| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.16M (8.41%) | -21.20K Decreased by -0.98% | Sep 30, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 1.90M (7.42%) | -151.36K Decreased by -7.96% | Dec 31, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 1.67M (6.50%) | 61.67K Increased by +3.70% | Sep 30, 25 |
| 4 | Private Management Group Inc | 1.50M (5.86%) | 306.47K Increased by +20.40% | Dec 31, 25 |
| 5 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.00M (3.90%) | 1.00M Increased by +100.00% | Jun 30, 25 |
| 6 | CWA Asset Management Group, LLC | 977.11K (3.81%) | 62.71K Increased by +6.42% | Dec 31, 25 |
| 7 | Ameriprise Financial Inc | 652.82K (2.55%) | -10.48K Decreased by -1.60% | Sep 30, 25 |
| 8 | J. Goldman & Co LP | 640.96K (2.50%) | -266.05K Decreased by -41.51% | Sep 30, 23 |
| 9 | Vanguard Group Inc | 629.72K (2.46%) | -840.10K Decreased by -133.41% | Dec 31, 25 |
| 10 | State Street Corp | 613.59K (2.39%) | 2.70K Increased by +0.44% | Sep 30, 25 |
| 11 | Geode Capital Management, LLC | 601.27K (2.34%) | -2.96K Decreased by -0.49% | Dec 31, 25 |
| 12 | State Street Corporation | 563.74K (2.20%) | 61.50K Increased by +10.91% | Mar 31, 24 |
| 13 | American Century Companies Inc | 484.88K (1.89%) | -28.70K Decreased by -5.92% | Dec 31, 25 |
| 14 | Deutsche Bank AG | 329.98K (1.29%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 15 | Wells Fargo & Co | 326.94K (1.27%) | 78.19K Increased by +23.92% | Sep 30, 25 |
| 16 | Punch & Associates Inv Mgmt Inc | 317.00K (1.24%) | -165.25K Decreased by -52.13% | Dec 31, 25 |
| 17 | Northern Trust Corp | 243.60K (0.95%) | -4.63K Decreased by -1.90% | Sep 30, 25 |
| 18 | Orchard Capital Management, Llc | 238.77K (0.93%) | -271.17K Decreased by -113.57% | Jun 30, 25 |
| 19 | Bridgeway Capital Management, LLC | 210.68K (0.82%) | 16.06K Increased by +7.62% | Dec 31, 25 |
| 20 | Ninety One UK Limited | 204.69K (0.80%) | -105.75K Decreased by -51.67% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | CWA Institutional Global Opportunity | 1.10M (4.28%) | 1.10M Increased by +100.00% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 806.49K (3.15%) | 17.22K Increased by +2.14% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 775.88K (3.03%) | -13.25K Decreased by -1.71% | Jul 31, 25 |
| 4 | iShares Russell 2000 ETF | 703.09K (2.74%) | 125.50K Increased by +17.85% | Feb 28, 26 |
| 5 | Columbia Small Cap Value Discv A | 467.44K (1.82%) | 467.44K Increased by +100.00% | Jan 31, 26 |
| 6 | Columbia Small Cap Value Discovery Fund | 462.64K (1.80%) | 10.70K Increased by +2.31% | Dec 31, 25 |
| 7 | Columbia Small Cap Value I A | 451.94K (1.76%) | 12.40K Increased by +2.74% | Jul 31, 25 |
| 8 | DFA US Small Cap Value I | 446.74K (1.74%) | -12.10K Decreased by -2.71% | Jan 31, 26 |
| 9 | Columbia Small Cap Value I | 439.54K (1.71%) | 983.00 Increased by +0.22% | Jun 30, 25 |
| 10 | Avantis US Small Cap Value ETF | 349.86K (1.36%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 11 | Xtrackers S&P 500 Swap ETF 1C | 314.03K (1.22%) | -2.32K Decreased by -0.74% | Dec 31, 25 |
| 12 | Orchard Select Small Cap Value | 289.23K (1.13%) | -138.47K Decreased by -47.88% | Apr 30, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 284.53K (1.11%) | 2.94K Increased by +1.03% | Jan 31, 26 |
| 14 | Fidelity Small Cap Index | 251.52K (0.98%) | -8.08K Decreased by -3.21% | Dec 31, 25 |
| 15 | Fidelity® Small Cap Index | 251.36K (0.98%) | 7.09K Increased by +2.82% | Oct 31, 23 |
| 16 | iShares Russell 2000 Value ETF | 243.84K (0.95%) | -9.24K Decreased by -3.79% | Feb 28, 26 |
| 17 | SQUAD Point Five I | 233.59K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 25 |
| 18 | Orchard Small Cap Value ESG | 214.32K (0.84%) | -74.91K Decreased by -34.95% | May 31, 25 |
| 19 | DFA US Targeted Value I | 193.33K (0.75%) | -35.71K Decreased by -18.47% | Jan 31, 26 |
| 20 | Ninety One Premier Global Value I | 174.89K (0.68%) | -29.80K Decreased by -17.04% | Apr 30, 25 |