| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.60M (17.56%) | 44.07K Increased by +0.96% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 3.14M (11.97%) | -95.83K Decreased by -3.05% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 2.89M (11.01%) | 95.14K Increased by +3.30% | Dec 31, 25 |
| 4 | Bayview Asset Management, LLC | 2.65M (10.12%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Qube Research & Technologies | 1.45M (5.53%) | 1.08M Increased by +74.32% | Sep 30, 25 |
| 6 | First Trust Advisors L.P. | 1.38M (5.26%) | -71.53K Decreased by -5.19% | Dec 31, 25 |
| 7 | Glendon Capital Management LP | 1.30M (4.95%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | State Street Corp | 1.18M (4.51%) | 33.94K Increased by +2.87% | Sep 30, 25 |
| 9 | Arrowstreet Capital Limited Partnership | 1.06M (4.05%) | -15.05K Decreased by -1.42% | Dec 31, 25 |
| 10 | LSV Asset Management | 1.03M (3.92%) | 169.40K Increased by +16.50% | Dec 31, 25 |
| 11 | Boston Partners Global Investors, Inc | 944.90K (3.60%) | 11.71K Increased by +1.24% | Mar 31, 25 |
| 12 | FMR Inc | 912.98K (3.48%) | -38.88K Decreased by -4.26% | Dec 31, 24 |
| 13 | Geode Capital Management, LLC | 867.25K (3.31%) | -9.14K Decreased by -1.05% | Dec 31, 25 |
| 14 | American Century Companies Inc | 818.86K (3.12%) | 63.85K Increased by +7.80% | Dec 31, 25 |
| 15 | Nuveen Asset Management, LLC | 782.53K (2.99%) | 63.06K Increased by +8.06% | Dec 31, 24 |
| 16 | State Street Corporation | 774.40K (2.95%) | -8.94K Decreased by -1.15% | Mar 31, 24 |
| 17 | Goldman Sachs Group Inc | 702.46K (2.68%) | 173.35K Increased by +24.68% | Jun 30, 25 |
| 18 | Bank of New York Mellon Corp | 560.38K (2.14%) | 7.89K Increased by +1.41% | Sep 30, 25 |
| 19 | Morgan Stanley - Brokerage Accounts | 554.70K (2.12%) | 172.03K Increased by +31.01% | Jun 30, 24 |
| 20 | Bank of America Corp | 548.77K (2.09%) | -362.25K Decreased by -66.01% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Low-Priced Stock | 2.69M (10.28%) | -2.79K Decreased by -0.10% | Oct 31, 23 |
| 2 | iShares Core S&P Small-Cap ETF | 1.76M (6.71%) | 1.76M Increased by +100.00% | Feb 28, 26 |
| 3 | First Trust SMID Cp Rising Div Achv ETF | 1.13M (4.31%) | 663.00 Increased by +0.06% | Feb 26, 26 |
| 4 | Vanguard US Total Market Shares ETF | 991.45K (3.78%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 923.77K (3.52%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Avantis US Small Cap Value ETF | 766.02K (2.92%) | 1.54K Increased by +0.20% | Feb 28, 26 |
| 7 | iShares Russell 2000 ETF | 736.53K (2.81%) | 94.06K Increased by +12.77% | Feb 28, 26 |
| 8 | Loomis Sayles Core | 720.00K (2.75%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | DFA US Small Cap Value I | 710.89K (2.71%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 10 | Vanguard Small Cap Index | 655.00K (2.50%) | 1.38K Increased by +0.21% | Feb 28, 26 |
| 11 | Fidelity Global Intrinsic Value Cl F5 | 450.00K (1.72%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Vanguard Small Cap Value Index Inv | 421.12K (1.61%) | 1.12K Increased by +0.27% | Feb 28, 26 |
| 13 | Dimensional US Small Cap Value ETF | 408.48K (1.56%) | 1.04K Increased by +0.25% | Feb 27, 26 |
| 14 | CREF Stock R1 | 397.38K (1.52%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | Fidelity® Low-Priced Stock K6 | 342.61K (1.31%) | 2.79K Increased by +0.81% | Oct 31, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 314.54K (1.20%) | 4.33K Increased by +1.38% | Feb 28, 26 |
| 17 | DFA US Targeted Value I | 302.62K (1.15%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 18 | Fidelity® Small Cap Index | 288.74K (1.10%) | 6.90K Increased by +2.39% | Oct 31, 23 |
| 19 | Fidelity Small Cap Index | 277.14K (1.06%) | -16.48K Decreased by -5.95% | Dec 31, 25 |
| 20 | Dimensional US Targeted Value ETF | 276.37K (1.05%) | 378.00 Increased by +0.14% | Feb 27, 26 |