| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Black Diamond Capital Management LLC | 5.13M (57.99%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 1.60M (18.04%) | 1.21K Increased by +0.08% | Dec 31, 24 |
| 3 | BlackRock Inc | 629.11K (7.12%) | -2.84K Decreased by -0.45% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 529.52K (5.99%) | 1.28K Increased by +0.24% | Dec 31, 24 |
| 5 | Renaissance Technologies Corp | 408.16K (4.62%) | -15.60K Decreased by -3.82% | Dec 31, 24 |
| 6 | Bridgeway Capital Management, LLC | 392.43K (4.44%) | 300.00 Increased by +0.08% | Dec 31, 24 |
| 7 | Allianz Asset Management AG | 333.88K (3.78%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | State Street Corp | 198.62K (2.25%) | 12.40K Increased by +6.24% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 193.18K (2.18%) | 2.41K Increased by +1.25% | Dec 31, 24 |
| 10 | State Street Corporation | 186.25K (2.11%) | 3.23K Increased by +1.74% | Mar 31, 24 |
| 11 | Royal Bank of Canada | 183.18K (2.07%) | 109.38K Increased by +59.71% | Dec 31, 24 |
| 12 | Charles Schwab Investment Management Inc | 145.44K (1.64%) | -928.00 Decreased by -0.64% | Sep 30, 24 |
| 13 | Empowered Funds, LLC | 145.22K (1.64%) | 2.70K Increased by +1.86% | Dec 31, 24 |
| 14 | Verity & Verity, LLC | 120.51K (1.36%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | HighPoint Advisor Group LLC | 107.39K (1.21%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Fisher Asset Management, LLC | 102.38K (1.16%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | Bank of New York Mellon Corp | 92.31K (1.04%) | -359.00 Decreased by -0.39% | Dec 31, 24 |
| 18 | Northern Trust Corp | 85.75K (0.97%) | 5.88K Increased by +6.86% | Dec 31, 24 |
| 19 | American Century Companies Inc | 74.16K (0.84%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | Janney Montgomery Scott LLC | 52.25K (0.59%) | 611.00 Increased by +1.17% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | DFA US Small Cap Value I | 364.18K (4.12%) | -1.59K Decreased by -0.44% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 316.83K (3.58%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 316.83K (3.58%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | DFA US Targeted Value I | 213.63K (2.42%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | iShares Russell 2000 ETF | 200.38K (2.27%) | -1.63K Decreased by -0.81% | Apr 29, 25 |
| 6 | DFA US Core Equity 2 I | 175.20K (1.98%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | EA Bridgeway Omni Small-Cap Value ETF | 152.60K (1.73%) | 2.23K Increased by +1.46% | Apr 30, 25 |
| 8 | Bridgeway Omni Small-Cap Value | 146.65K (1.66%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Bridgeway Omni Small-Cap Value N | 146.65K (1.66%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | DFA US Small Cap I | 145.52K (1.65%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 143.92K (1.63%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | DFA US Core Equity 1 I | 137.81K (1.56%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Dimensional US Targeted Value ETF | 133.99K (1.52%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 14 | DFA US Micro Cap I | 122.73K (1.39%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Russell Inv Tax-Managed US Mid&Sm Cap S | 106.52K (1.20%) | -5.02K Decreased by -4.72% | Feb 29, 24 |
| 16 | Fidelity® Small Cap Index | 80.58K (0.91%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | Fidelity Small Cap Index | 80.25K (0.91%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | iShares Russell 2000 Value ETF | 80.09K (0.91%) | -270.00 Decreased by -0.34% | Apr 30, 25 |
| 19 | RBC Microcap Value I | 72.60K (0.82%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Avantis US Small Cap Value ETF | 62.33K (0.70%) | 0.00 Increased by 0.00% | Apr 30, 25 |