| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Wellington Management Company LLP | 704.28K (14.05%) | 249.10K Increased by +35.37% | Dec 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 522.54K (10.42%) | -43.55K Decreased by -8.33% | Mar 31, 26 |
| 3 | BlackRock Inc | 433.34K (8.64%) | 4.20K Increased by +0.97% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 319.26K (6.37%) | 13.49K Increased by +4.23% | Dec 31, 25 |
| 5 | American Century Companies Inc | 160.98K (3.21%) | 16.41K Increased by +10.19% | Dec 31, 25 |
| 6 | Geode Capital Management, LLC | 137.30K (2.74%) | -270.00 Decreased by -0.20% | Dec 31, 25 |
| 7 | Renaissance Technologies Corp | 127.96K (2.55%) | -16.90K Decreased by -13.21% | Dec 31, 25 |
| 8 | State Street Corp | 117.07K (2.33%) | 10.41K Increased by +8.89% | Dec 31, 25 |
| 9 | Bridgeway Capital Management, LLC | 112.15K (2.24%) | 805.00 Increased by +0.72% | Dec 31, 25 |
| 10 | State Street Corporation | 100.11K (2.00%) | 875.00 Increased by +0.87% | Mar 31, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 88.37K (1.76%) | 45.11K Increased by +51.05% | Sep 30, 25 |
| 12 | Arrowstreet Capital Limited Partnership | 81.97K (1.63%) | -11.55K Decreased by -14.09% | Dec 31, 25 |
| 13 | Acadian Asset Management LLC | 69.30K (1.38%) | 69.30K Increased by +100.00% | Jun 30, 25 |
| 14 | Charles Schwab Investment Management Inc | 65.16K (1.30%) | 19.36K Increased by +29.71% | Dec 31, 25 |
| 15 | Empowered Funds, LLC | 64.75K (1.29%) | 4.80K Increased by +7.42% | Dec 31, 25 |
| 16 | Northern Trust Corp | 56.86K (1.13%) | -5.67K Decreased by -9.97% | Dec 31, 25 |
| 17 | Kennedy Capital Management Inc | 55.48K (1.11%) | 8.07K Increased by +14.54% | Mar 31, 25 |
| 18 | Janney Montgomery Scott LLC | 51.63K (1.03%) | 1.97K Increased by +3.81% | Mar 31, 26 |
| 19 | Amvescap Plc. | 46.64K (0.93%) | 39.94K Increased by +85.64% | Sep 30, 25 |
| 20 | Los Angeles Capital Management LLC | 31.27K (0.62%) | 6.97K Increased by +22.29% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 166.21K (3.31%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 160.28K (3.20%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Avantis US Small Cap Value ETF | 159.02K (3.17%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 4 | iShares Russell 2000 ETF | 131.88K (2.63%) | 1.13K Increased by +0.86% | Apr 30, 26 |
| 5 | DFA US Targeted Value I | 98.08K (1.96%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Dimensional US Targeted Value ETF | 80.60K (1.61%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 7 | Wellington Emerging Companies | 76.59K (1.53%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | EA Bridgeway Omni Small-Cap Value ETF | 71.85K (1.43%) | 840.00 Increased by +1.17% | Apr 30, 26 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 63.12K (1.26%) | 593.00 Increased by +0.94% | Mar 31, 26 |
| 10 | DFA US Small Cap I | 61.05K (1.22%) | -5.76K Decreased by -9.43% | Mar 31, 26 |
| 11 | DFA US Micro Cap I | 53.12K (1.06%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 12 | Fidelity Small Cap Index | 51.61K (1.03%) | 635.00 Increased by +1.23% | Feb 28, 26 |
| 13 | Wellington CIF Micro Cap Equity | 48.70K (0.97%) | 10.70K Increased by +21.97% | Dec 31, 25 |
| 14 | Fidelity® Small Cap Index | 44.65K (0.89%) | 1.52K Increased by +3.41% | Oct 31, 23 |
| 15 | iShares Russell 2000 Value ETF | 42.46K (0.85%) | 231.00 Increased by +0.54% | Apr 30, 26 |
| 16 | Bridgeway Small Cap Value | 37.68K (0.75%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Bridgeway Small-Cap Value | 37.68K (0.75%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 18 | State St Russell Sm/Mid Cp® Indx SL Cl I | 32.87K (0.66%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 19 | Russell 2000 Equity Index Fund B | 31.98K (0.64%) | -5.23K Decreased by -16.36% | Dec 31, 25 |
| 20 | Dimensional US Core Equity 2 ETF | 31.38K (0.63%) | 0.00 Increased by 0.00% | Apr 30, 26 |