| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 20.50M (19.02%) | 1.51M Increased by +7.36% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 9.10M (8.45%) | 202.36K Increased by +2.22% | Dec 31, 25 |
| 3 | Pacer Advisors, INC. | 8.87M (8.23%) | 8.87M Increased by +100.00% | Dec 31, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 6.78M (6.29%) | 108.87K Increased by +1.61% | Dec 31, 25 |
| 5 | FMR Inc | 6.33M (5.88%) | 515.84K Increased by +8.14% | Dec 31, 25 |
| 6 | The Goldman Sachs Group Inc | 5.62M (5.22%) | 3.20M Increased by +56.90% | Sep 30, 25 |
| 7 | American Century Companies Inc | 5.23M (4.85%) | 284.10K Increased by +5.44% | Dec 31, 25 |
| 8 | Highland Peak Capital LLC | 5.04M (4.67%) | 125.51K Increased by +2.49% | Dec 31, 25 |
| 9 | Barrow Hanley Mewhinney & Strauss LLC | 4.96M (4.60%) | -366.14K Decreased by -7.39% | Dec 31, 25 |
| 10 | Charles Schwab Investment Management Inc | 4.90M (4.55%) | 584.94K Increased by +11.93% | Dec 31, 25 |
| 11 | State Street Corp | 4.83M (4.48%) | 18.29K Increased by +0.38% | Sep 30, 25 |
| 12 | State Street Corporation | 4.81M (4.46%) | 39.83K Increased by +0.83% | Mar 31, 24 |
| 13 | Millennium Management LLC | 3.81M (3.54%) | 472.61K Increased by +12.40% | Dec 31, 25 |
| 14 | SONA ASSET MANAGEMENT (US) LLC | 3.74M (3.47%) | 2.92M Increased by +78.08% | Dec 31, 25 |
| 15 | UBS Group AG | 3.50M (3.25%) | 3.10M Increased by +88.38% | Sep 30, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 3.50M (3.25%) | 832.44K Increased by +23.76% | Sep 30, 25 |
| 17 | Fuller & Thaler Asset Management Inc | 3.25M (3.02%) | -35.24K Decreased by -1.08% | Jun 30, 25 |
| 18 | Whitebox Advisors, LLC | 3.24M (3.01%) | -978.34K Decreased by -30.16% | Dec 31, 25 |
| 19 | Masters Capital Management LLC | 3.00M (2.78%) | 1.80M Increased by +60.00% | Dec 31, 25 |
| 20 | Geode Capital Management, LLC | 2.78M (2.58%) | 235.60K Increased by +8.46% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 14.25M (13.23%) | 6.43M Increased by +45.09% | Feb 28, 26 |
| 2 | iShares Russell 2000 ETF | 5.57M (5.17%) | 3.13M Increased by +56.31% | Feb 28, 26 |
| 3 | Avantis US Small Cap Value ETF | 3.60M (3.34%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 3.59M (3.33%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 3.54M (3.29%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Fidelity® Mid-Cap Stock | 3.35M (3.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Schwab Fundamental U.S. Small CompanyETF | 3.14M (2.91%) | 1.10K Increased by +0.03% | Feb 28, 26 |
| 8 | FullerThaler Behavioral Small-Cap Value | 2.93M (2.72%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Fuller & Thaler Behavrl Small-Cap Value | 2.90M (2.69%) | -26.43K Decreased by -0.91% | Nov 30, 23 |
| 10 | Undiscovered Managers Behavioral Val L | 2.81M (2.61%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | Fidelity Mid-Cap Stock | 2.69M (2.50%) | -644.78K Decreased by -23.95% | Feb 29, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 2.56M (2.38%) | 1.27M Increased by +49.46% | Feb 28, 26 |
| 13 | NYLI Merger Arbitrage ETF | 2.56M (2.37%) | 0.00 Increased by 0.00% | May 30, 25 |
| 14 | Fidelity Tactical High Income Sr F8 | 2.35M (2.18%) | -1.38M Decreased by -58.59% | Dec 31, 25 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 2.29M (2.12%) | 931.31K Increased by +40.69% | Feb 28, 26 |
| 16 | State Street SPDR Port S&P 600 Sm CpETF | 2.18M (2.02%) | 6.02K Increased by +0.28% | Feb 27, 26 |
| 17 | iShares Russell 2000 Value ETF | 1.98M (1.84%) | 922.91K Increased by +46.58% | Feb 28, 26 |
| 18 | Schwab Fundamental US Small Company ETF | 1.58M (1.46%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | DFA US Small Cap Value I | 1.49M (1.38%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 20 | BlackRock Global Equity Mkt Netrl Instl | 1.49M (1.38%) | -400.91K Decreased by -26.90% | Feb 28, 26 |