Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Patient Capital Management | 2.57M (14.50%) | 56.09K Increased by +2.18% | Mar 31, 25 |
2 | BlackRock Inc | 2.20M (12.37%) | 9.59K Increased by +0.44% | Mar 31, 25 |
3 | Vanguard Group Inc | 1.79M (10.07%) | 21.75K Increased by +1.22% | Mar 31, 25 |
4 | Dimensional Fund Advisors, Inc. | 1.39M (7.81%) | -419.24K Decreased by -30.25% | Mar 31, 25 |
5 | LSV Asset Management | 1.29M (7.28%) | 90.57K Increased by +7.01% | Mar 31, 25 |
6 | Hotchkis & Wiley Capital Management LLC | 1.12M (6.29%) | 16.91K Increased by +1.51% | Mar 31, 25 |
7 | Renaissance Technologies Corp | 785.70K (4.43%) | 6.30K Increased by +0.80% | Mar 31, 25 |
8 | Bridgeway Capital Management, LLC | 752.95K (4.24%) | 13.95K Increased by +1.85% | Mar 31, 25 |
9 | GREAT VALLEY ADVISOR GROUP, INC. | 716.57K (4.04%) | 0.00 Increased by 0.00% | Mar 31, 25 |
10 | Geode Capital Management, LLC | 701.88K (3.95%) | 22.17K Increased by +3.16% | Mar 31, 25 |
11 | Goldman Sachs Group Inc | 608.33K (3.43%) | 481.61K Increased by +79.17% | Sep 30, 24 |
12 | State Street Corp | 566.37K (3.19%) | 10.89K Increased by +1.92% | Mar 31, 25 |
13 | State Street Corporation | 477.66K (2.69%) | 45.83K Increased by +9.59% | Mar 31, 24 |
14 | Segall Bryant & Hamill | 444.05K (2.50%) | 444.05K Increased by +100.00% | Jun 30, 24 |
15 | AQR Capital Management LLC | 385.44K (2.17%) | 385.44K Increased by +100.00% | Mar 31, 25 |
16 | Invst LLC | 345.52K (1.95%) | 345.52K Increased by +100.00% | Mar 31, 25 |
17 | Empowered Funds, LLC | 315.21K (1.78%) | 21.45K Increased by +6.80% | Mar 31, 25 |
18 | Heartland Advisors Inc | 300.00K (1.69%) | 0.00 Increased by 0.00% | Mar 31, 25 |
19 | Bank of New York Mellon Corp | 291.77K (1.64%) | -1.78K Decreased by -0.61% | Mar 31, 25 |
20 | Northern Trust Corp | 271.20K (1.53%) | 11.76K Increased by +4.34% | Mar 31, 25 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard US Total Market Shares ETF | 1.11M (6.23%) | 0.00 Increased by 0.00% | Sep 30, 24 |
2 | Vanguard Total Stock Mkt Idx Inv | 1.04M (5.84%) | 0.00 Increased by 0.00% | May 31, 25 |
3 | iShares Russell 2000 ETF | 785.72K (4.43%) | 0.00 Increased by 0.00% | May 31, 25 |
4 | Vanguard Institutional Extnd Mkt Idx Tr | 479.56K (2.70%) | 0.00 Increased by 0.00% | May 31, 25 |
5 | Miller Income A | 472.80K (2.66%) | 0.00 Increased by 0.00% | Mar 31, 25 |
6 | American Beacon Small Cp Val R5 | 452.98K (2.55%) | -7.30K Decreased by -1.61% | Apr 30, 25 |
7 | Hotchkis & Wiley Small Cap Value I | 408.50K (2.30%) | 0.00 Increased by 0.00% | Apr 30, 25 |
8 | DFA US Micro Cap I | 361.05K (2.03%) | 0.00 Increased by 0.00% | Apr 30, 25 |
9 | Fidelity Small Cap Index | 311.71K (1.76%) | 3.67K Increased by +1.18% | Mar 31, 25 |
10 | Bridgeway Omni Small-Cap Value | 306.50K (1.73%) | 0.00 Increased by 0.00% | Mar 31, 25 |
11 | Bridgeway Omni Small-Cap Value N | 306.50K (1.73%) | 0.00 Increased by 0.00% | Mar 31, 25 |
12 | Fidelity® Small Cap Index | 303.41K (1.71%) | 6.90K Increased by +2.27% | Oct 31, 23 |
13 | Heartland Value Investor | 300.00K (1.69%) | 0.00 Increased by 0.00% | May 31, 25 |
14 | iShares Russell 2000 Value ETF | 286.40K (1.61%) | 0.00 Increased by 0.00% | Apr 30, 24 |
15 | Miller Value Partners Appreciation ETF | 249.70K (1.41%) | 249.70K Increased by +100.00% | Mar 31, 25 |
16 | Miller Value Ptnrs Appreciation ETF | 237.78K (1.34%) | 0.00 Increased by 0.00% | May 30, 25 |
17 | US Equity Small Cap Corporate Cl OF | 221.25K (1.25%) | 0.00 Increased by 0.00% | Jun 30, 24 |
18 | LSV Small Cap Value Institutional | 216.73K (1.22%) | 0.00 Increased by 0.00% | Mar 31, 25 |
19 | US Equity Small Cap Pool A | 205.36K (1.16%) | 0.00 Increased by 0.00% | Jun 30, 24 |
20 | DFA US Small Cap Value I | 201.57K (1.14%) | -16.30K Decreased by -8.09% | Feb 28, 25 |