| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.75M (10.04%) | 118.99K Increased by +1.76% | Dec 31, 25 |
| 2 | Blueprint Financial Advisors LLC | 6.08M (9.05%) | 5.87M Increased by +96.61% | Dec 31, 25 |
| 3 | Blueprint Investment Partners | 6.08M (9.05%) | 5.87M Increased by +96.64% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 5.02M (7.46%) | 158.12K Increased by +3.15% | Mar 31, 26 |
| 5 | Vanguard Group Inc | 4.50M (6.70%) | -18.30K Decreased by -0.41% | Dec 31, 25 |
| 6 | DePrince Race & Zollo Inc | 2.16M (3.21%) | 334.57K Increased by +15.49% | Mar 31, 26 |
| 7 | Thrivent Financial For Lutherans | 2.15M (3.20%) | 698.89K Increased by +32.48% | Jun 30, 25 |
| 8 | First Trust Advisors L.P. | 2.15M (3.20%) | 87.08K Increased by +4.06% | Dec 31, 25 |
| 9 | AQR Capital Management LLC | 2.08M (3.09%) | 817.26K Increased by +39.34% | Dec 31, 25 |
| 10 | Earnest Partners LLC | 2.06M (3.06%) | -97.46K Decreased by -4.73% | Dec 31, 25 |
| 11 | Morgan Stanley - Brokerage Accounts | 2.05M (3.05%) | -474.80K Decreased by -23.20% | Dec 31, 25 |
| 12 | Wellington Management Company LLP | 1.89M (2.81%) | -465.87K Decreased by -24.65% | Dec 31, 24 |
| 13 | State Street Corp | 1.80M (2.68%) | 38.37K Increased by +2.13% | Dec 31, 25 |
| 14 | Bank of New York Mellon Corp | 1.78M (2.65%) | -36.48K Decreased by -2.05% | Mar 31, 26 |
| 15 | GW&K Investment Management, LLC | 1.75M (2.60%) | -12.60K Decreased by -0.72% | Dec 31, 25 |
| 16 | Copeland Capital Management, LLC | 1.57M (2.34%) | -50.45K Decreased by -3.21% | Mar 31, 25 |
| 17 | American Century Companies Inc | 1.49M (2.22%) | -145.08K Decreased by -9.74% | Dec 31, 25 |
| 18 | Quantinno Capital Management LP | 1.38M (2.06%) | 278.76K Increased by +20.15% | Dec 31, 25 |
| 19 | BMO Capital Markets Corp. | 1.13M (1.68%) | 1.13M Increased by +100.00% | Dec 31, 23 |
| 20 | Bank of Montreal | 1.13M (1.68%) | 1.13M Increased by +100.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.04M (4.52%) | 729.00 Increased by +0.02% | Apr 30, 26 |
| 2 | First Trust RBA Amer Indl RenaisTM ETF | 1.90M (2.82%) | 1.25K Increased by +0.07% | Mar 31, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.76M (2.62%) | 455.90K Increased by +25.93% | Mar 31, 26 |
| 4 | Avantis US Small Cap Value ETF | 1.64M (2.45%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 5 | EARNEST Small/Mid Cap Value | 1.57M (2.33%) | 1.57M Increased by +99.84% | Dec 31, 23 |
| 6 | First Trust Value Line® Dividend ETF | 1.55M (2.30%) | -1.94K Decreased by -0.13% | Jul 31, 25 |
| 7 | Thrivent Small Cap Stock A | 1.48M (2.20%) | 40.01K Increased by +2.71% | Jun 30, 25 |
| 8 | American Century Small Cap Growth Inv | 1.34M (2.00%) | 244.01K Increased by +18.20% | Jun 30, 25 |
| 9 | American Century U.S. Small Cap Growth | 1.34M (2.00%) | 244.01K Increased by +18.20% | Jun 30, 25 |
| 10 | Vanguard Small Cap Index | 1.28M (1.90%) | 334.10K Increased by +26.15% | Mar 31, 26 |
| 11 | DFA US Small Cap Value I | 1.21M (1.79%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 12 | Vanguard US Total Market Shares ETF | 1.16M (1.73%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | BNP Paribas US Small Cap ClassicC | 1.16M (1.72%) | -57.26K Decreased by -4.95% | Mar 31, 26 |
| 14 | First Trust SMID Cp Rising Div Achv ETF | 1.15M (1.71%) | 9.71K Increased by +0.85% | Jan 31, 24 |
| 15 | Vanguard Small Cap Value Index Inv | 813.90K (1.21%) | 208.68K Increased by +25.64% | Mar 31, 26 |
| 16 | BNP Paribas US Small Cap Classic R | 747.64K (1.11%) | -15.05K Decreased by -2.01% | May 31, 25 |
| 17 | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | 697.00K (1.04%) | 0.00 Increased by 0.00% | Aug 28, 25 |
| 18 | DFA US Targeted Value I | 696.75K (1.04%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 19 | MFS New Discovery Value I | 646.84K (0.96%) | -4.25K Decreased by -0.66% | Nov 30, 24 |
| 20 | Hood River Small-Cap Growth Instl | 613.20K (0.91%) | 613.20K Increased by +100.00% | Dec 31, 25 |