| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.01M (17.14%) | 11.33K Increased by +0.38% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 2.21M (12.62%) | -150.37K Decreased by -6.80% | Dec 31, 24 |
| 3 | Capital World Investors | 1.61M (9.16%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Biglari Capital Corp. | 1.07M (6.12%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | LSV Asset Management | 891.20K (5.08%) | -28.13K Decreased by -3.16% | Dec 31, 24 |
| 6 | Bank of America Corp | 812.48K (4.63%) | 149.92K Increased by +18.45% | Sep 30, 24 |
| 7 | State Street Corporation | 762.55K (4.35%) | 6.57K Increased by +0.86% | Mar 31, 24 |
| 8 | State Street Corp | 738.99K (4.21%) | -10.29K Decreased by -1.39% | Sep 30, 24 |
| 9 | Allspring Global Investments Holdings, LLC | 738.30K (4.21%) | 25.88K Increased by +3.51% | Dec 31, 24 |
| 10 | Macquarie Group Ltd | 602.15K (3.43%) | -13.28K Decreased by -2.21% | Sep 30, 24 |
| 11 | Arrowstreet Capital Limited Partnership | 562.29K (3.21%) | 191.48K Increased by +34.05% | Mar 31, 24 |
| 12 | Geode Capital Management, LLC | 454.18K (2.59%) | 399.00 Increased by +0.09% | Sep 30, 24 |
| 13 | Charles Schwab Investment Management Inc | 436.36K (2.49%) | 47.85K Increased by +10.97% | Dec 31, 24 |
| 14 | Victory Capital Management Inc. | 419.90K (2.39%) | -109.47K Decreased by -26.07% | Dec 31, 24 |
| 15 | Point72 Asset Management, L.P. | 381.21K (2.17%) | -304.62K Decreased by -79.91% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 372.24K (2.12%) | -55.91K Decreased by -15.02% | Dec 31, 24 |
| 17 | Massachusetts Financial Services Company | 358.80K (2.05%) | 1.97K Increased by +0.55% | Dec 31, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 343.45K (1.96%) | -252.59K Decreased by -73.55% | Sep 30, 24 |
| 19 | Callodine Capital Management, LP | 313.50K (1.79%) | 33.50K Increased by +10.68% | Sep 30, 24 |
| 20 | T. Rowe Price Investment Management,Inc. | 310.60K (1.77%) | -408.35K Decreased by -131.47% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 1.61M (9.16%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.23M (7.03%) | 6.28K Increased by +0.51% | Jan 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 601.98K (3.43%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Allspring Special Small Cap Value A | 576.95K (3.29%) | -25.30K Decreased by -4.39% | Jan 31, 25 |
| 5 | iShares Russell 2000 ETF | 534.93K (3.05%) | -4.05K Decreased by -0.76% | Jan 31, 25 |
| 6 | Vanguard Small Cap Index | 455.58K (2.60%) | -27.66K Decreased by -6.07% | Dec 31, 24 |
| 7 | Delaware US Small Cap Core Equity (SMA) | 452.36K (2.58%) | -5.29K Decreased by -1.17% | Mar 31, 24 |
| 8 | Macquarie US Small Cap Core Equity | 452.36K (2.58%) | -5.29K Decreased by -1.17% | Mar 31, 24 |
| 9 | Delaware Small Cap Core I | 437.88K (2.50%) | -2.71K Decreased by -0.62% | Sep 30, 24 |
| 10 | Franklin Small Cap Value SMA Composite | 408.82K (2.33%) | 101.34K Increased by +24.79% | Sep 30, 23 |
| 11 | Vanguard Small Cap Value Index Inv | 302.46K (1.72%) | -23.30K Decreased by -7.70% | Dec 31, 24 |
| 12 | OPORT2 A | 289.90K (1.65%) | 52.60K Increased by +18.14% | Dec 31, 24 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 287.58K (1.64%) | -9.63K Decreased by -3.35% | Dec 31, 24 |
| 14 | MFS New Discovery Value I | 279.36K (1.59%) | -7.56K Decreased by -2.71% | Dec 31, 23 |
| 15 | Schwab Fundamental U.S. Small CompanyETF | 224.88K (1.28%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 216.56K (1.23%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 17 | Franklin Small Cap Value A | 203.15K (1.16%) | -205.67K Decreased by -101.24% | Dec 31, 23 |
| 18 | Franklin US Small Cap Value Equity | 203.15K (1.16%) | -205.67K Decreased by -101.24% | Dec 31, 23 |
| 19 | Fidelity Small Cap Index | 200.33K (1.14%) | 1.35K Increased by +0.68% | Nov 30, 24 |
| 20 | Fidelity® Small Cap Index | 197.40K (1.13%) | 5.36K Increased by +2.72% | Oct 31, 23 |