| 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 | Dimensional Fund Advisors, Inc. | 432.55K (4.23%) | -10.15K Decreased by -2.35% | Sep 30, 24 |
| 5 | Boston Partners Global Investors, Inc | 400.58K (3.92%) | -75.69K Decreased by -18.90% | 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 | CapTrust Financial Advisors | 226.98K (2.22%) | 20.60K Increased by +9.08% | Sep 30, 24 |
| 9 | State Street Corp | 222.20K (2.17%) | 1.42K Increased by +0.64% | Sep 30, 24 |
| 10 | State Street Corporation | 221.50K (2.17%) | 13.11K Increased by +5.92% | Mar 31, 24 |
| 11 | Geode Capital Management, LLC | 215.29K (2.11%) | 408.00 Increased by +0.19% | Sep 30, 24 |
| 12 | American Century Companies Inc | 198.59K (1.94%) | 20.58K Increased by +10.36% | Sep 30, 24 |
| 13 | Wellington Management Company LLP | 182.57K (1.79%) | 10.19K Increased by +5.58% | Sep 30, 24 |
| 14 | Loomis, Sayles & Company LP | 176.37K (1.72%) | -3.38K Decreased by -1.92% | Sep 30, 24 |
| 15 | Rice Hall James & Associates, LLC | 172.13K (1.68%) | 16.49K Increased by +9.58% | Sep 30, 24 |
| 16 | Northern Trust Corp | 122.28K (1.20%) | 3.03K Increased by +2.47% | Sep 30, 24 |
| 17 | Weybosset Research & Management LLC | 110.82K (1.08%) | -2.81K Decreased by -2.53% | Sep 30, 24 |
| 18 | Charles Schwab Investment Management Inc | 107.49K (1.05%) | 6.44K Increased by +5.99% | Sep 30, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 98.83K (0.97%) | -116.94K Decreased by -118.32% | 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 | 315.64K (3.09%) | 26.22K Increased by +8.31% | Oct 31, 23 |
| 2 | Fidelity Low-Priced Stock | 302.63K (2.96%) | -14.40K Decreased by -4.76% | Sep 30, 24 |
| 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 | 270.62K (2.65%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 173.54K (1.70%) | 665.00 Increased by +0.38% | Nov 30, 24 |
| 6 | Principal Small-MidCap Dividend Inc Inst | 157.40K (1.54%) | 15.00K Increased by +9.53% | Oct 31, 24 |
| 7 | Schwab US Dividend Equity ETF™ | 147.68K (1.44%) | -80.00 Decreased by -0.05% | Jan 31, 24 |
| 8 | Fidelity Small Cap Value Fund | 145.00K (1.42%) | 4.06K Increased by +2.80% | Sep 30, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 127.63K (1.25%) | -415.00 Decreased by -0.33% | Oct 31, 24 |
| 10 | Principal Edge SMA SMID Dividend Income | 107.87K (1.05%) | -513.00 Decreased by -0.48% | Nov 30, 24 |
| 11 | Fidelity Small Cap Index | 92.25K (0.90%) | -815.00 Decreased by -0.88% | Sep 30, 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% | Oct 31, 24 |
| 14 | iShares Russell 2000 Growth ETF | 75.12K (0.73%) | 0.00 Increased by 0.00% | Nov 30, 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 Composite | 67.90K (0.66%) | 18.00K Increased by +26.51% | Jun 30, 24 |
| 17 | FIAM Small Cap Core CIT Cl B | 67.00K (0.66%) | -2.50K Decreased by -3.73% | Sep 30, 24 |
| 18 | DFA US Targeted Value I | 64.09K (0.63%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 19 | Fidelity Global Value Growth Eq MF | 64.00K (0.63%) | 0.00 Increased by 0.00% | Feb 20, 24 |
| 20 | Matthew 25 | 61.50K (0.60%) | -3.00K Decreased by -4.88% | Sep 30, 24 |