| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 18.73M (16.62%) | -47.22K Decreased by -0.25% | Sep 30, 25 |
| 2 | Bain Capital Credit | 13.33M (11.83%) | -600.00K Decreased by -4.50% | Mar 31, 25 |
| 3 | Sourcerock Group LLC | 10.57M (9.38%) | -128.71K Decreased by -1.22% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 9.50M (8.43%) | -29.48K Decreased by -0.31% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 8.97M (7.96%) | 345.76K Increased by +3.86% | Dec 31, 25 |
| 6 | State Street Corporation | 7.74M (6.87%) | 1.58M Increased by +20.38% | Mar 31, 24 |
| 7 | State Street Corp | 6.86M (6.09%) | 695.11K Increased by +10.13% | Sep 30, 25 |
| 8 | American Century Companies Inc | 5.59M (4.96%) | -176.09K Decreased by -3.15% | Dec 31, 25 |
| 9 | Philosophy Capital Management LLC | 4.49M (3.98%) | 234.20K Increased by +5.22% | Jun 30, 25 |
| 10 | Canada Pension Plan Investment Board | 4.03M (3.57%) | 25.00K Increased by +0.62% | Dec 31, 25 |
| 11 | Nuveen Asset Management, LLC | 3.48M (3.08%) | -303.68K Decreased by -8.74% | Jun 30, 24 |
| 12 | Webs Creek Capital Management LP | 3.30M (2.93%) | -218.74K Decreased by -6.62% | Dec 31, 25 |
| 13 | Citadel Advisors Llc | 3.16M (2.81%) | 417.46K Increased by +13.21% | Sep 30, 25 |
| 14 | Geode Capital Management, LLC | 3.06M (2.71%) | 141.52K Increased by +4.63% | Dec 31, 25 |
| 15 | MacKay Shields LLC | 3.01M (2.67%) | -90.00K Decreased by -2.99% | Dec 31, 25 |
| 16 | UBS Asset Mgmt Americas Inc | 2.97M (2.63%) | 592.51K Increased by +19.98% | Sep 30, 25 |
| 17 | 40 North Industries LLC | 2.76M (2.45%) | -351.84K Decreased by -12.73% | Sep 30, 23 |
| 18 | HITE Hedge Asset Management MLP | 2.55M (2.26%) | 1.12M Increased by +43.84% | Jun 30, 24 |
| 19 | Charles Schwab Investment Management Inc | 2.45M (2.17%) | 9.19K Increased by +0.38% | Dec 31, 25 |
| 20 | Lasry Marc | 2.30M (2.04%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 7.64M (6.78%) | -1.37M Decreased by -17.95% | Feb 28, 26 |
| 2 | Avantis US Small Cap Value ETF | 4.92M (4.36%) | 5.61K Increased by +0.11% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 4.32M (3.84%) | -535.14K Decreased by -12.38% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.79M (3.36%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | iShares Russell 2000 ETF | 3.21M (2.85%) | 1.78M Increased by +55.51% | Feb 28, 26 |
| 6 | BNP Paribas US Small Cap ClassicC | 2.40M (2.13%) | 2.40M Increased by +100.00% | Jan 31, 26 |
| 7 | SttStrtSPDRS&POil&GasExplor&ProdtnETF | 2.08M (1.85%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 8 | MainStay MacKay High Yield Corp Bd B | 2.07M (1.84%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | NYLI MacKay High Yield Corp Bond Cl R6 | 2.07M (1.84%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | NYLI MacKay High Yield Corporate Bd Cl B | 2.07M (1.84%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | DFA US Small Cap Value I | 2.04M (1.81%) | 89.61K Increased by +4.40% | Jan 31, 26 |
| 12 | NYLI MacKay High Yield Corporate Bd Cl A | 2.01M (1.78%) | -65.00K Decreased by -3.24% | Dec 31, 25 |
| 13 | BNP Paribas US Small Cap Classic R | 1.74M (1.55%) | -210.76K Decreased by -12.10% | May 31, 25 |
| 14 | SPDR® S&P Oil & Gas Explor & Prodtn ETF | 1.49M (1.32%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 1.38M (1.22%) | 10.75K Increased by +0.78% | Feb 28, 26 |
| 16 | Fidelity Small Cap Index | 1.27M (1.13%) | 67.06K Increased by +5.27% | Dec 31, 25 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 1.23M (1.09%) | -334.69K Decreased by -27.29% | Feb 28, 26 |
| 18 | Dimensional US Targeted Value ETF | 1.21M (1.07%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.19M (1.06%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | Franklin Bank Loans Composite | 1.17M (1.04%) | 101.30K Increased by +8.62% | Jun 30, 25 |