| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.84M (15.05%) | -104.56K Decreased by -1.18% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 6.51M (11.09%) | 90.48K Increased by +1.39% | Dec 31, 25 |
| 3 | FMR Inc | 4.81M (8.18%) | 860.99K Increased by +17.91% | Mar 31, 26 |
| 4 | Dimensional Fund Advisors, Inc. | 3.79M (6.46%) | 148.83K Increased by +3.92% | Mar 31, 26 |
| 5 | Vanguard Portfolio Management, LLC | 3.53M (6.00%) | 3.53M Increased by +100.00% | Mar 31, 26 |
| 6 | DePrince Race & Zollo Inc | 3.06M (5.20%) | 304.98K Increased by +9.98% | Mar 31, 26 |
| 7 | American Century Companies Inc | 2.69M (4.57%) | 245.75K Increased by +9.15% | Mar 31, 26 |
| 8 | Vanguard Capital Management, LLC | 2.60M (4.43%) | 2.60M Increased by +100.00% | Mar 31, 26 |
| 9 | State Street Corp | 2.56M (4.35%) | 67.35K Increased by +2.63% | Mar 31, 26 |
| 10 | State Street Corporation | 2.40M (4.09%) | 32.67K Increased by +1.36% | Mar 31, 24 |
| 11 | Victory Capital Management Inc. | 2.36M (4.01%) | -438.43K Decreased by -18.60% | Mar 31, 26 |
| 12 | Macquarie Group Ltd | 2.20M (3.75%) | -551.08K Decreased by -24.99% | Sep 30, 25 |
| 13 | Wellington Management Company LLP | 1.95M (3.32%) | -558.22K Decreased by -28.60% | Mar 31, 26 |
| 14 | First Trust Advisors L.P. | 1.92M (3.27%) | 1.79M Increased by +93.16% | Mar 31, 26 |
| 15 | Mariner Value Strategies, LLC | 1.52M (2.59%) | -428.44K Decreased by -28.18% | Mar 31, 26 |
| 16 | Geode Capital Management, LLC | 1.50M (2.56%) | 21.87K Increased by +1.46% | Mar 31, 26 |
| 17 | Amvescap Plc. | 1.50M (2.55%) | -173.90K Decreased by -11.62% | Mar 31, 26 |
| 18 | Charles Schwab Investment Management Inc | 1.45M (2.47%) | 57.41K Increased by +3.95% | Mar 31, 26 |
| 19 | Balyasny Asset Management LLC | 1.30M (2.21%) | 1.10M Increased by +85.13% | Dec 31, 25 |
| 20 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.14M (1.94%) | 1.14M Increased by +100.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.63M (6.18%) | 1.34K Increased by +0.04% | May 29, 26 |
| 2 | Avantis US Small Cap Value ETF | 2.48M (4.23%) | 2.63K Increased by +0.11% | May 30, 26 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.97M (3.35%) | -350.00 Decreased by -0.02% | Apr 30, 24 |
| 4 | Victory Small Cap Value CIT (Net 75) | 1.94M (3.30%) | 1.88M Increased by +97.03% | Dec 31, 25 |
| 5 | First Trust RBA Amer Indl RenaisTM ETF | 1.87M (3.19%) | 1.14K Increased by +0.06% | May 31, 26 |
| 6 | Vanguard US Total Market Shares ETF | 1.87M (3.17%) | 1.73K Increased by +0.09% | Sep 30, 24 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 1.84M (3.13%) | 8.00K Increased by +0.44% | Apr 30, 26 |
| 8 | Delaware US Small Cap Core Equity (SMA) | 1.77M (3.02%) | -20.73K Decreased by -1.17% | Mar 31, 24 |
| 9 | Macquarie US Small Cap Core Equity | 1.77M (3.02%) | -20.73K Decreased by -1.17% | Mar 31, 24 |
| 10 | Victory Sycamore Small Company Opp R | 1.63M (2.77%) | -315.00K Decreased by -19.38% | Mar 31, 26 |
| 11 | Nuance Mid Cap Value Institutional | 1.56M (2.65%) | -89.16K Decreased by -5.73% | Jan 31, 25 |
| 12 | Delaware Small Cap Value A | 1.41M (2.39%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | iShares Russell 2000 ETF | 1.38M (2.35%) | 12.79K Increased by +0.93% | May 29, 26 |
| 14 | First Trust Value Line® Dividend ETF | 1.36M (2.32%) | 344.00 Increased by +0.03% | Aug 28, 25 |
| 15 | Vanguard Small Cap Index | 1.31M (2.23%) | -1.05K Decreased by -0.08% | Apr 30, 26 |
| 16 | Invesco Small Cap Value A | 1.25M (2.12%) | 55.93K Increased by +4.49% | Apr 30, 26 |
| 17 | Fidelity Series Value Discovery | 1.14M (1.94%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 18 | Macquarie Small Cap Value A | 1.07M (1.83%) | -282.24K Decreased by -26.31% | Jul 31, 25 |
| 19 | Strategic Advisers Fidelity US TtlStk | 1.01M (1.72%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 20 | Delaware Sm-Cap Val Eq | 963.96K (1.64%) | -390.84K Decreased by -40.54% | Sep 30, 25 |