| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.26M (15.94%) | 120.40K Increased by +1.30% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.47M (7.69%) | 115.80K Increased by +2.59% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 3.80M (6.54%) | -2.23K Decreased by -0.06% | Dec 31, 25 |
| 4 | Renaissance Technologies Corp | 3.65M (6.29%) | -177.99K Decreased by -4.87% | Dec 31, 25 |
| 5 | First Trust Advisors L.P. | 2.91M (5.00%) | 278.82K Increased by +9.60% | Dec 31, 25 |
| 6 | State Street Corporation | 2.55M (4.40%) | 41.16K Increased by +1.61% | Mar 31, 24 |
| 7 | State Street Corp | 2.39M (4.12%) | -44.82K Decreased by -1.87% | Sep 30, 25 |
| 8 | Frontier Capital Management CO Inc | 1.91M (3.29%) | 117.46K Increased by +6.14% | Dec 31, 25 |
| 9 | American Century Companies Inc | 1.86M (3.20%) | 8.34K Increased by +0.45% | Dec 31, 25 |
| 10 | Pacer Advisors, INC. | 1.85M (3.19%) | -285.70K Decreased by -15.43% | Dec 31, 24 |
| 11 | Copeland Capital Management, LLC | 1.72M (2.96%) | 774.28K Increased by +45.10% | Dec 31, 25 |
| 12 | LSV Asset Management | 1.68M (2.90%) | -27.17K Decreased by -1.61% | Dec 31, 25 |
| 13 | Geode Capital Management, LLC | 1.68M (2.89%) | 109.01K Increased by +6.48% | Dec 31, 25 |
| 14 | Goldman Sachs Group Inc | 1.40M (2.41%) | -149.02K Decreased by -10.66% | Jun 30, 25 |
| 15 | Qube Research & Technologies | 1.24M (2.13%) | 436.10K Increased by +35.27% | Dec 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 1.14M (1.97%) | -224.30K Decreased by -19.63% | Sep 30, 25 |
| 17 | The Goldman Sachs Group Inc | 1.08M (1.86%) | 424.62K Increased by +39.36% | Dec 31, 25 |
| 18 | Nuveen, LLC | 1.05M (1.80%) | -137.76K Decreased by -13.14% | Dec 31, 25 |
| 19 | Bank of New York Mellon Corp | 1.01M (1.73%) | -59.05K Decreased by -5.86% | Sep 30, 25 |
| 20 | Northern Trust Corp | 999.59K (1.72%) | 98.70K Increased by +9.87% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.65M (6.29%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 2.72M (4.68%) | 530.00 Increased by +0.02% | Mar 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.96M (3.37%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.93M (3.32%) | 20.38K Increased by +1.06% | Feb 28, 26 |
| 5 | iShares Russell 2000 ETF | 1.57M (2.71%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Avantis US Small Cap Value ETF | 1.53M (2.63%) | 1.23K Increased by +0.08% | Mar 31, 26 |
| 7 | FullerThaler Behavioral Sm-Cp Eq R6 | 854.36K (1.47%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | FullerThaler Behavioral Small-Cap Equity | 854.36K (1.47%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 9 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 798.34K (1.37%) | 232.53K Increased by +29.13% | Sep 30, 23 |
| 10 | Fuller & Thaler Behavioral Small-Cap Eq | 798.34K (1.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 658.98K (1.13%) | 6.65K Increased by +1.01% | Feb 28, 26 |
| 12 | Fidelity® Small Cap Index | 647.85K (1.12%) | 17.64K Increased by +2.72% | Oct 31, 23 |
| 13 | Fidelity Small Cap Index | 635.00K (1.09%) | -8.82K Decreased by -1.39% | Jan 31, 26 |
| 14 | DFA US Targeted Value I | 586.44K (1.01%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 584.54K (1.01%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | DFA US Small Cap Value I | 575.27K (0.99%) | 25.11K Increased by +4.37% | Feb 28, 26 |
| 17 | iShares Russell 2000 Value ETF | 554.33K (0.95%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | State Street SPDR Port S&P 600 Sm CpETF | 546.34K (0.94%) | -288.00 Decreased by -0.05% | Mar 31, 26 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 546.15K (0.94%) | 6.53K Increased by +1.20% | Aug 29, 25 |
| 20 | Dimensional US Targeted Value ETF | 485.35K (0.84%) | 0.00 Increased by 0.00% | Mar 31, 26 |