| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.25M (8.07%) | 109.87K Increased by +3.38% | Sep 30, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 3.01M (7.46%) | 60.40K Increased by +2.01% | Dec 31, 25 |
| 3 | American Century Companies Inc | 1.95M (4.84%) | 34.41K Increased by +1.77% | Dec 31, 25 |
| 4 | International Assets Investment Management, LLC | 1.88M (4.67%) | 1.86M Increased by +98.80% | Sep 30, 24 |
| 5 | T. Rowe Price Investment Management,Inc. | 1.82M (4.51%) | 347.98K Increased by +19.14% | Dec 31, 25 |
| 6 | LSV Asset Management | 1.73M (4.28%) | -29.07K Decreased by -1.68% | Dec 31, 25 |
| 7 | Vanguard Group Inc | 1.56M (3.87%) | -572.44K Decreased by -36.73% | Dec 31, 25 |
| 8 | The Goldman Sachs Group Inc | 1.48M (3.67%) | 429.31K Increased by +29.03% | Sep 30, 25 |
| 9 | Victory Capital Management Inc. | 1.24M (3.08%) | -11.20K Decreased by -0.90% | Dec 31, 25 |
| 10 | Renaissance Technologies Corp | 1.22M (3.04%) | 137.00K Increased by +11.20% | Dec 31, 25 |
| 11 | Goldman Sachs Group Inc | 1.05M (2.61%) | 67.52K Increased by +6.44% | Jun 30, 25 |
| 12 | Squarepoint Ops LLC | 920.64K (2.29%) | 902.86K Increased by +98.07% | Dec 31, 25 |
| 13 | Assenagon Asset Management SA | 853.71K (2.12%) | 492.58K Increased by +57.70% | Dec 31, 25 |
| 14 | Geode Capital Management, LLC | 813.54K (2.02%) | -1.75K Decreased by -0.21% | Dec 31, 25 |
| 15 | State Street Corporation | 799.30K (1.98%) | -42.99K Decreased by -5.38% | Mar 31, 24 |
| 16 | Encompass Capital Advisors LLC | 789.42K (1.96%) | 789.42K Increased by +100.00% | Jun 30, 25 |
| 17 | State Street Corp | 743.51K (1.85%) | -8.86K Decreased by -1.19% | Sep 30, 25 |
| 18 | Macquarie Group Ltd | 708.84K (1.76%) | -4.01K Decreased by -0.57% | Dec 31, 24 |
| 19 | Cooper Creek Partners Management LLC | 706.73K (1.75%) | -357.34K Decreased by -50.56% | Dec 31, 25 |
| 20 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 691.85K (1.72%) | 100.86K Increased by +14.58% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Tactical High Income Sr F8 | 1.35M (3.35%) | 327.70K Increased by +24.28% | Sep 30, 25 |
| 2 | iShares Russell 2000 ETF | 1.10M (2.73%) | 24.65K Increased by +2.24% | Feb 28, 26 |
| 3 | Avantis US Small Cap Value ETF | 1.08M (2.67%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Vanguard Equity-Income Inv | 1.00M (2.49%) | -615.67K Decreased by -61.49% | Dec 31, 25 |
| 5 | T. Rowe Price Small-Cap Value | 706.72K (1.75%) | -968.00 Decreased by -0.14% | Jan 31, 26 |
| 6 | DFA US Small Cap Value I | 699.26K (1.74%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 7 | Delaware Small Cap Core I | 536.71K (1.33%) | 110.43K Increased by +20.57% | Sep 30, 24 |
| 8 | Fidelity Advisor Multi-Asset Income I | 479.15K (1.19%) | -416.52K Decreased by -86.93% | Nov 30, 25 |
| 9 | Fidelity® Small Cap Index | 476.19K (1.18%) | 12.96K Increased by +2.72% | Oct 31, 23 |
| 10 | T. Rowe Price U.S. SC Value Eq Tr-D | 448.72K (1.11%) | -67.12K Decreased by -14.96% | Dec 31, 25 |
| 11 | Fidelity Small Cap Index | 442.85K (1.10%) | -6.80K Decreased by -1.54% | Dec 31, 25 |
| 12 | iShares Global Infrastructure ETF Comm | 408.33K (1.01%) | 316.99K Increased by +77.63% | Feb 28, 26 |
| 13 | DFA US Targeted Value I | 404.50K (1.00%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 14 | BlackRock Global Equity Mkt Netrl Instl | 399.18K (0.99%) | -48.03K Decreased by -12.03% | Jul 31, 25 |
| 15 | iShares Russell 2000 Value ETF | 390.15K (0.97%) | -104.25K Decreased by -26.72% | Feb 28, 26 |
| 16 | Dimensional US Targeted Value ETF | 373.45K (0.93%) | 184.00 Increased by +0.05% | Feb 27, 26 |
| 17 | Fidelity Convertible Securities | 310.00K (0.77%) | -141.87K Decreased by -45.76% | Nov 30, 23 |
| 18 | Fidelity® Convertible Securities | 310.00K (0.77%) | -141.87K Decreased by -45.76% | Nov 30, 23 |
| 19 | Columbia Small Cap Value Discv A | 289.89K (0.72%) | 6.20K Increased by +2.14% | Feb 28, 26 |
| 20 | Macquarie Small Cap Core I | 287.50K (0.71%) | 0.00 Increased by 0.00% | Feb 28, 25 |