| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 3.95M (58.90%) | 70.00 Increased by +0.00% | Dec 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 845.02K (12.60%) | -23.95K Decreased by -2.83% | Mar 31, 26 |
| 3 | BlackRock Inc | 493.67K (7.36%) | -15.30K Decreased by -3.10% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 395.85K (5.90%) | 317.00 Increased by +0.08% | Dec 31, 25 |
| 5 | American Century Companies Inc | 290.60K (4.33%) | 11.10K Increased by +3.82% | Dec 31, 25 |
| 6 | Geode Capital Management, LLC | 200.02K (2.98%) | 7.34K Increased by +3.67% | Dec 31, 25 |
| 7 | Bank of New York Mellon Corp | 177.75K (2.65%) | -417.00 Decreased by -0.23% | Mar 31, 26 |
| 8 | Bridgeway Capital Management, LLC | 152.63K (2.28%) | -22.48K Decreased by -14.73% | Dec 31, 25 |
| 9 | State Street Corporation | 145.55K (2.17%) | 5.94K Increased by +4.08% | Mar 31, 24 |
| 10 | State Street Corp | 141.12K (2.10%) | -9.68K Decreased by -6.86% | Dec 31, 25 |
| 11 | First Trust Advisors L.P. | 136.11K (2.03%) | 6.85K Increased by +5.04% | Sep 30, 25 |
| 12 | Amvescap Plc. | 96.05K (1.43%) | 81.30K Increased by +84.64% | Dec 31, 24 |
| 13 | Empowered Funds, LLC | 90.80K (1.35%) | -5.00K Decreased by -5.51% | Dec 31, 25 |
| 14 | Boston Partners Global Investors, Inc | 80.65K (1.20%) | -5.52K Decreased by -6.84% | Mar 31, 24 |
| 15 | Scopus Asset Management, LLC | 75.50K (1.13%) | -20.00K Decreased by -26.49% | Mar 31, 24 |
| 16 | Oberweis Asset Management Inc | 70.50K (1.05%) | 1.50K Increased by +2.13% | Dec 31, 24 |
| 17 | Royce & Associates, LP | 70.24K (1.05%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Uniplan Investment Counsel, Inc. | 70.12K (1.05%) | 2.94K Increased by +4.19% | Sep 30, 23 |
| 19 | Northern Trust Corp | 66.37K (0.99%) | -2.29K Decreased by -3.45% | Mar 31, 26 |
| 20 | Charles Schwab Investment Management Inc | 59.20K (0.88%) | 221.00 Increased by +0.37% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Low-Priced Stock | 1.78M (26.54%) | -1.44K Decreased by -0.08% | Feb 28, 26 |
| 2 | Fidelity® Low-Priced Stock | 1.37M (20.39%) | 25.34K Increased by +1.85% | Oct 31, 23 |
| 3 | Fidelity Global Value Growth Eq MF | 437.07K (6.52%) | 158.75K Increased by +36.32% | Aug 20, 25 |
| 4 | Strategic Advisers Fidelity US TtlStk | 431.48K (6.43%) | 400.00 Increased by +0.09% | Mar 31, 26 |
| 5 | Fidelity LowPriced Stock Commingled Pl A | 360.38K (5.37%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Fidelity Low-Priced Stock K6 | 310.32K (4.63%) | 1.44K Increased by +0.46% | Feb 28, 26 |
| 7 | Avantis US Small Cap Value ETF | 268.58K (4.01%) | 0.00 Increased by 0.00% | Apr 30, 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 (3.36%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 10 | Strategic Advisers® Fidelity US TtlStk | 206.72K (3.08%) | 21.28K Increased by +10.29% | Nov 30, 23 |
| 11 | Fidelity Series Intrinsic Opps | 171.04K (2.55%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | Fidelity® Low-Priced Stock K6 | 164.30K (2.45%) | 5.29K Increased by +3.22% | Oct 31, 23 |
| 13 | iShares Russell 2000 ETF | 154.00K (2.30%) | 1.32K Increased by +0.85% | Apr 30, 26 |
| 14 | Fidelity Global Intrinsic Value Cl F5 | 141.74K (2.11%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | DFA US Small Cap I | 119.64K (1.78%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 16 | WisdomTree US SmallCap Dividend ETF | 117.03K (1.75%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 17 | DFA US Targeted Value I | 99.38K (1.48%) | -4.18K Decreased by -4.20% | Mar 31, 26 |
| 18 | First Trust Small Cap Core AlphaDEX® ETF | 98.80K (1.47%) | -606.00 Decreased by -0.61% | Aug 28, 25 |
| 19 | EA Bridgeway Omni Small-Cap Value ETF | 94.28K (1.41%) | 1.16K Increased by +1.23% | Apr 30, 26 |
| 20 | Invesco Dorsey Wright SmallCap Momt ETF | 83.70K (1.25%) | 0.00 Increased by 0.00% | Sep 30, 24 |