| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Hotchkis & Wiley Capital Management LLC | 20.11M (20.23%) | 2.15M Increased by +10.68% | Jun 30, 25 |
| 2 | Goldman Sachs Group Inc | 12.85M (12.92%) | 58.00 Increased by +0.00% | Jun 30, 25 |
| 3 | Madison Avenue Partners, LP | 8.01M (8.06%) | 866.66K Increased by +10.81% | Jun 30, 25 |
| 4 | BlackRock Inc | 7.96M (8.00%) | 1.07M Increased by +13.45% | Jun 30, 25 |
| 5 | Vanguard Group Inc | 6.72M (6.76%) | 1.18M Increased by +17.49% | Jun 30, 25 |
| 6 | Select Equity Group LP | 5.27M (5.30%) | -1.33M Decreased by -25.27% | Sep 30, 23 |
| 7 | Schroder Investment Management Group | 4.59M (4.62%) | -269.12K Decreased by -5.86% | Mar 31, 25 |
| 8 | Boston Partners Global Investors, Inc | 3.27M (3.29%) | 950.91K Increased by +29.05% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 2.85M (2.87%) | 544.46K Increased by +19.09% | Jun 30, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 2.77M (2.79%) | 941.32K Increased by +33.97% | Jun 30, 25 |
| 11 | Penn Capital Management Company LLC | 2.58M (2.59%) | 495.55K Increased by +19.21% | Jun 30, 25 |
| 12 | UBS Group AG | 2.57M (2.59%) | 2.01M Increased by +78.29% | Jun 30, 25 |
| 13 | ABLE Financial Group, LLC | 2.22M (2.23%) | 2.22M Increased by +100.00% | Jun 30, 25 |
| 14 | State Street Corp | 2.21M (2.22%) | 243.91K Increased by +11.05% | Jun 30, 25 |
| 15 | AltraVue Capital, LLC | 2.11M (2.13%) | -225.87K Decreased by -10.69% | Mar 31, 25 |
| 16 | Toron Capital Markets Inc | 2.04M (2.05%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Harbor Capital Advisors Inc | 2.01M (2.02%) | 361.91K Increased by +18.00% | Jun 30, 25 |
| 18 | ELEQUIN CAPITAL LP | 1.93M (1.94%) | 1.93M Increased by +100.00% | Mar 31, 24 |
| 19 | State Street Corporation | 1.86M (1.87%) | 81.65K Increased by +4.39% | Mar 31, 24 |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | 1.75M (1.76%) | 1.75M Increased by +100.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Hotchkis & Wiley Small Cap Value I | 6.36M (6.40%) | 122.17K Increased by +1.92% | Jul 31, 25 |
| 2 | American Beacon Small Cp Val R5 | 5.33M (5.36%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 3.47M (3.49%) | -76.88K Decreased by -2.22% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 2.96M (2.98%) | 18.86K Increased by +0.64% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 2.80M (2.82%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | Hotchkis & Wiley Value Opps Instl | 2.72M (2.73%) | 158.20K Increased by +5.82% | Jul 31, 25 |
| 7 | Embark Small Cap Equity Institutional | 1.63M (1.64%) | 360.23K Increased by +22.15% | Mar 31, 25 |
| 8 | Penn Capital Small Cap Equity | 1.52M (1.53%) | 147.26K Increased by +9.67% | Jun 30, 25 |
| 9 | Embark Small Cap Equity Retirement | 1.51M (1.52%) | -477.10K Decreased by -31.66% | Jul 31, 25 |
| 10 | Fidelity Small Cap Index | 1.16M (1.16%) | 267.92K Increased by +23.15% | Jun 30, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 1.13M (1.13%) | -496.13K Decreased by -44.04% | Jul 31, 25 |
| 12 | American Beacon Small Cap Value CL AAG | 1.05M (1.06%) | 16.80K Increased by +1.60% | Aug 31, 25 |
| 13 | iShares Russell 2000 Growth ETF | 1.02M (1.02%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | Hotchkis & Wiley - Sm-Cap Val | 842.08K (0.85%) | 131.56K Increased by +15.62% | Jun 30, 25 |
| 15 | Schroder ISF US S&M-Cap Eq C Acc USD | 815.44K (0.82%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | Fidelity® Small Cap Index | 762.99K (0.77%) | 19.43K Increased by +2.55% | Oct 31, 23 |
| 17 | UWS Schroder US Mid Cap B | 752.35K (0.76%) | -451.91K Decreased by -60.07% | May 31, 25 |
| 18 | HW Opportunities MP | 724.36K (0.73%) | 39.80K Increased by +5.49% | Jul 31, 25 |
| 19 | Schroder US Smaller Companies Acc | 686.25K (0.69%) | -551.19K Decreased by -80.32% | May 31, 25 |
| 20 | iShares Russell 2000 Value ETF | 665.19K (0.67%) | 0.00 Increased by 0.00% | May 31, 25 |