| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.40M (19.85%) | 29.51K Increased by +0.87% | Mar 31, 26 |
| 2 | T. Rowe Price Associates, Inc. | 2.14M (12.50%) | -1.30M Decreased by -60.50% | Dec 31, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.73M (10.11%) | 4.04K Increased by +0.23% | Mar 31, 26 |
| 4 | Vanguard Group Inc | 1.59M (9.29%) | 59.02K Increased by +3.70% | Dec 31, 25 |
| 5 | State Street Corporation | 1.02M (5.95%) | -31.16K Decreased by -3.06% | Mar 31, 24 |
| 6 | AllianceBernstein L.P. | 962.45K (5.61%) | -153.84K Decreased by -15.98% | Mar 31, 26 |
| 7 | State Street Corp | 866.93K (5.05%) | -10.89K Decreased by -1.26% | Mar 31, 26 |
| 8 | Vanguard Capital Management, LLC | 849.26K (4.95%) | 849.26K Increased by +100.00% | Mar 31, 26 |
| 9 | Pacer Advisors, INC. | 838.37K (4.89%) | 16.38K Increased by +1.95% | Dec 31, 24 |
| 10 | J. Goldman & Co LP | 797.88K (4.65%) | 31.43K Increased by +3.94% | Dec 31, 25 |
| 11 | American Century Companies Inc | 796.01K (4.64%) | 70.45K Increased by +8.85% | Mar 31, 26 |
| 12 | Neuberger Berman Group LLC | 685.87K (4.00%) | -174.64K Decreased by -25.46% | Mar 31, 25 |
| 13 | Bragg Financial Advisors Inc | 672.55K (3.92%) | 3.65K Increased by +0.54% | Mar 31, 26 |
| 14 | Geode Capital Management, LLC | 619.68K (3.61%) | 90.73K Increased by +14.64% | Mar 31, 26 |
| 15 | Amvescap Plc. | 580.66K (3.39%) | 155.69K Increased by +26.81% | Mar 31, 26 |
| 16 | Charles Schwab Investment Management Inc | 575.64K (3.36%) | -33.62K Decreased by -5.84% | Mar 31, 26 |
| 17 | Allianz Asset Management AG | 574.38K (3.35%) | 146.05K Increased by +25.43% | Mar 31, 26 |
| 18 | Vanguard Portfolio Management, LLC | 526.13K (3.07%) | 526.13K Increased by +100.00% | Mar 31, 26 |
| 19 | JPMorgan Chase & Co | 523.92K (3.05%) | 242.19K Increased by +46.23% | Sep 30, 25 |
| 20 | JONES FINANCIAL COMPANIES LLLP | 518.56K (3.02%) | 518.35K Increased by +99.96% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.23M (7.18%) | 530.00 Increased by +0.04% | May 29, 26 |
| 2 | T. Rowe Price Mid-Cap Value | 1.19M (6.92%) | -796.10K Decreased by -67.10% | Dec 31, 23 |
| 3 | T. Rowe Price US Mid-Cap Value Equity | 1.19M (6.92%) | -796.10K Decreased by -67.10% | Dec 31, 23 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 733.50K (4.28%) | -5.31K Decreased by -0.72% | Feb 28, 25 |
| 5 | Avantis US Small Cap Value ETF | 709.96K (4.14%) | 264.00 Increased by +0.04% | May 30, 26 |
| 6 | Vanguard US Total Market Shares ETF | 662.83K (3.86%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | FPA Queens Road Small Cap Value Inv | 631.71K (3.68%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 8 | DFA US Small Cap Value I | 627.76K (3.66%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 9 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 625.88K (3.65%) | -332.97K Decreased by -53.20% | Dec 31, 23 |
| 10 | iShares Russell 2000 ETF | 495.55K (2.89%) | 4.58K Increased by +0.92% | May 29, 26 |
| 11 | Neuberger Berman Glb Eq Mgtrnd USD IAcc | 471.88K (2.75%) | -82.73K Decreased by -17.53% | Mar 31, 25 |
| 12 | Fidelity Value | 435.20K (2.54%) | 19.10K Increased by +4.39% | Nov 30, 23 |
| 13 | Fidelity® Value | 435.20K (2.54%) | 19.10K Increased by +4.39% | Nov 30, 23 |
| 14 | PIMCO RAE US Small Instl | 402.08K (2.34%) | 77.44K Increased by +19.26% | Mar 31, 26 |
| 15 | Vanguard Total Stock Mkt Idx Inv | 373.45K (2.18%) | -199.40K Decreased by -53.39% | Apr 30, 26 |
| 16 | PIMCO RAE US Small | 324.63K (1.89%) | 32.30K Increased by +9.95% | Dec 31, 25 |
| 17 | Fidelity® Small Cap Index | 263.90K (1.54%) | 7.32K Increased by +2.77% | Oct 31, 23 |
| 18 | Schwab Fundamental U.S. Small CompanyETF | 248.62K (1.45%) | -100.00 Decreased by -0.04% | May 30, 26 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 246.06K (1.43%) | 50.00 Increased by +0.02% | Feb 29, 24 |
| 20 | Vanguard Small Cap Index | 239.06K (1.39%) | 855.00 Increased by +0.36% | May 31, 25 |