| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 1.39M (1.98%) | -17.01K Decreased by -1.22% | Dec 31, 24 |
| 2 | Gamco Investors, Inc. Et Al | 1.09M (1.55%) | -2.00K Decreased by -0.18% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 904.67K (1.29%) | 25.07K Increased by +2.77% | Dec 31, 24 |
| 4 | BlackRock Inc | 645.61K (0.92%) | 4.54K Increased by +0.70% | Dec 31, 24 |
| 5 | Gabelli Funds LLC | 558.25K (0.80%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 6 | Renaissance Technologies Corp | 395.05K (0.56%) | -17.30K Decreased by -4.38% | Dec 31, 24 |
| 7 | Private Management Group Inc | 375.07K (0.54%) | 12.98K Increased by +3.46% | Dec 31, 24 |
| 8 | State Street Corp | 236.46K (0.34%) | 7.18K Increased by +3.03% | Dec 31, 24 |
| 9 | State Street Corporation | 229.18K (0.33%) | 3.49K Increased by +1.52% | Mar 31, 24 |
| 10 | Cullen/Frost Bankers Inc | 147.00K (0.21%) | 147.00K Increased by +100.00% | Mar 31, 24 |
| 11 | Northern Trust Corp | 77.17K (0.11%) | 4.07K Increased by +5.28% | Dec 31, 24 |
| 12 | Geode Capital Management, LLC | 71.05K (0.10%) | 17.85K Increased by +25.13% | Dec 31, 24 |
| 13 | Bridgeway Capital Management, LLC | 69.61K (0.10%) | -27.97K Decreased by -40.18% | Sep 30, 23 |
| 14 | Vista Investment Management, LLC | 68.82K (0.10%) | 3.14K Increased by +4.57% | Dec 31, 24 |
| 15 | SEI Investments Co | 67.81K (0.10%) | 16.32K Increased by +24.06% | Dec 31, 24 |
| 16 | Charles Schwab Investment Management Inc | 66.14K (0.09%) | -5.68K Decreased by -8.59% | Jun 30, 24 |
| 17 | Bank of New York Mellon Corp | 57.86K (0.08%) | 5.13K Increased by +8.87% | Dec 31, 24 |
| 18 | Teton Advisors Inc | 52.40K (0.07%) | -9.33K Decreased by -17.80% | Dec 31, 24 |
| 19 | JPMorgan Chase & Co | 39.29K (0.06%) | -6.29K Decreased by -16.02% | Dec 31, 24 |
| 20 | Nuveen Asset Management, LLC | 38.15K (0.05%) | 445.00 Increased by +1.17% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morningstar US Dividend Growth SMA | 7.43M (10.60%) | 7.43M Increased by +100.00% | Dec 31, 23 |
| 2 | 1290 VT GAMCO Small Company Value IB | 1.06M (1.51%) | -500.00 Decreased by -0.05% | Jan 31, 25 |
| 3 | DFA US Small Cap Value I | 585.27K (0.83%) | -2.06K Decreased by -0.35% | Jan 31, 25 |
| 4 | Gabelli Small Cap Growth AAA | 478.00K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 363.71K (0.52%) | 1.88K Increased by +0.52% | Feb 28, 25 |
| 6 | iShares Russell 2000 ETF | 229.89K (0.33%) | -2.70K Decreased by -1.17% | Feb 28, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 221.26K (0.32%) | 1.70K Increased by +0.77% | Feb 28, 25 |
| 8 | DFA US Micro Cap I | 203.49K (0.29%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 9 | Vanguard Small Cap Index | 132.63K (0.19%) | 147.00 Increased by +0.11% | Feb 28, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 121.47K (0.17%) | 1.74K Increased by +1.43% | Feb 28, 25 |
| 11 | Dimensional US Targeted Value ETF | 111.67K (0.16%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 12 | DFA US Small Cap I | 111.36K (0.16%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 13 | iShares Russell 2000 Value ETF | 82.22K (0.12%) | -627.00 Decreased by -0.76% | Feb 28, 25 |
| 14 | DFA US Targeted Value I | 79.27K (0.11%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 15 | Bridgeway Omni Small-Cap Value | 69.61K (0.10%) | -9.00K Decreased by -12.93% | Sep 30, 23 |
| 16 | Bridgeway Omni Small-Cap Value N | 69.61K (0.10%) | -9.00K Decreased by -12.93% | Sep 30, 23 |
| 17 | Gabelli Dividend & Income | 56.25K (0.08%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 53.18K (0.08%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | TETON Westwood Mighty Mites AAA | 52.40K (0.07%) | -9.33K Decreased by -17.80% | Dec 31, 24 |
| 20 | Schwab US Small-Cap ETF™ | 41.05K (0.06%) | 15.00 Increased by +0.04% | Jun 29, 24 |