| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 749.22K (7.28%) | -4.70K Decreased by -0.63% | Mar 31, 25 |
| 2 | FMR Inc | 619.62K (6.02%) | -19.07K Decreased by -3.08% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 562.79K (5.47%) | 3.97K Increased by +0.71% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 416.74K (4.05%) | -14.73K Decreased by -3.53% | Mar 31, 25 |
| 5 | Boston Partners Global Investors, Inc | 415.87K (4.04%) | 157.00 Increased by +0.04% | Mar 31, 25 |
| 6 | Principal Financial Group Inc | 330.53K (3.21%) | -3.44K Decreased by -1.04% | Mar 31, 25 |
| 7 | CapTrust Financial Advisors | 278.12K (2.70%) | 22.92K Increased by +8.24% | Mar 31, 25 |
| 8 | Copeland Capital Management, LLC | 268.68K (2.61%) | -20.09K Decreased by -7.48% | Jun 30, 25 |
| 9 | American Century Companies Inc | 244.55K (2.38%) | 24.29K Increased by +9.93% | Mar 31, 25 |
| 10 | Thrivent Financial For Lutherans | 244.22K (2.37%) | -111.78K Decreased by -45.77% | Mar 31, 25 |
| 11 | State Street Corporation | 221.50K (2.15%) | 13.11K Increased by +5.92% | Mar 31, 24 |
| 12 | Geode Capital Management, LLC | 219.61K (2.14%) | 4.83K Increased by +2.20% | Mar 31, 25 |
| 13 | State Street Corp | 212.34K (2.06%) | -13.59K Decreased by -6.40% | Mar 31, 25 |
| 14 | Loomis, Sayles & Company LP | 187.74K (1.83%) | 11.62K Increased by +6.19% | Mar 31, 25 |
| 15 | Wellington Management Company LLP | 172.57K (1.68%) | -9.90K Decreased by -5.74% | Mar 31, 25 |
| 16 | Rice Hall James & Associates, LLC | 163.79K (1.59%) | -4.22K Decreased by -2.57% | Mar 31, 25 |
| 17 | Northern Trust Corp | 134.50K (1.31%) | 4.63K Increased by +3.44% | Mar 31, 25 |
| 18 | Charles Schwab Investment Management Inc | 106.25K (1.03%) | 4.96K Increased by +4.67% | Mar 31, 25 |
| 19 | Weybosset Research & Management LLC | 105.50K (1.03%) | -1.34K Decreased by -1.27% | Jun 30, 25 |
| 20 | International Assets Investment Management, LLC | 93.70K (0.91%) | 93.70K Increased by +100.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Low-Priced Stock | 315.64K (3.07%) | 26.22K Increased by +8.31% | Oct 31, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 291.64K (2.84%) | 1.35K Increased by +0.46% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 273.04K (2.65%) | 352.00 Increased by +0.13% | Sep 30, 24 |
| 4 | Thrivent Small Cap Stock A | 241.75K (2.35%) | 2.89K Increased by +1.20% | May 31, 25 |
| 5 | Fidelity Low-Priced Stock | 236.98K (2.30%) | -436.00 Decreased by -0.18% | May 31, 25 |
| 6 | iShares Russell 2000 ETF | 223.67K (2.17%) | -4.20K Decreased by -1.88% | Jul 31, 25 |
| 7 | Avantis US Small Cap Value ETF | 219.25K (2.13%) | 216.00 Increased by +0.10% | Jul 31, 25 |
| 8 | Principal Small-MidCap Dividend Inc Inst | 150.36K (1.46%) | -5.47K Decreased by -3.64% | Jun 30, 25 |
| 9 | Schwab US Dividend Equity ETF™ | 147.68K (1.44%) | -80.00 Decreased by -0.05% | Jan 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 137.13K (1.33%) | 508.00 Increased by +0.37% | Jun 30, 25 |
| 11 | Fidelity Small Cap Value Fund | 120.00K (1.17%) | 0.00 Increased by 0.00% | May 31, 25 |
| 12 | Principal Edge SMA SMID Dividend Income | 111.41K (1.08%) | 6.83K Increased by +6.13% | Jul 31, 25 |
| 13 | Fidelity Small Cap Index | 91.97K (0.89%) | 335.00 Increased by +0.36% | May 31, 25 |
| 14 | Fidelity® Small Cap Index | 86.84K (0.84%) | 2.22K Increased by +2.55% | Oct 31, 23 |
| 15 | Thrivent Small Cap Stock | 82.81K (0.81%) | 1.24K Increased by +1.49% | May 31, 25 |
| 16 | iShares Russell 2000 Growth ETF | 75.85K (0.74%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | iShares Russell 2000 Value ETF | 71.17K (0.69%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | FIAM Small Cap Core CIT Cl B | 67.00K (0.65%) | -2.50K Decreased by -3.73% | Sep 30, 24 |
| 19 | FIAM Small Cap Core Composite | 67.00K (0.65%) | -900.00 Decreased by -1.34% | Sep 30, 24 |
| 20 | DFA US Targeted Value I | 65.78K (0.64%) | 0.00 Increased by 0.00% | Jun 30, 25 |