| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 1.29M (1.89%) | -19.22K Decreased by -1.49% | Mar 31, 26 |
| 2 | Gamco Investors, Inc. Et Al | 1.07M (1.56%) | -7.70K Decreased by -0.72% | Mar 31, 26 |
| 3 | Vanguard Group Inc | 915.01K (1.34%) | 11.24K Increased by +1.23% | Dec 31, 25 |
| 4 | BlackRock Inc | 585.12K (0.86%) | -12.95K Decreased by -2.21% | Mar 31, 26 |
| 5 | Vanguard Capital Management, LLC | 574.52K (0.84%) | 574.52K Increased by +100.00% | Mar 31, 26 |
| 6 | Gabelli Funds LLC | 530.50K (0.78%) | -10.50K Decreased by -1.98% | Mar 31, 26 |
| 7 | Renaissance Technologies Corp | 349.55K (0.51%) | -12.10K Decreased by -3.46% | Mar 31, 26 |
| 8 | Private Management Group Inc | 325.13K (0.48%) | -2.55K Decreased by -0.78% | Mar 31, 26 |
| 9 | Vanguard Portfolio Management, LLC | 318.93K (0.47%) | 318.93K Increased by +100.00% | Mar 31, 26 |
| 10 | American Century Companies Inc | 240.67K (0.35%) | 71.84K Increased by +29.85% | Mar 31, 26 |
| 11 | State Street Corporation | 229.18K (0.34%) | 3.49K Increased by +1.52% | Mar 31, 24 |
| 12 | State Street Corp | 213.50K (0.31%) | -6.39K Decreased by -2.99% | Mar 31, 26 |
| 13 | Cullen/Frost Bankers Inc | 147.00K (0.21%) | 147.00K Increased by +100.00% | Mar 31, 24 |
| 14 | Geode Capital Management, LLC | 136.10K (0.20%) | 15.18K Increased by +11.15% | Mar 31, 26 |
| 15 | Vanguard Fiduciary Trust Co | 88.97K (0.13%) | 88.97K Increased by +100.00% | Mar 31, 26 |
| 16 | SEI Investments Co | 80.48K (0.12%) | 5.07K Increased by +6.30% | Mar 31, 26 |
| 17 | Bank of New York Mellon Corp | 72.39K (0.11%) | 3.36K Increased by +4.64% | Mar 31, 26 |
| 18 | Bridgeway Capital Management, LLC | 69.61K (0.10%) | -27.97K Decreased by -40.18% | Sep 30, 23 |
| 19 | Northern Trust Corp | 69.06K (0.10%) | 2.01K Increased by +2.92% | Mar 31, 26 |
| 20 | Charles Schwab Investment Management Inc | 66.14K (0.10%) | -5.68K Decreased by -8.59% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morningstar US Dividend Growth SMA | 7.43M (10.86%) | 7.43M Increased by +100.00% | Dec 31, 23 |
| 2 | 1290 VT GAMCO Small Company Value IB | 1.04M (1.52%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 3 | DFA US Small Cap Value I | 497.99K (0.73%) | -17.38K Decreased by -3.49% | Apr 30, 26 |
| 4 | Gabelli Small Cap Growth AAA | 471.50K (0.69%) | -1.50K Decreased by -0.32% | Mar 31, 26 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 419.31K (0.61%) | 5.89K Increased by +1.40% | Apr 30, 26 |
| 6 | Vanguard US Total Market Shares ETF | 372.63K (0.54%) | 3.31K Increased by +0.89% | Sep 30, 24 |
| 7 | Avantis US Small Cap Value ETF | 294.01K (0.43%) | 550.00 Increased by +0.19% | May 30, 26 |
| 8 | iShares Russell 2000 ETF | 210.02K (0.31%) | 1.92K Increased by +0.92% | May 29, 26 |
| 9 | DFA US Micro Cap I | 194.29K (0.28%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 10 | Vanguard Small Cap Index | 182.39K (0.27%) | 7.35K Increased by +4.03% | Apr 30, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 161.55K (0.24%) | 3.43K Increased by +2.13% | Apr 30, 26 |
| 12 | Dimensional US Targeted Value ETF | 107.39K (0.16%) | 102.00 Increased by +0.09% | May 29, 26 |
| 13 | DFA US Small Cap I | 103.23K (0.15%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | Vanguard Small Cap Value Index Inv | 94.39K (0.14%) | 6.44K Increased by +6.83% | Apr 30, 26 |
| 15 | DFA US Targeted Value I | 88.00K (0.13%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 16 | iShares Russell 2000 Value ETF | 80.57K (0.12%) | 0.00 Increased by 0.00% | May 31, 25 |
| 17 | Bridgeway Omni Small-Cap Value | 69.61K (0.10%) | -9.00K Decreased by -12.93% | Sep 30, 23 |
| 18 | Bridgeway Omni Small-Cap Value N | 69.61K (0.10%) | -9.00K Decreased by -12.93% | Sep 30, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx SL Cl I | 56.81K (0.08%) | 0.00 Increased by 0.00% | May 31, 26 |
| 20 | Gabelli Dividend & Income Trust | 56.25K (0.08%) | 0.00 Increased by 0.00% | Dec 31, 24 |