| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Gamco Investors, Inc. Et Al | 5.89M (20.20%) | 107.63K Increased by +1.83% | Jun 30, 25 |
| 2 | Bank of America Corp | 2.87M (9.84%) | -51.00 Decreased by -0.00% | Jun 30, 25 |
| 3 | BlackRock Inc | 2.43M (8.32%) | -71.93K Decreased by -2.96% | Jun 30, 25 |
| 4 | Minerva Advisors LLC | 1.66M (5.68%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | Vanguard Group Inc | 1.40M (4.78%) | 15.92K Increased by +1.14% | Jun 30, 25 |
| 6 | Gabelli Funds LLC | 1.09M (3.75%) | -3.60K Decreased by -0.33% | Jun 30, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 1.09M (3.73%) | 33.76K Increased by +3.10% | Jun 30, 25 |
| 8 | Hotchkis & Wiley Capital Management LLC | 651.91K (2.23%) | -397.32K Decreased by -60.95% | Sep 30, 24 |
| 9 | State Street Corp | 593.11K (2.03%) | -2.50K Decreased by -0.42% | Jun 30, 25 |
| 10 | State Street Corporation | 590.60K (2.02%) | 17.48K Increased by +2.96% | Mar 31, 24 |
| 11 | Geode Capital Management, LLC | 589.27K (2.02%) | 1.51K Increased by +0.26% | Jun 30, 25 |
| 12 | American Century Companies Inc | 523.71K (1.79%) | -98.30K Decreased by -18.77% | Jun 30, 25 |
| 13 | Charles Schwab Investment Management Inc | 329.77K (1.13%) | 111.81K Increased by +33.91% | Jun 30, 25 |
| 14 | London Company of Virginia | 308.77K (1.06%) | -1.42K Decreased by -0.46% | Jun 30, 25 |
| 15 | Susquehanna International Group, LLP | 308.44K (1.06%) | -32.08K Decreased by -10.40% | Sep 30, 23 |
| 16 | Goldman Sachs Group Inc | 297.94K (1.02%) | 107.95K Increased by +36.23% | Dec 31, 23 |
| 17 | Gate City Capital Management, LLC | 260.09K (0.89%) | 138.28K Increased by +53.17% | Jun 30, 25 |
| 18 | Credit Suisse First Boston (CSFB) | 255.00K (0.87%) | -5.00K Decreased by -1.96% | Mar 31, 24 |
| 19 | Nuveen Asset Management, LLC | 240.72K (0.82%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | Nuveen, LLC | 240.72K (0.82%) | 240.72K Increased by +100.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 1290 VT GAMCO Small Company Value IB | 1.67M (5.71%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 806.12K (2.76%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 788.72K (2.70%) | -17.40K Decreased by -2.21% | Jul 31, 25 |
| 4 | Gabelli Small Cap Growth AAA | 695.79K (2.38%) | 3.79K Increased by +0.54% | Jun 30, 25 |
| 5 | iShares Russell 2000 ETF | 655.25K (2.25%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | GAMCO SMID Cap Value | 291.50K (1.00%) | 1.50K Increased by +0.51% | Jun 30, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 272.56K (0.93%) | -109.77K Decreased by -40.27% | Jul 31, 25 |
| 8 | Fidelity Small Cap Index | 259.15K (0.89%) | -414.00 Decreased by -0.16% | Jun 30, 25 |
| 9 | Fidelity® Small Cap Index | 256.28K (0.88%) | 3.21K Increased by +1.25% | Oct 31, 23 |
| 10 | CS (Lux) Global Value Equity IB EUR | 250.00K (0.86%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 236.07K (0.81%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 12 | White Fleet II SGVP Glbl Val Eq EB€Acc | 215.00K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | White Fleet II – SGVP Gbl Val Eq IB EUR | 215.00K (0.74%) | -35.00K Decreased by -16.28% | Mar 31, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 208.26K (0.71%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 15 | State St Russell Sm/Mid Cp® Indx SL Cl I | 208.26K (0.71%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | Schwab Fundamental U.S. Small CompanyETF | 204.62K (0.70%) | 805.00 Increased by +0.39% | Aug 30, 25 |
| 17 | DFA US Targeted Value I | 203.77K (0.70%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | Hotchkis & Wiley Sm Cp Divers Val I | 188.79K (0.65%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | CREF Stock R1 | 154.46K (0.53%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | CREF Stock R3 | 154.46K (0.53%) | 0.00 Increased by 0.00% | Mar 31, 25 |