| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 8.78M (13.73%) | 1.27M Increased by +14.49% | Dec 31, 24 |
| 2 | BlackRock Inc | 8.74M (13.66%) | 38.79K Increased by +0.44% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 6.71M (10.49%) | -166.52K Decreased by -2.48% | Dec 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 2.96M (4.63%) | -57.65K Decreased by -1.95% | Dec 31, 24 |
| 5 | State Street Corp | 2.55M (3.99%) | 106.10K Increased by +4.16% | Dec 31, 24 |
| 6 | State Street Corporation | 2.38M (3.72%) | 37.09K Increased by +1.56% | Dec 31, 23 |
| 7 | Fuller & Thaler Asset Management Inc | 2.15M (3.36%) | 1.05M Increased by +48.66% | Dec 31, 24 |
| 8 | First Trust Advisors L.P. | 1.93M (3.02%) | 582.82K Increased by +30.18% | Dec 31, 24 |
| 9 | Fisher Asset Management, LLC | 1.89M (2.96%) | 41.69K Increased by +2.20% | Dec 31, 24 |
| 10 | American Century Companies Inc | 1.74M (2.72%) | 135.29K Increased by +7.77% | Dec 31, 24 |
| 11 | Geode Capital Management, LLC | 1.59M (2.48%) | -10.55K Decreased by -0.67% | Dec 31, 24 |
| 12 | Greenhaven Associates Inc | 1.50M (2.35%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Wealth Enhancement Advisory Services, LLC | 1.28M (2.00%) | 1.28M Increased by +100.00% | Dec 31, 24 |
| 14 | Amvescap Plc. | 1.21M (1.90%) | -427.36K Decreased by -35.24% | Dec 31, 24 |
| 15 | Macquarie Group Ltd | 1.18M (1.85%) | -44.65K Decreased by -3.77% | Dec 31, 24 |
| 16 | AQR Capital Management LLC | 1.09M (1.71%) | -368.25K Decreased by -33.71% | Dec 31, 24 |
| 17 | JPMorgan Chase & Co | 1.01M (1.58%) | -10.52K Decreased by -1.04% | Sep 30, 24 |
| 18 | Charles Schwab Investment Management Inc | 982.64K (1.54%) | 41.76K Increased by +4.25% | Dec 31, 24 |
| 19 | Goldman Sachs Group Inc | 962.11K (1.50%) | 38.57K Increased by +4.01% | Dec 31, 24 |
| 20 | Goldman Sachs Group Inc USD | 923.54K (1.44%) | 438.93K Increased by +47.53% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 2.15M (3.37%) | -1.06K Decreased by -0.05% | Apr 29, 25 |
| 2 | FullerThaler Behavioral Small-Cap Value | 2.11M (3.30%) | 139.28K Increased by +6.61% | Mar 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 2.03M (3.17%) | 1.62K Increased by +0.08% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 2.02M (3.15%) | 7.31K Increased by +0.36% | Mar 31, 25 |
| 5 | Undiscovered Managers Behavioral Val L | 2.01M (3.15%) | 140.85K Increased by +7.00% | Mar 31, 25 |
| 6 | iShares Russell 2000 ETF | 1.65M (2.59%) | -13.39K Decreased by -0.81% | Apr 29, 25 |
| 7 | Vanguard Small Cap Index | 1.58M (2.46%) | -44.18K Decreased by -2.80% | Mar 31, 25 |
| 8 | Avantis US Small Cap Value ETF | 1.52M (2.38%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 9 | Fidelity Low-Priced Stock | 1.35M (2.11%) | 101.40K Increased by +7.52% | Feb 28, 25 |
| 10 | Fuller & Thaler Behavrl Small-Cap Value | 1.21M (1.90%) | -10.80K Decreased by -0.89% | Nov 30, 23 |
| 11 | Vanguard Small Cap Value Index Inv | 1.02M (1.60%) | -46.61K Decreased by -4.57% | Mar 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 1.01M (1.58%) | 1.10K Increased by +0.11% | Mar 31, 25 |
| 13 | Macquarie Small Cap Value A | 941.25K (1.47%) | 99.80K Increased by +10.60% | Mar 31, 25 |
| 14 | Fidelity Small Cap Value Fund | 909.95K (1.42%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | First Trust SMID Cp Rising Div Achv ETF | 878.52K (1.37%) | 756.00 Increased by +0.09% | Apr 30, 25 |
| 16 | Fidelity Stock Selector Small Cap | 876.50K (1.37%) | 45.40K Increased by +5.18% | Feb 28, 25 |
| 17 | Fidelity Value | 874.70K (1.37%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Delaware Small Cap Value A | 830.75K (1.30%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 19 | Invesco Global Opportunities A | 826.49K (1.29%) | -147.30K Decreased by -17.82% | Feb 28, 25 |
| 20 | Fidelity® Series Small Cap Opps | 820.60K (1.28%) | 58.40K Increased by +7.12% | Oct 31, 23 |