| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 823.20K (8.05%) | 61.37K Increased by +7.45% | Sep 30, 24 |
| 2 | BlackRock Inc | 776.06K (7.59%) | -18.25K Decreased by -2.35% | Jun 30, 24 |
| 3 | Vanguard Group Inc | 557.99K (5.46%) | 2.63K Increased by +0.47% | Sep 30, 24 |
| 4 | Boston Partners Global Investors, Inc | 476.27K (4.66%) | -10.70K Decreased by -2.25% | Jun 30, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 432.55K (4.23%) | -10.15K Decreased by -2.35% | Sep 30, 24 |
| 6 | Principal Financial Group Inc | 319.70K (3.13%) | 29.92K Increased by +9.36% | Sep 30, 24 |
| 7 | Copeland Capital Management, LLC | 290.53K (2.84%) | 184.00 Increased by +0.06% | Sep 30, 24 |
| 8 | State Street Corporation | 221.50K (2.17%) | 13.11K Increased by +5.92% | Mar 31, 24 |
| 9 | State Street Corp | 220.78K (2.16%) | -715.00 Decreased by -0.32% | Jun 30, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 215.77K (2.11%) | 2.68K Increased by +1.24% | Jun 30, 24 |
| 11 | Geode Capital Management, LLC | 214.88K (2.10%) | 4.17K Increased by +1.94% | Jun 30, 24 |
| 12 | CapTrust Financial Advisors | 206.38K (2.02%) | 83.78K Increased by +40.60% | Jun 30, 24 |
| 13 | American Century Companies Inc | 198.59K (1.94%) | 20.58K Increased by +10.36% | Sep 30, 24 |
| 14 | Loomis, Sayles & Company LP | 179.75K (1.76%) | 418.00 Increased by +0.23% | Jun 30, 24 |
| 15 | Wellington Management Company LLP | 172.38K (1.69%) | 13.11K Increased by +7.61% | Jun 30, 24 |
| 16 | Rice Hall James & Associates, LLC | 172.13K (1.68%) | 16.49K Increased by +9.58% | Sep 30, 24 |
| 17 | Northern Trust Corp | 122.28K (1.20%) | 3.03K Increased by +2.47% | Sep 30, 24 |
| 18 | Weybosset Research & Management LLC | 110.82K (1.08%) | -2.81K Decreased by -2.53% | Sep 30, 24 |
| 19 | Charles Schwab Investment Management Inc | 107.49K (1.05%) | 6.44K Increased by +5.99% | Sep 30, 24 |
| 20 | International Assets Investment Management, LLC | 93.70K (0.92%) | 93.70K Increased by +100.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Low-Priced Stock | 317.03K (3.10%) | -151.00 Decreased by -0.05% | Aug 31, 24 |
| 2 | Fidelity® Low-Priced Stock | 315.64K (3.09%) | 26.22K Increased by +8.31% | Oct 31, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 271.02K (2.65%) | -2.02K Decreased by -0.74% | Oct 31, 24 |
| 4 | iShares Russell 2000 ETF | 240.04K (2.35%) | -546.00 Decreased by -0.23% | Oct 31, 24 |
| 5 | Avantis US Small Cap Value ETF | 165.40K (1.62%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | Schwab US Dividend Equity ETF™ | 147.68K (1.44%) | -80.00 Decreased by -0.05% | Jan 31, 24 |
| 7 | Principal Small-MidCap Dividend Inc Inst | 142.39K (1.39%) | 11.99K Increased by +8.42% | Sep 30, 24 |
| 8 | Fidelity Small Cap Value Fund | 140.94K (1.38%) | 20.94K Increased by +14.85% | Aug 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 128.04K (1.25%) | -7.41K Decreased by -5.79% | Sep 30, 24 |
| 10 | Principal Edge SMA SMID Dividend Income | 108.39K (1.06%) | -197.00 Decreased by -0.18% | Oct 31, 24 |
| 11 | Fidelity Small Cap Index | 93.06K (0.91%) | -2.29K Decreased by -2.46% | Aug 31, 24 |
| 12 | Fidelity® Small Cap Index | 86.84K (0.85%) | 2.22K Increased by +2.55% | Oct 31, 23 |
| 13 | DFA US Micro Cap I | 80.63K (0.79%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | iShares Russell 2000 Growth ETF | 73.58K (0.72%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | iShares Russell 2000 Value ETF | 71.17K (0.70%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | FIAM Small Cap Core CIT Cl B | 69.50K (0.68%) | 900.00 Increased by +1.29% | Aug 31, 24 |
| 17 | FIAM Small Cap Core Composite | 67.90K (0.66%) | 18.00K Increased by +26.51% | Jun 30, 24 |
| 18 | Matthew 25 | 64.50K (0.63%) | 2.00K Increased by +3.10% | Jun 30, 24 |
| 19 | DFA US Targeted Value I | 64.09K (0.63%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | Fidelity Global Value Growth Eq MF | 64.00K (0.63%) | 0.00 Increased by 0.00% | Feb 20, 24 |