18% | Aug 29, 25 |
| 19 | iShares S&P Small-Cap 600 Growth ETF | 188.77K (0.87%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 168.44K (0.77%) | 0.00 Increased by 0.00% | Feb 28, 26 |