| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.21M (8.56%) | -25.00K Decreased by -1.13% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 2.08M (8.05%) | -7.02K Decreased by -0.34% | Jun 30, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 1.60M (6.20%) | 103.37K Increased by +6.45% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 1.42M (5.49%) | 25.91K Increased by +1.82% | Jun 30, 25 |
| 5 | Private Management Group Inc | 1.03M (4.00%) | 103.89K Increased by +10.04% | Mar 31, 25 |
| 6 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.00M (3.87%) | 1.00M Increased by +100.00% | Jun 30, 25 |
| 7 | CWA Asset Management Group, LLC | 865.80K (3.35%) | 188.23K Increased by +21.74% | Jun 30, 25 |
| 8 | Ameriprise Financial Inc | 663.30K (2.57%) | 2.18K Increased by +0.33% | Jun 30, 25 |
| 9 | J. Goldman & Co LP | 640.96K (2.48%) | -266.05K Decreased by -41.51% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 612.08K (2.37%) | 3.41K Increased by +0.56% | Mar 31, 25 |
| 11 | State Street Corp | 602.37K (2.33%) | 7.32K Increased by +1.22% | Mar 31, 25 |
| 12 | State Street Corporation | 563.74K (2.18%) | 61.50K Increased by +10.91% | Mar 31, 24 |
| 13 | Punch & Associates Inv Mgmt Inc | 544.29K (2.11%) | -44.18K Decreased by -8.12% | Jun 30, 25 |
| 14 | American Century Companies Inc | 521.45K (2.02%) | -8.10K Decreased by -1.55% | Jun 30, 25 |
| 15 | Orchard Capital Management, Llc | 509.94K (1.97%) | -156.24K Decreased by -30.64% | Mar 31, 25 |
| 16 | Deutsche Bank AG | 329.98K (1.28%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Northern Trust Corp | 257.37K (1.00%) | -19.14K Decreased by -7.44% | Mar 31, 25 |
| 18 | Amvescap Plc. | 233.23K (0.90%) | 172.64K Increased by +74.02% | Mar 31, 25 |
| 19 | Wells Fargo & Co | 220.62K (0.85%) | 40.04K Increased by +18.15% | Mar 31, 25 |
| 20 | Ninety One UK Limited | 204.69K (0.79%) | -105.75K Decreased by -51.67% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | CWA Institutional Global Opportunity | 1.10M (4.24%) | 1.10M Increased by +100.00% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 806.49K (3.12%) | 17.22K Increased by +2.14% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 775.88K (3.00%) | -13.25K Decreased by -1.71% | Jul 31, 25 |
| 4 | iShares Russell 2000 ETF | 694.35K (2.69%) | -7.75K Decreased by -1.12% | Aug 29, 25 |
| 5 | DFA US Small Cap Value I | 494.13K (1.91%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 6 | Columbia Small Cap Value Discv A | 451.94K (1.75%) | 12.40K Increased by +2.74% | Jul 31, 25 |
| 7 | Columbia Small Cap Value I A | 451.94K (1.75%) | 12.40K Increased by +2.74% | Jul 31, 25 |
| 8 | Columbia Small Cap Value Discovery Fund | 439.54K (1.70%) | 983.00 Increased by +0.22% | Jun 30, 25 |
| 9 | Columbia Small Cap Value I | 439.54K (1.70%) | 983.00 Increased by +0.22% | Jun 30, 25 |
| 10 | Avantis US Small Cap Value ETF | 423.12K (1.64%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 11 | Xtrackers S&P 500 Swap ETF 1C | 316.35K (1.22%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 12 | DFA US Targeted Value I | 296.78K (1.15%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | Orchard Select Small Cap Value | 289.23K (1.12%) | -138.47K Decreased by -47.88% | Apr 30, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 267.23K (1.03%) | -113.50K Decreased by -42.47% | Jul 31, 25 |
| 15 | Fidelity Small Cap Index | 261.34K (1.01%) | -5.08K Decreased by -1.94% | Jun 30, 25 |
| 16 | Fidelity® Small Cap Index | 251.36K (0.97%) | 7.09K Increased by +2.82% | Oct 31, 23 |
| 17 | iShares Russell 2000 Value ETF | 234.21K (0.91%) | -519.00 Decreased by -0.22% | Aug 29, 25 |
| 18 | SQUAD Point Five I | 233.59K (0.90%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Orchard Small Cap Value ESG | 214.32K (0.83%) | -74.91K Decreased by -34.95% | May 31, 25 |
| 20 | Dimensional US Targeted Value ETF | 209.24K (0.81%) | 0.00 Increased by 0.00% | Aug 29, 25 |