| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.23M (9.73%) | 4.23M Increased by +100.00% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.70M (6.22%) | 2.70M Increased by +100.00% | Mar 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 2.58M (5.94%) | 2.58M Increased by +100.00% | Mar 31, 25 |
| 4 | North Reef Capital Management LP | 2.23M (5.12%) | 125.00K Increased by +5.62% | Sep 30, 24 |
| 5 | Franklin Resources Inc | 1.85M (4.25%) | 1.85M Increased by +100.00% | Mar 31, 25 |
| 6 | State Street Corporation | 1.37M (3.15%) | 70.89K Increased by +5.17% | Mar 31, 24 |
| 7 | Amvescap Plc. | 1.36M (3.13%) | -70.79K Decreased by -5.20% | Dec 31, 23 |
| 8 | Systematic Financial Management LP | 1.12M (2.57%) | 356.00 Increased by +0.03% | Mar 31, 25 |
| 9 | Geode Capital Management, LLC | 1.05M (2.42%) | 1.05M Increased by +100.00% | Mar 31, 25 |
| 10 | State Street Corp | 1.02M (2.36%) | 1.02M Increased by +100.00% | Mar 31, 25 |
| 11 | Massachusetts Financial Services Company | 915.46K (2.11%) | -22.07K Decreased by -2.41% | Mar 31, 25 |
| 12 | American Century Companies Inc | 864.17K (1.99%) | 864.17K Increased by +100.00% | Mar 31, 25 |
| 13 | Balyasny Asset Management LLC | 825.59K (1.90%) | 160.00K Increased by +19.38% | Mar 31, 25 |
| 14 | Charles Schwab Investment Management Inc | 664.80K (1.53%) | 664.80K Increased by +100.00% | Mar 31, 25 |
| 15 | T. Rowe Price Investment Management,Inc. | 660.53K (1.52%) | -2.03M Decreased by -306.91% | Mar 31, 24 |
| 16 | Wellington Management Company LLP | 657.88K (1.51%) | 64.35K Increased by +9.78% | Mar 31, 25 |
| 17 | First Trust Capital Management L.P. | 652.97K (1.50%) | 652.97K Increased by +100.00% | Mar 31, 25 |
| 18 | Goldman Sachs Group Inc | 629.63K (1.45%) | 629.63K Increased by +100.00% | Mar 31, 25 |
| 19 | Magnetar Financial LLC | 629.26K (1.45%) | 629.26K Increased by +100.00% | Dec 31, 24 |
| 20 | Macquarie Group Ltd | 595.00K (1.37%) | -647.46K Decreased by -108.82% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.36M (3.12%) | 1.99K Increased by +0.15% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.35M (3.12%) | 1.35M Increased by +100.00% | Mar 31, 25 |
| 3 | Invesco High Yield Eq Div Achiev™ ETF | 1.24M (2.86%) | -9.40K Decreased by -0.76% | Jan 31, 24 |
| 4 | iShares Russell 2000 ETF | 1.23M (2.84%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Franklin Small Cap Value A | 1.18M (2.71%) | 1.18M Increased by +100.00% | Mar 31, 25 |
| 6 | Franklin Small Cap Value SMA Composite | 1.18M (2.71%) | 429.25K Increased by +36.48% | Dec 31, 24 |
| 7 | Franklin US Small Cap Value Equity | 1.18M (2.71%) | 429.25K Increased by +36.48% | Dec 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 705.87K (1.62%) | 705.87K Increased by +100.00% | Mar 31, 25 |
| 9 | Avantis US Small Cap Value ETF | 687.66K (1.58%) | -2.68K Decreased by -0.39% | Mar 29, 25 |
| 10 | MFS New Discovery Value I | 682.29K (1.57%) | -6.37K Decreased by -0.93% | Mar 31, 25 |
| 11 | DFA US Small Cap Value I | 615.29K (1.42%) | 615.29K Increased by +100.00% | Mar 31, 25 |
| 12 | Fidelity Small Cap Index | 434.71K (1.00%) | 1.90K Increased by +0.44% | Feb 28, 25 |
| 13 | Fidelity® Small Cap Index | 426.54K (0.98%) | 12.65K Increased by +2.97% | Oct 31, 23 |
| 14 | Delaware Small Cap Value A | 404.93K (0.93%) | -439.00K Decreased by -108.42% | Oct 31, 24 |
| 15 | Macquarie Small Cap Value A | 403.23K (0.93%) | -1.70K Decreased by -0.42% | Nov 30, 24 |
| 16 | iShares Russell 2000 Value ETF | 402.83K (0.93%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | T. Rowe Price Small-Cap Value | 384.96K (0.89%) | -1.27M Decreased by -328.75% | Mar 31, 24 |
| 18 | SPDR® S&P Regional Banking ETF | 321.17K (0.74%) | 321.17K Increased by +100.00% | Mar 31, 25 |
| 19 | DFA US Targeted Value I | 318.72K (0.73%) | 318.72K Increased by +100.00% | Mar 31, 25 |
| 20 | Macquarie VIP Small Cap Value Series Std | 308.75K (0.71%) | 0.00 Increased by 0.00% | Sep 30, 24 |