| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 823.20K (8.04%) | 61.37K Increased by +7.45% | Sep 30, 24 |
| 2 | BlackRock Inc | 766.87K (7.49%) | -9.19K Decreased by -1.20% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 558.81K (5.46%) | 819.00 Increased by +0.15% | Dec 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 431.47K (4.21%) | -1.07K Decreased by -0.25% | Dec 31, 24 |
| 5 | Boston Partners Global Investors, Inc | 415.72K (4.06%) | 15.14K Increased by +3.64% | Dec 31, 24 |
| 6 | Thrivent Financial For Lutherans | 356.00K (3.48%) | 334.93K Increased by +94.08% | Dec 31, 24 |
| 7 | Principal Financial Group Inc | 333.98K (3.26%) | 14.27K Increased by +4.27% | Dec 31, 24 |
| 8 | Copeland Capital Management, LLC | 297.81K (2.91%) | 7.28K Increased by +2.45% | Dec 31, 24 |
| 9 | CapTrust Financial Advisors | 226.98K (2.22%) | 20.60K Increased by +9.08% | Sep 30, 24 |
| 10 | State Street Corp | 222.20K (2.17%) | 1.42K Increased by +0.64% | Sep 30, 24 |
| 11 | State Street Corporation | 221.50K (2.16%) | 13.11K Increased by +5.92% | Mar 31, 24 |
| 12 | American Century Companies Inc | 220.26K (2.15%) | 21.67K Increased by +9.84% | Dec 31, 24 |
| 13 | Geode Capital Management, LLC | 215.29K (2.10%) | 408.00 Increased by +0.19% | Sep 30, 24 |
| 14 | Wellington Management Company LLP | 182.47K (1.78%) | -96.00 Decreased by -0.05% | Dec 31, 24 |
| 15 | Loomis, Sayles & Company LP | 176.12K (1.72%) | -249.00 Decreased by -0.14% | Dec 31, 24 |
| 16 | Rice Hall James & Associates, LLC | 168.01K (1.64%) | -4.12K Decreased by -2.45% | Dec 31, 24 |
| 17 | Northern Trust Corp | 122.28K (1.19%) | 3.03K Increased by +2.47% | Sep 30, 24 |
| 18 | Weybosset Research & Management LLC | 109.31K (1.07%) | -1.51K Decreased by -1.38% | Dec 31, 24 |
| 19 | Charles Schwab Investment Management Inc | 101.29K (0.99%) | -6.20K Decreased by -6.12% | Dec 31, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 98.83K (0.96%) | -116.94K Decreased by -118.32% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Low-Priced Stock | 315.64K (3.08%) | 26.22K Increased by +8.31% | Oct 31, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 270.14K (2.64%) | 371.00 Increased by +0.14% | Dec 31, 24 |
| 3 | Fidelity Low-Priced Stock | 262.17K (2.56%) | -37.63K Decreased by -14.35% | Nov 30, 24 |
| 4 | iShares Russell 2000 ETF | 253.95K (2.48%) | -1.95K Decreased by -0.77% | Jan 31, 25 |
| 5 | Thrivent Small Cap Stock A | 193.40K (1.89%) | 64.69K Increased by +33.45% | Nov 30, 24 |
| 6 | Avantis US Small Cap Value ETF | 187.82K (1.83%) | 297.00 Increased by +0.16% | Jan 31, 25 |
| 7 | Principal Small-MidCap Dividend Inc Inst | 157.40K (1.54%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Schwab US Dividend Equity ETF™ | 147.68K (1.44%) | -80.00 Decreased by -0.05% | Jan 31, 24 |
| 9 | Fidelity Small Cap Value Fund | 145.00K (1.42%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 131.47K (1.28%) | 3.09K Increased by +2.35% | Dec 31, 24 |
| 11 | Principal Edge SMA SMID Dividend Income | 106.92K (1.04%) | -441.00 Decreased by -0.41% | Jan 31, 25 |
| 12 | Fidelity Small Cap Index | 92.01K (0.90%) | -583.00 Decreased by -0.63% | Nov 30, 24 |
| 13 | Fidelity® Small Cap Index | 86.84K (0.85%) | 2.22K Increased by +2.55% | Oct 31, 23 |
| 14 | DFA US Micro Cap I | 80.63K (0.79%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | iShares Russell 2000 Growth ETF | 74.11K (0.72%) | -348.00 Decreased by -0.47% | Jan 31, 25 |
| 16 | iShares Russell 2000 Value ETF | 71.17K (0.69%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | FIAM Small Cap Core CIT Cl B | 67.00K (0.65%) | -2.50K Decreased by -3.73% | Sep 30, 24 |
| 18 | FIAM Small Cap Core Composite | 67.00K (0.65%) | -900.00 Decreased by -1.34% | Sep 30, 24 |
| 19 | DFA US Targeted Value I | 64.09K (0.63%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | Fidelity Global Value Growth Eq MF | 64.00K (0.62%) | 0.00 Increased by 0.00% | Feb 20, 24 |