| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 19.62M (15.72%) | 896.01K Increased by +4.57% | Dec 31, 25 |
| 2 | Bain Capital Credit | 13.33M (10.68%) | -600.00K Decreased by -4.50% | Mar 31, 25 |
| 3 | Sourcerock Group LLC | 10.57M (8.47%) | -128.71K Decreased by -1.22% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 9.50M (7.61%) | -29.48K Decreased by -0.31% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 9.47M (7.58%) | 501.55K Increased by +5.30% | Mar 31, 26 |
| 6 | State Street Corporation | 7.74M (6.20%) | 1.58M Increased by +20.38% | Mar 31, 24 |
| 7 | State Street Corp | 6.33M (5.07%) | -529.73K Decreased by -8.37% | Dec 31, 25 |
| 8 | American Century Companies Inc | 5.59M (4.48%) | -176.09K Decreased by -3.15% | Dec 31, 25 |
| 9 | Philosophy Capital Management LLC | 4.49M (3.59%) | 234.20K Increased by +5.22% | Jun 30, 25 |
| 10 | Canada Pension Plan Investment Board | 4.03M (3.22%) | 25.00K Increased by +0.62% | Dec 31, 25 |
| 11 | Nuveen Asset Management, LLC | 3.48M (2.78%) | -303.68K Decreased by -8.74% | Jun 30, 24 |
| 12 | Citadel Advisors Llc | 3.16M (2.53%) | 417.46K Increased by +13.21% | Sep 30, 25 |
| 13 | Geode Capital Management, LLC | 3.06M (2.45%) | 141.52K Increased by +4.63% | Dec 31, 25 |
| 14 | Webs Creek Capital Management LP | 3.03M (2.43%) | -271.18K Decreased by -8.94% | Mar 31, 26 |
| 15 | MacKay Shields LLC | 3.01M (2.41%) | -90.00K Decreased by -2.99% | Dec 31, 25 |
| 16 | 40 North Industries LLC | 2.76M (2.21%) | -351.84K Decreased by -12.73% | Sep 30, 23 |
| 17 | HITE Hedge Asset Management MLP | 2.55M (2.04%) | 1.12M Increased by +43.84% | Jun 30, 24 |
| 18 | Charles Schwab Investment Management Inc | 2.45M (1.96%) | 9.19K Increased by +0.38% | Dec 31, 25 |
| 19 | UBS Asset Mgmt Americas Inc | 2.43M (1.95%) | -385.76K Decreased by -15.87% | Mar 31, 26 |
| 20 | Lasry Marc | 2.30M (1.84%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 7.67M (6.14%) | 1.77K Increased by +0.02% | Apr 30, 26 |
| 2 | Avantis US Small Cap Value ETF | 4.90M (3.93%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 3 | Vanguard US Total Market Shares ETF | 4.32M (3.46%) | -535.14K Decreased by -12.38% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.81M (3.05%) | 24.63K Increased by +0.65% | Mar 31, 26 |
| 5 | SttStrtSPDRS&POil&GasExplor&ProdtnETF | 3.40M (2.72%) | 85.03K Increased by +2.50% | Apr 30, 26 |
| 6 | iShares Russell 2000 ETF | 3.02M (2.42%) | 25.43K Increased by +0.84% | Apr 30, 26 |
| 7 | BNP Paribas US Small Cap ClassicC | 2.39M (1.92%) | -118.32K Decreased by -4.95% | Mar 31, 26 |
| 8 | DFA US Small Cap Value I | 2.16M (1.73%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | MainStay MacKay High Yield Corp Bd B | 2.07M (1.66%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | NYLI MacKay High Yield Corp Bond Cl R6 | 2.07M (1.66%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | NYLI MacKay High Yield Corporate Bd Cl B | 2.07M (1.66%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | BNP Paribas US Small Cap Classic R | 1.74M (1.40%) | -210.76K Decreased by -12.10% | May 31, 25 |
| 13 | SPDR® S&P Oil & Gas Explor & Prodtn ETF | 1.49M (1.19%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 1.41M (1.13%) | 31.81K Increased by +2.26% | Mar 31, 26 |
| 15 | Fidelity Small Cap Index | 1.27M (1.02%) | 19.11K Increased by +1.50% | Feb 28, 26 |
| 16 | Dimensional US Targeted Value ETF | 1.22M (0.97%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.19M (0.96%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | Franklin Bank Loans Composite | 1.17M (0.94%) | 101.30K Increased by +8.62% | Jun 30, 25 |
| 19 | iShares S&P Small-Cap 600 Value ETF | 1.17M (0.94%) | -2.11K Decreased by -0.18% | Apr 30, 26 |
| 20 | State Street SPDR Port S&P 600 Sm CpETF | 1.14M (0.92%) | 400.00 Increased by +0.03% | Apr 30, 26 |