| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox | 124.98M (8.76%) | 124.98M Increased by +100% | Dec 31, 23 |
| 2 | Dimensional Fund Advisors, Inc. | 4.51M (0.32%) | 4.51M Increased by +100% | Dec 31, 23 |
| 3 | Brandes Investment Partners & Co | 1.92M (0.13%) | 1.92M Increased by +100% | Dec 31, 23 |
| 4 | Grace & White Inc | 1.65M (0.12%) | 1.65M Increased by +100% | Dec 31, 23 |
| 5 | American Century Companies Inc | 732.27K (0.05%) | 732.27K Increased by +100% | Dec 31, 23 |
| 6 | Comerica Bank | 210.94K (0.01%) | 171.55K Increased by +81.33% | Jun 30, 23 |
| 7 | Greenleaf Trust | 154.17K (0.01%) | 154.17K Increased by +100% | Dec 31, 23 |
| 8 | OLD MISSION CAPITAL LLC | 139.99K (0.01%) | 86.58K Increased by +61.85% | Sep 30, 23 |
| 9 | Vident Investment Advisory, LLC | 131.27K (0.01%) | 30.84K Increased by +23.49% | Jun 30, 23 |
| 10 | Crossmark Global Holdings, Inc. | 120.52K (0.01%) | 1.07K Increased by +0.88% | Sep 30, 23 |
| 11 | CI Private Wealth LLC | 109.13K (0.01%) | 109.13K Increased by +100% | Dec 31, 23 |
| 12 | O'Shaughnessy Asset Management LLC | 106.67K (0.01%) | 106.67K Increased by +100% | Dec 31, 23 |
| 13 | Renaissance Technologies Corp | 98.74K (0.01%) | 98.74K Increased by +100% | Dec 31, 23 |
| 14 | First Trust Direct Indexing L.P. | 91.4K (0.01%) | 91.4K Increased by +100% | Dec 31, 23 |
| 15 | Schechter Investment Advisors, LLC | 89.76K (0.01%) | -9.47K Decreased by -10.55% | Dec 31, 23 |
| 16 | Envestnet Asset Management Inc | 83.29K (0.01%) | 83.29K Increased by +100% | Dec 31, 23 |
| 17 | BB&T Corp. | 72.16K (0.01%) | 72.16K Increased by +100% | Dec 31, 23 |
| 18 | Miller Investment Management, LP | 57.02K (0%) | 57.02K Increased by +100% | Dec 31, 23 |
| 19 | Stock Yards Bank & Trust Co | 51.97K (0%) | 51.97K Increased by +100% | Dec 31, 23 |
| 20 | Comprehensive Portfolio Management, LLC | 51.8K (0%) | 51.8K Increased by +100% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 99.03M (6.94%) | 0 Increased by 0% | Dec 31, 23 |
| 2 | Dodge & Cox Balanced Composite | 6.01M (0.42%) | 6.01M Increased by +100% | Dec 31, 23 |
| 3 | Dodge & Cox Balanced I | 6.01M (0.42%) | 0 Increased by 0% | Dec 31, 23 |
| 4 | Hartford Capital Appreciation Y | 3.85M (0.27%) | -62.54K Decreased by -1.62% | Dec 31, 23 |
| 5 | Hartford MidCap Value Y | 3.24M (0.23%) | -11.6K Decreased by -0.36% | Dec 31, 23 |
| 6 | Schwab Instl Lrg Cap Value Tr Fd-Ret | 1.47M (0.1%) | -263.46K Decreased by -17.96% | Jun 30, 23 |
| 7 | LVIP Wellington SMID Cap Value Std | 1.11M (0.08%) | -69.61K Decreased by -6.29% | Dec 31, 23 |
| 8 | MainStay VP Wellington Mid Cap Port Init | 1.09M (0.08%) | -25.51K Decreased by -2.34% | Dec 31, 23 |
| 9 | VALIC Company I Mid Cap Value | 850.92K (0.06%) | -11.19K Decreased by -1.31% | Dec 31, 23 |
| 10 | Dimensional International Value ETF | 839.89K (0.06%) | 0 Increased by 0% | Jan 31, 24 |
| 11 | EQ/Mid Cap Value Managed Volatil IB | 783.73K (0.05%) | -7.33K Decreased by -0.94% | Dec 31, 23 |
| 12 | Empower Mid Cap Value/Wellington SP | 758K (0.05%) | -46.74K Decreased by -6.17% | Jun 30, 23 |
| 13 | Avantis International Equity ETF | 679.56K (0.05%) | 2.22K Increased by +0.33% | Jan 31, 24 |
| 14 | Wellington Mid Cap Value | 676.13K (0.05%) | -81.87K Decreased by -12.11% | Sep 30, 23 |
| 15 | AST Mid- Cap Value Portfolio | 608.5K (0.04%) | -5.29K Decreased by -0.87% | Dec 31, 23 |
| 16 | DFA International Core Equity I | 560.05K (0.04%) | 0 Increased by 0% | Dec 31, 23 |
| 17 | Dimensional International Cr Eq Mkt ETF | 527.13K (0.04%) | 0 Increased by 0% | Jan 31, 24 |
| 18 | DFA Large Cap International I | 524.48K (0.04%) | 0 Increased by 0% | Dec 31, 23 |
| 19 | Dimensional International Core Eq 2 ETF | 485.63K (0.03%) | 0 Increased by 0% | Jan 31, 24 |
| 20 | Dimensional World ex US Core Eq 2 ETF | 388.21K (0.03%) | 0 Increased by 0% | Jan 31, 24 |