| 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 | 5.48M (9.71%) | -300.22K Decreased by -5.47% | Mar 31, 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 Corp | 2.24M (3.96%) | -86.75K Decreased by -3.88% | Mar 31, 25 |
| 7 | State Street Corporation | 2.21M (3.92%) | 62.50K Increased by +2.83% | Mar 31, 24 |
| 8 | UBS Group AG | 2.05M (3.63%) | 624.69K Increased by +30.53% | Mar 31, 25 |
| 9 | American Century Companies Inc | 2.00M (3.55%) | 163.63K Increased by +8.17% | Jun 30, 25 |
| 10 | Canada Pension Plan Investment Board | 1.82M (3.23%) | 1.19M Increased by +65.20% | Dec 31, 24 |
| 11 | Balyasny Asset Management LLC | 1.65M (2.92%) | 1.58M Increased by +95.61% | Mar 31, 25 |
| 12 | Marshall Wace Asset Management Ltd | 1.09M (1.93%) | 887.40K Increased by +81.62% | Mar 31, 25 |
| 13 | Geode Capital Management, LLC | 1.07M (1.89%) | 18.63K Increased by +1.74% | Mar 31, 25 |
| 14 | Royal Bank of Canada | 985.22K (1.75%) | 286.61K Increased by +29.09% | Mar 31, 25 |
| 15 | Victory Capital Management Inc. | 912.24K (1.62%) | 28.08K Increased by +3.08% | Mar 31, 25 |
| 16 | NORGES BANK | 765.89K (1.36%) | -7.03K Decreased by -0.92% | Jun 30, 25 |
| 17 | Northern Trust Corp | 720.24K (1.28%) | 41.32K Increased by +5.74% | Mar 31, 25 |
| 18 | Jacobs Levy Equity Management, Inc. | 646.67K (1.15%) | -86.02K Decreased by -13.30% | Mar 31, 25 |
| 19 | AQR Capital Management LLC | 631.33K (1.12%) | -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 (8.98%) | -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%) | -3.35K Decreased by -0.18% | Jul 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.80M (3.19%) | -38.72K Decreased by -2.15% | Jul 31, 25 |
| 5 | Avantis US Small Cap Value ETF | 1.76M (3.12%) | 1.58K Increased by +0.09% | 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% | Jun 30, 25 |
| 9 | Strategic Advisers Fidelity US TtlStk | 720.30K (1.28%) | -18.40K Decreased by -2.55% | Jun 30, 25 |
| 10 | First Trust Financials AlphaDEX® ETF | 631.72K (1.12%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 617.43K (1.09%) | -267.30K Decreased by -43.29% | Jul 31, 25 |
| 12 | Fidelity Balanced | 469.00K (0.83%) | 67.10K Increased by +14.31% | May 31, 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% | Jun 30, 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 | 388.72K (0.69%) | 2.00K Increased by +0.51% | Jul 31, 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 |