| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox | 6.67M (11.82%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 5.71M (10.12%) | -131.92K Decreased by -2.31% | Jun 30, 25 |
| 3 | BlackRock Inc | 5.45M (9.66%) | -32.59K Decreased by -0.60% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 3.41M (6.04%) | 27.85K Increased by +0.82% | Jun 30, 25 |
| 5 | Greenlight Capital, Inc | 3.04M (5.39%) | -99.12K Decreased by -3.26% | Dec 31, 23 |
| 6 | State Street Corporation | 2.21M (3.92%) | 62.50K Increased by +2.83% | Mar 31, 24 |
| 7 | State Street Corp | 2.20M (3.89%) | -38.39K Decreased by -1.75% | Jun 30, 25 |
| 8 | American Century Companies Inc | 2.00M (3.55%) | 163.63K Increased by +8.17% | Jun 30, 25 |
| 9 | FMR Inc | 1.85M (3.28%) | 1.27M Increased by +68.77% | Jun 30, 25 |
| 10 | Canada Pension Plan Investment Board | 1.82M (3.23%) | 1.19M Increased by +65.20% | Dec 31, 24 |
| 11 | UBS Group AG | 1.72M (3.05%) | -323.09K Decreased by -18.75% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 1.04M (1.85%) | -24.36K Decreased by -2.33% | Jun 30, 25 |
| 13 | Victory Capital Management Inc. | 987.65K (1.75%) | 75.41K Increased by +7.63% | Jun 30, 25 |
| 14 | Pentwater Capital Management LP | 950.00K (1.68%) | 950.00K Increased by +100.00% | Jun 30, 25 |
| 15 | Woodline Partners LP | 933.47K (1.65%) | 717.30K Increased by +76.84% | Jun 30, 25 |
| 16 | Balyasny Asset Management LLC | 898.87K (1.59%) | -749.65K Decreased by -83.40% | Jun 30, 25 |
| 17 | Royal Bank of Canada | 893.29K (1.58%) | -91.92K Decreased by -10.29% | Jun 30, 25 |
| 18 | Marshall Wace Asset Management Ltd | 890.86K (1.58%) | -196.38K Decreased by -22.04% | Jun 30, 25 |
| 19 | NORGES BANK | 765.89K (1.36%) | -7.03K Decreased by -0.92% | Jun 30, 25 |
| 20 | Soros Fund Management LLC | 764.75K (1.35%) | 247.85K Increased by +32.41% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 5.07M (8.99%) | -5.10K Decreased by -0.10% | Dec 31, 24 |
| 2 | Vanguard US Total Market Shares ETF | 1.88M (3.34%) | -114.45K Decreased by -6.08% | Sep 30, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.87M (3.31%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | Avantis US Small Cap Value ETF | 1.80M (3.19%) | 4.34K Increased by +0.24% | Aug 30, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.80M (3.19%) | -38.72K Decreased by -2.15% | Jul 31, 25 |
| 6 | Vanguard Small Cap Index | 1.39M (2.47%) | -9.73K Decreased by -0.70% | Jul 31, 25 |
| 7 | Vanguard Small Cap Value Index Inv | 897.55K (1.59%) | 2.48K Increased by +0.28% | Jul 31, 25 |
| 8 | DFA US Small Cap Value I | 842.52K (1.49%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | Strategic Advisers Fidelity US TtlStk | 704.30K (1.25%) | -16.00K Decreased by -2.27% | Jul 31, 25 |
| 10 | First Trust Financials AlphaDEX® ETF | 625.13K (1.11%) | 0.00 Increased by 0.00% | Aug 28, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 617.43K (1.09%) | -267.30K Decreased by -43.29% | Jul 31, 25 |
| 12 | Fidelity Balanced | 468.87K (0.83%) | -135.00 Decreased by -0.03% | Jun 30, 25 |
| 13 | Dodge & Cox Balanced Composite | 467.99K (0.83%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | Dodge & Cox Balanced I | 467.99K (0.83%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | DFA US Targeted Value I | 447.91K (0.79%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 439.76K (0.78%) | -11.01K Decreased by -2.50% | Jul 31, 25 |
| 17 | Dimensional US Targeted Value ETF | 393.54K (0.70%) | 0.00 Increased by 0.00% | Aug 29, 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 (0.61%) | 0.00 Increased by 0.00% | Jul 31, 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 |