| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Century Companies Inc | 1.46M (8.01%) | 208.30K Increased by +14.25% | Jun 30, 25 |
| 2 | BlackRock Inc | 1.46M (7.99%) | 14.45K Increased by +0.99% | Mar 31, 25 |
| 3 | FMR Inc | 1.21M (6.64%) | -15.19K Decreased by -1.25% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 1.19M (6.51%) | 82.61K Increased by +6.95% | Jun 30, 25 |
| 5 | Vanguard Group Inc | 1.17M (6.43%) | 21.16K Increased by +1.80% | Jun 30, 25 |
| 6 | Herr Investment Group LLC | 643.04K (3.52%) | 470.13K Increased by +73.11% | Dec 31, 23 |
| 7 | Praetorian PR LLC | 550.00K (3.01%) | -400.00K Decreased by -72.73% | Mar 31, 25 |
| 8 | Invenomic Capital Management, LP | 542.14K (2.97%) | 205.06K Increased by +37.82% | Jun 30, 25 |
| 9 | Charles Schwab Investment Management Inc | 535.58K (2.94%) | 205.43K Increased by +38.36% | Jun 30, 25 |
| 10 | Amvescap Plc. | 524.34K (2.87%) | 286.51K Increased by +54.64% | Mar 31, 25 |
| 11 | Flat Footed LLC | 470.18K (2.58%) | 470.18K Increased by +100.00% | Jun 30, 25 |
| 12 | State Street Corp | 441.10K (2.42%) | -7.33K Decreased by -1.66% | Mar 31, 25 |
| 13 | Geode Capital Management, LLC | 435.03K (2.38%) | -2.43K Decreased by -0.56% | Mar 31, 25 |
| 14 | State Street Corporation | 418.25K (2.29%) | 9.82K Increased by +2.35% | Mar 31, 24 |
| 15 | Goldman Sachs Group Inc | 370.32K (2.03%) | 43.77K Increased by +11.82% | Jun 30, 24 |
| 16 | Jacobs Asset Management, LLC | 360.00K (1.97%) | 87.50K Increased by +24.31% | Jun 30, 25 |
| 17 | Ameriprise Financial Inc | 313.51K (1.72%) | 122.93K Increased by +39.21% | Jun 30, 25 |
| 18 | Millennium Management LLC | 287.85K (1.58%) | -28.52K Decreased by -9.91% | Dec 31, 24 |
| 19 | Renaissance Technologies Corp | 285.29K (1.56%) | 71.31K Increased by +25.00% | Sep 30, 23 |
| 20 | Wedbush Morgan Securities Inc | 273.16K (1.50%) | 1.33K Increased by +0.49% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Dividend Growth | 991.30K (5.43%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 2 | American Century Small Cap Value Inv | 930.00K (5.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | American Century U.S. Small Cap Value | 930.00K (5.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 880.54K (4.83%) | 278.70K Increased by +31.65% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 585.76K (3.21%) | -12.98K Decreased by -2.22% | Jul 31, 25 |
| 6 | iShares Russell 2000 ETF | 467.30K (2.56%) | -5.23K Decreased by -1.12% | Aug 29, 25 |
| 7 | Invesco Gold & Special Minerals A | 375.04K (2.06%) | 300.00K Increased by +79.99% | Mar 31, 25 |
| 8 | Schwab Fundamental U.S. Small CompanyETF | 314.59K (1.72%) | 3.20K Increased by +1.02% | Aug 30, 25 |
| 9 | Schwab Fundamental US Small Company ETF | 309.12K (1.69%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 10 | CWA Institutional Global Opportunity | 248.85K (1.36%) | 242.04K Increased by +97.26% | Mar 31, 25 |
| 11 | DFA US Small Cap Value I | 213.91K (1.17%) | 13.05K Increased by +6.10% | Jul 31, 25 |
| 12 | Fidelity Advisor Dividend Growth I | 205.30K (1.13%) | -14.90K Decreased by -7.26% | Jul 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 203.94K (1.12%) | -81.31K Decreased by -39.87% | Jul 31, 25 |
| 14 | TIAA-CREF Quant Small-Cap Equity Instl | 202.01K (1.11%) | 4.07K Increased by +2.01% | Feb 29, 24 |
| 15 | DFA US Targeted Value I | 193.95K (1.06%) | -1.11K Decreased by -0.57% | Jul 31, 25 |
| 16 | Fidelity Small Cap Index | 191.84K (1.05%) | 10.20K Increased by +5.32% | Jun 30, 25 |
| 17 | Jupiter Merian Glb Eq AbsRet I USD Acc | 191.81K (1.05%) | 191.81K Increased by +100.00% | Jun 30, 24 |
| 18 | Columbia Small Cap Value Discv A | 190.91K (1.05%) | 5.30K Increased by +2.78% | Jul 31, 25 |
| 19 | Columbia Small Cap Value I A | 190.91K (1.05%) | 5.30K Increased by +2.78% | Jul 31, 25 |
| 20 | Columbia Small Cap Value Discovery Fund | 185.61K (1.02%) | 55.14K Increased by +29.71% | Jun 30, 25 |