| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.21M (8.43%) | -25.00K Decreased by -1.13% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 2.09M (7.96%) | -23.52K Decreased by -1.13% | Mar 31, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 1.60M (6.11%) | 103.37K Increased by +6.45% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 1.39M (5.31%) | -5.93K Decreased by -0.43% | Mar 31, 25 |
| 5 | Private Management Group Inc | 1.03M (3.94%) | 103.89K Increased by +10.04% | Mar 31, 25 |
| 6 | CWA Asset Management Group, LLC | 677.57K (2.58%) | 318.05K Increased by +46.94% | Mar 31, 25 |
| 7 | Ameriprise Financial Inc | 661.12K (2.52%) | 38.37K Increased by +5.80% | Mar 31, 25 |
| 8 | J. Goldman & Co LP | 640.96K (2.44%) | -266.05K Decreased by -41.51% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 612.08K (2.33%) | 3.41K Increased by +0.56% | Mar 31, 25 |
| 10 | State Street Corp | 602.37K (2.30%) | 7.32K Increased by +1.22% | Mar 31, 25 |
| 11 | Punch & Associates Inv Mgmt Inc | 588.46K (2.24%) | -51.62K Decreased by -8.77% | Mar 31, 25 |
| 12 | State Street Corporation | 563.74K (2.15%) | 61.50K Increased by +10.91% | Mar 31, 24 |
| 13 | American Century Companies Inc | 529.55K (2.02%) | 59.79K Increased by +11.29% | Mar 31, 25 |
| 14 | Orchard Capital Management, Llc | 509.94K (1.94%) | -156.24K Decreased by -30.64% | Mar 31, 25 |
| 15 | Deutsche Bank AG | 329.98K (1.26%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 273.10K (1.04%) | -41.50K Decreased by -15.20% | Jun 30, 24 |
| 17 | Northern Trust Corp | 257.37K (0.98%) | -19.14K Decreased by -7.44% | Mar 31, 25 |
| 18 | Amvescap Plc. | 233.23K (0.89%) | 172.64K Increased by +74.02% | Mar 31, 25 |
| 19 | Wells Fargo & Co | 220.62K (0.84%) | 40.04K Increased by +18.15% | Mar 31, 25 |
| 20 | Ninety One UK Limited | 204.69K (0.78%) | -105.75K Decreased by -51.67% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | CWA Institutional Global Opportunity | 1.10M (4.18%) | 1.10M Increased by +100.00% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 806.49K (3.07%) | 17.22K Increased by +2.14% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 770.85K (2.94%) | 3.97K Increased by +0.52% | May 31, 25 |
| 4 | iShares Russell 2000 ETF | 737.65K (2.81%) | 0.00 Increased by 0.00% | May 31, 25 |
| 5 | Orchard Select Small Cap Value | 516.98K (1.97%) | -68.61K Decreased by -13.27% | Feb 28, 25 |
| 6 | Orchard Small Cap Value ESG | 516.98K (1.97%) | -68.61K Decreased by -13.27% | Feb 28, 25 |
| 7 | DFA US Small Cap Value I | 503.02K (1.92%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 8 | Columbia Small Cap Value I A | 439.54K (1.67%) | 983.00 Increased by +0.22% | May 31, 25 |
| 9 | Columbia Small Cap Value I | 438.56K (1.67%) | 24.26K Increased by +5.53% | Mar 31, 25 |
| 10 | Avantis US Small Cap Value ETF | 434.12K (1.65%) | 0.00 Increased by 0.00% | May 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 412.25K (1.57%) | 6.24K Increased by +1.51% | May 31, 25 |
| 12 | Xtrackers S&P 500 Swap ETF 1C | 316.35K (1.21%) | 0.00 Increased by 0.00% | May 31, 25 |
| 13 | DFA US Targeted Value I | 296.78K (1.13%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 14 | Fidelity Small Cap Index | 266.12K (1.01%) | -4.09K Decreased by -1.54% | Mar 31, 25 |
| 15 | iShares Russell 2000 Value ETF | 257.59K (0.98%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Fidelity® Small Cap Index | 251.36K (0.96%) | 7.09K Increased by +2.82% | Oct 31, 23 |
| 17 | SQUAD Point Five I | 233.59K (0.89%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 18 | Orchard US Small Cap Value USD Instl 1 | 214.32K (0.82%) | -74.91K Decreased by -34.95% | May 31, 25 |
| 19 | Ninety One Premier Global Value I | 212.13K (0.81%) | -27.51K Decreased by -12.97% | Feb 28, 25 |
| 20 | Dimensional US Targeted Value ETF | 206.54K (0.79%) | -105.00 Decreased by -0.05% | May 30, 25 |