| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.21M (15.59%) | 71.08K Increased by +0.87% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 7.13M (13.55%) | 231.29K Increased by +3.24% | Dec 31, 25 |
| 3 | FMR Inc | 5.41M (10.27%) | 210.46K Increased by +3.89% | Mar 31, 26 |
| 4 | Vanguard Portfolio Management, LLC | 3.94M (7.48%) | 3.94M Increased by +100.00% | Mar 31, 26 |
| 5 | IEQ CAPITAL, LLC | 3.90M (7.41%) | -197.55K Decreased by -5.06% | Mar 31, 26 |
| 6 | Dimensional Fund Advisors, Inc. | 2.39M (4.55%) | 327.20K Increased by +13.66% | Mar 31, 26 |
| 7 | LSV Asset Management | 2.31M (4.39%) | -202.00K Decreased by -8.73% | Mar 31, 26 |
| 8 | State Street Corp | 2.30M (4.36%) | -114.03K Decreased by -4.97% | Mar 31, 26 |
| 9 | Vanguard Capital Management, LLC | 2.28M (4.32%) | 2.28M Increased by +100.00% | Mar 31, 26 |
| 10 | Huber Capital Management LLC | 1.70M (3.23%) | -36.44K Decreased by -2.14% | Mar 31, 26 |
| 11 | The Goldman Sachs Group Inc | 1.38M (2.62%) | 650.03K Increased by +47.21% | Mar 31, 26 |
| 12 | Geode Capital Management, LLC | 1.35M (2.57%) | 75.88K Increased by +5.60% | Mar 31, 26 |
| 13 | Charles Schwab Investment Management Inc | 1.27M (2.41%) | 32.47K Increased by +2.56% | Mar 31, 26 |
| 14 | Wellington Management Company LLP | 1.26M (2.39%) | -59.59K Decreased by -4.74% | Mar 31, 26 |
| 15 | Bragg Financial Advisors Inc | 1.12M (2.13%) | 17.89K Increased by +1.59% | Mar 31, 26 |
| 16 | Bank of New York Mellon Corp | 855.18K (1.62%) | -14.62K Decreased by -1.71% | Mar 31, 26 |
| 17 | Morgan Stanley - Brokerage Accounts | 783.72K (1.49%) | -24.66K Decreased by -3.15% | Mar 31, 26 |
| 18 | Hotchkis & Wiley Capital Management LLC | 737.66K (1.40%) | 675.66K Increased by +91.60% | Mar 31, 26 |
| 19 | Kennedy Capital Management Inc | 669.07K (1.27%) | -3.22K Decreased by -0.48% | Mar 31, 26 |
| 20 | Northern Trust Corp | 602.16K (1.14%) | 7.12K Increased by +1.18% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.16M (6.00%) | 1.34K Increased by +0.04% | May 29, 26 |
| 2 | Fidelity Value | 2.27M (4.31%) | -84.01K Decreased by -3.70% | Apr 30, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.64M (3.11%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 4 | Huber Select Large Cap Value | 1.26M (2.40%) | 51.14K Increased by +4.05% | Mar 31, 26 |
| 5 | Huber Select Large Cap Value Inv | 1.26M (2.40%) | 51.14K Increased by +4.05% | Mar 31, 26 |
| 6 | iShares Russell 2000 ETF | 1.25M (2.38%) | 11.60K Increased by +0.93% | May 29, 26 |
| 7 | Vanguard Small Cap Index | 1.21M (2.29%) | -4.49K Decreased by -0.37% | Apr 30, 26 |
| 8 | FPA Queens Road Small Cap Value Inv | 1.06M (2.00%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | Vanguard Small Cap Value Index Inv | 775.80K (1.47%) | 7.11K Increased by +0.92% | Apr 30, 26 |
| 10 | Fidelity US All Cap Series F | 771.20K (1.46%) | 22.60K Increased by +2.93% | Mar 31, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 587.05K (1.11%) | 5.43K Increased by +0.93% | Apr 30, 26 |
| 12 | Avantis US Small Cap Value ETF | 585.68K (1.11%) | 0.00 Increased by 0.00% | May 30, 26 |
| 13 | Fidelity Value Strategies | 547.04K (1.04%) | -212.06K Decreased by -38.76% | Apr 30, 26 |
| 14 | State Street® SPDR® S&P® Retail ETF | 523.49K (0.99%) | 44.44K Increased by +8.49% | May 29, 26 |
| 15 | Schwab Fundamental U.S. Small CompanyETF | 522.28K (0.99%) | -210.00 Decreased by -0.04% | May 30, 26 |
| 16 | Fidelity Small Cap Index | 519.55K (0.99%) | 904.00 Increased by +0.17% | Mar 31, 26 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 501.84K (0.95%) | 0.00 Increased by 0.00% | May 29, 26 |
| 18 | State Street SPDR Port S&P 600 Sm CpETF | 481.49K (0.91%) | 0.00 Increased by 0.00% | May 29, 26 |
| 19 | Kennedy Small Cap Value | 471.47K (0.90%) | 12.12K Increased by +2.57% | Mar 31, 26 |
| 20 | Vanguard Strategic Equity Inv | 432.95K (0.82%) | -56.61K Decreased by -13.07% | Mar 31, 26 |