| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.88M (16.39%) | -252.86K Decreased by -8.78% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.09M (11.91%) | -119.36K Decreased by -5.70% | Mar 31, 25 |
| 3 | Capital World Investors | 1.61M (9.14%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Bank of America Corp | 1.24M (7.05%) | 481.54K Increased by +38.85% | Mar 31, 25 |
| 5 | Biglari Capital Corp. | 1.07M (6.11%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | LSV Asset Management | 998.20K (5.68%) | 106.99K Increased by +10.72% | Mar 31, 25 |
| 7 | State Street Corporation | 762.55K (4.34%) | 6.57K Increased by +0.86% | Mar 31, 24 |
| 8 | State Street Corp | 749.36K (4.26%) | -27.30K Decreased by -3.64% | Mar 31, 25 |
| 9 | Allspring Global Investments Holdings, LLC | 736.84K (4.19%) | -1.46K Decreased by -0.20% | Mar 31, 25 |
| 10 | Ipg Investment Advisors, LLC | 681.93K (3.88%) | 241.32K Increased by +35.39% | Mar 31, 25 |
| 11 | Callodine Capital Management, LP | 675.67K (3.84%) | 370.29K Increased by +54.80% | Mar 31, 25 |
| 12 | UBS Group AG | 642.99K (3.66%) | 537.71K Increased by +83.63% | Dec 31, 24 |
| 13 | Macquarie Group Ltd | 602.15K (3.43%) | -13.28K Decreased by -2.21% | Sep 30, 24 |
| 14 | Arrowstreet Capital Limited Partnership | 562.29K (3.20%) | 191.48K Increased by +34.05% | Mar 31, 24 |
| 15 | Invenomic Capital Management, LP | 511.95K (2.91%) | 155.20K Increased by +30.31% | Mar 31, 25 |
| 16 | Charles Schwab Investment Management Inc | 462.15K (2.63%) | 25.79K Increased by +5.58% | Mar 31, 25 |
| 17 | Geode Capital Management, LLC | 452.88K (2.58%) | 1.72K Increased by +0.38% | Mar 31, 25 |
| 18 | Citadel Advisors Llc | 426.92K (2.43%) | 185.83K Increased by +43.53% | Dec 31, 24 |
| 19 | J. Goldman & Co LP | 412.09K (2.34%) | 263.94K Increased by +64.05% | Dec 31, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 395.18K (2.25%) | 34.37K Increased by +8.70% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 1.61M (9.14%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 1.14M (6.49%) | -1.20K Decreased by -0.11% | Apr 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 627.60K (3.57%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 601.98K (3.43%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 5 | Allspring Special Small Cap Value A | 569.75K (3.24%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | iShares Russell 2000 ETF | 476.18K (2.71%) | 80.00 Increased by +0.02% | Apr 30, 25 |
| 7 | Delaware US Small Cap Core Equity (SMA) | 452.36K (2.57%) | -5.29K Decreased by -1.17% | Mar 31, 24 |
| 8 | Macquarie US Small Cap Core Equity | 452.36K (2.57%) | -5.29K Decreased by -1.17% | Mar 31, 24 |
| 9 | Vanguard Small Cap Index | 447.09K (2.54%) | 510.00 Increased by +0.11% | Apr 30, 25 |
| 10 | Delaware Small Cap Core I | 437.88K (2.49%) | -2.71K Decreased by -0.62% | Sep 30, 24 |
| 11 | Franklin Small Cap Value SMA Composite | 408.82K (2.33%) | 101.34K Increased by +24.79% | Sep 30, 23 |
| 12 | OPORT2 A | 396.65K (2.26%) | 54.65K Increased by +13.78% | Apr 30, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 301.13K (1.71%) | 570.00 Increased by +0.19% | Apr 30, 25 |
| 14 | Vanguard Small Cap Value Index Inv | 290.42K (1.65%) | 585.00 Increased by +0.20% | Apr 30, 25 |
| 15 | MFS New Discovery Value I | 279.36K (1.59%) | -7.56K Decreased by -2.71% | Dec 31, 23 |
| 16 | Schwab Fundamental U.S. Small CompanyETF | 235.59K (1.34%) | 0.00 Increased by 0.00% | Apr 30, 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 | Manning & Napier Callodine Equity Inc I | 200.00K (1.14%) | 95.62K Increased by +47.81% | Mar 31, 25 |
| 20 | Manning & Napier Callodine Equity Inc Z | 200.00K (1.14%) | 95.62K Increased by +47.81% | Mar 31, 25 |