| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.87M (10.22%) | 122.43K Increased by +1.78% | Mar 31, 26 |
| 2 | Blueprint Financial Advisors LLC | 6.10M (9.08%) | 22.00K Increased by +0.36% | Mar 31, 26 |
| 3 | Blueprint Investment Partners | 6.10M (9.08%) | 22.00K Increased by +0.36% | Mar 31, 26 |
| 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 | Vanguard Portfolio Management, LLC | 2.96M (4.41%) | 2.96M Increased by +100.00% | Mar 31, 26 |
| 7 | AQR Capital Management LLC | 2.47M (3.67%) | 392.27K Increased by +15.88% | Mar 31, 26 |
| 8 | Vanguard Capital Management, LLC | 2.40M (3.57%) | 2.40M Increased by +100.00% | Mar 31, 26 |
| 9 | First Trust Advisors L.P. | 2.28M (3.39%) | 130.41K Increased by +5.73% | Mar 31, 26 |
| 10 | DePrince Race & Zollo Inc | 2.16M (3.21%) | 334.57K Increased by +15.49% | Mar 31, 26 |
| 11 | Thrivent Financial For Lutherans | 2.15M (3.20%) | 698.89K Increased by +32.48% | Jun 30, 25 |
| 12 | Earnest Partners LLC | 2.08M (3.09%) | 19.05K Increased by +0.92% | Mar 31, 26 |
| 13 | Quantinno Capital Management LP | 1.99M (2.97%) | 610.02K Increased by +30.61% | Mar 31, 26 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.98M (2.94%) | -69.33K Decreased by -3.51% | Mar 31, 26 |
| 15 | State Street Corp | 1.89M (2.81%) | 88.88K Increased by +4.70% | Mar 31, 26 |
| 16 | Wellington Management Company LLP | 1.89M (2.81%) | -465.87K Decreased by -24.65% | Dec 31, 24 |
| 17 | Bank of New York Mellon Corp | 1.78M (2.65%) | -36.48K Decreased by -2.05% | Mar 31, 26 |
| 18 | American Century Companies Inc | 1.75M (2.61%) | 263.02K Increased by +15.01% | Mar 31, 26 |
| 19 | Hood River Capital Management LLC | 1.73M (2.57%) | 701.86K Increased by +40.60% | Mar 31, 26 |
| 20 | Copeland Capital Management, LLC | 1.57M (2.34%) | -50.45K Decreased by -3.21% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.02M (4.49%) | 1.17K Increased by +0.04% | May 29, 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%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 4 | Avantis US Small Cap Value ETF | 1.70M (2.53%) | 759.00 Increased by +0.04% | May 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 (1.99%) | 244.01K Increased by +18.20% | Jun 30, 25 |
| 9 | American Century U.S. Small Cap Growth | 1.34M (1.99%) | 244.01K Increased by +18.20% | Jun 30, 25 |
| 10 | Vanguard Small Cap Index | 1.28M (1.90%) | -153.00 Decreased by -0.01% | Apr 30, 26 |
| 11 | DFA US Small Cap Value I | 1.21M (1.79%) | 0.00 Increased by 0.00% | Apr 30, 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%) | 294.00 Increased by +0.03% | Apr 30, 26 |
| 14 | First Trust SMID Cp Rising Div Achv ETF | 1.15M (1.71%) | 9.71K Increased by +0.85% | Jan 31, 24 |
| 15 | Hood River Small-Cap Growth Instl | 1.13M (1.69%) | 519.47K Increased by +45.86% | Mar 31, 26 |
| 16 | Vanguard Small Cap Value Index Inv | 819.50K (1.22%) | 5.59K Increased by +0.68% | Apr 30, 26 |
| 17 | DFA US Targeted Value I | 750.59K (1.12%) | 53.83K Increased by +7.17% | Apr 30, 26 |
| 18 | BNP Paribas US Small Cap Classic R | 747.64K (1.11%) | -15.05K Decreased by -2.01% | May 31, 25 |
| 19 | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | 697.00K (1.04%) | 0.00 Increased by 0.00% | Aug 28, 25 |
| 20 | MFS New Discovery Value I | 646.84K (0.96%) | -4.25K Decreased by -0.66% | Nov 30, 24 |