| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.67M (16.14%) | -7.48K Decreased by -0.11% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.71M (11.39%) | -52.79K Decreased by -1.12% | Dec 31, 25 |
| 3 | State Street Corp | 2.02M (4.90%) | -59.63K Decreased by -2.95% | Sep 30, 25 |
| 4 | State Street Corporation | 1.84M (4.45%) | 313.29K Increased by +17.05% | Mar 31, 24 |
| 5 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.39M (3.37%) | -11.52K Decreased by -0.83% | Dec 31, 25 |
| 6 | Geode Capital Management, LLC | 989.58K (2.40%) | 16.30K Increased by +1.65% | Dec 31, 25 |
| 7 | Amvescap Plc. | 860.96K (2.08%) | 3.51K Increased by +0.41% | Sep 30, 25 |
| 8 | First Trust Advisors L.P. | 859.42K (2.08%) | -127.81K Decreased by -14.87% | Dec 31, 25 |
| 9 | Duff & Phelps Inv Mgmt Co (IL) | 856.71K (2.07%) | -83.76K Decreased by -9.78% | Dec 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 724.84K (1.75%) | 2.19K Increased by +0.30% | Dec 31, 25 |
| 11 | Morgan Stanley - Brokerage Accounts | 710.63K (1.72%) | -58.72K Decreased by -8.26% | Sep 30, 25 |
| 12 | DePrince Race & Zollo Inc | 639.15K (1.55%) | -42.18K Decreased by -6.60% | Dec 31, 23 |
| 13 | Charles Schwab Investment Management Inc | 596.33K (1.44%) | -8.79K Decreased by -1.47% | Dec 31, 25 |
| 14 | JPMorgan Chase & Co | 587.45K (1.42%) | 286.22K Increased by +48.72% | Sep 30, 25 |
| 15 | William Blair Investment Management, LLC | 575.20K (1.39%) | 575.20K Increased by +100.00% | Dec 31, 25 |
| 16 | Gabelli Funds LLC | 520.00K (1.26%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Northern Trust Corp | 459.22K (1.11%) | 979.00 Increased by +0.21% | Sep 30, 25 |
| 18 | Bank of New York Mellon Corp | 432.21K (1.05%) | -14.23K Decreased by -3.29% | Sep 30, 25 |
| 19 | Citadel Advisors Llc | 401.38K (0.97%) | 401.38K Increased by +100.00% | Sep 30, 24 |
| 20 | Adage Capital Partners Gp LLC | 379.88K (0.92%) | -100.00K Decreased by -26.32% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.52M (6.10%) | 50.21K Increased by +1.99% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.28M (3.10%) | 5.32K Increased by +0.42% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.27M (3.06%) | 1.79K Increased by +0.14% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 988.50K (2.39%) | 255.82K Increased by +25.88% | Feb 28, 26 |
| 5 | Vanguard Small Cap Index | 914.53K (2.21%) | 1.94K Increased by +0.21% | Feb 28, 26 |
| 6 | First Trust Value Line® Dividend ETF | 732.89K (1.77%) | -1.05K Decreased by -0.14% | Feb 26, 26 |
| 7 | DNP Select Income | 695.71K (1.68%) | -83.76K Decreased by -12.04% | Dec 31, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 588.00K (1.42%) | 1.77K Increased by +0.30% | Feb 28, 26 |
| 9 | iShares US Infrastructure ETF | 561.88K (1.36%) | 308.64K Increased by +54.93% | Feb 28, 26 |
| 10 | Stt Strt SPDR S&P Glbl DivAristETF | 492.08K (1.19%) | 115.56K Increased by +23.48% | Jan 31, 26 |
| 11 | SPDR S&P Global Div Aristocrats ETF | 457.01K (1.11%) | 14.79K Increased by +3.24% | Aug 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 453.09K (1.10%) | 3.52K Increased by +0.78% | Feb 28, 26 |
| 13 | Gabelli Utilities AAA | 424.00K (1.03%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Fidelity Small Cap Index | 403.40K (0.98%) | -6.41K Decreased by -1.59% | Dec 31, 25 |
| 15 | State Street SPDR Port S&P 600 Sm CpETF | 387.58K (0.94%) | 1.07K Increased by +0.28% | Feb 27, 26 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 374.89K (0.91%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 17 | 1290 VT GAMCO Small Company Value IB | 363.00K (0.88%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 18 | SPDR® S&P Global Div Aristocrats ETF | 358.44K (0.87%) | -7.28K Decreased by -2.03% | Dec 31, 24 |
| 19 | iShares Russell 2000 Value ETF | 355.21K (0.86%) | 14.69K Increased by +4.14% | Feb 28, 26 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 355.07K (0.86%) | 4.29K Increased by +1.21% | Aug 29, 25 |