| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 713.61K (7.00%) | 6.58K Increased by +0.92% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 584.20K (5.73%) | 280.00 Increased by +0.05% | Dec 31, 25 |
| 3 | Thrivent Financial For Lutherans | 436.79K (4.28%) | 16.11K Increased by +3.69% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 395.28K (3.88%) | 23.23K Increased by +5.88% | Mar 31, 26 |
| 5 | CapTrust Financial Advisors | 358.91K (3.52%) | 46.26K Increased by +12.89% | Dec 31, 25 |
| 6 | Principal Financial Group Inc | 351.33K (3.44%) | 39.70K Increased by +11.30% | Mar 31, 26 |
| 7 | FMR Inc | 343.62K (3.37%) | -146.24K Decreased by -42.56% | Dec 31, 25 |
| 8 | American Century Companies Inc | 300.25K (2.94%) | 11.54K Increased by +3.85% | Dec 31, 25 |
| 9 | Boston Partners Global Investors, Inc | 277.88K (2.72%) | -67.67K Decreased by -24.35% | Mar 31, 26 |
| 10 | Capital World Investors | 275.77K (2.70%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | Wellington Management Company LLP | 262.93K (2.58%) | 80.91K Increased by +30.77% | Dec 31, 25 |
| 12 | Copeland Capital Management, LLC | 236.58K (2.32%) | -4.32K Decreased by -1.83% | Mar 31, 26 |
| 13 | State Street Corporation | 221.50K (2.17%) | 13.11K Increased by +5.92% | Mar 31, 24 |
| 14 | Geode Capital Management, LLC | 221.12K (2.17%) | -1.30K Decreased by -0.59% | Dec 31, 25 |
| 15 | Loomis, Sayles & Company LP | 218.50K (2.14%) | -6.82K Decreased by -3.12% | Mar 31, 26 |
| 16 | State Street Corp | 209.27K (2.05%) | 2.44K Increased by +1.17% | Dec 31, 25 |
| 17 | Amvescap Plc. | 116.44K (1.14%) | 101.09K Increased by +86.82% | Mar 31, 26 |
| 18 | Rice Hall James & Associates, LLC | 114.70K (1.12%) | 2.28K Increased by +1.99% | Mar 31, 26 |
| 19 | Northern Trust Corp | 112.85K (1.11%) | -3.65K Decreased by -3.23% | Mar 31, 26 |
| 20 | Charles Schwab Investment Management Inc | 107.73K (1.06%) | 1.65K Increased by +1.54% | Dec 31, 25 |
| 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 | Vanguard Total Stock Mkt Idx Inv | 283.75K (2.78%) | 2.93K Increased by +1.03% | Mar 31, 26 |
| 3 | American Funds SMALLCAP World A | 275.77K (2.70%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | Avantis US Small Cap Value ETF | 274.66K (2.69%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 5 | Vanguard US Total Market Shares ETF | 273.04K (2.68%) | 352.00 Increased by +0.13% | Sep 30, 24 |
| 6 | Thrivent Small Cap Stock A | 261.13K (2.56%) | -103.00 Decreased by -0.04% | Mar 31, 26 |
| 7 | Fidelity Low-Priced Stock | 236.34K (2.32%) | -634.00 Decreased by -0.27% | Jun 30, 25 |
| 8 | Fidelity Small Cap Value Fund | 230.27K (2.26%) | -95.23K Decreased by -41.36% | Jan 31, 26 |
| 9 | iShares Russell 2000 ETF | 222.01K (2.18%) | 1.88K Increased by +0.85% | Apr 30, 26 |
| 10 | Schwab US Dividend Equity ETF™ | 215.39K (2.11%) | 147.00 Increased by +0.07% | Apr 30, 26 |
| 11 | Principal Small-MidCap Dividend Inc Inst | 149.10K (1.46%) | -5.84K Decreased by -3.92% | Mar 31, 26 |
| 12 | Principal SMA SMID Dividend Income | 126.00K (1.24%) | -60.00 Decreased by -0.05% | Apr 30, 26 |
| 13 | Principal Edge SMA SMID Dividend Income | 109.61K (1.07%) | -1.80K Decreased by -1.64% | Aug 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 104.07K (1.02%) | 3.78K Increased by +3.64% | Mar 31, 26 |
| 15 | Invesco High Yield Eq Div Achiev™ ETF | 99.38K (0.97%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 16 | Fidelity Small Cap Index | 91.42K (0.90%) | 1.31K Increased by +1.44% | Feb 28, 26 |
| 17 | Fidelity® Small Cap Index | 86.84K (0.85%) | 2.22K Increased by +2.55% | Oct 31, 23 |
| 18 | Thrivent Small Cap Stock | 85.56K (0.84%) | -17.00 Decreased by -0.02% | Mar 31, 26 |
| 19 | Thrivent Small-Mid Cap Equity ETF | 71.26K (0.70%) | 918.00 Increased by +1.29% | Mar 31, 26 |
| 20 | Thrivent Small-Mid Cap Equity SMA | 71.19K (0.70%) | 850.00 Increased by +1.19% | Mar 31, 26 |