| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 609.57K (6.08%) | 58.11K Increased by +9.53% | Jun 30, 25 |
| 2 | FMR Inc | 604.53K (6.02%) | -122.00 Decreased by -0.02% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 539.94K (5.38%) | 49.05K Increased by +9.08% | Jun 30, 25 |
| 4 | Private Capital Management, LLC | 314.51K (3.13%) | 42.92K Increased by +13.65% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 303.12K (3.02%) | 16.45K Increased by +5.43% | Jun 30, 25 |
| 6 | Geode Capital Management, LLC | 243.47K (2.43%) | 25.14K Increased by +10.33% | Jun 30, 25 |
| 7 | State Street Corp | 179.12K (1.79%) | 20.06K Increased by +11.20% | Jun 30, 25 |
| 8 | Manufacturers Life Insurance Co | 148.52K (1.48%) | 1.22K Increased by +0.82% | Jun 30, 25 |
| 9 | State Street Corporation | 138.99K (1.39%) | 18.15K Increased by +13.06% | Mar 31, 24 |
| 10 | AllianceBernstein L.P. | 113.79K (1.13%) | -38.40K Decreased by -33.74% | Jun 30, 25 |
| 11 | American Century Companies Inc | 109.02K (1.09%) | 119.00 Increased by +0.11% | Jun 30, 25 |
| 12 | Bridgeway Capital Management, LLC | 100.51K (1.00%) | 3.46K Increased by +3.44% | Jun 30, 25 |
| 13 | Northern Trust Corp | 98.16K (0.98%) | 28.02K Increased by +28.55% | Jun 30, 25 |
| 14 | Empowered Funds, LLC | 49.11K (0.49%) | 3.46K Increased by +7.04% | Jun 30, 25 |
| 15 | Susquehanna International Group, LLP | 38.38K (0.38%) | 19.06K Increased by +49.67% | Jun 30, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 35.65K (0.36%) | 6.86K Increased by +19.25% | Jun 30, 25 |
| 17 | Haverford Trust Co | 33.97K (0.34%) | 33.97K Increased by +100.00% | Dec 31, 23 |
| 18 | Goldman Sachs Group Inc | 31.25K (0.31%) | 13.36K Increased by +42.76% | Dec 31, 24 |
| 19 | Charles Schwab Investment Management Inc | 30.97K (0.31%) | 6.12K Increased by +19.76% | Jun 30, 25 |
| 20 | Bank of New York Mellon Corp | 29.22K (0.29%) | 5.10K Increased by +17.45% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Low-Priced Stock | 376.77K (3.75%) | -391.00 Decreased by -0.10% | Oct 31, 23 |
| 2 | Fidelity Low-Priced Stock | 331.34K (3.30%) | -890.00 Decreased by -0.27% | Jun 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 287.65K (2.87%) | -6.39K Decreased by -2.22% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 250.66K (2.50%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 237.56K (2.37%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 114.28K (1.14%) | -56.67K Decreased by -49.59% | Jul 31, 25 |
| 7 | Fidelity Small Cap Index | 102.87K (1.03%) | 19.44K Increased by +18.90% | Jun 30, 25 |
| 8 | iShares Russell 2000 Value ETF | 89.26K (0.89%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 9 | Fidelity® Small Cap Index | 80.17K (0.80%) | 681.00 Increased by +0.85% | Oct 31, 23 |
| 10 | Avantis US Small Cap Value ETF | 78.99K (0.79%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 11 | Fidelity LowPriced Stock Commingled Pl A | 75.08K (0.75%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | JHancock Regional Bank A | 68.89K (0.69%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | JH Financial Opportunities | 62.23K (0.62%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 14 | John Hancock Financial Opportunities Fund | 62.23K (0.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Fidelity Low-Priced Stock K6 | 57.44K (0.57%) | 890.00 Increased by +1.55% | Jun 30, 25 |
| 16 | Fidelity Extended Market Index | 57.09K (0.57%) | -469.00 Decreased by -0.82% | Jul 31, 25 |
| 17 | EA Bridgeway Omni Small-Cap Value ETF | 52.79K (0.53%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 18 | Bridgeway Omni Small-Cap Value | 51.40K (0.51%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Bridgeway Omni Small-Cap Value N | 51.40K (0.51%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Vanguard Russell 2000 ETF | 48.99K (0.49%) | -3.41K Decreased by -6.96% | Jul 31, 25 |