| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.89M (13.27%) | 351.41K Increased by +12.18% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.16M (9.95%) | 37.49K Increased by +1.73% | Dec 31, 25 |
| 3 | First Trust Advisors L.P. | 1.58M (7.29%) | 1.56M Increased by +98.40% | Jun 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.13M (5.18%) | 12.04K Increased by +1.07% | Dec 31, 25 |
| 5 | State Street Corp | 675.60K (3.11%) | 158.93K Increased by +23.52% | Sep 30, 25 |
| 6 | Geode Capital Management, LLC | 584.30K (2.69%) | 28.80K Increased by +4.93% | Dec 31, 25 |
| 7 | Allspring Global Investments Holdings, LLC | 491.15K (2.26%) | -473.00K Decreased by -96.30% | Dec 31, 25 |
| 8 | Renaissance Technologies Corp | 455.19K (2.09%) | -60.80K Decreased by -13.36% | Dec 31, 25 |
| 9 | State Street Corporation | 395.94K (1.82%) | 4.90K Increased by +1.24% | Mar 31, 24 |
| 10 | Amvescap Plc. | 316.82K (1.46%) | 156.93K Increased by +49.53% | Sep 30, 25 |
| 11 | HFR Wealth Management, LLC | 293.73K (1.35%) | -459.00 Decreased by -0.16% | Dec 31, 25 |
| 12 | Two Sigma Investments LLC | 222.62K (1.02%) | 48.52K Increased by +21.79% | Jun 30, 25 |
| 13 | Goldman Sachs Group Inc | 215.01K (0.99%) | 43.49K Increased by +20.23% | Mar 31, 25 |
| 14 | UBS Group AG | 211.93K (0.97%) | 21.54K Increased by +10.16% | Sep 30, 25 |
| 15 | Northern Trust Corp | 208.46K (0.96%) | 16.43K Increased by +7.88% | Sep 30, 25 |
| 16 | Bank of America Corp | 181.17K (0.83%) | -18.25K Decreased by -10.08% | Sep 30, 25 |
| 17 | Charles Schwab Investment Management Inc | 178.00K (0.82%) | 1.66K Increased by +0.93% | Dec 31, 25 |
| 18 | Bank of New York Mellon Corp | 177.75K (0.82%) | 7.61K Increased by +4.28% | Sep 30, 25 |
| 19 | Two Sigma Advisers, LLC | 177.73K (0.82%) | 33.19K Increased by +18.67% | Jun 30, 25 |
| 20 | Bfsg, LLC | 175.31K (0.81%) | -1.06K Decreased by -0.60% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Value Line® Dividend ETF | 1.57M (7.20%) | -3.95K Decreased by -0.25% | Aug 29, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.20M (5.51%) | -44.12K Decreased by -3.68% | Feb 28, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 537.19K (2.47%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 479.68K (2.21%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 435.50K (2.00%) | 76.84K Increased by +17.64% | Feb 28, 26 |
| 6 | Vanguard Small Cap Index | 380.61K (1.75%) | 862.00 Increased by +0.23% | Feb 28, 26 |
| 7 | Allspring Special Small Cap Value A | 298.18K (1.37%) | -29.79K Decreased by -9.99% | Feb 28, 26 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 215.57K (0.99%) | 3.04K Increased by +1.41% | Feb 28, 26 |
| 9 | Vanguard Consumer Staples ETF | 215.45K (0.99%) | 263.00 Increased by +0.12% | Feb 28, 26 |
| 10 | Vanguard Small Cap Growth Index Inv | 210.65K (0.97%) | -82.00 Decreased by -0.04% | Feb 28, 26 |
| 11 | State Street SPDR Port S&P 600 Sm CpETF | 182.12K (0.84%) | 512.00 Increased by +0.28% | Feb 27, 26 |
| 12 | DFA US Small Cap I | 178.26K (0.82%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 13 | Fidelity Small Cap Index | 178.16K (0.82%) | -4.85K Decreased by -2.72% | Dec 31, 25 |
| 14 | iShares S&P Small-Cap 600 Growth ETF | 168.01K (0.77%) | 56.76K Increased by +33.78% | Feb 28, 26 |
| 15 | ProShares Russell 2000 Dividend Growers | 158.75K (0.73%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 156.08K (0.72%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | DFA US Micro Cap I | 154.70K (0.71%) | -3.90K Decreased by -2.52% | Jan 31, 26 |
| 18 | Brighthouse Small Cap Value A | 152.40K (0.70%) | 953.00 Increased by +0.63% | Jun 30, 25 |
| 19 | iShares Russell 2000 Growth ETF | 150.96K (0.69%) | 150.96K Increased by +100.00% | Feb 28, 26 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 144.68K (0.67%) | 1.78K Increased by +1.23% | Aug 29, 25 |