| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Balentine LLC | 16.10M (15.39%) | 80.00K Increased by +0.50% | Mar 31, 25 |
| 2 | Kanen Wealth Management LLC | 8.69M (8.31%) | 4.91M Increased by +56.53% | Jun 30, 25 |
| 3 | BlackRock Inc | 6.44M (6.15%) | -42.11K Decreased by -0.65% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 5.17M (4.94%) | -3.53K Decreased by -0.07% | Mar 31, 25 |
| 5 | Tealwood Asset Management Inc | 3.33M (3.19%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Geode Capital Management, LLC | 2.12M (2.03%) | 34.28K Increased by +1.61% | Mar 31, 25 |
| 7 | Arnhold & S. Bleichroeder Advisers, LLC | 1.82M (1.74%) | 311.00K Increased by +17.09% | Mar 31, 25 |
| 8 | State Street Corp | 1.69M (1.62%) | -20.25K Decreased by -1.20% | Mar 31, 25 |
| 9 | State Street Corporation | 1.67M (1.59%) | 7.95K Increased by +0.48% | Mar 31, 24 |
| 10 | Bridgeway Capital Management, LLC | 926.50K (0.89%) | 44.55K Increased by +4.81% | Mar 31, 25 |
| 11 | Charles Schwab Investment Management Inc | 734.57K (0.70%) | 74.01K Increased by +10.08% | Mar 31, 25 |
| 12 | Northern Trust Corp | 699.21K (0.67%) | -8.74K Decreased by -1.25% | Mar 31, 25 |
| 13 | Soviero Asset Management, LP | 670.00K (0.64%) | -270.00K Decreased by -40.30% | Mar 31, 24 |
| 14 | Empowered Funds, LLC | 645.30K (0.62%) | 44.55K Increased by +6.90% | Mar 31, 25 |
| 15 | Renaissance Technologies Corp | 629.50K (0.60%) | -81.20K Decreased by -12.90% | Mar 31, 25 |
| 16 | Dimensional Fund Advisors, Inc. | 626.11K (0.60%) | -128.20K Decreased by -20.48% | Mar 31, 25 |
| 17 | Prescott General Partners LLC | 587.00K (0.56%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Prescott Investors Inc | 587.00K (0.56%) | 0.00 Increased by 0.00% | Mar 31, 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 (0.53%) | 0.00 Increased by 0.00% | Mar 31, 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 Total Stock Mkt Idx Inv | 2.81M (2.68%) | 0.00 Increased by 0.00% | May 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 2.81M (2.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 2.23M (2.13%) | 15.46K Increased by +0.69% | Jun 30, 25 |
| 5 | First Eagle Small Cap Opportunity I | 1.67M (1.59%) | 55.72K Increased by +3.34% | Jun 30, 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 | 1.30M (1.25%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | Fidelity Small Cap Index | 908.87K (0.87%) | 9.71K Increased by +1.07% | Apr 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 | 838.24K (0.80%) | 3.02K Increased by +0.36% | Jun 30, 25 |
| 11 | EA Bridgeway Omni Small-Cap Value ETF | 696.49K (0.67%) | 0.00 Increased by 0.00% | Jun 30, 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% | Jun 30, 25 |
| 15 | Fidelity Extended Market Index | 485.70K (0.46%) | -2.17K Decreased by -0.45% | May 31, 25 |
| 16 | Vanguard Russell 2000 ETF | 448.23K (0.43%) | 4.03K Increased by +0.90% | May 31, 25 |
| 17 | Schwab US Small-Cap ETF™ | 424.88K (0.41%) | -186.00 Decreased by -0.04% | Jun 28, 25 |
| 18 | Vanguard Consumer Discretionary ETF | 371.78K (0.36%) | 810.00 Increased by +0.22% | May 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% | Jun 30, 25 |