| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 791.08K (9.50%) | -37.09K Decreased by -4.69% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 701.30K (8.42%) | -14.87K Decreased by -2.12% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 535.47K (6.43%) | 8.38K Increased by +1.56% | Jun 30, 25 |
| 4 | State Street Corp | 293.32K (3.52%) | 1.31K Increased by +0.45% | Mar 31, 25 |
| 5 | State Street Corporation | 290.12K (3.48%) | -564.00 Decreased by -0.19% | Mar 31, 24 |
| 6 | American Century Companies Inc | 247.18K (2.97%) | 18.72K Increased by +7.57% | Jun 30, 25 |
| 7 | Geode Capital Management, LLC | 213.78K (2.57%) | 9.94K Increased by +4.65% | Mar 31, 25 |
| 8 | Renaissance Technologies Corp | 210.70K (2.53%) | -800.00 Decreased by -0.38% | Mar 31, 25 |
| 9 | Allspring Global Investments Holdings, LLC | 166.29K (2.00%) | 14.33K Increased by +8.62% | Mar 31, 25 |
| 10 | Simmons Bank | 149.27K (1.79%) | -1.00K Decreased by -0.67% | Jun 30, 25 |
| 11 | BKB Wealth Advisors, LLC | 130.99K (1.57%) | -27.35K Decreased by -20.88% | Dec 31, 24 |
| 12 | Manufacturers Life Insurance Co | 123.82K (1.49%) | -2.36K Decreased by -1.91% | Jun 30, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 120.53K (1.45%) | -32.57K Decreased by -27.02% | Mar 31, 25 |
| 14 | Hotchkis & Wiley Capital Management LLC | 117.66K (1.41%) | 11.47K Increased by +9.75% | Jun 30, 25 |
| 15 | LSV Asset Management | 106.26K (1.28%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Northern Trust Corp | 77.15K (0.93%) | -3.47K Decreased by -4.49% | Mar 31, 25 |
| 17 | Charles Schwab Investment Management Inc | 70.84K (0.85%) | 693.00 Increased by +0.98% | Jun 30, 25 |
| 18 | FMR Inc | 58.61K (0.70%) | 13.80K Increased by +23.54% | Sep 30, 24 |
| 19 | Goldman Sachs Group Inc | 49.00K (0.59%) | -19.07K Decreased by -38.92% | Jun 30, 25 |
| 20 | Bank of New York Mellon Corp | 47.61K (0.57%) | -1.29K Decreased by -2.71% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 307.50K (3.69%) | 914.00 Increased by +0.30% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 305.15K (3.66%) | -5.82K Decreased by -1.91% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 220.34K (2.65%) | -2.46K Decreased by -1.12% | Aug 29, 25 |
| 4 | Avantis US Small Cap Value ETF | 214.35K (2.57%) | 480.00 Increased by +0.22% | Aug 30, 25 |
| 5 | Allspring Small Company Val | 129.20K (1.55%) | -6.01K Decreased by -4.65% | Jul 31, 25 |
| 6 | Allspring Small Company Value Admin | 118.12K (1.42%) | -5.62K Decreased by -4.75% | Jul 31, 25 |
| 7 | DFA US Targeted Value I | 107.47K (1.29%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 93.75K (1.13%) | -40.28K Decreased by -42.96% | Jul 31, 25 |
| 9 | DFA US Micro Cap I | 91.76K (1.10%) | -7.96K Decreased by -8.68% | Jul 31, 25 |
| 10 | Fidelity® Small Cap Index | 87.11K (1.05%) | 2.62K Increased by +3.00% | Oct 31, 23 |
| 11 | Fidelity Small Cap Index | 86.08K (1.03%) | -1.54K Decreased by -1.79% | Jun 30, 25 |
| 12 | DFA US Small Cap I | 82.79K (0.99%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | DFA US Small Cap Value I | 79.48K (0.95%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 14 | Dimensional US Targeted Value ETF | 79.12K (0.95%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 15 | iShares Russell 2000 Value ETF | 76.04K (0.91%) | -168.00 Decreased by -0.22% | Aug 29, 25 |
| 16 | JHancock Regional Bank A | 68.36K (0.82%) | -603.00 Decreased by -0.88% | Jun 30, 25 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 64.80K (0.78%) | 238.00 Increased by +0.37% | Apr 30, 25 |
| 18 | State St Russell Sm/Mid Cp® Indx SL Cl I | 64.80K (0.78%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Vanguard Dividend Appreciation ETF | 48.68K (0.58%) | 126.00 Increased by +0.26% | Feb 28, 25 |
| 20 | Fidelity® Extended Market Index | 47.80K (0.57%) | 1.05K Increased by +2.20% | Nov 30, 23 |