| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.89M (13.46%) | 351.41K Increased by +12.18% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.16M (10.10%) | 37.49K Increased by +1.73% | Dec 31, 25 |
| 3 | First Trust Advisors L.P. | 1.58M (7.39%) | 1.56M Increased by +98.40% | Jun 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.13M (5.25%) | 12.04K Increased by +1.07% | Dec 31, 25 |
| 5 | State Street Corp | 675.60K (3.15%) | 158.93K Increased by +23.52% | Sep 30, 25 |
| 6 | Geode Capital Management, LLC | 584.30K (2.73%) | 28.80K Increased by +4.93% | Dec 31, 25 |
| 7 | Allspring Global Investments Holdings, LLC | 491.15K (2.29%) | -473.00K Decreased by -96.30% | Dec 31, 25 |
| 8 | Renaissance Technologies Corp | 455.19K (2.12%) | -60.80K Decreased by -13.36% | Dec 31, 25 |
| 9 | State Street Corporation | 395.94K (1.85%) | 4.90K Increased by +1.24% | Mar 31, 24 |
| 10 | Amvescap Plc. | 316.82K (1.48%) | 156.93K Increased by +49.53% | Sep 30, 25 |
| 11 | HFR Wealth Management, LLC | 293.73K (1.37%) | -459.00 Decreased by -0.16% | Dec 31, 25 |
| 12 | Two Sigma Investments LLC | 222.62K (1.04%) | 48.52K Increased by +21.79% | Jun 30, 25 |
| 13 | Goldman Sachs Group Inc | 215.01K (1.00%) | 43.49K Increased by +20.23% | Mar 31, 25 |
| 14 | UBS Group AG | 211.93K (0.99%) | 21.54K Increased by +10.16% | Sep 30, 25 |
| 15 | Northern Trust Corp | 208.46K (0.97%) | 16.43K Increased by +7.88% | Sep 30, 25 |
| 16 | Bank of America Corp | 181.17K (0.85%) | -18.25K Decreased by -10.08% | Sep 30, 25 |
| 17 | Charles Schwab Investment Management Inc | 178.00K (0.83%) | 1.66K Increased by +0.93% | Dec 31, 25 |
| 18 | Bank of New York Mellon Corp | 177.75K (0.83%) | 7.61K Increased by +4.28% | Sep 30, 25 |
| 19 | Two Sigma Advisers, LLC | 177.73K (0.83%) | 33.19K Increased by +18.67% | Jun 30, 25 |
| 20 | Bfsg, LLC | 175.31K (0.82%) | -1.06K Decreased by -0.60% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Value Line® Dividend ETF | 1.57M (7.30%) | -3.95K Decreased by -0.25% | Aug 29, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.21M (5.67%) | 530.00 Increased by +0.04% | Mar 31, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 537.19K (2.51%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 479.68K (2.24%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 451.58K (2.11%) | -3.67K Decreased by -0.81% | Mar 31, 26 |
| 6 | Vanguard Small Cap Index | 380.61K (1.78%) | 862.00 Increased by +0.23% | Feb 28, 26 |
| 7 | Allspring Special Small Cap Value A | 298.18K (1.39%) | -29.79K Decreased by -9.99% | Feb 28, 26 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 215.57K (1.01%) | 3.04K Increased by +1.41% | Feb 28, 26 |
| 9 | Vanguard Consumer Staples ETF | 215.45K (1.01%) | 263.00 Increased by +0.12% | Feb 28, 26 |
| 10 | Vanguard Small Cap Growth Index Inv | 210.65K (0.98%) | -82.00 Decreased by -0.04% | Feb 28, 26 |
| 11 | State Street SPDR Port S&P 600 Sm CpETF | 185.23K (0.86%) | -96.00 Decreased by -0.05% | Mar 31, 26 |
| 12 | iShares S&P Small-Cap 600 Growth ETF | 182.14K (0.85%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 13 | DFA US Small Cap I | 178.26K (0.83%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 14 | Fidelity Small Cap Index | 175.89K (0.82%) | -2.28K Decreased by -1.29% | Jan 31, 26 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 156.08K (0.73%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | DFA US Micro Cap I | 154.70K (0.72%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 17 | iShares Russell 2000 Growth ETF | 153.70K (0.72%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | Brighthouse Small Cap Value A | 152.40K (0.71%) | 953.00 Increased by +0.63% | Jun 30, 25 |
| 19 | ProShares Russell 2000 Dividend Growers | 147.76K (0.69%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 144.68K (0.67%) | 1.78K Increased by +1.23% | Aug 29, 25 |