| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.66M (10.57%) | -42.27K Decreased by -1.15% | Dec 31, 25 |
| 2 | BlackRock Inc | 3.58M (10.33%) | 46.79K Increased by +1.31% | Dec 31, 25 |
| 3 | T. Rowe Price Associates, Inc. | 1.46M (4.21%) | -172.19K Decreased by -11.82% | Dec 31, 25 |
| 4 | State Street Corporation | 1.23M (3.54%) | 462.00 Increased by +0.04% | Mar 31, 24 |
| 5 | State Street Corp | 1.20M (3.46%) | -39.56K Decreased by -3.30% | Dec 31, 25 |
| 6 | AllianceBernstein L.P. | 1.08M (3.11%) | -185.68K Decreased by -17.24% | Dec 31, 25 |
| 7 | Fuller & Thaler Asset Management Inc | 989.84K (2.86%) | -918.71K Decreased by -92.81% | Mar 31, 26 |
| 8 | Dimensional Fund Advisors, Inc. | 970.18K (2.80%) | 137.00K Increased by +14.12% | Mar 31, 26 |
| 9 | AQR Capital Management LLC | 953.78K (2.75%) | 190.35K Increased by +19.96% | Dec 31, 25 |
| 10 | First Trust Advisors L.P. | 801.38K (2.31%) | 162.11K Increased by +20.23% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 727.96K (2.10%) | 29.87K Increased by +4.10% | Dec 31, 25 |
| 12 | T. Rowe Price Investment Management,Inc. | 721.09K (2.08%) | -366.69K Decreased by -50.85% | Mar 31, 25 |
| 13 | American Century Companies Inc | 709.70K (2.05%) | 145.25K Increased by +20.47% | Dec 31, 25 |
| 14 | Ameriprise Financial Inc | 636.16K (1.84%) | -3.73K Decreased by -0.59% | Dec 31, 25 |
| 15 | Massachusetts Financial Services Company | 598.79K (1.73%) | -617.45K Decreased by -103.12% | Mar 31, 26 |
| 16 | Adage Capital Partners Gp LLC | 558.00K (1.61%) | 193.00K Increased by +34.59% | Jun 30, 25 |
| 17 | International Assets Investment Management, LLC | 552.45K (1.59%) | 548.72K Increased by +99.32% | Sep 30, 24 |
| 18 | JONES FINANCIAL COMPANIES LLLP | 488.61K (1.41%) | 488.23K Increased by +99.92% | Mar 31, 25 |
| 19 | Bank of New York Mellon Corp | 476.29K (1.37%) | -9.65K Decreased by -2.03% | Mar 31, 24 |
| 20 | Victory Capital Management Inc. | 468.68K (1.35%) | -131.63K Decreased by -28.09% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.20M (3.45%) | -608.00 Decreased by -0.05% | Apr 30, 26 |
| 2 | Vanguard US Total Market Shares ETF | 1.02M (2.94%) | 823.00 Increased by +0.08% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 998.99K (2.88%) | -22.42K Decreased by -2.24% | Mar 31, 26 |
| 4 | FullerThaler Beh Small-Cap Equity SMA | 910.66K (2.63%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | FullerThaler Behavioral Sm-Cp Eq R6 | 910.66K (2.63%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 6 | FullerThaler Behavioral Small-Cap Equity | 910.66K (2.63%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | Franklin Small Cap Value SMA Composite | 872.38K (2.52%) | 117.18K Increased by +13.43% | Jun 30, 25 |
| 8 | Franklin US Small Cap Value Equity | 872.38K (2.52%) | 117.18K Increased by +13.43% | Jun 30, 25 |
| 9 | Vanguard Small Cap Index | 730.42K (2.11%) | 2.72K Increased by +0.37% | Mar 31, 26 |
| 10 | Avantis US Small Cap Value ETF | 698.63K (2.02%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 11 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 675.96K (1.95%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Fuller & Thaler Behavioral Small-Cap Eq | 675.96K (1.95%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | T. Rowe Price Mid-Cap Value | 637.16K (1.84%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | T. Rowe Price US Mid-Cap Value Equity | 637.16K (1.84%) | -63.19K Decreased by -9.92% | Mar 31, 26 |
| 15 | American Century Mid Cap Value Inv | 523.10K (1.51%) | -37.11K Decreased by -7.10% | Dec 31, 24 |
| 16 | American Century U.S. Mid Cap Value | 523.10K (1.51%) | -37.11K Decreased by -7.10% | Dec 31, 24 |
| 17 | First Trust SMID Cp Rising Div Achv ETF | 489.88K (1.41%) | 658.00 Increased by +0.13% | Apr 30, 26 |
| 18 | Vanguard Small Cap Value Index Inv | 464.78K (1.34%) | -2.31K Decreased by -0.50% | Mar 31, 26 |
| 19 | First Trust Value Line® Dividend ETF | 445.09K (1.28%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | Delaware Small Cap Value A | 407.15K (1.18%) | -6.30K Decreased by -1.55% | Mar 31, 24 |