| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Franklin Resources Inc | 10.87M (9.24%) | 3.15M Increased by +28.94% | Mar 31, 26 |
| 2 | BlackRock Inc | 9.60M (8.17%) | 427.17K Increased by +4.45% | Mar 31, 26 |
| 3 | First Trust Advisors L.P. | 6.83M (5.81%) | 1.23M Increased by +17.95% | Dec 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 6.55M (5.57%) | 185.82K Increased by +2.84% | Mar 31, 26 |
| 5 | Vanguard Group Inc | 6.10M (5.19%) | -195.46K Decreased by -3.20% | Dec 31, 25 |
| 6 | Vanguard Capital Management, LLC | 4.94M (4.20%) | 4.94M Increased by +100.00% | Mar 31, 26 |
| 7 | American Century Companies Inc | 4.01M (3.41%) | 183.99K Increased by +4.59% | Mar 31, 26 |
| 8 | Wellington Management Company LLP | 3.98M (3.39%) | -929.98K Decreased by -23.35% | Mar 31, 26 |
| 9 | Crestview Partners II GP, LP | 3.90M (3.32%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 10 | DePrince Race & Zollo Inc | 3.52M (2.99%) | -131.90K Decreased by -3.75% | Mar 31, 26 |
| 11 | State Street Corp | 3.34M (2.84%) | 88.59K Increased by +2.66% | Mar 31, 26 |
| 12 | FMR Inc | 3.29M (2.80%) | -399.90K Decreased by -12.15% | Mar 31, 25 |
| 13 | Fidelity Management and Research Company | 3.29M (2.80%) | -399.90K Decreased by -12.15% | Mar 31, 25 |
| 14 | Van Eck Associates Corporation | 3.21M (2.73%) | 1.06M Increased by +33.08% | Mar 31, 26 |
| 15 | Encompass Capital Advisors LLC | 3.09M (2.62%) | -33.58K Decreased by -1.09% | Mar 31, 26 |
| 16 | Simmons L E & Associates Inc | 3.02M (2.57%) | -2.15M Decreased by -71.36% | Dec 31, 23 |
| 17 | Merewether Investment Management, LP | 2.89M (2.46%) | 2.89M Increased by +100.00% | Mar 31, 26 |
| 18 | AllianceBernstein L.P. | 2.76M (2.35%) | -14.21K Decreased by -0.51% | Mar 31, 26 |
| 19 | Victory Capital Management Inc. | 2.73M (2.32%) | -822.01K Decreased by -30.16% | Mar 31, 26 |
| 20 | Webs Creek Capital Management LP | 2.58M (2.19%) | -558.83K Decreased by -21.67% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 7.03M (5.98%) | 15.05K Increased by +0.21% | Feb 27, 25 |
| 2 | Franklin Small Cap Value SMA Composite | 6.47M (5.50%) | 6.47M Increased by +100.00% | Mar 31, 26 |
| 3 | Franklin US Small Cap Value Equity | 6.47M (5.50%) | 1.83M Increased by +28.25% | Mar 31, 26 |
| 4 | Franklin Small Cap Value A | 6.22M (5.29%) | -246.41K Decreased by -3.96% | Apr 30, 26 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 3.63M (3.08%) | 58.24K Increased by +1.61% | Apr 30, 26 |
| 6 | Avantis US Small Cap Value ETF | 3.47M (2.95%) | 2.76K Increased by +0.08% | May 30, 26 |
| 7 | Fidelity Small Cap Value Fund | 3.29M (2.80%) | -400.00K Decreased by -12.17% | Mar 31, 25 |
| 8 | Vanguard US Total Market Shares ETF | 3.04M (2.59%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Victory Small Cap Value CIT (Net 75) | 2.64M (2.24%) | 2.57M Increased by +97.36% | Dec 31, 25 |
| 10 | VanEck Oil Services ETF | 2.43M (2.07%) | 21.53K Increased by +0.89% | May 30, 26 |
| 11 | iShares Russell 2000 ETF | 2.26M (1.93%) | 20.90K Increased by +0.92% | May 29, 26 |
| 12 | iShares Global Water ETF USD Dist | 2.05M (1.74%) | 0.00 Increased by 0.00% | May 29, 26 |
| 13 | Victory Sycamore Small Company Opp R | 1.93M (1.64%) | -715.00K Decreased by -37.14% | Mar 31, 26 |
| 14 | Franklin Small Cap Value VIP 1 | 1.87M (1.59%) | -71.74K Decreased by -3.83% | Apr 30, 26 |
| 15 | DFA US Small Cap Value I | 1.39M (1.19%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 1.27M (1.08%) | 15.34K Increased by +1.21% | Apr 30, 26 |
| 17 | Needham Aggressive Growth Retail | 1.16M (0.98%) | 380.00K Increased by +32.90% | Mar 31, 26 |
| 18 | Embark Small Cap Equity Institutional | 1.02M (0.86%) | 3.39K Increased by +0.33% | Mar 31, 25 |
| 19 | Invesco S&P Global Water ETF | 960.29K (0.82%) | 0.00 Increased by 0.00% | May 29, 26 |
| 20 | Fidelity Small Cap Index | 927.50K (0.79%) | 973.00 Increased by +0.10% | Mar 31, 26 |