| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Turtle Creek Asset Management Inc. | 14.84M (17.71%) | 1.00M Increased by +6.74% | Dec 31, 24 |
| 2 | Pzena Investment Management, LLC | 11.17M (13.32%) | 1.58M Increased by +14.18% | Dec 31, 24 |
| 3 | BlackRock Inc | 8.81M (10.51%) | -97.55K Decreased by -1.11% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 8.55M (10.20%) | 101.94K Increased by +1.19% | Dec 31, 24 |
| 5 | American Century Companies Inc | 5.78M (6.89%) | 634.10K Increased by +10.98% | Dec 31, 24 |
| 6 | Fuller & Thaler Asset Management Inc | 4.77M (5.69%) | -88.30K Decreased by -1.85% | Dec 31, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 3.70M (4.42%) | 146.58K Increased by +3.96% | Dec 31, 24 |
| 8 | Charles Schwab Investment Management Inc | 2.23M (2.66%) | 220.81K Increased by +9.92% | Dec 31, 24 |
| 9 | Victory Capital Management Inc. | 2.18M (2.60%) | 2.01M Increased by +92.11% | Sep 30, 24 |
| 10 | Vaughan Nelson Scarbrgh & Mccullough LP | 2.10M (2.51%) | 764.64K Increased by +36.41% | Sep 30, 24 |
| 11 | State Street Corp | 2.06M (2.45%) | 58.58K Increased by +2.85% | Dec 31, 24 |
| 12 | State Street Corporation | 1.95M (2.33%) | 31.97K Increased by +1.64% | Mar 31, 24 |
| 13 | Geode Capital Management, LLC | 1.91M (2.28%) | -35.30K Decreased by -1.85% | Dec 31, 24 |
| 14 | Bank of New York Mellon Corp | 1.21M (1.44%) | -158.88K Decreased by -13.16% | Sep 30, 24 |
| 15 | Engine Capital Management LP | 1.16M (1.39%) | 803.10K Increased by +69.10% | Jun 30, 24 |
| 16 | Alberta Investment Management Corp | 1.16M (1.38%) | 1.16M Increased by +100.00% | Dec 31, 24 |
| 17 | Parkwood LLC | 1.08M (1.28%) | 1.08M Increased by +100.00% | Dec 31, 24 |
| 18 | D. E. Shaw & Co LP | 950.22K (1.13%) | 426.08K Increased by +44.84% | Dec 31, 24 |
| 19 | IMS Capital Management, Inc. | 936.19K (1.12%) | 1.00K Increased by +0.11% | Dec 31, 24 |
| 20 | Nuveen Asset Management, LLC | 831.78K (0.99%) | -215.90K Decreased by -25.96% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fuller & Thaler Behavrl Small-Cap Value | 7.88M (9.41%) | -71.17K Decreased by -0.90% | Nov 30, 23 |
| 2 | FullerThaler Behavioral Small-Cap Value | 4.36M (5.21%) | 20.24K Increased by +0.46% | Dec 31, 24 |
| 3 | Undiscovered Managers Behavioral Val L | 4.16M (4.96%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 4 | Pzena Mid Cap Value | 3.95M (4.72%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | Vanguard Selected Value Inv | 3.95M (4.72%) | 548.04K Increased by +13.87% | Dec 31, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 2.53M (3.02%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 7 | American Century Small Cap Growth Inv | 2.41M (2.88%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | American Century U.S. Small Cap Growth | 2.41M (2.88%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Avantis US Small Cap Value ETF | 2.40M (2.86%) | 5.43K Increased by +0.23% | Feb 28, 25 |
| 10 | iShares Russell 2000 ETF | 2.18M (2.60%) | -25.62K Decreased by -1.18% | Feb 28, 25 |
| 11 | Vanguard Small Cap Index | 2.05M (2.45%) | 1.68K Increased by +0.08% | Feb 28, 25 |
| 12 | Vanguard Small Cap Value Index Inv | 1.35M (1.62%) | -1.74K Decreased by -0.13% | Feb 28, 25 |
| 13 | Schwab Fundamental U.S. Small CompanyETF | 1.33M (1.58%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 1.30M (1.55%) | 2.27K Increased by +0.18% | Feb 28, 25 |
| 15 | Schwab Fundamental US Small Company ETF | 926.07K (1.11%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | Fidelity Small Cap Index | 841.64K (1.00%) | -28.67K Decreased by -3.41% | Dec 31, 24 |
| 17 | Fidelity® Small Cap Index | 818.12K (0.98%) | 20.94K Increased by +2.56% | Oct 31, 23 |
| 18 | BlackRock High Yield Bond K | 812.52K (0.97%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | BlackRock High Yield K | 812.52K (0.97%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | DFA US Small Cap Value I | 765.86K (0.91%) | 0.00 Increased by 0.00% | Jan 31, 25 |