| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 3.47M (13.55%) | -526.63K Decreased by -15.16% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.38M (9.29%) | -26.77K Decreased by -1.12% | Dec 31, 25 |
| 3 | BlackRock Inc | 2.34M (9.12%) | -260.85K Decreased by -11.15% | Sep 30, 25 |
| 4 | JPMorgan Chase & Co | 2.17M (8.45%) | 1.82M Increased by +84.13% | Sep 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.92M (7.49%) | 96.26K Increased by +5.01% | Dec 31, 25 |
| 6 | AQR Capital Management LLC | 1.16M (4.53%) | 190.45K Increased by +16.40% | Dec 31, 25 |
| 7 | State Street Corporation | 1.04M (4.06%) | 10.66K Increased by +1.02% | Mar 31, 24 |
| 8 | American Century Companies Inc | 980.54K (3.82%) | -23.07K Decreased by -2.35% | Dec 31, 25 |
| 9 | Citadel Advisors Llc | 831.95K (3.24%) | -274.34K Decreased by -32.98% | Dec 31, 25 |
| 10 | State Street Corp | 802.85K (3.13%) | -112.29K Decreased by -13.99% | Sep 30, 25 |
| 11 | Badgley Phelps Wealth Managers, LLC | 768.83K (3.00%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | D. E. Shaw & Co LP | 736.05K (2.87%) | 137.04K Increased by +18.62% | Dec 31, 25 |
| 13 | UBS Group AG | 658.75K (2.57%) | -17.57K Decreased by -2.67% | Sep 30, 25 |
| 14 | Victory Capital Management Inc. | 644.77K (2.51%) | -768.05K Decreased by -119.12% | Jun 30, 24 |
| 15 | Massachusetts Financial Services Company | 589.88K (2.30%) | 119.35K Increased by +20.23% | Dec 31, 25 |
| 16 | Fuller & Thaler Asset Management Inc | 566.65K (2.21%) | 257.57K Increased by +45.45% | Dec 31, 25 |
| 17 | Jacobs Levy Equity Management, Inc. | 518.19K (2.02%) | 518.19K Increased by +100.00% | Mar 31, 25 |
| 18 | Geode Capital Management, LLC | 508.18K (1.98%) | -34.26K Decreased by -6.74% | Dec 31, 25 |
| 19 | Loomis, Sayles & Company LP | 500.46K (1.95%) | -10.82K Decreased by -2.16% | Mar 31, 25 |
| 20 | First Trust Advisors L.P. | 476.61K (1.86%) | 105.19K Increased by +22.07% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 1.56M (6.09%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 2 | Pacer US Cash Cows 100 ETF | 1.28M (4.99%) | 1.89K Increased by +0.15% | Feb 28, 25 |
| 3 | Fuller & Thaler Behavrl Small-Cap Value | 1.27M (4.97%) | 54.73K Increased by +4.29% | Sep 30, 23 |
| 4 | Vanguard US Total Market Shares ETF | 990.14K (3.86%) | -59.31K Decreased by -5.99% | Sep 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 853.11K (3.33%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | iShares Core S&P Mid-Cap ETF | 817.49K (3.19%) | -252.46K Decreased by -30.88% | Feb 28, 26 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 766.57K (2.99%) | 2.62K Increased by +0.34% | Feb 28, 26 |
| 8 | JPMorgan Value Advantage L | 633.18K (2.47%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 9 | JPM US Value Advantage-MA | 592.80K (2.31%) | 576.04K Increased by +97.17% | Sep 30, 23 |
| 10 | Vanguard Small Cap Index | 550.29K (2.15%) | 1.17K Increased by +0.21% | Feb 28, 26 |
| 11 | Victory Small Cap Value CIT (Net 75) | 475.00K (1.85%) | -555.00K Decreased by -116.84% | Jun 30, 24 |
| 12 | Victory Sycamore Small Company Opp R | 475.00K (1.85%) | -555.00K Decreased by -116.84% | Jun 30, 24 |
| 13 | Thrivent Small Cap Stock A | 374.21K (1.46%) | -102.40K Decreased by -27.36% | Jan 31, 25 |
| 14 | Vanguard Small Cap Value Index Inv | 353.62K (1.38%) | 936.00 Increased by +0.26% | Feb 28, 26 |
| 15 | Invesco Global Multi Cap Growth | 318.53K (1.24%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 16 | Invesco Global Opportunities A | 316.07K (1.23%) | -2.46K Decreased by -0.78% | Feb 28, 25 |
| 17 | Delaware Small Cap Value A | 288.00K (1.12%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 276.42K (1.08%) | 3.08K Increased by +1.11% | Feb 28, 26 |
| 19 | PIMCO RAE US Small | 268.76K (1.05%) | 93.09K Increased by +34.64% | Dec 31, 25 |
| 20 | PIMCO RAE US Small Instl | 268.76K (1.05%) | 93.09K Increased by +34.64% | Dec 31, 25 |