| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 736.79K (8.21%) | 4.17K Increased by +0.57% | Dec 31, 25 |
| 2 | BlackRock Inc | 646.86K (7.21%) | 38.06K Increased by +5.88% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 618.77K (6.89%) | 116.31K Increased by +18.80% | Dec 31, 25 |
| 4 | Renaissance Technologies Corp | 485.98K (5.41%) | -27.40K Decreased by -5.64% | Dec 31, 25 |
| 5 | Systematic Financial Management LP | 445.99K (4.97%) | -10.10K Decreased by -2.27% | Dec 31, 25 |
| 6 | American Century Companies Inc | 385.20K (4.29%) | 19.11K Increased by +4.96% | Dec 31, 25 |
| 7 | MONEY CONCEPTS CAPITAL CORP | 370.06K (4.12%) | 34.52K Increased by +9.33% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 218.83K (2.44%) | 185.00 Increased by +0.08% | Dec 31, 25 |
| 9 | State Street Corp | 200.75K (2.24%) | 2.91K Increased by +1.45% | Sep 30, 25 |
| 10 | Gamco Investors, Inc. Et Al | 190.80K (2.13%) | -900.00 Decreased by -0.47% | Dec 31, 25 |
| 11 | State Street Corporation | 186.65K (2.08%) | 25.46K Increased by +13.64% | Mar 31, 24 |
| 12 | Charles Schwab Investment Management Inc | 174.49K (1.94%) | 39.24K Increased by +22.49% | Dec 31, 25 |
| 13 | Bulldog Investors, LLC | 170.51K (1.90%) | 19.00K Increased by +11.15% | Dec 31, 25 |
| 14 | Bridgeway Capital Management, LLC | 145.00K (1.62%) | 7.68K Increased by +5.30% | Dec 31, 25 |
| 15 | Royce & Associates, LP | 130.92K (1.46%) | -28.09K Decreased by -21.46% | Dec 31, 25 |
| 16 | Allspring Global Investments Holdings, LLC | 110.58K (1.23%) | -12.27K Decreased by -11.10% | Dec 31, 25 |
| 17 | LSV Asset Management | 99.07K (1.10%) | -6.00K Decreased by -6.06% | Dec 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 95.11K (1.06%) | -7.93K Decreased by -8.34% | Sep 30, 25 |
| 19 | Bank of New York Mellon Corp | 91.81K (1.02%) | 2.50K Increased by +2.72% | Sep 30, 25 |
| 20 | Northern Trust Corp | 80.23K (0.89%) | 4.55K Increased by +5.67% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 352.81K (3.93%) | 736.00 Increased by +0.21% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 279.33K (3.11%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 251.50K (2.80%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 218.10K (2.43%) | 40.60K Increased by +18.62% | Feb 28, 26 |
| 5 | DFA US Small Cap Value I | 173.68K (1.93%) | -712.00 Decreased by -0.41% | Jan 31, 26 |
| 6 | 1290 VT GAMCO Small Company Value IB | 145.50K (1.62%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 7 | Schwab Fundamental U.S. Small CompanyETF | 121.26K (1.35%) | 42.00 Increased by +0.03% | Feb 28, 26 |
| 8 | Vanguard Consumer Staples ETF | 116.91K (1.30%) | 1.38K Increased by +1.18% | Feb 28, 26 |
| 9 | DFA US Targeted Value I | 105.96K (1.18%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 105.17K (1.17%) | 574.00 Increased by +0.55% | Feb 28, 26 |
| 11 | Fidelity Small Cap Index | 90.08K (1.00%) | -2.90K Decreased by -3.22% | Dec 31, 25 |
| 12 | Allspring Small Company Value Admin | 88.77K (0.99%) | 8.14K Increased by +9.17% | Jul 31, 25 |
| 13 | Fidelity® Small Cap Index | 84.65K (0.94%) | 598.00 Increased by +0.71% | Oct 31, 23 |
| 14 | EA Bridgeway Omni Small-Cap Value ETF | 83.75K (0.93%) | 78.00 Increased by +0.09% | Feb 27, 26 |
| 15 | Royce Capital Small-Cap Inv | 82.10K (0.91%) | -28.43K Decreased by -34.63% | Dec 31, 25 |
| 16 | iShares Russell 2000 Value ETF | 76.79K (0.86%) | -8.38K Decreased by -10.91% | Feb 28, 26 |
| 17 | Dimensional US Targeted Value ETF | 74.33K (0.83%) | 54.00 Increased by +0.07% | Feb 27, 26 |
| 18 | Allspring Small Company Val | 70.77K (0.79%) | -4.54K Decreased by -6.42% | Feb 28, 26 |
| 19 | Bridgeway Omni Small-Cap Value | 65.75K (0.73%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | Bridgeway Omni Small-Cap Value N | 65.75K (0.73%) | 0.00 Increased by 0.00% | Dec 31, 25 |