| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox | 6.67M (11.76%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 5.85M (10.31%) | -35.74K Decreased by -0.61% | Mar 31, 25 |
| 3 | BlackRock Inc | 5.48M (9.67%) | -300.22K Decreased by -5.47% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 3.38M (5.96%) | -22.62K Decreased by -0.67% | Mar 31, 25 |
| 5 | Greenlight Capital, Inc | 3.04M (5.37%) | -99.12K Decreased by -3.26% | Dec 31, 23 |
| 6 | State Street Corp | 2.24M (3.94%) | -86.75K Decreased by -3.88% | Mar 31, 25 |
| 7 | State Street Corporation | 2.21M (3.90%) | 62.50K Increased by +2.83% | Mar 31, 24 |
| 8 | UBS Group AG | 2.05M (3.61%) | 624.69K Increased by +30.53% | Mar 31, 25 |
| 9 | American Century Companies Inc | 1.84M (3.24%) | 155.94K Increased by +8.48% | Mar 31, 25 |
| 10 | Canada Pension Plan Investment Board | 1.82M (3.22%) | 1.19M Increased by +65.20% | Dec 31, 24 |
| 11 | Balyasny Asset Management LLC | 1.65M (2.91%) | 1.58M Increased by +95.61% | Mar 31, 25 |
| 12 | Marshall Wace Asset Management Ltd | 1.09M (1.92%) | 887.40K Increased by +81.62% | Mar 31, 25 |
| 13 | Geode Capital Management, LLC | 1.07M (1.88%) | 18.63K Increased by +1.74% | Mar 31, 25 |
| 14 | Royal Bank of Canada | 985.22K (1.74%) | 286.61K Increased by +29.09% | Mar 31, 25 |
| 15 | Victory Capital Management Inc. | 912.24K (1.61%) | 28.08K Increased by +3.08% | Mar 31, 25 |
| 16 | NORGES BANK | 772.92K (1.36%) | 38.42K Increased by +4.97% | Dec 31, 24 |
| 17 | Northern Trust Corp | 720.24K (1.27%) | 41.32K Increased by +5.74% | Mar 31, 25 |
| 18 | Jacobs Levy Equity Management, Inc. | 646.67K (1.14%) | -86.02K Decreased by -13.30% | Mar 31, 25 |
| 19 | AQR Capital Management LLC | 631.33K (1.11%) | -25.14K Decreased by -3.98% | Mar 31, 25 |
| 20 | Freestone Grove Partners LP | 621.73K (1.10%) | 621.73K Increased by +100.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 5.07M (8.94%) | -5.10K Decreased by -0.10% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.90M (3.35%) | 1.32K Increased by +0.07% | May 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.88M (3.32%) | -114.45K Decreased by -6.08% | Sep 30, 24 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.87M (3.30%) | 976.00 Increased by +0.05% | Jun 30, 25 |
| 5 | Avantis US Small Cap Value ETF | 1.69M (2.99%) | 2.75K Increased by +0.16% | Jun 28, 25 |
| 6 | Vanguard Small Cap Index | 1.50M (2.64%) | 8.06K Increased by +0.54% | May 31, 25 |
| 7 | Vanguard Small Cap Value Index Inv | 962.48K (1.70%) | -777.00 Decreased by -0.08% | May 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 909.94K (1.60%) | 6.08K Increased by +0.67% | May 31, 25 |
| 9 | DFA US Small Cap Value I | 842.52K (1.49%) | 0.00 Increased by 0.00% | May 31, 25 |
| 10 | Strategic Advisers Fidelity US TtlStk | 738.70K (1.30%) | 78.40K Increased by +10.61% | May 31, 25 |
| 11 | Dodge & Cox Balanced Composite | 467.99K (0.83%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Dodge & Cox Balanced I | 467.99K (0.83%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | First Trust Financials AlphaDEX® ETF | 465.71K (0.82%) | -1.22K Decreased by -0.26% | Jun 30, 25 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 450.77K (0.80%) | -1.91K Decreased by -0.42% | Jun 30, 25 |
| 15 | DFA US Targeted Value I | 447.91K (0.79%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Fidelity Balanced | 401.90K (0.71%) | 362.90K Increased by +90.30% | Apr 30, 25 |
| 17 | Dimensional US Targeted Value ETF | 384.22K (0.68%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Fidelity® Extended Market Index | 351.32K (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx SL Cl I | 342.98K (0.60%) | 300.00 Increased by +0.09% | Jun 30, 25 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 338.58K (0.60%) | 3.21K Increased by +0.95% | Apr 30, 25 |