| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.00M (10.91%) | 12.91K Increased by +0.65% | Dec 31, 24 |
| 2 | BlackRock Inc | 1.94M (10.60%) | -382.32K Decreased by -19.69% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 1.43M (7.79%) | -116.62K Decreased by -8.17% | Dec 31, 24 |
| 4 | LSV Asset Management | 885.89K (4.83%) | -48.80K Decreased by -5.51% | Dec 31, 24 |
| 5 | Burgundy Asset Management Ltd | 806.86K (4.40%) | 13.11K Increased by +1.62% | Dec 31, 24 |
| 6 | State Street Corporation | 644.62K (3.52%) | 22.94K Increased by +3.56% | Mar 31, 24 |
| 7 | State Street Corp | 620.71K (3.39%) | 12.40K Increased by +2.00% | Dec 31, 24 |
| 8 | AQR Capital Management LLC | 606.71K (3.31%) | 20.51K Increased by +3.38% | Dec 31, 24 |
| 9 | Bank of America Corp | 527.91K (2.88%) | -112.04K Decreased by -21.22% | Dec 31, 24 |
| 10 | FMR Inc | 457.13K (2.49%) | 305.68K Increased by +66.87% | Dec 31, 24 |
| 11 | Gamco Investors, Inc. Et Al | 417.98K (2.28%) | -52.00 Decreased by -0.01% | Dec 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 363.78K (1.99%) | 37.64K Increased by +10.35% | Dec 31, 24 |
| 13 | Geode Capital Management, LLC | 313.71K (1.71%) | -162.00 Decreased by -0.05% | Dec 31, 24 |
| 14 | Goldman Sachs Group Inc | 296.22K (1.62%) | -983.00 Decreased by -0.33% | Dec 31, 24 |
| 15 | Bank of New York Mellon Corp | 263.57K (1.44%) | 51.72K Increased by +19.62% | Dec 31, 24 |
| 16 | American Century Companies Inc | 259.51K (1.42%) | 38.39K Increased by +14.79% | Dec 31, 24 |
| 17 | WEDGE Capital Management, LLP | 222.06K (1.21%) | 9.06K Increased by +4.08% | Sep 30, 23 |
| 18 | Amvescap Plc. | 216.35K (1.18%) | -10.29K Decreased by -4.76% | Dec 31, 24 |
| 19 | JPMorgan Chase & Co | 210.72K (1.15%) | -1.60K Decreased by -0.76% | Sep 30, 24 |
| 20 | Bruni J V & Co | 200.14K (1.09%) | 3.74K Increased by +1.87% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 636.32K (3.47%) | 423.00 Increased by +0.07% | Feb 28, 25 |
| 2 | iShares Core S&P Mid-Cap ETF | 607.86K (3.32%) | 460.00 Increased by +0.08% | Feb 28, 25 |
| 3 | Vanguard Small Cap Index | 511.41K (2.79%) | 420.00 Increased by +0.08% | Feb 28, 25 |
| 4 | 1290 VT GAMCO Small Company Value IB | 415.20K (2.27%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 5 | Vanguard Small Cap Value Index Inv | 336.91K (1.84%) | -1.11K Decreased by -0.33% | Feb 28, 25 |
| 6 | DFA US Targeted Value I | 308.14K (1.68%) | -15.51K Decreased by -5.03% | Jan 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 283.05K (1.54%) | 2.44K Increased by +0.86% | Feb 28, 25 |
| 8 | Fidelity Value | 270.70K (1.48%) | 32.90K Increased by +12.15% | Jan 31, 25 |
| 9 | American Century Small Cap Value Inv | 185.00K (1.01%) | 20.00K Increased by +10.81% | Dec 31, 24 |
| 10 | American Century U.S. Small Cap Value | 185.00K (1.01%) | 20.00K Increased by +10.81% | Dec 31, 24 |
| 11 | DFA US Core Equity 2 I | 166.43K (0.91%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 12 | DFA US Small Cap Value I | 151.98K (0.83%) | -23.35K Decreased by -15.36% | Nov 30, 23 |
| 13 | SPDR® S&P MIDCAP 400 ETF Trust | 151.04K (0.82%) | 1.45K Increased by +0.96% | Feb 28, 25 |
| 14 | T. Rowe Price Integrated US Sm Gr Eq | 136.50K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 15 | Dimensional US Targeted Value ETF | 134.15K (0.73%) | -17.88K Decreased by -13.33% | Feb 28, 25 |
| 16 | Cambria Shareholder Yield ETF | 128.31K (0.70%) | 27.00K Increased by +21.04% | Mar 28, 24 |
| 17 | Horizon Small Cap Institutional | 127.54K (0.70%) | -6.00K Decreased by -4.71% | Dec 31, 24 |
| 18 | DFA US Core Equity 1 I | 125.60K (0.69%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 19 | Burgundy US Small Cap Value Composite | 124.16K (0.68%) | 1.01K Increased by +0.82% | Dec 31, 24 |
| 20 | Burgundy Smaller Companies | 123.69K (0.68%) | 0.00 Increased by 0.00% | Feb 28, 25 |