| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Patient Capital Management | 2.74M (8.96%) | 114.42K Increased by +4.18% | Dec 31, 25 |
| 2 | BlackRock Inc | 2.04M (6.66%) | -83.86K Decreased by -4.12% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 1.80M (5.89%) | 313.00 Increased by +0.02% | Dec 31, 25 |
| 4 | LSV Asset Management | 1.35M (4.43%) | 3.69K Increased by +0.27% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.12M (3.66%) | -37.31K Decreased by -3.33% | Dec 31, 25 |
| 6 | Hotchkis & Wiley Capital Management LLC | 1.05M (3.43%) | -20.40K Decreased by -1.95% | Dec 31, 25 |
| 7 | Renaissance Technologies Corp | 754.70K (2.47%) | -65.10K Decreased by -8.63% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 696.62K (2.28%) | 2.47K Increased by +0.35% | Dec 31, 25 |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | 644.91K (2.11%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | State Street Corp | 634.57K (2.08%) | -1.63K Decreased by -0.26% | Sep 30, 25 |
| 11 | Goldman Sachs Group Inc | 608.33K (1.99%) | 481.61K Increased by +79.17% | Sep 30, 24 |
| 12 | D. E. Shaw & Co LP | 521.78K (1.71%) | 85.89K Increased by +16.46% | Dec 31, 25 |
| 13 | State Street Corporation | 477.66K (1.56%) | 45.83K Increased by +9.59% | Mar 31, 24 |
| 14 | Segall Bryant & Hamill | 462.90K (1.52%) | 153.17K Increased by +33.09% | Dec 31, 25 |
| 15 | Arrowstreet Capital Limited Partnership | 451.28K (1.48%) | 73.31K Increased by +16.24% | Dec 31, 25 |
| 16 | AQR Capital Management LLC | 405.27K (1.33%) | 19.83K Increased by +4.89% | Jun 30, 25 |
| 17 | Invst LLC | 360.46K (1.18%) | 4.07K Increased by +1.13% | Dec 31, 25 |
| 18 | Empowered Funds, LLC | 315.21K (1.03%) | 21.45K Increased by +6.80% | Mar 31, 25 |
| 19 | O'Shaughnessy Asset Management LLC | 307.20K (1.01%) | 17.95K Increased by +5.84% | Dec 31, 25 |
| 20 | Marshall Wace Asset Management Ltd | 301.75K (0.99%) | -116.51K Decreased by -38.61% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.11M (3.62%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.01M (3.31%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | iShares Russell 2000 ETF | 715.15K (2.34%) | -5.83K Decreased by -0.81% | Mar 31, 26 |
| 4 | Miller Income A | 472.80K (1.55%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | Hotchkis & Wiley Small Cap Value I | 387.20K (1.27%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | American Beacon Small Cp Val R5 | 385.38K (1.26%) | -6.00K Decreased by -1.56% | Feb 28, 26 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 321.03K (1.05%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 8 | Bridgeway Omni Small-Cap Value | 306.50K (1.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Bridgeway Omni Small-Cap Value N | 306.50K (1.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Fidelity® Small Cap Index | 303.41K (0.99%) | 6.90K Increased by +2.27% | Oct 31, 23 |
| 11 | Heartland Value Investor | 300.00K (0.98%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | Fidelity Small Cap Index | 281.82K (0.92%) | -3.53K Decreased by -1.25% | Jan 31, 26 |
| 13 | DFA US Micro Cap I | 279.96K (0.92%) | -12.55K Decreased by -4.48% | Feb 28, 26 |
| 14 | LSV Small Cap Value Institutional | 265.50K (0.87%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | Inspire Fidelis Multi Factor ETF | 254.28K (0.83%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 16 | Miller Value Partners Appreciation ETF | 249.70K (0.82%) | 249.70K Increased by +100.00% | Mar 31, 25 |
| 17 | Miller Value Partners Appreciation SMA | 249.70K (0.82%) | 249.70K Increased by +100.00% | Mar 31, 25 |
| 18 | U.S. Equity Small Cap Corporate Cl OF | 242.73K (0.79%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | US Equity Small Cap Corporate Cl OF | 221.25K (0.72%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | Miller Value Ptnrs Appreciation ETF | 217.46K (0.71%) | -1.11K Decreased by -0.51% | Mar 31, 26 |