| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.40M (5.36%) | -38.00K Decreased by -1.58% | Dec 31, 25 |
| 2 | GRATIA CAPITAL, LLC | 2.24M (4.99%) | 531.48K Increased by +23.73% | Dec 31, 25 |
| 3 | CURA WEALTH ADVISORS, LLC | 1.89M (4.23%) | 97.67K Increased by +5.15% | Dec 31, 25 |
| 4 | BlackRock Inc | 1.60M (3.58%) | 34.02K Increased by +2.12% | Sep 30, 25 |
| 5 | Arete Wealth Advisors, LLC | 1.35M (3.01%) | 104.87K Increased by +7.76% | Jun 30, 24 |
| 6 | Hotchkis & Wiley Capital Management LLC | 1.27M (2.83%) | 10.61K Increased by +0.84% | Dec 31, 25 |
| 7 | State Street Corporation | 1.12M (2.51%) | 25.15K Increased by +2.24% | Mar 31, 24 |
| 8 | State Street Corp | 1.12M (2.50%) | -11.79K Decreased by -1.05% | Mar 31, 25 |
| 9 | EPIQ PARTNERS, LLC | 1.09M (2.44%) | -101.72K Decreased by -9.30% | Dec 31, 25 |
| 10 | Marshall Wace Asset Management Ltd | 849.11K (1.89%) | -43.97K Decreased by -5.18% | Dec 31, 25 |
| 11 | Acadian Asset Management LLC | 836.37K (1.87%) | 836.20K Increased by +99.98% | Sep 30, 25 |
| 12 | D. E. Shaw & Co LP | 803.78K (1.79%) | 149.18K Increased by +18.56% | Dec 31, 25 |
| 13 | Relative Value Partners Group LLC | 658.15K (1.47%) | 41.39K Increased by +6.29% | Mar 31, 24 |
| 14 | Prudential Financial Inc | 552.12K (1.23%) | -48.28K Decreased by -8.74% | Mar 31, 25 |
| 15 | Geode Capital Management, LLC | 506.92K (1.13%) | 1.67K Increased by +0.33% | Dec 31, 25 |
| 16 | Northern Trust Corp | 501.39K (1.12%) | -25.07K Decreased by -5.00% | Mar 31, 25 |
| 17 | Balyasny Asset Management LLC | 498.44K (1.11%) | -323.74K Decreased by -64.95% | Dec 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 482.12K (1.08%) | -90.54K Decreased by -18.78% | Sep 30, 25 |
| 19 | JPMorgan Chase & Co | 445.80K (0.99%) | 212.06K Increased by +47.57% | Sep 30, 25 |
| 20 | Millennium Management LLC | 424.63K (0.95%) | -334.38K Decreased by -78.75% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.60M (3.56%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.54M (3.43%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | iShares Russell 2000 ETF | 1.29M (2.87%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Fuh Hwa FTSE Mortgage REITs ETF | 1.01M (2.25%) | 103.06K Increased by +10.23% | Dec 31, 24 |
| 5 | Purpose Credit Opportunities Series F | 714.28K (1.59%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 6 | iShares Mortgage Real Estate Capped ETF | 651.92K (1.45%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Schwab Fundamental US Small Company ETF | 566.36K (1.26%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 8 | Fidelity® Small Cap Index | 511.81K (1.14%) | 16.60K Increased by +3.24% | Oct 31, 23 |
| 9 | Fidelity Small Cap Index | 509.42K (1.14%) | -6.60K Decreased by -1.30% | May 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 508.54K (1.13%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 11 | iShares Russell 2000 Value ETF | 476.83K (1.06%) | 0.00 Increased by 0.00% | May 31, 25 |
| 12 | State St Russell Sm/Mid Cp® Indx NL Cl C | 340.84K (0.76%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 13 | State St Russell Sm/Mid Cp® Indx SL Cl I | 340.84K (0.76%) | 0.00 Increased by 0.00% | May 31, 25 |
| 14 | Hoya Capital High Dividend Yield ETF | 325.97K (0.73%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 15 | CREF Stock R1 | 323.23K (0.72%) | -68.64K Decreased by -21.24% | Feb 29, 24 |
| 16 | iShares U.S. Small-Cap Eq Fac ETF | 310.30K (0.69%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 17 | Fidelity® Extended Market Index | 299.87K (0.67%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 288.52K (0.64%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 19 | Hotchkis & Wiley Sm Cp Divers Val I | 259.10K (0.58%) | -145.20K Decreased by -56.04% | Jan 31, 26 |
| 20 | Vanguard Russell 2000 ETF | 251.02K (0.56%) | 2.23K Increased by +0.89% | May 31, 25 |