| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 604.65K (5.99%) | 30.35K Increased by +5.02% | Mar 31, 25 |
| 2 | BlackRock Inc | 551.46K (5.47%) | 10.58K Increased by +1.92% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 490.88K (4.87%) | 46.15K Increased by +9.40% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 286.67K (2.84%) | 13.00K Increased by +4.54% | Mar 31, 25 |
| 5 | Private Capital Management, LLC | 271.60K (2.69%) | 271.60K Increased by +100.00% | Mar 31, 25 |
| 6 | Geode Capital Management, LLC | 218.33K (2.16%) | 27.64K Increased by +12.66% | Mar 31, 25 |
| 7 | State Street Corp | 159.06K (1.58%) | 13.57K Increased by +8.53% | Mar 31, 25 |
| 8 | AllianceBernstein L.P. | 152.19K (1.51%) | 152.19K Increased by +100.00% | Mar 31, 25 |
| 9 | Manufacturers Life Insurance Co | 147.30K (1.46%) | 23.07K Increased by +15.66% | Mar 31, 25 |
| 10 | State Street Corporation | 138.99K (1.38%) | 18.15K Increased by +13.06% | Mar 31, 24 |
| 11 | American Century Companies Inc | 108.90K (1.08%) | 7.46K Increased by +6.85% | Mar 31, 25 |
| 12 | Bridgeway Capital Management, LLC | 97.06K (0.96%) | -4.13K Decreased by -4.26% | Mar 31, 25 |
| 13 | Northern Trust Corp | 70.14K (0.70%) | 1.50K Increased by +2.13% | Mar 31, 25 |
| 14 | Empowered Funds, LLC | 45.66K (0.45%) | -4.13K Decreased by -9.05% | Mar 31, 25 |
| 15 | Haverford Trust Co | 33.97K (0.34%) | 33.97K Increased by +100.00% | Dec 31, 23 |
| 16 | Goldman Sachs Group Inc | 31.25K (0.31%) | 13.36K Increased by +42.76% | Dec 31, 24 |
| 17 | Morgan Stanley - Brokerage Accounts | 28.79K (0.29%) | -7.16K Decreased by -24.87% | Mar 31, 25 |
| 18 | Stifel Financial Corp | 27.97K (0.28%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | JPMorgan Chase & Co | 27.36K (0.27%) | 5.07K Increased by +18.51% | Dec 31, 24 |
| 20 | Advisor Group Holdings, Inc. | 27.30K (0.27%) | 26.83K Increased by +98.27% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Low-Priced Stock | 376.77K (3.73%) | -391.00 Decreased by -0.10% | Oct 31, 23 |
| 2 | Fidelity Low-Priced Stock | 332.84K (3.30%) | -565.00 Decreased by -0.17% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 294.04K (2.91%) | 1.80K Increased by +0.61% | May 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 250.66K (2.48%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 222.32K (2.20%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 173.03K (1.72%) | 1.76K Increased by +1.02% | May 31, 25 |
| 7 | Avantis US Small Cap Value ETF | 85.35K (0.85%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | Fidelity Small Cap Index | 82.42K (0.82%) | 641.00 Increased by +0.78% | Mar 31, 25 |
| 9 | Fidelity® Small Cap Index | 80.17K (0.79%) | 681.00 Increased by +0.85% | Oct 31, 23 |
| 10 | iShares Russell 2000 Value ETF | 75.93K (0.75%) | 0.00 Increased by 0.00% | May 31, 25 |
| 11 | Fidelity LowPriced Stock Commingled Pl A | 75.08K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | JHancock Regional Bank A | 68.89K (0.68%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 13 | JH Financial Opportunities | 62.23K (0.62%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 14 | John Hancock Financial Opportunities Fund | 62.23K (0.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Fidelity Extended Market Index | 57.97K (0.57%) | -554.00 Decreased by -0.96% | Apr 30, 25 |
| 16 | Fidelity Low-Priced Stock K6 | 55.93K (0.55%) | 565.00 Increased by +1.01% | Mar 31, 25 |
| 17 | Bridgeway Omni Small-Cap Value | 51.40K (0.51%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Bridgeway Omni Small-Cap Value N | 51.40K (0.51%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | EA Bridgeway Omni Small-Cap Value ETF | 47.01K (0.47%) | -16.00 Decreased by -0.03% | May 30, 25 |
| 20 | Fidelity® Extended Market Index | 45.26K (0.45%) | 548.00 Increased by +1.21% | Nov 30, 23 |