| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Turtle Creek Asset Management Inc. | 15.33M (18.21%) | 486.36K Increased by +3.17% | Mar 31, 25 |
| 2 | Pzena Investment Management, LLC | 10.31M (12.25%) | -853.94K Decreased by -8.28% | Mar 31, 25 |
| 3 | BlackRock Inc | 8.44M (10.03%) | -364.93K Decreased by -4.32% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 6.64M (7.89%) | -1.90M Decreased by -28.62% | Mar 31, 25 |
| 5 | American Century Companies Inc | 5.83M (6.92%) | 53.17K Increased by +0.91% | Mar 31, 25 |
| 6 | Fuller & Thaler Asset Management Inc | 4.75M (5.64%) | -17.55K Decreased by -0.37% | Mar 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 3.63M (4.31%) | -74.16K Decreased by -2.04% | Mar 31, 25 |
| 8 | Charles Schwab Investment Management Inc | 2.49M (2.96%) | 264.51K Increased by +10.62% | Mar 31, 25 |
| 9 | Victory Capital Management Inc. | 2.18M (2.59%) | 2.01M Increased by +92.11% | Sep 30, 24 |
| 10 | Vaughan Nelson Scarbrgh & Mccullough LP | 2.10M (2.49%) | 764.64K Increased by +36.41% | Sep 30, 24 |
| 11 | State Street Corp | 2.02M (2.40%) | -34.76K Decreased by -1.72% | Mar 31, 25 |
| 12 | Geode Capital Management, LLC | 1.99M (2.37%) | 80.83K Increased by +4.06% | Mar 31, 25 |
| 13 | State Street Corporation | 1.95M (2.32%) | 31.97K Increased by +1.64% | Mar 31, 24 |
| 14 | Alberta Investment Management Corp | 1.66M (1.97%) | 500.00K Increased by +30.14% | Mar 31, 25 |
| 15 | Federated Hermes Inc | 1.39M (1.66%) | 1.25M Increased by +89.68% | Mar 31, 25 |
| 16 | Towle & Co | 1.38M (1.64%) | 992.52K Increased by +72.08% | Mar 31, 25 |
| 17 | D. E. Shaw & Co LP | 1.36M (1.62%) | 411.60K Increased by +30.22% | Mar 31, 25 |
| 18 | Bank of New York Mellon Corp | 1.21M (1.43%) | -158.88K Decreased by -13.16% | Sep 30, 24 |
| 19 | Hotchkis & Wiley Capital Management LLC | 1.19M (1.41%) | 675.32K Increased by +56.74% | Mar 31, 25 |
| 20 | Engine Capital Management LP | 1.16M (1.38%) | 803.10K Increased by +69.10% | Jun 30, 24 |
| 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 | 4.22M (5.01%) | -36.03K Decreased by -0.85% | May 31, 25 |
| 3 | Undiscovered Managers Behavioral Val L | 4.05M (4.80%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Pzena Mid Cap Value | 3.71M (4.41%) | -243.42K Decreased by -6.56% | Mar 31, 25 |
| 5 | Vanguard Selected Value Inv | 3.71M (4.41%) | -243.42K Decreased by -6.56% | Mar 31, 25 |
| 6 | Avantis US Small Cap Value ETF | 2.67M (3.18%) | 1.29K Increased by +0.05% | Jul 30, 25 |
| 7 | Vanguard US Total Market Shares ETF | 2.54M (3.02%) | -348.10K Decreased by -13.71% | Sep 30, 24 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 2.53M (3.01%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | American Century Small Cap Growth Inv | 2.41M (2.87%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | American Century U.S. Small Cap Growth | 2.41M (2.87%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | iShares Russell 2000 ETF | 2.07M (2.46%) | -33.58K Decreased by -1.62% | Jul 30, 25 |
| 12 | Schwab Fundamental U.S. Small CompanyETF | 1.97M (2.34%) | 0.00 Increased by 0.00% | Jul 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 Institutional Extnd Mkt Idx Tr | 1.36M (1.62%) | 7.29K Increased by +0.53% | Jun 30, 25 |
| 16 | Vanguard Small Cap Index | 1.01M (1.20%) | 3.71K Increased by +0.37% | May 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 | 856.50K (1.02%) | -9.46K Decreased by -1.10% | May 31, 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 (0.97%) | 0.00 Increased by 0.00% | Jun 30, 24 |