| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.95M (15.23%) | 336.40K Increased by +3.76% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 6.51M (11.09%) | 90.48K Increased by +1.39% | Dec 31, 25 |
| 3 | FMR Inc | 3.95M (6.72%) | 543.04K Increased by +13.76% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 3.79M (6.46%) | 148.83K Increased by +3.92% | Mar 31, 26 |
| 5 | First Trust Advisors L.P. | 3.06M (5.21%) | 165.23K Increased by +5.40% | Sep 30, 25 |
| 6 | DePrince Race & Zollo Inc | 3.06M (5.20%) | 304.98K Increased by +9.98% | Mar 31, 26 |
| 7 | Victory Capital Management Inc. | 2.80M (4.76%) | -260.17K Decreased by -9.31% | Dec 31, 25 |
| 8 | Wellington Management Company LLP | 2.51M (4.27%) | 2.15M Increased by +85.82% | Dec 31, 25 |
| 9 | State Street Corp | 2.49M (4.24%) | 22.07K Increased by +0.89% | Dec 31, 25 |
| 10 | American Century Companies Inc | 2.44M (4.16%) | 36.51K Increased by +1.50% | Dec 31, 25 |
| 11 | State Street Corporation | 2.40M (4.09%) | 32.67K Increased by +1.36% | Mar 31, 24 |
| 12 | Macquarie Group Ltd | 2.20M (3.75%) | -551.08K Decreased by -24.99% | Sep 30, 25 |
| 13 | Delaware Management Holdings Inc | 1.66M (2.83%) | 1.66M Increased by +100.00% | Dec 31, 25 |
| 14 | Allspring Global Investments Holdings, LLC | 1.61M (2.74%) | -278.88K Decreased by -17.31% | Dec 31, 25 |
| 15 | Mariner Value Strategies, LLC | 1.52M (2.59%) | -428.44K Decreased by -28.18% | Mar 31, 26 |
| 16 | Amvescap Plc. | 1.50M (2.55%) | -173.90K Decreased by -11.62% | Mar 31, 26 |
| 17 | Geode Capital Management, LLC | 1.48M (2.52%) | 22.10K Increased by +1.49% | Dec 31, 25 |
| 18 | Charles Schwab Investment Management Inc | 1.40M (2.38%) | 202.78K Increased by +14.53% | Dec 31, 25 |
| 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 | 3.65M (6.21%) | 834.00 Increased by +0.02% | Apr 30, 26 |
| 2 | Avantis US Small Cap Value ETF | 2.37M (4.03%) | 0.00 Increased by 0.00% | Apr 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 | Vanguard US Total Market Shares ETF | 1.87M (3.17%) | 1.73K Increased by +0.09% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.83M (3.11%) | 17.48K Increased by +0.96% | Mar 31, 26 |
| 7 | First Trust RBA Amer Indl RenaisTM ETF | 1.82M (3.10%) | 6.83K Increased by +0.38% | 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 | 1.36M (2.32%) | 11.47K Increased by +0.84% | Apr 30, 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%) | 21.49K Increased by +1.64% | Mar 31, 26 |
| 16 | Invesco Small Cap Value A | 1.19M (2.03%) | -176.43K Decreased by -14.83% | Mar 31, 26 |
| 17 | Fidelity Series Value Discovery | 1.14M (1.94%) | 0.00 Increased by 0.00% | Mar 31, 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% | Mar 31, 26 |
| 20 | Delaware Sm-Cap Val Eq | 963.96K (1.64%) | -390.84K Decreased by -40.54% | Sep 30, 25 |