| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.00M (11.27%) | 12.91K Increased by +0.65% | Dec 31, 24 |
| 2 | BlackRock Inc | 1.94M (10.94%) | -382.32K Decreased by -19.69% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 1.43M (8.04%) | -116.62K Decreased by -8.17% | Dec 31, 24 |
| 4 | LSV Asset Management | 885.89K (4.99%) | -48.80K Decreased by -5.51% | Dec 31, 24 |
| 5 | Burgundy Asset Management Ltd | 806.86K (4.55%) | 13.11K Increased by +1.62% | Dec 31, 24 |
| 6 | State Street Corporation | 644.62K (3.63%) | 22.94K Increased by +3.56% | Mar 31, 24 |
| 7 | State Street Corp | 620.71K (3.50%) | 12.40K Increased by +2.00% | Dec 31, 24 |
| 8 | AQR Capital Management LLC | 606.71K (3.42%) | 20.51K Increased by +3.38% | Dec 31, 24 |
| 9 | Bank of America Corp | 527.91K (2.98%) | -112.04K Decreased by -21.22% | Dec 31, 24 |
| 10 | FMR Inc | 457.13K (2.58%) | 305.68K Increased by +66.87% | Dec 31, 24 |
| 11 | Gamco Investors, Inc. Et Al | 417.98K (2.36%) | -52.00 Decreased by -0.01% | Dec 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 363.78K (2.05%) | 37.64K Increased by +10.35% | Dec 31, 24 |
| 13 | Geode Capital Management, LLC | 313.71K (1.77%) | -162.00 Decreased by -0.05% | Dec 31, 24 |
| 14 | Goldman Sachs Group Inc | 296.22K (1.67%) | -983.00 Decreased by -0.33% | Dec 31, 24 |
| 15 | Bank of New York Mellon Corp | 263.57K (1.49%) | 51.72K Increased by +19.62% | Dec 31, 24 |
| 16 | American Century Companies Inc | 259.51K (1.46%) | 38.39K Increased by +14.79% | Dec 31, 24 |
| 17 | WEDGE Capital Management, LLP | 222.06K (1.25%) | 9.06K Increased by +4.08% | Sep 30, 23 |
| 18 | Amvescap Plc. | 216.35K (1.22%) | -10.29K Decreased by -4.76% | Dec 31, 24 |
| 19 | JPMorgan Chase & Co | 210.72K (1.19%) | -1.60K Decreased by -0.76% | Sep 30, 24 |
| 20 | Bruni J V & Co | 200.14K (1.13%) | 3.74K Increased by +1.87% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 639.36K (3.60%) | 427.00 Increased by +0.07% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 638.52K (3.60%) | 2.20K Increased by +0.34% | Mar 31, 25 |
| 3 | iShares Core S&P Mid-Cap ETF | 605.31K (3.41%) | -1.95K Decreased by -0.32% | Apr 30, 25 |
| 4 | Vanguard Small Cap Index | 500.11K (2.82%) | -11.30K Decreased by -2.26% | Mar 31, 25 |
| 5 | 1290 VT GAMCO Small Company Value IB | 414.20K (2.33%) | -1.00K Decreased by -0.24% | Feb 28, 25 |
| 6 | Vanguard Small Cap Value Index Inv | 323.97K (1.83%) | -12.95K Decreased by -4.00% | Mar 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 289.91K (1.63%) | 6.87K Increased by +2.37% | Mar 31, 25 |
| 8 | DFA US Targeted Value I | 270.68K (1.53%) | -19.58K Decreased by -7.23% | Mar 31, 25 |
| 9 | Fidelity Value | 225.50K (1.27%) | 0.00 Increased by 0.00% | Mar 31, 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 (0.94%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | DFA US Small Cap Value I | 151.98K (0.86%) | -23.35K Decreased by -15.36% | Nov 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 149.27K (0.84%) | -1.77K Decreased by -1.19% | Mar 31, 25 |
| 15 | T. Rowe Price Integrated US Sm Gr Eq | 136.50K (0.77%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Burgundy Smaller Companies | 130.38K (0.73%) | 6.69K Increased by +5.13% | Mar 31, 25 |
| 17 | Burgundy US Small Cap Value Composite | 130.38K (0.73%) | 6.22K Increased by +4.77% | Mar 31, 25 |
| 18 | Cambria Shareholder Yield ETF | 128.31K (0.72%) | 27.00K Increased by +21.04% | Mar 28, 24 |
| 19 | Horizon Small Cap Institutional | 127.54K (0.72%) | -6.00K Decreased by -4.71% | Dec 31, 24 |
| 20 | BlackRock Global Equity Mkt Netrl Instl | 117.83K (0.66%) | 0.00 Increased by 0.00% | Sep 30, 24 |