| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.85M (10.47%) | 163.66K Increased by +2.39% | Sep 30, 24 |
| 2 | BlackRock Inc | 6.02M (9.19%) | 81.25K Increased by +1.35% | Sep 30, 24 |
| 3 | FMR Inc | 5.15M (7.87%) | 636.92K Increased by +12.36% | Sep 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 3.27M (4.99%) | 36.13K Increased by +1.11% | Sep 30, 24 |
| 5 | State Street Corp | 2.63M (4.01%) | 47.28K Increased by +1.80% | Sep 30, 24 |
| 6 | State Street Corporation | 2.56M (3.90%) | -66.33K Decreased by -2.60% | Mar 31, 24 |
| 7 | Capital Research & Mgmt Co - Division 3 | 1.79M (2.73%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Victory Capital Management Inc. | 1.34M (2.04%) | -310.50K Decreased by -23.25% | Sep 30, 24 |
| 9 | Principal Financial Group Inc | 1.31M (2.00%) | 133.31K Increased by +10.19% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 1.16M (1.76%) | 10.57K Increased by +0.91% | Sep 30, 24 |
| 11 | AllianceBernstein L.P. | 1.16M (1.76%) | -123.01K Decreased by -10.65% | Sep 30, 24 |
| 12 | Fuller & Thaler Asset Management Inc | 1.14M (1.74%) | -2.37K Decreased by -0.21% | Sep 30, 24 |
| 13 | JPMorgan Chase & Co | 1.13M (1.72%) | -288.93K Decreased by -25.63% | Sep 30, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.12M (1.71%) | -1.20K Decreased by -0.11% | Jun 30, 24 |
| 15 | Amvescap Plc. | 1.07M (1.63%) | -100.82K Decreased by -9.43% | Sep 30, 24 |
| 16 | First Trust Advisors L.P. | 926.07K (1.41%) | 192.04K Increased by +20.74% | Sep 30, 24 |
| 17 | Channing Capital Management, LLC | 839.49K (1.28%) | 22.97K Increased by +2.74% | Sep 30, 24 |
| 18 | Federated Hermes Inc | 821.50K (1.25%) | 6.03K Increased by +0.73% | Sep 30, 24 |
| 19 | Charles Schwab Investment Management Inc | 802.84K (1.23%) | 202.81K Increased by +25.26% | Sep 30, 24 |
| 20 | Reinhart Mahoney Capital Management Inc | 781.39K (1.19%) | 47.24K Increased by +6.05% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 2.16M (3.30%) | 7.17K Increased by +0.33% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.09M (3.19%) | 1.61K Increased by +0.08% | Dec 31, 24 |
| 3 | American Funds SMALLCAP World A | 1.79M (2.73%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Vanguard Small Cap Index | 1.69M (2.59%) | 15.09K Increased by +0.89% | Dec 31, 24 |
| 5 | Vanguard Small Cap Value Index Inv | 1.12M (1.72%) | -10.20K Decreased by -0.91% | Dec 31, 24 |
| 6 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 1.11M (1.69%) | 205.00K Increased by +18.49% | Sep 30, 23 |
| 7 | Fuller & Thaler Behavioral Small-Cap Eq | 1.11M (1.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.08M (1.65%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | FullerThaler Behavioral Small-Cap Equity | 1.08M (1.65%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.00M (1.53%) | 10.15K Increased by +1.01% | Dec 31, 24 |
| 11 | Fidelity Low-Priced Stock | 951.60K (1.45%) | -8.96K Decreased by -0.94% | Oct 31, 24 |
| 12 | Fidelity® Mid-Cap Stock | 877.54K (1.34%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Fidelity VIP Mid Cap Initial | 765.34K (1.17%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 14 | VIP Mid Cap Initial | 765.34K (1.17%) | -39.80K Decreased by -5.20% | Nov 30, 23 |
| 15 | Fidelity Mid-Cap Stock | 762.33K (1.16%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | Victory Small Cap Value CIT (Net 75) | 745.00K (1.14%) | -315.00K Decreased by -42.28% | Sep 30, 24 |
| 17 | Fidelity Small Cap Value Fund | 743.80K (1.14%) | 210.00K Increased by +28.23% | Oct 31, 24 |
| 18 | Fidelity® Low-Priced Stock | 720.96K (1.10%) | 360.00 Increased by +0.05% | Oct 31, 23 |
| 19 | First Trust SMID Cp Rising Div Achv ETF | 648.69K (0.99%) | 1.38K Increased by +0.21% | Dec 30, 24 |
| 20 | SPDR® S&P Regional Banking ETF | 641.96K (0.98%) | 1.53K Increased by +0.24% | Dec 31, 24 |