| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.61M (14.67%) | -402.72K Decreased by -4.68% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 6.51M (11.10%) | 90.48K Increased by +1.39% | Dec 31, 25 |
| 3 | FMR Inc | 3.95M (6.72%) | 543.04K Increased by +13.76% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 3.65M (6.21%) | -145.22K Decreased by -3.98% | Dec 31, 25 |
| 5 | First Trust Advisors L.P. | 3.06M (5.21%) | 165.23K Increased by +5.40% | Sep 30, 25 |
| 6 | Victory Capital Management Inc. | 2.80M (4.76%) | -260.17K Decreased by -9.31% | Dec 31, 25 |
| 7 | DePrince Race & Zollo Inc | 2.75M (4.69%) | 120.34K Increased by +4.38% | Dec 31, 25 |
| 8 | Wellington Management Company LLP | 2.51M (4.28%) | 2.15M Increased by +85.82% | Dec 31, 25 |
| 9 | State Street Corp | 2.47M (4.21%) | -79.32K Decreased by -3.21% | Sep 30, 25 |
| 10 | American Century Companies Inc | 2.44M (4.16%) | 36.51K Increased by +1.50% | Dec 31, 25 |
| 11 | State Street Corporation | 2.40M (4.09%) | 32.67K Increased by +1.36% | Mar 31, 24 |
| 12 | Macquarie Group Ltd | 2.20M (3.76%) | -551.08K Decreased by -24.99% | Sep 30, 25 |
| 13 | Mariner Value Strategies, LLC | 1.95M (3.32%) | -8.86K Decreased by -0.45% | Dec 31, 25 |
| 14 | Allspring Global Investments Holdings, LLC | 1.61M (2.75%) | -278.88K Decreased by -17.31% | Dec 31, 25 |
| 15 | Geode Capital Management, LLC | 1.48M (2.52%) | 22.10K Increased by +1.49% | Dec 31, 25 |
| 16 | Charles Schwab Investment Management Inc | 1.40M (2.38%) | 202.78K Increased by +14.53% | Dec 31, 25 |
| 17 | Balyasny Asset Management LLC | 1.30M (2.21%) | 1.10M Increased by +85.13% | Dec 31, 25 |
| 18 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.14M (1.94%) | 1.14M Increased by +100.00% | Dec 31, 25 |
| 19 | LSV Asset Management | 1.06M (1.80%) | -1.07M Decreased by -100.73% | Sep 30, 23 |
| 20 | AQR Capital Management LLC | 879.37K (1.50%) | 348.15K Increased by +39.59% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.63M (6.19%) | 3.63M Increased by +100.00% | Feb 28, 26 |
| 2 | Avantis US Small Cap Value ETF | 2.22M (3.79%) | 4.25K Increased by +0.19% | Feb 28, 26 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.97M (3.35%) | -350.00 Decreased by -0.02% | Apr 30, 24 |
| 4 | Victory Small Cap Value CIT (Net 75) | 1.94M (3.31%) | 1.88M Increased by +97.03% | Dec 31, 25 |
| 5 | Victory Sycamore Small Company Opp R | 1.94M (3.31%) | -315.00K Decreased by -16.24% | Dec 31, 25 |
| 6 | Vanguard US Total Market Shares ETF | 1.87M (3.18%) | 1.73K Increased by +0.09% | Sep 30, 24 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 1.81M (3.09%) | 5.81K Increased by +0.32% | Feb 28, 26 |
| 8 | Delaware US Small Cap Core Equity (SMA) | 1.77M (3.02%) | -20.73K Decreased by -1.17% | Mar 31, 24 |
| 9 | Macquarie US Small Cap Core Equity | 1.77M (3.02%) | -20.73K Decreased by -1.17% | Mar 31, 24 |
| 10 | First Trust RBA Amer Indl RenaisTM ETF | 1.75M (2.99%) | 5.92K Increased by +0.34% | Feb 26, 26 |
| 11 | Nuance Mid Cap Value Institutional | 1.56M (2.65%) | -89.16K Decreased by -5.73% | Jan 31, 25 |
| 12 | iShares Russell 2000 ETF | 1.45M (2.47%) | 38.70K Increased by +2.67% | Feb 28, 26 |
| 13 | Delaware Small Cap Value A | 1.41M (2.40%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | Invesco Small Cap Value A | 1.37M (2.33%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 15 | First Trust Value Line® Dividend ETF | 1.36M (2.32%) | 344.00 Increased by +0.03% | Aug 28, 25 |
| 16 | Vanguard Small Cap Index | 1.29M (2.20%) | 2.73K Increased by +0.21% | Feb 28, 26 |
| 17 | Nuance Mid Cap Value Separate Account | 1.17M (2.00%) | 46.01K Increased by +3.92% | Dec 31, 25 |
| 18 | Fidelity Series Value Discovery | 1.14M (1.94%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 19 | Macquarie Small Cap Value A | 1.07M (1.83%) | -282.24K Decreased by -26.31% | Jul 31, 25 |
| 20 | Strategic Advisers Fidelity US TtlStk | 1.01M (1.72%) | 0.00 Increased by 0.00% | Jan 31, 26 |