| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.86M (20.26%) | -15.84K Decreased by -0.55% | Jun 30, 25 |
| 2 | Biglari Capital Corp. | 1.68M (11.91%) | 609.77K Increased by +36.22% | Jun 30, 25 |
| 3 | Callodine Capital Management, LP | 1.62M (11.46%) | 944.26K Increased by +58.29% | Jun 30, 25 |
| 4 | Capital World Investors | 1.61M (11.37%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | Vanguard Group Inc | 1.60M (11.34%) | -490.20K Decreased by -30.58% | Jun 30, 25 |
| 6 | Morgan Stanley - Brokerage Accounts | 929.26K (6.57%) | 534.08K Increased by +57.47% | Jun 30, 25 |
| 7 | Invenomic Capital Management, LP | 869.23K (6.15%) | 357.28K Increased by +41.10% | Jun 30, 25 |
| 8 | LSV Asset Management | 842.42K (5.96%) | -155.78K Decreased by -18.49% | Jun 30, 25 |
| 9 | Ipg Investment Advisors, LLC | 764.47K (5.41%) | 82.53K Increased by +10.80% | Jun 30, 25 |
| 10 | State Street Corporation | 762.55K (5.39%) | 6.57K Increased by +0.86% | Mar 31, 24 |
| 11 | State Street Corp | 740.12K (5.24%) | -9.24K Decreased by -1.25% | Jun 30, 25 |
| 12 | UBS Group AG | 738.70K (5.23%) | -373.15K Decreased by -50.51% | Jun 30, 25 |
| 13 | Bank of America Corp | 723.74K (5.12%) | -515.82K Decreased by -71.27% | Jun 30, 25 |
| 14 | Macquarie Group Ltd | 602.15K (4.26%) | -13.28K Decreased by -2.21% | Sep 30, 24 |
| 15 | Nantahala Capital Management, LLC | 600.00K (4.24%) | 600.00K Increased by +100.00% | Jun 30, 25 |
| 16 | Arrowstreet Capital Limited Partnership | 562.29K (3.98%) | 191.48K Increased by +34.05% | Mar 31, 24 |
| 17 | Allspring Global Investments Holdings, LLC | 513.40K (3.63%) | -223.43K Decreased by -43.52% | Jun 30, 25 |
| 18 | Charles Schwab Investment Management Inc | 465.26K (3.29%) | 3.11K Increased by +0.67% | Jun 30, 25 |
| 19 | Geode Capital Management, LLC | 446.96K (3.16%) | -5.92K Decreased by -1.32% | Jun 30, 25 |
| 20 | Goldman Sachs Group Inc | 427.66K (3.03%) | 91.53K Increased by +21.40% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 1.61M (11.37%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 1.11M (7.88%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 627.60K (4.44%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 588.92K (4.17%) | -13.05K Decreased by -2.22% | Jul 31, 25 |
| 5 | OPORT2 A | 489.80K (3.47%) | 45.81K Increased by +9.35% | Jul 31, 25 |
| 6 | Invenomic Institutional | 464.23K (3.28%) | 295.04K Increased by +63.56% | Apr 30, 25 |
| 7 | Delaware US Small Cap Core Equity (SMA) | 452.36K (3.20%) | -5.29K Decreased by -1.17% | Mar 31, 24 |
| 8 | Macquarie US Small Cap Core Equity | 452.36K (3.20%) | -5.29K Decreased by -1.17% | Mar 31, 24 |
| 9 | iShares Russell 2000 ETF | 450.50K (3.19%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 10 | Delaware Small Cap Core I | 437.88K (3.10%) | -2.71K Decreased by -0.62% | Sep 30, 24 |
| 11 | Franklin Small Cap Value SMA Composite | 408.82K (2.89%) | 101.34K Increased by +24.79% | Sep 30, 23 |
| 12 | Allspring Special Small Cap Value A | 392.44K (2.78%) | -163.31K Decreased by -41.61% | Jun 30, 25 |
| 13 | Manning & Napier Callodine Equity Inc Z | 373.06K (2.64%) | 173.06K Increased by +46.39% | Jun 30, 25 |
| 14 | MFS New Discovery Value I | 279.36K (1.98%) | -7.56K Decreased by -2.71% | Dec 31, 23 |
| 15 | Schwab Fundamental U.S. Small CompanyETF | 247.61K (1.75%) | 989.00 Increased by +0.40% | Aug 30, 25 |
| 16 | Vanguard Small Cap Index | 217.47K (1.54%) | -1.54K Decreased by -0.71% | Jul 31, 25 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 213.15K (1.51%) | -92.13K Decreased by -43.22% | Jul 31, 25 |
| 18 | Franklin Small Cap Value A | 203.15K (1.44%) | -205.67K Decreased by -101.24% | Dec 31, 23 |
| 19 | Franklin US Small Cap Value Equity | 203.15K (1.44%) | -205.67K Decreased by -101.24% | Dec 31, 23 |
| 20 | Manning & Napier Callodine Equity Inc I | 200.00K (1.41%) | 95.62K Increased by +47.81% | Mar 31, 25 |