| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 3.95M (59.07%) | 70.00 Increased by +0.00% | Dec 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 868.97K (13.00%) | -15.94K Decreased by -1.83% | Dec 31, 25 |
| 3 | BlackRock Inc | 508.97K (7.61%) | -7.40K Decreased by -1.45% | Sep 30, 25 |
| 4 | Vanguard Group Inc | 395.85K (5.92%) | 317.00 Increased by +0.08% | Dec 31, 25 |
| 5 | American Century Companies Inc | 290.60K (4.35%) | 11.10K Increased by +3.82% | Dec 31, 25 |
| 6 | Geode Capital Management, LLC | 192.68K (2.88%) | -732.00 Decreased by -0.38% | Sep 30, 25 |
| 7 | Bridgeway Capital Management, LLC | 152.63K (2.28%) | -22.48K Decreased by -14.73% | Dec 31, 25 |
| 8 | State Street Corp | 150.81K (2.26%) | 1.05K Increased by +0.70% | Sep 30, 25 |
| 9 | State Street Corporation | 145.55K (2.18%) | 5.94K Increased by +4.08% | Mar 31, 24 |
| 10 | First Trust Advisors L.P. | 136.11K (2.04%) | 6.85K Increased by +5.04% | Sep 30, 25 |
| 11 | Amvescap Plc. | 96.05K (1.44%) | 81.30K Increased by +84.64% | Dec 31, 24 |
| 12 | Empowered Funds, LLC | 95.80K (1.43%) | -3.57K Decreased by -3.72% | Sep 30, 25 |
| 13 | Bank of New York Mellon Corp | 89.32K (1.34%) | -4.41K Decreased by -4.94% | Sep 30, 25 |
| 14 | Boston Partners Global Investors, Inc | 80.65K (1.21%) | -5.52K Decreased by -6.84% | Mar 31, 24 |
| 15 | Northern Trust Corp | 79.73K (1.19%) | -2.76K Decreased by -3.46% | Sep 30, 25 |
| 16 | Scopus Asset Management, LLC | 75.50K (1.13%) | -20.00K Decreased by -26.49% | Mar 31, 24 |
| 17 | Oberweis Asset Management Inc | 70.50K (1.05%) | 1.50K Increased by +2.13% | Dec 31, 24 |
| 18 | Royce & Associates, LP | 70.24K (1.05%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Uniplan Investment Counsel, Inc. | 70.12K (1.05%) | 2.94K Increased by +4.19% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 59.20K (0.89%) | 221.00 Increased by +0.37% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Low-Priced Stock | 1.78M (26.63%) | 63.00 Increased by +0.00% | Dec 31, 25 |
| 2 | Fidelity® Low-Priced Stock | 1.37M (20.44%) | 25.34K Increased by +1.85% | Oct 31, 23 |
| 3 | Fidelity Global Value Growth Eq MF | 437.07K (6.54%) | 158.75K Increased by +36.32% | Aug 20, 25 |
| 4 | Strategic Advisers Fidelity US TtlStk | 431.08K (6.45%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 5 | Fidelity LowPriced Stock Commingled Pl A | 360.38K (5.39%) | 5.63K Increased by +1.56% | Dec 31, 25 |
| 6 | Fidelity Low-Priced Stock K6 | 308.89K (4.62%) | -5.63K Decreased by -1.82% | Dec 31, 25 |
| 7 | Avantis US Small Cap Value ETF | 264.90K (3.96%) | 552.00 Increased by +0.21% | Feb 28, 26 |
| 8 | Vanguard US Total Market Shares ETF | 231.01K (3.45%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 225.40K (3.37%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 10 | Strategic Advisers® Fidelity US TtlStk | 206.72K (3.09%) | 21.28K Increased by +10.29% | Nov 30, 23 |
| 11 | Fidelity Series Intrinsic Opps | 171.04K (2.56%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Fidelity® Low-Priced Stock K6 | 164.30K (2.46%) | 5.29K Increased by +3.22% | Oct 31, 23 |
| 13 | iShares Russell 2000 ETF | 157.94K (2.36%) | -6.29K Decreased by -3.98% | Feb 28, 26 |
| 14 | Fidelity Global Intrinsic Value Cl F5 | 141.74K (2.12%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | DFA US Small Cap I | 119.64K (1.79%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 16 | WisdomTree US SmallCap Dividend ETF | 117.24K (1.75%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 17 | DFA US Targeted Value I | 103.55K (1.55%) | -814.00 Decreased by -0.79% | Jan 31, 26 |
| 18 | First Trust Small Cap Core AlphaDEX® ETF | 98.80K (1.48%) | -606.00 Decreased by -0.61% | Aug 28, 25 |
| 19 | EA Bridgeway Omni Small-Cap Value ETF | 90.80K (1.36%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 20 | Invesco Dorsey Wright SmallCap Momt ETF | 83.70K (1.25%) | 0.00 Increased by 0.00% | Sep 30, 24 |