| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, INC. | 10.20M (33.55%) | 7.26M Increased by +71.13% | Jun 30, 24 |
| 2 | BlackRock Inc | 3.40M (11.17%) | 139.45K Increased by +4.11% | Sep 30, 25 |
| 3 | JPMorgan Chase & Co | 2.93M (9.64%) | 1.42M Increased by +48.62% | Sep 30, 25 |
| 4 | Charles Schwab Investment Management Inc | 2.24M (7.38%) | 462.46K Increased by +20.61% | Dec 31, 25 |
| 5 | Vanguard Group Inc | 2.24M (7.37%) | 71.37K Increased by +3.18% | Dec 31, 25 |
| 6 | Citadel Advisors Llc | 1.81M (5.94%) | 1.36M Increased by +75.10% | Sep 30, 24 |
| 7 | RWWM Inc | 1.53M (5.02%) | -184.86K Decreased by -12.11% | Dec 31, 25 |
| 8 | Marshall Wace Asset Management Ltd | 1.24M (4.07%) | -226.43K Decreased by -18.29% | Dec 31, 25 |
| 9 | American Century Companies Inc | 1.21M (3.99%) | 115.19K Increased by +9.49% | Dec 31, 25 |
| 10 | State Street Corporation | 1.19M (3.92%) | -3.20K Decreased by -0.27% | Mar 31, 24 |
| 11 | D. E. Shaw & Co LP | 1.19M (3.90%) | -175.25K Decreased by -14.76% | Dec 31, 25 |
| 12 | Schroder Investment Management Group | 1.18M (3.89%) | 172.08K Increased by +14.55% | Mar 31, 24 |
| 13 | UBS Group AG | 1.17M (3.85%) | 136.77K Increased by +11.69% | Sep 30, 25 |
| 14 | Dimensional Fund Advisors, Inc. | 1.15M (3.78%) | -195.11K Decreased by -16.96% | Dec 31, 25 |
| 15 | Geode Capital Management, LLC | 1.02M (3.36%) | 15.63K Increased by +1.53% | Dec 31, 25 |
| 16 | Jane Street Group LLC | 1.02M (3.34%) | 733.63K Increased by +72.15% | Sep 30, 24 |
| 17 | Allspring Global Investments Holdings, LLC | 996.77K (3.28%) | 204.90K Increased by +20.56% | Dec 31, 25 |
| 18 | Millennium Management LLC | 978.75K (3.22%) | -34.94K Decreased by -3.57% | Mar 31, 25 |
| 19 | ExodusPoint Capital Management, LP | 821.85K (2.70%) | 821.85K Increased by +100.00% | Sep 30, 24 |
| 20 | Goldentree Asset Management LP | 819.30K (2.69%) | 819.30K Increased by +100.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.04M (6.73%) | 0.00 Increased by 0.00% | Aug 30, 24 |
| 2 | Schwab Fundamental U.S. Small CompanyETF | 1.52M (5.01%) | 532.00 Increased by +0.03% | Feb 28, 26 |
| 3 | Avantis US Small Cap Value ETF | 1.18M (3.89%) | 4.30K Increased by +0.36% | Feb 28, 26 |
| 4 | Schwab Fundamental US Small Company ETF | 1.03M (3.38%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 951.22K (3.13%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | BlackRock Strategic Income Opps Instl | 795.38K (2.62%) | 795.38K Increased by +100.00% | Dec 31, 25 |
| 7 | iShares Russell 2000 ETF | 787.80K (2.59%) | 130.55K Increased by +16.57% | Feb 28, 26 |
| 8 | Schroder Global Recovery L Acc GBP | 672.18K (2.21%) | 19.17K Increased by +2.85% | Apr 30, 24 |
| 9 | Hamco Global Value F EUR Acc | 531.55K (1.75%) | 103.70K Increased by +19.51% | Feb 28, 26 |
| 10 | Schroder ISF Glbl Rcvy E Acc USD | 515.87K (1.70%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 11 | Hamco Global Value Fund F FI | 427.85K (1.41%) | 116.90K Increased by +27.32% | Oct 31, 25 |
| 12 | Vanguard US Total Market Shares ETF | 396.25K (1.30%) | -578.00K Decreased by -145.87% | Sep 30, 24 |
| 13 | Contrarius Global Equity Institutional | 352.72K (1.16%) | -152.24K Decreased by -43.16% | Mar 31, 25 |
| 14 | BlackRock Global Allocation Instl | 349.08K (1.15%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 342.96K (1.13%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 339.39K (1.12%) | 0.00 Increased by 0.00% | Aug 30, 24 |
| 17 | Pacer US Small Cap Cash Cows 100 ETF | 335.98K (1.11%) | -1.36K Decreased by -0.40% | May 30, 25 |
| 18 | iShares U.S. Small-Cap Eq Fac ETF | 320.09K (1.05%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 19 | BGF Global Allocation A2 | 307.14K (1.01%) | 230.72K Increased by +75.12% | Jan 31, 25 |
| 20 | Schwab Fundamental US Small Company Idx | 301.18K (0.99%) | 2.76K Increased by +0.92% | Feb 28, 26 |