| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.63M (9.81%) | 39.93K Increased by +0.60% | Sep 30, 25 |
| 2 | Blueprint Financial Advisors LLC | 6.08M (9.00%) | 5.87M Increased by +96.61% | Dec 31, 25 |
| 3 | Blueprint Investment Partners | 6.08M (9.00%) | 5.87M Increased by +96.64% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 4.86M (7.19%) | 83.36K Increased by +1.72% | Dec 31, 25 |
| 5 | Vanguard Group Inc | 4.50M (6.67%) | -18.30K Decreased by -0.41% | Dec 31, 25 |
| 6 | Morgan Stanley - Brokerage Accounts | 2.52M (3.73%) | 470.75K Increased by +18.67% | Sep 30, 25 |
| 7 | Thrivent Financial For Lutherans | 2.15M (3.19%) | 698.89K Increased by +32.48% | Jun 30, 25 |
| 8 | First Trust Advisors L.P. | 2.15M (3.18%) | 87.08K Increased by +4.06% | Dec 31, 25 |
| 9 | AQR Capital Management LLC | 2.08M (3.08%) | 817.26K Increased by +39.34% | Dec 31, 25 |
| 10 | Earnest Partners LLC | 2.06M (3.05%) | -97.46K Decreased by -4.73% | Dec 31, 25 |
| 11 | Wellington Management Company LLP | 1.89M (2.80%) | -465.87K Decreased by -24.65% | Dec 31, 24 |
| 12 | DePrince Race & Zollo Inc | 1.83M (2.70%) | 249.26K Increased by +13.65% | Dec 31, 25 |
| 13 | State Street Corp | 1.76M (2.61%) | 33.28K Increased by +1.89% | Sep 30, 25 |
| 14 | GW&K Investment Management, LLC | 1.75M (2.59%) | -12.60K Decreased by -0.72% | Dec 31, 25 |
| 15 | Copeland Capital Management, LLC | 1.57M (2.33%) | -50.45K Decreased by -3.21% | Mar 31, 25 |
| 16 | American Century Companies Inc | 1.49M (2.21%) | -145.08K Decreased by -9.74% | Dec 31, 25 |
| 17 | Quantinno Capital Management LP | 1.38M (2.05%) | 278.76K Increased by +20.15% | Dec 31, 25 |
| 18 | BMO Capital Markets Corp. | 1.13M (1.67%) | 1.13M Increased by +100.00% | Dec 31, 23 |
| 19 | Bank of Montreal | 1.13M (1.67%) | 1.13M Increased by +100.00% | Dec 31, 23 |
| 20 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.11M (1.65%) | 1.11M Increased by +100.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.03M (4.48%) | 3.03M Increased by +100.00% | Feb 28, 26 |
| 2 | First Trust RBA Amer Indl RenaisTM ETF | 1.85M (2.74%) | 6.26K Increased by +0.34% | Feb 26, 26 |
| 3 | EARNEST Small/Mid Cap Value | 1.57M (2.32%) | 1.57M Increased by +99.84% | Dec 31, 23 |
| 4 | First Trust Value Line® Dividend ETF | 1.55M (2.29%) | -1.94K Decreased by -0.13% | Jul 31, 25 |
| 5 | Avantis US Small Cap Value ETF | 1.48M (2.19%) | 7.04K Increased by +0.47% | Feb 28, 26 |
| 6 | Thrivent Small Cap Stock A | 1.48M (2.19%) | 40.01K Increased by +2.71% | Jun 30, 25 |
| 7 | American Century Small Cap Growth Inv | 1.34M (1.99%) | 244.01K Increased by +18.20% | Jun 30, 25 |
| 8 | American Century U.S. Small Cap Growth | 1.34M (1.99%) | 244.01K Increased by +18.20% | Jun 30, 25 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 1.30M (1.93%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | DFA US Small Cap Value I | 1.21M (1.78%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 11 | Vanguard US Total Market Shares ETF | 1.16M (1.72%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | BNP Paribas US Small Cap ClassicC | 1.16M (1.72%) | 1.16M Increased by +100.00% | Jan 31, 26 |
| 13 | First Trust SMID Cp Rising Div Achv ETF | 1.15M (1.70%) | 9.71K Increased by +0.85% | Jan 31, 24 |
| 14 | Vanguard Small Cap Index | 943.76K (1.40%) | 2.12K Increased by +0.22% | Feb 28, 26 |
| 15 | BNP Paribas US Small Cap Classic R | 747.64K (1.11%) | -15.05K Decreased by -2.01% | May 31, 25 |
| 16 | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | 697.00K (1.03%) | 0.00 Increased by 0.00% | Aug 28, 25 |
| 17 | DFA US Targeted Value I | 677.05K (1.00%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 18 | MFS New Discovery Value I | 646.84K (0.96%) | -4.25K Decreased by -0.66% | Nov 30, 24 |
| 19 | Hood River Small-Cap Growth Instl | 613.20K (0.91%) | 613.20K Increased by +100.00% | Dec 31, 25 |
| 20 | Vanguard Small Cap Value Index Inv | 605.23K (0.90%) | 1.63K Increased by +0.27% | Feb 28, 26 |