| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.30M (20.67%) | -237.45K Decreased by -7.20% | Sep 30, 25 |
| 2 | T. Rowe Price Associates, Inc. | 2.14M (13.44%) | -1.30M Decreased by -60.50% | Dec 31, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.73M (10.85%) | -48.57K Decreased by -2.81% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 1.59M (9.99%) | 59.02K Increased by +3.70% | Dec 31, 25 |
| 5 | AllianceBernstein L.P. | 1.16M (7.27%) | 1.04M Increased by +89.79% | Sep 30, 25 |
| 6 | State Street Corporation | 1.02M (6.40%) | -31.16K Decreased by -3.06% | Mar 31, 24 |
| 7 | State Street Corp | 902.35K (5.66%) | -29.55K Decreased by -3.27% | Sep 30, 25 |
| 8 | Pacer Advisors, INC. | 838.37K (5.26%) | 16.38K Increased by +1.95% | Dec 31, 24 |
| 9 | J. Goldman & Co LP | 797.88K (5.00%) | 31.43K Increased by +3.94% | Dec 31, 25 |
| 10 | American Century Companies Inc | 725.56K (4.55%) | -13.80K Decreased by -1.90% | Dec 31, 25 |
| 11 | Neuberger Berman Group LLC | 685.87K (4.30%) | -174.64K Decreased by -25.46% | Mar 31, 25 |
| 12 | Bragg Financial Advisors Inc | 668.90K (4.19%) | 76.80K Increased by +11.48% | Dec 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 609.26K (3.82%) | -28.77K Decreased by -4.72% | Dec 31, 25 |
| 14 | Geode Capital Management, LLC | 528.94K (3.32%) | -4.20K Decreased by -0.79% | Dec 31, 25 |
| 15 | JPMorgan Chase & Co | 523.92K (3.29%) | 242.19K Increased by +46.23% | Sep 30, 25 |
| 16 | JONES FINANCIAL COMPANIES LLLP | 518.56K (3.25%) | 518.35K Increased by +99.96% | Mar 31, 25 |
| 17 | FMR Inc | 460.09K (2.88%) | -233.52K Decreased by -50.76% | Sep 30, 23 |
| 18 | UBS Group AG | 438.56K (2.75%) | 278.49K Increased by +63.50% | Dec 31, 24 |
| 19 | Allianz Asset Management AG | 428.33K (2.69%) | 41.40K Increased by +9.67% | Dec 31, 25 |
| 20 | D. E. Shaw & Co LP | 402.69K (2.53%) | -47.99K Decreased by -11.92% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.38M (8.65%) | -376.14K Decreased by -27.28% | Feb 28, 26 |
| 2 | T. Rowe Price Mid-Cap Value | 1.19M (7.44%) | -796.10K Decreased by -67.10% | Dec 31, 23 |
| 3 | T. Rowe Price US Mid-Cap Value Equity | 1.19M (7.44%) | -796.10K Decreased by -67.10% | Dec 31, 23 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 733.50K (4.60%) | -5.31K Decreased by -0.72% | Feb 28, 25 |
| 5 | Vanguard US Total Market Shares ETF | 662.83K (4.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Avantis US Small Cap Value ETF | 662.30K (4.15%) | 713.00 Increased by +0.11% | Feb 28, 26 |
| 7 | FPA Queens Road Small Cap Value Inv | 631.71K (3.96%) | 69.37K Increased by +10.98% | Dec 31, 25 |
| 8 | DFA US Small Cap Value I | 627.76K (3.94%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 9 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 625.88K (3.92%) | -332.97K Decreased by -53.20% | Dec 31, 23 |
| 10 | Vanguard Total Stock Mkt Idx Inv | 572.85K (3.59%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 11 | iShares Russell 2000 ETF | 497.05K (3.12%) | -84.09K Decreased by -16.92% | Feb 28, 26 |
| 12 | Neuberger Berman Glb Eq Mgtrnd USD IAcc | 471.88K (2.96%) | -82.73K Decreased by -17.53% | Mar 31, 25 |
| 13 | Fidelity Value | 435.20K (2.73%) | 19.10K Increased by +4.39% | Nov 30, 23 |
| 14 | Fidelity® Value | 435.20K (2.73%) | 19.10K Increased by +4.39% | Nov 30, 23 |
| 15 | Schwab Fundamental U.S. Small CompanyETF | 325.01K (2.04%) | 112.00 Increased by +0.03% | Feb 28, 26 |
| 16 | PIMCO RAE US Small | 324.63K (2.04%) | 32.30K Increased by +9.95% | Dec 31, 25 |
| 17 | PIMCO RAE US Small Instl | 324.63K (2.04%) | 32.30K Increased by +9.95% | Dec 31, 25 |
| 18 | Fidelity® Small Cap Index | 263.90K (1.65%) | 7.32K Increased by +2.77% | Oct 31, 23 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 247.60K (1.55%) | 2.95K Increased by +1.19% | Feb 28, 26 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 246.06K (1.54%) | 50.00 Increased by +0.02% | Feb 29, 24 |