| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.36M (8.55%) | 4.69K Increased by +0.34% | Dec 31, 25 |
| 2 | FMR Inc | 1.21M (7.62%) | -13.34K Decreased by -1.10% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 958.05K (6.02%) | -10.91K Decreased by -1.14% | Mar 31, 26 |
| 4 | Vanguard Group Inc | 953.78K (5.99%) | 606.00 Increased by +0.06% | Dec 31, 25 |
| 5 | Kennedy Capital Management Inc | 762.07K (4.79%) | 67.52K Increased by +8.86% | Dec 31, 25 |
| 6 | State Street Corp | 521.37K (3.27%) | -21.56K Decreased by -4.14% | Dec 31, 25 |
| 7 | State Street Corporation | 462.33K (2.90%) | 8.89K Increased by +1.92% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 408.70K (2.57%) | -9.51K Decreased by -2.33% | Dec 31, 25 |
| 9 | Victory Capital Management Inc. | 399.69K (2.51%) | -543.00 Decreased by -0.14% | Dec 31, 25 |
| 10 | American Century Companies Inc | 360.93K (2.27%) | -5.00K Decreased by -1.39% | Dec 31, 25 |
| 11 | JPMorgan Chase & Co | 348.02K (2.19%) | -369.57K Decreased by -106.19% | Dec 31, 25 |
| 12 | Endeavour Capital Advisors Inc | 328.50K (2.06%) | 62.03K Increased by +18.88% | Dec 31, 25 |
| 13 | Schroder Investment Management Group | 323.27K (2.03%) | -27.69K Decreased by -8.57% | Dec 31, 25 |
| 14 | Maltese Capital Management LLC | 285.00K (1.79%) | 105.00K Increased by +36.84% | Jun 30, 25 |
| 15 | Wellington Management Company LLP | 242.19K (1.52%) | -1.57K Decreased by -0.65% | Dec 31, 25 |
| 16 | Renaissance Technologies Corp | 227.87K (1.43%) | -58.70K Decreased by -25.76% | Dec 31, 25 |
| 17 | Manufacturers Life Insurance Co | 208.55K (1.31%) | -5.82K Decreased by -2.79% | Dec 31, 25 |
| 18 | Millennium Management LLC | 203.98K (1.28%) | 105.40K Increased by +51.67% | Jun 30, 25 |
| 19 | Fuller & Thaler Asset Management Inc | 199.45K (1.25%) | 133.86K Increased by +67.11% | Dec 31, 25 |
| 20 | Silvercrest Asset Management Group LLC | 193.34K (1.21%) | -55.17K Decreased by -28.53% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Low-Priced Stock | 578.27K (3.63%) | 250.00 Increased by +0.04% | Oct 31, 23 |
| 2 | Fidelity Low-Priced Stock | 526.02K (3.30%) | -424.00 Decreased by -0.08% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 518.60K (3.26%) | 782.00 Increased by +0.15% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 505.33K (3.17%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | iShares Russell 2000 ETF | 387.24K (2.43%) | 3.24K Increased by +0.84% | Apr 30, 26 |
| 6 | Fidelity Global Bargain Growth Stocks MF | 307.50K (1.93%) | 57.60K Increased by +18.73% | Aug 21, 23 |
| 7 | Avantis US Small Cap Value ETF | 297.15K (1.87%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 8 | Kennedy Small Cap Select | 246.10K (1.55%) | -23.11K Decreased by -9.39% | Mar 31, 26 |
| 9 | Fidelity® Series Intrinsic Opps | 237.50K (1.49%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 10 | Kennedy Small Cap Value | 228.51K (1.44%) | 5.85K Increased by +2.56% | Mar 31, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 186.41K (1.17%) | 2.29K Increased by +1.23% | Mar 31, 26 |
| 12 | Fidelity Global Value Growth Eq MF | 166.10K (1.04%) | 26.80K Increased by +16.13% | Aug 20, 25 |
| 13 | Fidelity Small Cap Index | 160.48K (1.01%) | 1.85K Increased by +1.16% | Feb 28, 26 |
| 14 | Fidelity® Small Cap Index | 159.15K (1.00%) | 4.52K Increased by +2.84% | Oct 31, 23 |
| 15 | Strategic Advisers® Fidelity US TtlStk | 148.40K (0.93%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | DFA US Targeted Value I | 142.83K (0.90%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 17 | iShares Russell 2000 Value ETF | 138.74K (0.87%) | 749.00 Increased by +0.54% | Apr 30, 26 |
| 18 | AZ Fd 1 - AZ Eq - Amer Opps A-EUR Acc | 138.02K (0.87%) | -9.02K Decreased by -6.53% | Mar 31, 26 |
| 19 | State Street® SPDR® S&PRgnllBkgETF | 131.87K (0.83%) | -1.22K Decreased by -0.93% | Apr 30, 26 |
| 20 | Fidelity Series Intrinsic Opps | 128.90K (0.81%) | 0.00 Increased by 0.00% | Jun 30, 25 |