| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 20.33M (14.09%) | 1.27M Increased by +6.25% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 16.34M (11.32%) | -168.45K Decreased by -1.03% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 8.61M (5.97%) | -115.66K Decreased by -1.34% | Dec 31, 25 |
| 4 | State Street Corp | 8.27M (5.73%) | 775.74K Increased by +9.38% | Sep 30, 25 |
| 5 | State Street Corporation | 7.33M (5.08%) | -40.38K Decreased by -0.55% | Mar 31, 24 |
| 6 | Charles Schwab Investment Management Inc | 6.21M (4.31%) | 110.00K Increased by +1.77% | Dec 31, 25 |
| 7 | Geode Capital Management, LLC | 3.61M (2.50%) | -2.73K Decreased by -0.08% | Dec 31, 25 |
| 8 | Victory Capital Management Inc. | 2.68M (1.86%) | 1.75K Increased by +0.07% | Dec 31, 25 |
| 9 | Northern Trust Corp | 1.66M (1.15%) | 130.34K Increased by +7.86% | Sep 30, 25 |
| 10 | Bank of New York Mellon Corp | 1.51M (1.05%) | 12.25K Increased by +0.81% | Sep 30, 25 |
| 11 | FMR Inc | 1.48M (1.02%) | 292.84K Increased by +19.83% | Dec 31, 25 |
| 12 | Amvescap Plc. | 1.40M (0.97%) | 17.88K Increased by +1.28% | Sep 30, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.39M (0.97%) | 302.36K Increased by +21.70% | Sep 30, 25 |
| 14 | American Century Companies Inc | 1.17M (0.81%) | -40.06K Decreased by -3.42% | Dec 31, 25 |
| 15 | UBS Group AG | 1.13M (0.78%) | 705.54K Increased by +62.42% | Sep 30, 25 |
| 16 | First Trust Advisors L.P. | 1.05M (0.73%) | 28.22K Increased by +2.69% | Dec 31, 25 |
| 17 | Millennium Management LLC | 984.17K (0.68%) | 519.36K Increased by +52.77% | Dec 31, 25 |
| 18 | Bridgeway Capital Management, LLC | 918.57K (0.64%) | 22.92K Increased by +2.49% | Dec 31, 25 |
| 19 | Goldman Sachs Group Inc | 864.68K (0.60%) | 244.95K Increased by +28.33% | Dec 31, 24 |
| 20 | JPMorgan Chase & Co | 856.86K (0.59%) | 451.14K Increased by +52.65% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 8.87M (6.15%) | 370.72K Increased by +4.18% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 4.62M (3.20%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | Schwab US Dividend Equity ETF™ | 4.50M (3.12%) | 8.30K Increased by +0.18% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 3.99M (2.76%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 3.52M (2.44%) | 873.28K Increased by +24.83% | Feb 28, 26 |
| 6 | Vanguard Small Cap Index | 3.32M (2.30%) | 6.99K Increased by +0.21% | Feb 28, 26 |
| 7 | Invesco High Yield Eq Div Achiev™ ETF | 2.85M (1.98%) | -21.57K Decreased by -0.76% | Jan 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 2.13M (1.48%) | 5.69K Increased by +0.27% | Feb 28, 26 |
| 9 | DFA US Small Cap Value I | 1.81M (1.26%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.59M (1.10%) | 16.52K Increased by +1.04% | Feb 28, 26 |
| 11 | Fidelity Small Cap Index | 1.44M (1.00%) | -44.05K Decreased by -3.06% | Dec 31, 25 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 1.42M (0.98%) | -60.26K Decreased by -4.25% | Feb 28, 26 |
| 13 | Stt Strt SPDR S&P Glbl DivAristETF | 1.41M (0.98%) | 171.22K Increased by +12.13% | Feb 28, 26 |
| 14 | State Street SPDR Port S&P 600 Sm CpETF | 1.36M (0.94%) | 3.74K Increased by +0.28% | Feb 27, 26 |
| 15 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 1.28M (0.88%) | 15.31K Increased by +1.20% | Aug 29, 25 |
| 16 | iShares Russell 2000 Value ETF | 1.25M (0.86%) | 52.86K Increased by +4.24% | Feb 28, 26 |
| 17 | Fidelity® Small Cap Index | 1.23M (0.86%) | 34.52K Increased by +2.80% | Oct 31, 23 |
| 18 | Fidelity Enhanced Small Cap ETF | 1.20M (0.83%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 19 | SPDR S&P Global Div Aristocrats ETF | 1.15M (0.80%) | 32.73K Increased by +2.84% | Aug 31, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.12M (0.78%) | 0.00 Increased by 0.00% | Apr 30, 24 |