| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.70M (8.77%) | -307.85K Decreased by -3.54% | Sep 30, 25 |
| 2 | First Trust Advisors L.P. | 6.83M (6.88%) | 1.23M Increased by +17.95% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 6.36M (6.41%) | 58.88K Increased by +0.93% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 6.10M (6.15%) | -195.46K Decreased by -3.20% | Dec 31, 25 |
| 5 | Franklin Resources Inc | 4.94M (4.98%) | 2.17M Increased by +43.86% | Sep 30, 25 |
| 6 | Wellington Management Company LLP | 4.91M (4.95%) | -213.43K Decreased by -4.34% | Dec 31, 25 |
| 7 | Crestview Partners II GP, LP | 3.90M (3.93%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | American Century Companies Inc | 3.82M (3.85%) | -76.60K Decreased by -2.00% | Dec 31, 25 |
| 9 | DePrince Race & Zollo Inc | 3.65M (3.68%) | -134.80K Decreased by -3.69% | Dec 31, 25 |
| 10 | Victory Capital Management Inc. | 3.55M (3.58%) | -99.08K Decreased by -2.79% | Dec 31, 25 |
| 11 | FMR Inc | 3.29M (3.32%) | -399.90K Decreased by -12.15% | Mar 31, 25 |
| 12 | Fidelity Management and Research Company | 3.29M (3.32%) | -399.90K Decreased by -12.15% | Mar 31, 25 |
| 13 | Webs Creek Capital Management LP | 3.14M (3.16%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Encompass Capital Advisors LLC | 3.12M (3.14%) | 746.53K Increased by +23.94% | Dec 31, 25 |
| 15 | Simmons L E & Associates Inc | 3.02M (3.04%) | -2.15M Decreased by -71.36% | Dec 31, 23 |
| 16 | State Street Corp | 2.82M (2.84%) | -61.68K Decreased by -2.19% | Sep 30, 25 |
| 17 | State Street Corporation | 2.29M (2.31%) | -24.81K Decreased by -1.08% | Mar 31, 24 |
| 18 | Geode Capital Management, LLC | 2.28M (2.30%) | 36.21K Increased by +1.58% | Dec 31, 25 |
| 19 | Royce & Associates, LP | 2.21M (2.22%) | -97.31K Decreased by -4.41% | Dec 31, 25 |
| 20 | Van Eck Associates Corporation | 2.15M (2.16%) | 206.19K Increased by +9.60% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 7.03M (7.08%) | 15.05K Increased by +0.21% | Feb 27, 25 |
| 2 | Franklin Small Cap Value A | 5.90M (5.95%) | 1.26M Increased by +21.34% | Feb 28, 26 |
| 3 | Franklin US Small Cap Value Equity | 4.64M (4.68%) | 1.70M Increased by +36.72% | Dec 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.57M (3.60%) | 541.80K Increased by +15.18% | Feb 28, 26 |
| 5 | Fidelity Small Cap Value Fund | 3.29M (3.31%) | -400.00K Decreased by -12.17% | Mar 31, 25 |
| 6 | Avantis US Small Cap Value ETF | 3.27M (3.30%) | 4.09K Increased by +0.13% | Feb 28, 26 |
| 7 | Vanguard US Total Market Shares ETF | 3.04M (3.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Victory Small Cap Value CIT (Net 75) | 2.64M (2.66%) | 2.57M Increased by +97.36% | Dec 31, 25 |
| 9 | Victory Sycamore Small Company Opp R | 2.64M (2.66%) | -30.00K Decreased by -1.14% | Dec 31, 25 |
| 10 | Franklin Small Cap Value SMA Composite | 2.61M (2.63%) | 605.85K Increased by +23.22% | Jun 30, 25 |
| 11 | VanEck Oil Services ETF | 2.48M (2.50%) | 19.11K Increased by +0.77% | Feb 28, 26 |
| 12 | iShares Russell 2000 ETF | 2.28M (2.30%) | 857.76K Increased by +37.59% | Feb 28, 26 |
| 13 | Franklin Small Cap Value VIP 1 | 1.77M (1.79%) | 426.69K Increased by +24.05% | Feb 28, 26 |
| 14 | iShares Global Water ETF USD Dist | 1.70M (1.72%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 15 | DFA US Small Cap Value I | 1.39M (1.40%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 1.23M (1.24%) | 159.88K Increased by +12.99% | Feb 28, 26 |
| 17 | Embark Small Cap Equity Institutional | 1.02M (1.02%) | 3.39K Increased by +0.33% | Mar 31, 25 |
| 18 | Penn Capital Small Cap Equity | 980.98K (0.99%) | 220.95K Increased by +22.52% | Feb 28, 26 |
| 19 | Fidelity Small Cap Index | 925.14K (0.93%) | -15.19K Decreased by -1.64% | Dec 31, 25 |
| 20 | Vanguard Energy ETF | 884.79K (0.89%) | 252.72K Increased by +28.56% | Feb 28, 26 |