| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.27M (15.31%) | -538.01K Decreased by -5.80% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 8.36M (13.81%) | -92.60K Decreased by -1.11% | Dec 31, 25 |
| 3 | FMR Inc | 5.31M (8.77%) | 391.23K Increased by +7.37% | Dec 31, 25 |
| 4 | Clarkston Capital Partners, LLC | 4.23M (6.98%) | 372.46K Increased by +8.81% | Dec 31, 25 |
| 5 | JPMorgan Chase & Co | 4.22M (6.97%) | -866.23K Decreased by -20.52% | Jun 30, 24 |
| 6 | Fuller & Thaler Asset Management Inc | 3.72M (6.14%) | -180.81K Decreased by -4.87% | Sep 30, 25 |
| 7 | LSV Asset Management | 3.55M (5.87%) | 116.90K Increased by +3.29% | Dec 31, 25 |
| 8 | State Street Corporation | 2.70M (4.46%) | 47.70K Increased by +1.77% | Mar 31, 24 |
| 9 | State Street Corp | 2.48M (4.09%) | -9.36K Decreased by -0.38% | Sep 30, 25 |
| 10 | Gamco Investors, Inc. Et Al | 2.04M (3.38%) | 178.43K Increased by +8.73% | Dec 31, 25 |
| 11 | The Goldman Sachs Group Inc | 2.03M (3.35%) | 949.67K Increased by +46.89% | Sep 30, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 1.68M (2.77%) | 331.92K Increased by +19.78% | Sep 30, 25 |
| 13 | Geode Capital Management, LLC | 1.49M (2.47%) | -51.30K Decreased by -3.44% | Sep 30, 25 |
| 14 | Millennium Management LLC | 1.24M (2.05%) | 496.15K Increased by +40.01% | Dec 31, 24 |
| 15 | Dimensional Fund Advisors, Inc. | 1.19M (1.97%) | -34.97K Decreased by -2.94% | Dec 31, 25 |
| 16 | Goldman Sachs Group Inc | 1.08M (1.78%) | 530.02K Increased by +49.27% | Jun 30, 25 |
| 17 | Charles Schwab Investment Management Inc | 1.06M (1.76%) | -3.93K Decreased by -0.37% | Dec 31, 25 |
| 18 | Armistice Capital, LLC | 1.04M (1.71%) | 1.04M Increased by +100.00% | Dec 31, 25 |
| 19 | Bank of New York Mellon Corp | 920.26K (1.52%) | -14.04K Decreased by -1.53% | Sep 30, 25 |
| 20 | Principal Financial Group Inc | 907.83K (1.50%) | 13.45K Increased by +1.48% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thornburg Investment Income Builder Sep | 7.25M (11.98%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Clarkston Capital SMID Composite | 4.23M (6.98%) | 394.67K Increased by +9.34% | Dec 31, 25 |
| 3 | iShares Core S&P Small-Cap ETF | 3.69M (6.10%) | -790.58K Decreased by -21.41% | Feb 28, 26 |
| 4 | FullerThaler Behavioral Small-Cap Value | 3.18M (5.26%) | -1.40K Decreased by -0.04% | Dec 31, 25 |
| 5 | Undiscovered Managers Behavioral Val L | 2.86M (4.73%) | -166.40K Decreased by -5.82% | Jan 31, 26 |
| 6 | Vanguard US Total Market Shares ETF | 2.24M (3.71%) | 2.77K Increased by +0.12% | Sep 30, 24 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 2.16M (3.57%) | 1.40K Increased by +0.06% | Jan 31, 26 |
| 8 | Fidelity Select Consumer Staples Port | 1.82M (3.01%) | -5.30K Decreased by -0.29% | Jan 31, 26 |
| 9 | JPM US Mid Cap Value-Composite | 1.75M (2.88%) | -349.87K Decreased by -20.04% | Jun 30, 24 |
| 10 | JPM US Mid Cap Value-MA | 1.75M (2.88%) | -349.87K Decreased by -20.04% | Jun 30, 24 |
| 11 | JPMorgan Mid Cap Value L | 1.75M (2.88%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 12 | Clarkston Partners Founders | 1.73M (2.85%) | 255.00K Increased by +14.78% | Dec 31, 25 |
| 13 | Vanguard Small Cap Index | 1.55M (2.56%) | 2.11K Increased by +0.14% | Jan 31, 26 |
| 14 | iShares Russell 2000 ETF | 1.52M (2.51%) | 75.36K Increased by +4.96% | Feb 28, 26 |
| 15 | Fuller & Thaler Behavrl Small-Cap Value | 1.46M (2.41%) | -294.71K Decreased by -20.19% | Nov 30, 23 |
| 16 | JPM US Value Advantage-MA | 1.18M (1.95%) | 1.13M Increased by +95.55% | Sep 30, 23 |
| 17 | Vanguard Small Cap Value Index Inv | 995.20K (1.64%) | -7.84K Decreased by -0.79% | Jan 31, 26 |
| 18 | Strategic Advisers Fidelity US TtlStk | 991.87K (1.64%) | 113.34K Increased by +11.43% | Apr 30, 25 |
| 19 | Fidelity Value | 986.00K (1.63%) | 8.90K Increased by +0.90% | Dec 31, 23 |
| 20 | Fidelity® Value | 977.10K (1.61%) | -111.90K Decreased by -11.45% | Nov 30, 23 |