| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.66M (10.52%) | -42.27K Decreased by -1.15% | Dec 31, 25 |
| 2 | BlackRock Inc | 3.53M (10.15%) | -77.96K Decreased by -2.21% | Sep 30, 25 |
| 3 | Fuller & Thaler Asset Management Inc | 1.91M (5.49%) | 952.09K Increased by +49.89% | Dec 31, 25 |
| 4 | T. Rowe Price Associates, Inc. | 1.63M (4.68%) | -66.38K Decreased by -4.07% | Sep 30, 25 |
| 5 | AllianceBernstein L.P. | 1.26M (3.63%) | -17.70K Decreased by -1.40% | Sep 30, 25 |
| 6 | State Street Corp | 1.24M (3.56%) | -31.42K Decreased by -2.54% | Sep 30, 25 |
| 7 | State Street Corporation | 1.23M (3.52%) | 462.00 Increased by +0.04% | Mar 31, 24 |
| 8 | Massachusetts Financial Services Company | 1.22M (3.50%) | -49.33K Decreased by -4.06% | Dec 31, 25 |
| 9 | AQR Capital Management LLC | 953.78K (2.74%) | 190.35K Increased by +19.96% | Dec 31, 25 |
| 10 | Franklin Resources Inc | 911.42K (2.62%) | -330.61K Decreased by -36.27% | Jun 30, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 833.18K (2.39%) | 42.41K Increased by +5.09% | Dec 31, 25 |
| 12 | First Trust Advisors L.P. | 801.38K (2.30%) | 162.11K Increased by +20.23% | Dec 31, 25 |
| 13 | Geode Capital Management, LLC | 727.96K (2.09%) | 29.87K Increased by +4.10% | Dec 31, 25 |
| 14 | T. Rowe Price Investment Management,Inc. | 721.09K (2.07%) | -366.69K Decreased by -50.85% | Mar 31, 25 |
| 15 | American Century Companies Inc | 709.70K (2.04%) | 145.25K Increased by +20.47% | Dec 31, 25 |
| 16 | Ameriprise Financial Inc | 639.89K (1.84%) | 88.93K Increased by +13.90% | Sep 30, 25 |
| 17 | Adage Capital Partners Gp LLC | 558.00K (1.60%) | 193.00K Increased by +34.59% | Jun 30, 25 |
| 18 | International Assets Investment Management, LLC | 552.45K (1.59%) | 548.72K Increased by +99.32% | Sep 30, 24 |
| 19 | JONES FINANCIAL COMPANIES LLLP | 488.61K (1.40%) | 488.23K Increased by +99.92% | Mar 31, 25 |
| 20 | Bank of New York Mellon Corp | 476.29K (1.37%) | -9.65K Decreased by -2.03% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.15M (3.31%) | 10.68K Increased by +0.93% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.02M (2.94%) | 1.39K Increased by +0.14% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.02M (2.92%) | 823.00 Increased by +0.08% | Sep 30, 24 |
| 4 | FullerThaler Behavioral Sm-Cp Eq R6 | 910.66K (2.62%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | FullerThaler Behavioral Small-Cap Equity | 910.66K (2.62%) | 52.00K Increased by +5.71% | Sep 30, 25 |
| 6 | Franklin Small Cap Value SMA Composite | 872.38K (2.51%) | 117.18K Increased by +13.43% | Jun 30, 25 |
| 7 | Franklin US Small Cap Value Equity | 872.38K (2.51%) | 117.18K Increased by +13.43% | Jun 30, 25 |
| 8 | Vanguard Small Cap Index | 727.70K (2.09%) | 2.27K Increased by +0.31% | Feb 28, 26 |
| 9 | MFS Mid Cap Value Equity | 724.44K (2.08%) | -29.34K Decreased by -4.05% | Dec 31, 25 |
| 10 | T. Rowe Price US Mid-Cap Value Equity | 700.35K (2.01%) | -94.79K Decreased by -13.53% | Dec 31, 25 |
| 11 | T. Rowe Price Mid-Cap Value | 680.06K (1.95%) | -20.29K Decreased by -2.98% | Jan 31, 26 |
| 12 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 675.96K (1.94%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Fuller & Thaler Behavioral Small-Cap Eq | 675.96K (1.94%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Avantis US Small Cap Value ETF | 615.53K (1.77%) | 2.65K Increased by +0.43% | Feb 28, 26 |
| 15 | American Century Mid Cap Value Inv | 523.10K (1.50%) | -37.11K Decreased by -7.10% | Dec 31, 24 |
| 16 | American Century U.S. Mid Cap Value | 523.10K (1.50%) | -37.11K Decreased by -7.10% | Dec 31, 24 |
| 17 | Vanguard Small Cap Value Index Inv | 467.09K (1.34%) | 1.33K Increased by +0.28% | Feb 28, 26 |
| 18 | First Trust SMID Cp Rising Div Achv ETF | 459.19K (1.32%) | 270.00 Increased by +0.06% | Feb 26, 26 |
| 19 | First Trust Value Line® Dividend ETF | 445.09K (1.28%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 433.32K (1.25%) | -41.79K Decreased by -9.64% | Dec 31, 25 |