| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Turtle Creek Asset Management Inc. | 16.22M (19.25%) | 888.34K Increased by +5.48% | Jun 30, 25 |
| 2 | Pzena Investment Management, LLC | 10.31M (12.24%) | -853.94K Decreased by -8.28% | Mar 31, 25 |
| 3 | BlackRock Inc | 7.32M (8.69%) | -1.12M Decreased by -15.27% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 4.88M (5.79%) | -1.77M Decreased by -36.27% | Jun 30, 25 |
| 5 | Fuller & Thaler Asset Management Inc | 4.77M (5.66%) | 21.09K Increased by +0.44% | Jun 30, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 3.31M (3.93%) | -316.07K Decreased by -9.54% | Jun 30, 25 |
| 7 | Charles Schwab Investment Management Inc | 3.10M (3.68%) | 609.71K Increased by +19.67% | Jun 30, 25 |
| 8 | American Century Companies Inc | 3.06M (3.63%) | -2.77M Decreased by -90.69% | Jun 30, 25 |
| 9 | Federated Hermes Inc | 2.71M (3.21%) | 1.31M Increased by +48.51% | Jun 30, 25 |
| 10 | D. E. Shaw & Co LP | 2.40M (2.85%) | 1.04M Increased by +43.36% | Jun 30, 25 |
| 11 | Victory Capital Management Inc. | 2.18M (2.59%) | 2.01M Increased by +92.11% | Sep 30, 24 |
| 12 | Vaughan Nelson Scarbrgh & Mccullough LP | 2.10M (2.49%) | 764.64K Increased by +36.41% | Sep 30, 24 |
| 13 | State Street Corp | 2.07M (2.46%) | 51.52K Increased by +2.48% | Jun 30, 25 |
| 14 | Geode Capital Management, LLC | 2.02M (2.39%) | 24.91K Increased by +1.24% | Jun 30, 25 |
| 15 | State Street Corporation | 1.95M (2.31%) | 31.97K Increased by +1.64% | Mar 31, 24 |
| 16 | Patient Capital Management | 1.87M (2.22%) | 1.10M Increased by +58.58% | Jun 30, 25 |
| 17 | Jacobs Levy Equity Management, Inc. | 1.82M (2.16%) | 1.53M Increased by +84.10% | Jun 30, 25 |
| 18 | Hotchkis & Wiley Capital Management LLC | 1.77M (2.10%) | 580.68K Increased by +32.79% | Jun 30, 25 |
| 19 | Alberta Investment Management Corp | 1.66M (1.97%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Millennium Management LLC | 1.52M (1.80%) | 614.44K Increased by +40.50% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fuller & Thaler Behavrl Small-Cap Value | 7.88M (9.36%) | -71.17K Decreased by -0.90% | Nov 30, 23 |
| 2 | FullerThaler Behavioral Small-Cap Value | 4.21M (5.00%) | -2.11K Decreased by -0.05% | Jun 30, 25 |
| 3 | Undiscovered Managers Behavioral Val L | 4.04M (4.79%) | -8.33K Decreased by -0.21% | Jul 31, 25 |
| 4 | Pzena Mid Cap Value | 3.71M (4.40%) | -243.42K Decreased by -6.56% | Mar 31, 25 |
| 5 | Vanguard Selected Value Inv | 3.71M (4.40%) | -243.42K Decreased by -6.56% | Mar 31, 25 |
| 6 | Avantis US Small Cap Value ETF | 2.72M (3.23%) | 3.70K Increased by +0.14% | Aug 30, 25 |
| 7 | Vanguard US Total Market Shares ETF | 2.54M (3.01%) | -348.10K Decreased by -13.71% | Sep 30, 24 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 2.48M (2.94%) | -54.95K Decreased by -2.22% | Jul 31, 25 |
| 9 | American Century Small Cap Growth Inv | 2.41M (2.86%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | American Century U.S. Small Cap Growth | 2.41M (2.86%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | iShares Russell 2000 ETF | 2.08M (2.47%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 12 | Schwab Fundamental U.S. Small CompanyETF | 1.97M (2.34%) | 7.91K Increased by +0.40% | Aug 30, 25 |
| 13 | Federated Hermes MDT SCC Institutional | 1.72M (2.05%) | 1.01M Increased by +58.85% | Jun 30, 25 |
| 14 | Federated Hermes MDT Small Cap Core IS | 1.72M (2.05%) | 1.01M Increased by +58.85% | Jun 30, 25 |
| 15 | Vanguard Small Cap Index | 1.01M (1.20%) | 3.71K Increased by +0.37% | May 31, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 951.61K (1.13%) | -410.80K Decreased by -43.17% | Jul 31, 25 |
| 17 | Schwab Fundamental US Small Company ETF | 926.07K (1.10%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | Fidelity Small Cap Index | 852.50K (1.01%) | -3.99K Decreased by -0.47% | Jun 30, 25 |
| 19 | Fidelity® Small Cap Index | 818.12K (0.97%) | 20.94K Increased by +2.56% | Oct 31, 23 |
| 20 | BlackRock High Yield Bond K | 812.52K (0.96%) | 0.00 Increased by 0.00% | Jun 30, 24 |