| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.65M (9.43%) | 208.11K Increased by +2.72% | Dec 31, 25 |
| 2 | BlackRock Inc | 7.17M (8.83%) | -31.86K Decreased by -0.44% | Sep 30, 25 |
| 3 | State Street Corporation | 5.48M (6.75%) | -10.95K Decreased by -0.20% | Mar 31, 24 |
| 4 | Thornburg Investment Management Inc | 5.27M (6.49%) | 249.13K Increased by +4.73% | Dec 31, 25 |
| 5 | Amvescap Plc. | 2.23M (2.76%) | -1.16M Decreased by -52.05% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 1.98M (2.43%) | 43.42K Increased by +2.20% | Dec 31, 25 |
| 7 | State Street Corp | 1.87M (2.31%) | -40.86K Decreased by -2.18% | Sep 30, 25 |
| 8 | Allianz Asset Management AG | 1.87M (2.30%) | 195.23K Increased by +10.46% | Dec 31, 25 |
| 9 | Charles Schwab Investment Management Inc | 1.62M (1.99%) | -8.70K Decreased by -0.54% | Dec 31, 25 |
| 10 | Balyasny Asset Management LLC | 1.55M (1.91%) | 35.42K Increased by +2.29% | Jun 30, 25 |
| 11 | Mirae Asset Global Investments (Korea) Co Ltd | 1.45M (1.78%) | 44.36K Increased by +3.07% | Mar 31, 24 |
| 12 | LSV Asset Management | 1.29M (1.59%) | -169.35K Decreased by -13.15% | Dec 31, 25 |
| 13 | Leeward Investments, LLC - MA | 1.13M (1.39%) | -5.39K Decreased by -0.48% | Dec 31, 25 |
| 14 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.07M (1.32%) | 88.48K Increased by +8.26% | Dec 31, 25 |
| 15 | We Are One Seven, LLC | 990.36K (1.22%) | 957.82K Increased by +96.71% | Dec 31, 23 |
| 16 | D. E. Shaw & Co LP | 921.50K (1.14%) | -463.85K Decreased by -50.34% | Jun 30, 24 |
| 17 | Two Sigma Investments LLC | 844.50K (1.04%) | 270.04K Increased by +31.98% | Dec 31, 25 |
| 18 | Van Eck Associates Corporation | 816.75K (1.01%) | 136.42K Increased by +16.70% | Dec 31, 25 |
| 19 | Cadent Capital Advisors, LLC | 735.82K (0.91%) | 735.82K Increased by +100.00% | Sep 30, 23 |
| 20 | Northern Trust Corp | 718.17K (0.89%) | -7.27K Decreased by -1.01% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thornburg Investment Income Builder A | 5.20M (6.41%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 2 | Thornburg Investment Income Builder Sep | 5.20M (6.41%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 3 | Schwab Fundamental US Small Company ETF | 3.25M (4.00%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 4 | Vanguard US Total Market Shares ETF | 2.53M (3.12%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 2.48M (3.06%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Fidelity® Small Cap Index | 2.26M (2.78%) | 53.00K Increased by +2.35% | Oct 31, 23 |
| 7 | iShares Russell 2000 ETF | 2.03M (2.50%) | 336.81K Increased by +16.59% | Feb 28, 26 |
| 8 | Vanguard Small Cap Index | 1.80M (2.21%) | 4.05K Increased by +0.23% | Feb 28, 26 |
| 9 | Fuh Hwa FTSE Mortgage REITs ETF | 1.61M (1.99%) | 164.86K Increased by +10.23% | Dec 31, 24 |
| 10 | PIMCO RAE US Small | 1.42M (1.74%) | 154.47K Increased by +10.91% | Dec 31, 25 |
| 11 | PIMCO RAE US Small Instl | 1.42M (1.74%) | 154.47K Increased by +10.91% | Dec 31, 25 |
| 12 | Vanguard Small Cap Value Index Inv | 1.15M (1.42%) | 3.08K Increased by +0.27% | Feb 28, 26 |
| 13 | Fidelity® Extended Market Index | 1.09M (1.35%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | iShares Mortgage Real Estate Capped ETF | 1.02M (1.26%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 906.80K (1.12%) | 5.95K Increased by +0.66% | Feb 28, 26 |
| 16 | Leeward Mid-Cap Value | 885.63K (1.09%) | -9.71K Decreased by -1.10% | Mar 31, 24 |
| 17 | Touchstone Mid Cap Value Inst | 885.63K (1.09%) | 40.37K Increased by +4.56% | Mar 31, 24 |
| 18 | VanEck Mortgage REIT Income ETF | 819.13K (1.01%) | 3.30K Increased by +0.40% | Feb 28, 26 |
| 19 | Schwab Fundamental U.S. Small CompanyETF | 814.64K (1.00%) | 284.00 Increased by +0.03% | Feb 28, 26 |
| 20 | Fidelity Small Cap Index | 812.31K (1.00%) | -6.09K Decreased by -0.75% | Dec 31, 25 |