| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 600.76K (6.02%) | -8.80K Decreased by -1.47% | Sep 30, 25 |
| 2 | FMR Inc | 595.46K (5.97%) | -9.08K Decreased by -1.52% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 544.26K (5.46%) | 14.49K Increased by +2.66% | Dec 31, 25 |
| 4 | Private Capital Management, LLC | 370.74K (3.72%) | 25.12K Increased by +6.77% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 320.06K (3.21%) | 8.78K Increased by +2.74% | Dec 31, 25 |
| 6 | Geode Capital Management, LLC | 241.02K (2.42%) | -1.08K Decreased by -0.45% | Dec 31, 25 |
| 7 | State Street Corp | 182.88K (1.83%) | 3.76K Increased by +2.05% | Sep 30, 25 |
| 8 | Manufacturers Life Insurance Co | 145.64K (1.46%) | -1.05K Decreased by -0.72% | Dec 31, 25 |
| 9 | State Street Corporation | 138.99K (1.39%) | 18.15K Increased by +13.06% | Mar 31, 24 |
| 10 | American Century Companies Inc | 132.01K (1.32%) | 23.43K Increased by +17.75% | Dec 31, 25 |
| 11 | Bridgeway Capital Management, LLC | 105.91K (1.06%) | 5.22K Increased by +4.93% | Dec 31, 25 |
| 12 | Northern Trust Corp | 98.83K (0.99%) | 674.00 Increased by +0.68% | Sep 30, 25 |
| 13 | AllianceBernstein L.P. | 79.87K (0.80%) | -33.92K Decreased by -42.48% | Sep 30, 25 |
| 14 | Maltese Capital Management LLC | 66.16K (0.66%) | 15.46K Increased by +23.37% | Dec 31, 25 |
| 15 | Empowered Funds, LLC | 49.29K (0.49%) | 176.00 Increased by +0.36% | Sep 30, 25 |
| 16 | Susquehanna International Group, LLP | 38.38K (0.38%) | 19.06K Increased by +49.67% | 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 | 30.78K (0.31%) | 9.00 Increased by +0.03% | Dec 31, 25 |
| 20 | Bank of New York Mellon Corp | 30.64K (0.31%) | 1.42K Increased by +4.64% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Low-Priced Stock | 376.77K (3.78%) | -391.00 Decreased by -0.10% | Oct 31, 23 |
| 2 | Fidelity Low-Priced Stock | 329.51K (3.30%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 296.04K (2.97%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 250.66K (2.51%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 240.54K (2.41%) | 62.90K Increased by +26.15% | Feb 28, 26 |
| 6 | Avantis US Small Cap Value ETF | 138.19K (1.39%) | 989.00 Increased by +0.72% | Feb 28, 26 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 117.08K (1.17%) | 2.77K Increased by +2.37% | Feb 28, 26 |
| 8 | Fidelity Small Cap Index | 100.77K (1.01%) | -2.25K Decreased by -2.23% | Dec 31, 25 |
| 9 | iShares Russell 2000 Value ETF | 88.52K (0.89%) | 6.29K Increased by +7.11% | Feb 28, 26 |
| 10 | Fidelity® Small Cap Index | 80.17K (0.80%) | 681.00 Increased by +0.85% | Oct 31, 23 |
| 11 | JHancock Regional Bank A | 68.89K (0.69%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 12 | Fidelity LowPriced Stock Commingled Pl A | 67.60K (0.68%) | -8.05K Decreased by -11.91% | Dec 31, 25 |
| 13 | JH Financial Opportunities | 62.23K (0.62%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 14 | John Hancock Financial Opportunities Fund | 62.23K (0.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | EA Bridgeway Omni Small-Cap Value ETF | 57.90K (0.58%) | 54.00 Increased by +0.09% | Feb 27, 26 |
| 16 | Fidelity Low-Priced Stock K6 | 57.64K (0.58%) | -1.05K Decreased by -1.82% | Dec 31, 25 |
| 17 | Private Capital Management Value Focus | 56.28K (0.56%) | 32.66K Increased by +58.04% | Sep 30, 25 |
| 18 | Fidelity Extended Market Index | 54.77K (0.55%) | -228.00 Decreased by -0.42% | Jan 31, 26 |
| 19 | Bridgeway Omni Small-Cap Value | 51.40K (0.52%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | Bridgeway Omni Small-Cap Value N | 51.40K (0.52%) | 0.00 Increased by 0.00% | Dec 31, 25 |