| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.68M (10.63%) | 101.66K Increased by +2.76% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 3.66M (10.57%) | -42.27K Decreased by -1.15% | Dec 31, 25 |
| 3 | Vanguard Portfolio Management, LLC | 1.93M (5.58%) | 1.93M Increased by +100.00% | Mar 31, 26 |
| 4 | State Street Corp | 1.63M (4.71%) | 432.03K Increased by +26.48% | Mar 31, 26 |
| 5 | Vanguard Capital Management, LLC | 1.45M (4.19%) | 1.45M Increased by +100.00% | Mar 31, 26 |
| 6 | T. Rowe Price Associates, Inc. | 1.38M (4.00%) | -72.81K Decreased by -5.26% | Mar 31, 26 |
| 7 | State Street Corporation | 1.23M (3.54%) | 462.00 Increased by +0.04% | Mar 31, 24 |
| 8 | AQR Capital Management LLC | 1.01M (2.93%) | 59.61K Increased by +5.88% | Mar 31, 26 |
| 9 | American Century Companies Inc | 1.00M (2.89%) | 292.83K Increased by +29.21% | Mar 31, 26 |
| 10 | Fuller & Thaler Asset Management Inc | 989.84K (2.86%) | -918.71K Decreased by -92.81% | Mar 31, 26 |
| 11 | Dimensional Fund Advisors, Inc. | 970.18K (2.80%) | 137.00K Increased by +14.12% | Mar 31, 26 |
| 12 | AllianceBernstein L.P. | 831.54K (2.40%) | -245.49K Decreased by -29.52% | Mar 31, 26 |
| 13 | First Trust Advisors L.P. | 827.32K (2.39%) | 25.95K Increased by +3.14% | Mar 31, 26 |
| 14 | Geode Capital Management, LLC | 728.17K (2.10%) | 209.00 Increased by +0.03% | Mar 31, 26 |
| 15 | T. Rowe Price Investment Management,Inc. | 721.09K (2.08%) | -366.69K Decreased by -50.85% | Mar 31, 25 |
| 16 | Ameriprise Financial Inc | 694.77K (2.01%) | 58.61K Increased by +8.44% | Mar 31, 26 |
| 17 | Massachusetts Financial Services Company | 598.79K (1.73%) | -617.45K Decreased by -103.12% | Mar 31, 26 |
| 18 | Adage Capital Partners Gp LLC | 558.00K (1.61%) | 193.00K Increased by +34.59% | Jun 30, 25 |
| 19 | International Assets Investment Management, LLC | 552.45K (1.59%) | 548.72K Increased by +99.32% | Sep 30, 24 |
| 20 | Qube Research & Technologies | 492.75K (1.42%) | 68.39K Increased by +13.88% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.20M (3.47%) | 228.00 Increased by +0.02% | May 29, 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 | 1.00M (2.89%) | 1.81K Increased by +0.18% | Apr 30, 26 |
| 4 | FullerThaler Behavioral Sm-Cp Eq R6 | 945.46K (2.73%) | 200.00 Increased by +0.02% | Apr 30, 26 |
| 5 | FullerThaler Beh Small-Cap Equity SMA | 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 | Avantis US Small Cap Value ETF | 729.27K (2.11%) | 0.00 Increased by 0.00% | May 30, 26 |
| 10 | Vanguard Small Cap Index | 728.78K (2.10%) | -1.64K Decreased by -0.23% | 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 US Mid-Cap Value Equity | 637.16K (1.84%) | -63.19K Decreased by -9.92% | Mar 31, 26 |
| 14 | T. Rowe Price Mid-Cap Value | 636.74K (1.84%) | -416.00 Decreased by -0.07% | Apr 30, 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 | 494.93K (1.43%) | -1.24K Decreased by -0.25% | May 31, 26 |
| 18 | Vanguard Small Cap Value Index Inv | 468.58K (1.35%) | 3.80K Increased by +0.81% | Apr 30, 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 |