| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.36M (15.47%) | -67.08K Decreased by -1.05% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 5.06M (12.31%) | -36.60K Decreased by -0.72% | Dec 31, 25 |
| 3 | State Street Corporation | 1.58M (3.84%) | 37.71K Increased by +2.39% | Mar 31, 24 |
| 4 | State Street Corp | 1.57M (3.81%) | -6.57K Decreased by -0.42% | Sep 30, 25 |
| 5 | JPMorgan Chase & Co | 1.21M (2.95%) | 869.51K Increased by +71.80% | Sep 30, 25 |
| 6 | Geode Capital Management, LLC | 1.02M (2.48%) | 4.16K Increased by +0.41% | Dec 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 850.73K (2.07%) | -8.29K Decreased by -0.97% | Dec 31, 25 |
| 8 | First Trust Advisors L.P. | 810.64K (1.97%) | -653.98K Decreased by -80.67% | Dec 31, 25 |
| 9 | Caisse De Depot Et Placement Du Quebec | 554.73K (1.35%) | -1.13K Decreased by -0.20% | Dec 31, 25 |
| 10 | LSV Asset Management | 536.94K (1.31%) | 367.87K Increased by +68.51% | Dec 31, 25 |
| 11 | Charles Schwab Investment Management Inc | 532.69K (1.30%) | -8.77K Decreased by -1.65% | Dec 31, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 531.69K (1.29%) | 100.79K Increased by +18.96% | Sep 30, 25 |
| 13 | Millennium Management LLC | 476.58K (1.16%) | 166.38K Increased by +34.91% | Jun 30, 25 |
| 14 | Gabelli Funds LLC | 469.10K (1.14%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | Northern Trust Corp | 442.86K (1.08%) | 34.89K Increased by +7.88% | Sep 30, 25 |
| 16 | Bank of America Corp | 377.23K (0.92%) | -31.93K Decreased by -8.46% | Sep 30, 25 |
| 17 | Bank of New York Mellon Corp | 371.29K (0.90%) | -13.18K Decreased by -3.55% | Sep 30, 25 |
| 18 | Adage Capital Partners Gp LLC | 344.15K (0.84%) | 179.15K Increased by +52.06% | Dec 31, 25 |
| 19 | The Goldman Sachs Group Inc | 329.16K (0.80%) | 6.41K Increased by +1.95% | Dec 31, 25 |
| 20 | Nuveen Asset Management, LLC | 283.08K (0.69%) | -37.56K Decreased by -13.27% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.52M (6.12%) | 910.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 1.32M (3.21%) | 1.08K Increased by +0.08% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.32M (3.21%) | 3.13K Increased by +0.24% | Feb 28, 26 |
| 4 | Vanguard Small Cap Index | 952.17K (2.32%) | 2.90K Increased by +0.30% | Feb 28, 26 |
| 5 | iShares Russell 2000 ETF | 939.91K (2.29%) | -7.66K Decreased by -0.82% | Mar 31, 26 |
| 6 | FullerThaler Behavioral Sm-Cp Eq R6 | 677.02K (1.65%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | FullerThaler Behavioral Small-Cap Equity | 677.02K (1.65%) | 0.00 Increased by 0.00% | May 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 611.20K (1.49%) | 1.75K Increased by +0.29% | Feb 28, 26 |
| 9 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 516.12K (1.26%) | 128.46K Increased by +24.89% | Sep 30, 23 |
| 10 | Fuller & Thaler Behavioral Small-Cap Eq | 516.12K (1.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | First Trust SMID Cp Rising Div Achv ETF | 513.93K (1.25%) | 500.00 Increased by +0.10% | Mar 31, 26 |
| 12 | First Trust Value Line® Dividend ETF | 463.51K (1.13%) | 117.00 Increased by +0.03% | Aug 28, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 456.25K (1.11%) | 4.67K Increased by +1.02% | Feb 28, 26 |
| 14 | iShares S&P Small-Cap 600 Growth ETF | 410.52K (1.00%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 15 | Fidelity® Small Cap Index | 398.20K (0.97%) | 10.80K Increased by +2.71% | Oct 31, 23 |
| 16 | Gabelli Utilities AAA | 393.50K (0.96%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | State Street SPDR Port S&P 600 Sm CpETF | 379.32K (0.92%) | -198.00 Decreased by -0.05% | Mar 31, 26 |
| 18 | Fidelity Small Cap Index | 373.36K (0.91%) | -4.83K Decreased by -1.29% | Jan 31, 26 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 370.38K (0.90%) | 4.42K Increased by +1.19% | Aug 29, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 369.60K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |