| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.04M (12.48%) | -45.15K Decreased by -0.50% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 7.68M (10.61%) | -84.06K Decreased by -1.09% | Dec 31, 25 |
| 3 | UMB Bank NA | 4.81M (6.64%) | 493.88K Increased by +10.27% | Dec 31, 25 |
| 4 | State Street Corp | 4.23M (5.85%) | -62.54K Decreased by -1.48% | Sep 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 2.85M (3.94%) | 22.10K Increased by +0.77% | Dec 31, 25 |
| 6 | State Street Corporation | 2.73M (3.78%) | -234.01K Decreased by -8.56% | Mar 31, 24 |
| 7 | FMR Inc | 2.64M (3.64%) | 387.93K Increased by +14.72% | Dec 31, 25 |
| 8 | Wellington Management Company LLP | 2.59M (3.58%) | -508.02K Decreased by -19.61% | Dec 31, 25 |
| 9 | Geode Capital Management, LLC | 1.91M (2.64%) | 33.08K Increased by +1.73% | Dec 31, 25 |
| 10 | Neuberger Berman Group LLC | 1.74M (2.41%) | -88.77K Decreased by -5.09% | Dec 31, 25 |
| 11 | Allspring Global Investments Holdings, LLC | 1.65M (2.28%) | -105.42K Decreased by -6.39% | Dec 31, 25 |
| 12 | American Century Companies Inc | 1.51M (2.09%) | -83.13K Decreased by -5.50% | Dec 31, 25 |
| 13 | AllianceBernstein L.P. | 1.46M (2.01%) | -33.46K Decreased by -2.30% | Sep 30, 25 |
| 14 | Earnest Partners LLC | 1.31M (1.80%) | -65.01K Decreased by -4.98% | Dec 31, 25 |
| 15 | Citadel Advisors Llc | 1.24M (1.71%) | 361.72K Increased by +29.14% | Dec 31, 25 |
| 16 | Victory Capital Management Inc. | 1.10M (1.52%) | -118.98K Decreased by -10.79% | Dec 31, 25 |
| 17 | Charles Schwab Investment Management Inc | 960.83K (1.33%) | -13.67K Decreased by -1.42% | Dec 31, 25 |
| 18 | Northern Trust Corp | 929.16K (1.28%) | -3.84K Decreased by -0.41% | Sep 30, 25 |
| 19 | Goldman Sachs Group Inc | 879.28K (1.21%) | -57.41K Decreased by -6.53% | Jun 30, 25 |
| 20 | The Goldman Sachs Group Inc | 844.44K (1.17%) | -34.84K Decreased by -4.13% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 2.31M (3.19%) | 913.80K Increased by +39.62% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.16M (2.98%) | 3.19K Increased by +0.15% | Feb 28, 26 |
| 3 | iShares Russell 2000 ETF | 1.78M (2.46%) | 349.73K Increased by +19.63% | Feb 28, 26 |
| 4 | Vanguard Small Cap Index | 1.55M (2.14%) | 4.05K Increased by +0.26% | Feb 28, 26 |
| 5 | Vanguard US Total Market Shares ETF | 1.30M (1.80%) | 69.88K Increased by +5.38% | Sep 30, 24 |
| 6 | Vanguard Explorer Inv | 1.22M (1.68%) | -25.32K Decreased by -2.08% | Dec 31, 25 |
| 7 | Neuberger Genesis Inv | 1.02M (1.41%) | -94.54K Decreased by -9.23% | Dec 31, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 997.01K (1.38%) | 2.83K Increased by +0.28% | Feb 28, 26 |
| 9 | Allspring Special Small Cap Value A | 958.30K (1.32%) | -40.60K Decreased by -4.24% | Feb 28, 26 |
| 10 | Neuberger Berman Genesis Inv | 854.53K (1.18%) | 351.18K Increased by +41.10% | Jun 30, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 777.12K (1.07%) | 6.79K Increased by +0.87% | Feb 28, 26 |
| 12 | Fidelity Small Cap Value Fund | 754.98K (1.04%) | -20.00K Decreased by -2.65% | Dec 31, 25 |
| 13 | SPDR® S&P Dividend ETF | 745.44K (1.03%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | American Century Small Cap Value Inv | 730.00K (1.01%) | -85.00K Decreased by -11.64% | Dec 31, 25 |
| 15 | American Century U.S. Small Cap Value | 730.00K (1.01%) | -85.00K Decreased by -11.64% | Dec 31, 25 |
| 16 | First Trust SMID Cp Rising Div Achv ETF | 726.38K (1.00%) | 426.00 Increased by +0.06% | Feb 26, 26 |
| 17 | Fidelity Small Cap Index | 711.80K (0.98%) | -21.70K Decreased by -3.05% | Dec 31, 25 |
| 18 | SPDR® S&P Regional Banking ETF | 683.63K (0.94%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 19 | State Street® SPDR® S&P® Dividend ETF | 644.47K (0.89%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 20 | State Street® SPDR® S&PRgnllBkgETF | 641.35K (0.89%) | 0.00 Increased by 0.00% | Feb 28, 26 |