| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 20.82M (14.75%) | -274.24K Decreased by -1.32% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 16.02M (11.35%) | -138.83K Decreased by -0.87% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 7.53M (5.34%) | -234.06K Decreased by -3.11% | Dec 31, 25 |
| 4 | State Street Corp | 7.33M (5.20%) | -66.12K Decreased by -0.90% | Sep 30, 25 |
| 5 | North Reef Capital Management LP | 4.57M (3.24%) | 858.49K Increased by +18.78% | Dec 31, 25 |
| 6 | State Street Corporation | 3.53M (2.50%) | -206.04K Decreased by -5.84% | Mar 31, 24 |
| 7 | T. Rowe Price Investment Management,Inc. | 3.50M (2.48%) | 3.50M Increased by +100.00% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 3.39M (2.40%) | -2.14K Decreased by -0.06% | Dec 31, 25 |
| 9 | Franklin Resources Inc | 3.29M (2.33%) | -24.49K Decreased by -0.74% | Sep 30, 25 |
| 10 | Earnest Partners LLC | 2.52M (1.79%) | -59.96K Decreased by -2.38% | Dec 31, 25 |
| 11 | American Century Companies Inc | 2.24M (1.59%) | -151.47K Decreased by -6.76% | Dec 31, 25 |
| 12 | Westwood Holdings Group Inc | 2.11M (1.49%) | -269.98K Decreased by -12.81% | Sep 30, 25 |
| 13 | Congress Asset Management Company, LLP | 1.96M (1.39%) | 87.76K Increased by +4.47% | Dec 31, 25 |
| 14 | Charles Schwab Investment Management Inc | 1.79M (1.27%) | -20.82K Decreased by -1.17% | Dec 31, 25 |
| 15 | Goldman Sachs Group Inc | 1.77M (1.26%) | -365.56K Decreased by -20.64% | Jun 30, 25 |
| 16 | Ameriprise Financial Inc | 1.73M (1.23%) | -69.21K Decreased by -4.00% | Sep 30, 25 |
| 17 | Manufacturers Life Insurance Co | 1.72M (1.22%) | 103.28K Increased by +5.99% | Dec 31, 24 |
| 18 | Victory Capital Management Inc. | 1.64M (1.16%) | -365.78K Decreased by -22.25% | Mar 31, 25 |
| 19 | GW&K Investment Management, LLC | 1.61M (1.14%) | -83.83K Decreased by -5.21% | Dec 31, 25 |
| 20 | Systematic Financial Management LP | 1.54M (1.09%) | -8.33K Decreased by -0.54% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 8.60M (6.10%) | 2.61M Increased by +30.39% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 4.52M (3.20%) | 8.50K Increased by +0.19% | Feb 28, 26 |
| 3 | iShares Russell 2000 ETF | 3.46M (2.45%) | 658.05K Increased by +19.03% | Feb 28, 26 |
| 4 | Vanguard Small Cap Index | 3.24M (2.29%) | 8.97K Increased by +0.28% | Feb 28, 26 |
| 5 | Franklin Small Cap Value SMA Composite | 3.13M (2.22%) | 2.23M Increased by +71.14% | Jun 30, 25 |
| 6 | Vanguard US Total Market Shares ETF | 2.83M (2.01%) | 3.16K Increased by +0.11% | Sep 30, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 2.08M (1.47%) | 5.93K Increased by +0.29% | Feb 28, 26 |
| 8 | Franklin US Small Cap Value Equity | 1.96M (1.39%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | Franklin Small Cap Value A | 1.91M (1.35%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | SPDR® S&P Regional Banking ETF | 1.84M (1.31%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 11 | DFA US Small Cap Value I | 1.84M (1.31%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 1.55M (1.10%) | 12.29K Increased by +0.79% | Feb 28, 26 |
| 13 | Fidelity Small Cap Index | 1.40M (0.99%) | -41.73K Decreased by -2.98% | Dec 31, 25 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 1.38M (0.98%) | 344.56K Increased by +24.90% | Feb 28, 26 |
| 15 | State Street® SPDR® S&PRgnllBkgETF | 1.37M (0.97%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 16 | State Street SPDR Port S&P 600 Sm CpETF | 1.32M (0.94%) | 3.66K Increased by +0.28% | Feb 27, 26 |
| 17 | American Century Small Cap Value Inv | 1.31M (0.93%) | -160.00K Decreased by -12.17% | Dec 31, 25 |
| 18 | American Century U.S. Small Cap Value | 1.31M (0.93%) | -160.00K Decreased by -12.17% | Dec 31, 25 |
| 19 | CT (Lux) American Smaller Com 9U USD | 1.31M (0.93%) | 50.10K Increased by +3.82% | May 31, 25 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 1.26M (0.89%) | 15.11K Increased by +1.20% | Aug 29, 25 |