| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.90M (10.69%) | -37.83K Decreased by -1.99% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.73M (9.72%) | -275.14K Decreased by -15.91% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.15M (6.47%) | -123.22K Decreased by -10.70% | Jun 30, 25 |
| 4 | Burgundy Asset Management Ltd | 890.36K (5.00%) | 26.83K Increased by +3.01% | Jun 30, 25 |
| 5 | LSV Asset Management | 812.09K (4.56%) | -49.20K Decreased by -6.06% | Jun 30, 25 |
| 6 | State Street Corporation | 644.62K (3.62%) | 22.94K Increased by +3.56% | Mar 31, 24 |
| 7 | FMR Inc | 623.85K (3.50%) | 166.72K Increased by +26.72% | Mar 31, 25 |
| 8 | State Street Corp | 615.31K (3.46%) | -5.40K Decreased by -0.88% | Mar 31, 25 |
| 9 | AQR Capital Management LLC | 562.76K (3.16%) | -43.94K Decreased by -7.81% | Mar 31, 25 |
| 10 | Bank of America Corp | 550.72K (3.09%) | 22.81K Increased by +4.14% | Mar 31, 25 |
| 11 | Gamco Investors, Inc. Et Al | 416.23K (2.34%) | -1.75K Decreased by -0.42% | Mar 31, 25 |
| 12 | Goldman Sachs Group Inc | 377.04K (2.12%) | -3.22K Decreased by -0.85% | Jun 30, 25 |
| 13 | Geode Capital Management, LLC | 331.96K (1.86%) | 18.25K Increased by +5.50% | Mar 31, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 316.07K (1.78%) | -47.71K Decreased by -15.10% | Mar 31, 25 |
| 15 | Bank of New York Mellon Corp | 259.67K (1.46%) | -3.90K Decreased by -1.50% | Mar 31, 25 |
| 16 | American Century Companies Inc | 259.51K (1.46%) | 38.39K Increased by +14.79% | Dec 31, 24 |
| 17 | Amvescap Plc. | 223.63K (1.26%) | 7.28K Increased by +3.25% | Mar 31, 25 |
| 18 | WEDGE Capital Management, LLP | 222.06K (1.25%) | 9.06K Increased by +4.08% | Sep 30, 23 |
| 19 | JPMorgan Chase & Co | 210.72K (1.18%) | -1.60K Decreased by -0.76% | Sep 30, 24 |
| 20 | NORGES BANK | 188.73K (1.06%) | 44.09K Increased by +23.36% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Victory Sycamore Established Value R | 678.61K (3.81%) | 678.61K Increased by +100.00% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 639.36K (3.59%) | 427.00 Increased by +0.07% | Sep 30, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 603.40K (3.39%) | -1.10K Decreased by -0.18% | Jul 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 534.41K (3.00%) | -106.43K Decreased by -19.92% | Jun 30, 25 |
| 5 | 1290 VT GAMCO Small Company Value IB | 406.20K (2.28%) | -6.30K Decreased by -1.55% | Jun 30, 25 |
| 6 | Vanguard Small Cap Index | 404.09K (2.27%) | -100.61K Decreased by -24.90% | Jun 30, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 283.83K (1.59%) | -8.42K Decreased by -2.97% | Jun 30, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 257.91K (1.45%) | -66.79K Decreased by -25.90% | Jun 30, 25 |
| 9 | Fidelity Value | 216.60K (1.22%) | -4.40K Decreased by -2.03% | Jun 30, 25 |
| 10 | American Century Small Cap Value Inv | 185.00K (1.04%) | 20.00K Increased by +10.81% | Dec 31, 24 |
| 11 | American Century U.S. Small Cap Value | 185.00K (1.04%) | 20.00K Increased by +10.81% | Dec 31, 24 |
| 12 | DFA US Core Equity 2 I | 166.43K (0.93%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | DFA US Targeted Value I | 160.32K (0.90%) | -37.46K Decreased by -23.36% | Jun 30, 25 |
| 14 | DFA US Small Cap Value I | 151.98K (0.85%) | -23.35K Decreased by -15.36% | Nov 30, 23 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 145.47K (0.82%) | 1.13K Increased by +0.77% | Jun 30, 25 |
| 16 | T. Rowe Price Integrated US Sm Gr Eq | 136.50K (0.77%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | Burgundy Smaller Companies | 133.52K (0.75%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Burgundy US Small Cap Value Composite | 133.52K (0.75%) | 3.15K Increased by +2.36% | Jun 30, 25 |
| 19 | Cambria Shareholder Yield ETF | 128.31K (0.72%) | 27.00K Increased by +21.04% | Mar 28, 24 |
| 20 | Horizon Small Cap Institutional | 127.47K (0.72%) | -67.00 Decreased by -0.05% | Mar 31, 25 |