| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 13.84M (19.27%) | -157.67K Decreased by -1.14% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 9.27M (12.91%) | -152.89K Decreased by -1.65% | Dec 31, 25 |
| 3 | T. Rowe Price Investment Management,Inc. | 7.66M (10.66%) | 1.71M Increased by +22.35% | Dec 31, 25 |
| 4 | State Street Corporation | 3.50M (4.87%) | 41.00K Increased by +1.17% | Mar 31, 24 |
| 5 | State Street Corp | 3.37M (4.69%) | -88.66K Decreased by -2.63% | Sep 30, 25 |
| 6 | Amvescap Plc. | 2.20M (3.07%) | 178.83K Increased by +8.11% | Sep 30, 25 |
| 7 | Geode Capital Management, LLC | 2.11M (2.94%) | 11.76K Increased by +0.56% | Dec 31, 25 |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.59M (2.22%) | 90.12K Increased by +5.66% | Dec 31, 25 |
| 9 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.57M (2.19%) | 64.06K Increased by +4.07% | Dec 31, 23 |
| 10 | Charles Schwab Investment Management Inc | 1.43M (1.99%) | -7.16K Decreased by -0.50% | Dec 31, 25 |
| 11 | Millennium Management LLC | 1.34M (1.86%) | 394.50K Increased by +29.46% | Sep 30, 25 |
| 12 | Boston Partners Global Investors, Inc | 1.17M (1.64%) | -76.83K Decreased by -6.54% | Dec 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.02M (1.42%) | -179.61K Decreased by -17.66% | Sep 30, 25 |
| 14 | Barclays PLC | 992.58K (1.38%) | 478.95K Increased by +48.25% | Sep 30, 25 |
| 15 | Northern Trust Corp | 931.35K (1.30%) | -143.06K Decreased by -15.36% | Sep 30, 25 |
| 16 | Nuveen, LLC | 927.86K (1.29%) | 721.79K Increased by +77.79% | Dec 31, 25 |
| 17 | Goldman Sachs Group Inc | 853.06K (1.19%) | 203.89K Increased by +23.90% | Dec 31, 24 |
| 18 | First Trust Advisors L.P. | 744.94K (1.04%) | -27.27K Decreased by -3.66% | Mar 31, 25 |
| 19 | Van Eck Associates Corporation | 732.75K (1.02%) | 110.02K Increased by +15.01% | Dec 31, 25 |
| 20 | JPMorgan Chase & Co | 701.26K (0.98%) | 259.71K Increased by +37.04% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Angel Oak Multi-Strategy Income | 8.12M (11.30%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 2 | iShares Core S&P Small-Cap ETF | 5.29M (7.36%) | -530.37K Decreased by -10.03% | Feb 28, 26 |
| 3 | T. Rowe Price Small-Cap Value | 2.92M (4.07%) | -76.00K Decreased by -2.60% | Jan 31, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 2.75M (3.83%) | 32.70K Increased by +1.19% | Feb 28, 26 |
| 5 | Vanguard US Total Market Shares ETF | 2.75M (3.83%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | iShares Russell 2000 ETF | 2.19M (3.04%) | 171.64K Increased by +7.85% | Feb 28, 26 |
| 7 | T. Rowe Price U.S. SC Value Eq Tr-Z | 1.98M (2.76%) | 90.22K Increased by +4.55% | Mar 31, 25 |
| 8 | Vanguard Small Cap Index | 1.97M (2.75%) | 4.19K Increased by +0.21% | Feb 28, 26 |
| 9 | T. Rowe Price U.S. SC Value Eq Tr-D | 1.93M (2.69%) | -136.84K Decreased by -7.09% | Dec 31, 25 |
| 10 | Fuh Hwa FTSE Mortgage REITs ETF | 1.74M (2.42%) | 177.87K Increased by +10.23% | Dec 31, 24 |
| 11 | Vanguard Small Cap Value Index Inv | 1.27M (1.77%) | 3.38K Increased by +0.27% | Feb 28, 26 |
| 12 | iShares Mortgage Real Estate Capped ETF | 1.09M (1.52%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 13 | Invesco KBW High Dividend Yld Fincl ETF | 1.06M (1.48%) | -2.86K Decreased by -0.27% | Feb 28, 26 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 954.28K (1.33%) | 12.38K Increased by +1.30% | Feb 28, 26 |
| 15 | CREF Total Global Stock Account R3 | 870.49K (1.21%) | 140.38K Increased by +16.13% | Jan 31, 26 |
| 16 | Fidelity Small Cap Index | 866.64K (1.21%) | -31.59K Decreased by -3.64% | Dec 31, 25 |
| 17 | Fidelity® Small Cap Index | 859.52K (1.20%) | 19.88K Increased by +2.31% | Oct 31, 23 |
| 18 | iShares S&P Small-Cap 600 Value ETF | 810.79K (1.13%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 19 | State Street SPDR Port S&P 600 Sm CpETF | 804.03K (1.12%) | 2.24K Increased by +0.28% | Feb 27, 26 |
| 20 | Goldman Sachs Small Cap Value A | 780.72K (1.09%) | -171.43K Decreased by -21.96% | Sep 30, 23 |