| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Wellington Management Company LLP | 754.96K (14.05%) | 50.68K Increased by +6.71% | Mar 31, 26 |
| 2 | Dimensional Fund Advisors, Inc. | 522.54K (9.73%) | -43.55K Decreased by -8.33% | Mar 31, 26 |
| 3 | BlackRock Inc | 430.17K (8.01%) | -3.17K Decreased by -0.74% | Mar 31, 26 |
| 4 | Vanguard Group Inc | 319.26K (5.94%) | 13.49K Increased by +4.23% | Dec 31, 25 |
| 5 | Vanguard Capital Management, LLC | 235.28K (4.38%) | 235.28K Increased by +100.00% | Mar 31, 26 |
| 6 | American Century Companies Inc | 185.09K (3.45%) | 24.11K Increased by +13.03% | Mar 31, 26 |
| 7 | Geode Capital Management, LLC | 143.09K (2.66%) | 5.80K Increased by +4.05% | Mar 31, 26 |
| 8 | Bridgeway Capital Management, LLC | 121.40K (2.26%) | 9.26K Increased by +7.62% | Mar 31, 26 |
| 9 | HB Wealth Management, LLC | 118.79K (2.21%) | 112.41K Increased by +94.63% | Mar 31, 26 |
| 10 | State Street Corp | 115.88K (2.16%) | -1.19K Decreased by -1.03% | Mar 31, 26 |
| 11 | Renaissance Technologies Corp | 115.56K (2.15%) | -12.40K Decreased by -10.73% | Mar 31, 26 |
| 12 | State Street Corporation | 100.11K (1.86%) | 875.00 Increased by +0.87% | Mar 31, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 88.37K (1.64%) | 45.11K Increased by +51.05% | Sep 30, 25 |
| 14 | Empowered Funds, LLC | 69.31K (1.29%) | 4.56K Increased by +6.57% | Mar 31, 26 |
| 15 | Acadian Asset Management LLC | 69.30K (1.29%) | 69.30K Increased by +100.00% | Jun 30, 25 |
| 16 | Charles Schwab Investment Management Inc | 63.69K (1.19%) | -1.47K Decreased by -2.31% | Mar 31, 26 |
| 17 | Northern Trust Corp | 59.57K (1.11%) | 2.72K Increased by +4.56% | Mar 31, 26 |
| 18 | Kennedy Capital Management Inc | 55.48K (1.03%) | 8.07K Increased by +14.54% | Mar 31, 25 |
| 19 | JPMorgan Chase & Co | 54.08K (1.01%) | 49.25K Increased by +91.06% | Mar 31, 26 |
| 20 | Janney Montgomery Scott LLC | 51.63K (0.96%) | 1.97K Increased by +3.81% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 169.34K (3.15%) | 187.00 Increased by +0.11% | May 30, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 166.21K (3.09%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 3 | Vanguard US Total Market Shares ETF | 160.28K (2.98%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 133.16K (2.48%) | 1.25K Increased by +0.94% | May 29, 26 |
| 5 | DFA US Targeted Value I | 87.72K (1.63%) | -10.36K Decreased by -11.81% | Apr 30, 26 |
| 6 | Wellington Emerging Companies | 83.09K (1.55%) | 3.90K Increased by +4.69% | Mar 31, 26 |
| 7 | Dimensional US Targeted Value ETF | 79.57K (1.48%) | 0.00 Increased by 0.00% | May 29, 26 |
| 8 | EA Bridgeway Omni Small-Cap Value ETF | 71.01K (1.32%) | 0.00 Increased by 0.00% | May 29, 26 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 63.66K (1.19%) | 537.00 Increased by +0.84% | Apr 30, 26 |
| 10 | DFA US Small Cap I | 58.58K (1.09%) | -2.47K Decreased by -4.21% | Apr 30, 26 |
| 11 | Wellington CIF Micro Cap Equity | 52.44K (0.98%) | 35.00 Increased by +0.07% | Mar 31, 26 |
| 12 | Fidelity Small Cap Index | 51.82K (0.96%) | 211.00 Increased by +0.41% | Mar 31, 26 |
| 13 | DFA US Micro Cap I | 46.45K (0.86%) | -6.68K Decreased by -14.37% | Apr 30, 26 |
| 14 | Fidelity® Small Cap Index | 44.65K (0.83%) | 1.52K Increased by +3.41% | Oct 31, 23 |
| 15 | iShares Russell 2000 Value ETF | 42.83K (0.80%) | 0.00 Increased by 0.00% | May 29, 26 |
| 16 | Bridgeway Small Cap Value | 37.68K (0.70%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 17 | Bridgeway Small-Cap Value | 37.68K (0.70%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | State St Russell Sm/Mid Cp® Indx SL Cl I | 32.87K (0.61%) | 0.00 Increased by 0.00% | May 31, 26 |
| 19 | Russell 2000 Equity Index Fund B | 31.98K (0.60%) | -5.23K Decreased by -16.36% | Dec 31, 25 |
| 20 | Dimensional US Core Equity 2 ETF | 31.38K (0.58%) | 0.00 Increased by 0.00% | May 29, 26 |