| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Balentine LLC | 17.24M (16.44%) | 1.14M Increased by +6.63% | Jun 30, 25 |
| 2 | Kanen Wealth Management LLC | 8.69M (8.29%) | 4.91M Increased by +56.53% | Jun 30, 25 |
| 3 | BlackRock Inc | 6.22M (5.93%) | -214.50K Decreased by -3.45% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 5.18M (4.94%) | 13.17K Increased by +0.25% | Jun 30, 25 |
| 5 | Tealwood Asset Management Inc | 3.33M (3.18%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Geode Capital Management, LLC | 2.13M (2.04%) | 11.73K Increased by +0.55% | Jun 30, 25 |
| 7 | Arnhold & S. Bleichroeder Advisers, LLC | 1.92M (1.83%) | 99.50K Increased by +5.18% | Jun 30, 25 |
| 8 | State Street Corp | 1.74M (1.66%) | 42.55K Increased by +2.45% | Jun 30, 25 |
| 9 | State Street Corporation | 1.67M (1.59%) | 7.95K Increased by +0.48% | Mar 31, 24 |
| 10 | Bridgeway Capital Management, LLC | 978.62K (0.93%) | 52.12K Increased by +5.33% | Jun 30, 25 |
| 11 | Charles Schwab Investment Management Inc | 760.86K (0.73%) | 26.29K Increased by +3.45% | Jun 30, 25 |
| 12 | Empowered Funds, LLC | 697.42K (0.67%) | 52.12K Increased by +7.47% | Jun 30, 25 |
| 13 | Soviero Asset Management, LP | 670.00K (0.64%) | -270.00K Decreased by -40.30% | Mar 31, 24 |
| 14 | Dimensional Fund Advisors, Inc. | 662.33K (0.63%) | 36.22K Increased by +5.47% | Jun 30, 25 |
| 15 | Northern Trust Corp | 657.88K (0.63%) | -41.33K Decreased by -6.28% | Jun 30, 25 |
| 16 | Prescott General Partners LLC | 587.00K (0.56%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Prescott Investors Inc | 587.00K (0.56%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Renaissance Technologies Corp | 570.30K (0.54%) | -59.20K Decreased by -10.38% | Jun 30, 25 |
| 19 | Anthracite Investment Co Inc | 564.95K (0.54%) | 11.05K Increased by +1.96% | Jun 30, 24 |
| 20 | Jb Capital Partners LP | 550.00K (0.52%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Philotimo Focused Growth and Income | 3.30M (3.15%) | 2.00M Increased by +60.69% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 2.81M (2.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.75M (2.62%) | -60.56K Decreased by -2.21% | Jul 31, 25 |
| 4 | iShares Russell 2000 ETF | 2.13M (2.03%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | First Eagle Small Cap Opportunity I | 1.67M (1.59%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 6 | First Eagle US Small Cap Strategy | 1.67M (1.59%) | 88.65K Increased by +5.32% | Jun 30, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 926.59K (0.88%) | -377.01K Decreased by -40.69% | Jul 31, 25 |
| 8 | Fidelity Small Cap Index | 884.04K (0.84%) | -24.83K Decreased by -2.81% | Jun 30, 25 |
| 9 | Fidelity® Small Cap Index | 868.13K (0.83%) | 22.00K Increased by +2.53% | Oct 31, 23 |
| 10 | iShares Russell 2000 Value ETF | 817.74K (0.78%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 11 | EA Bridgeway Omni Small-Cap Value ETF | 729.22K (0.70%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 12 | Fidelity® Extended Market Index | 517.08K (0.49%) | 54.42K Increased by +10.53% | Nov 30, 23 |
| 13 | State St Russell Sm/Mid Cp® Indx NL Cl C | 514.65K (0.49%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx SL Cl I | 514.65K (0.49%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 15 | Fidelity Extended Market Index | 480.49K (0.46%) | -3.95K Decreased by -0.82% | Jul 31, 25 |
| 16 | Schwab US Small-Cap ETF™ | 423.82K (0.40%) | 1.08K Increased by +0.26% | Aug 30, 25 |
| 17 | Vanguard Russell 2000 ETF | 422.41K (0.40%) | -23.84K Decreased by -5.64% | Jul 31, 25 |
| 18 | Vanguard Consumer Discretionary ETF | 377.46K (0.36%) | -1.62K Decreased by -0.43% | Jul 31, 25 |
| 19 | IMC US Ultra Micro Cap | 353.32K (0.34%) | 150.13K Increased by +42.49% | May 31, 25 |
| 20 | State St Russell Sm Cap® Indx SL Cl I | 304.37K (0.29%) | 0.00 Increased by 0.00% | Aug 31, 25 |