| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.28M (16.74%) | 7.28M Increased by +100.00% | Jun 30, 25 |
| 2 | State Street Corporation | 5.76M (13.23%) | -417.65K Decreased by -7.25% | Mar 31, 24 |
| 3 | Vanguard Group Inc | 4.75M (10.92%) | 4.75M Increased by +100.00% | Jun 30, 25 |
| 4 | Westwood Holdings Group Inc | 2.57M (5.90%) | 320.63K Increased by +12.49% | Dec 31, 23 |
| 5 | State Street Corp | 2.44M (5.62%) | 2.44M Increased by +100.00% | Jun 30, 25 |
| 6 | GW&K Investment Management, LLC | 2.40M (5.51%) | 34.87K Increased by +1.45% | Jun 30, 24 |
| 7 | DePrince Race & Zollo Inc | 1.96M (4.50%) | 892.69K Increased by +45.55% | Sep 30, 24 |
| 8 | American Century Companies Inc | 1.57M (3.61%) | -6.74K Decreased by -0.43% | Sep 30, 23 |
| 9 | Mirae Asset Global Investments (Korea) Co Ltd | 1.52M (3.49%) | 71.94K Increased by +4.74% | Mar 31, 24 |
| 10 | Balyasny Asset Management LLC | 1.40M (3.22%) | 1.40M Increased by +100.00% | Jun 30, 25 |
| 11 | Acadian Asset Management LLC | 1.21M (2.79%) | 201.68K Increased by +16.63% | Sep 30, 24 |
| 12 | Geode Capital Management, LLC | 1.07M (2.47%) | 1.07M Increased by +100.00% | Jun 30, 25 |
| 13 | Schonfeld Strategic Advisors LLC | 915.00K (2.10%) | 915.00K Increased by +100.00% | Dec 31, 24 |
| 14 | JPMorgan Chase & Co | 909.63K (2.09%) | -158.73K Decreased by -17.45% | Sep 30, 24 |
| 15 | Punch & Associates Inv Mgmt Inc | 866.57K (1.99%) | 47.88K Increased by +5.52% | Dec 31, 24 |
| 16 | Charles Schwab Investment Management Inc | 858.23K (1.97%) | 858.23K Increased by +100.00% | Jun 30, 25 |
| 17 | Amvescap Plc. | 761.31K (1.75%) | 761.31K Increased by +100.00% | Jun 30, 25 |
| 18 | Victory Capital Management Inc. | 708.84K (1.63%) | 708.84K Increased by +100.00% | Jun 30, 25 |
| 19 | Morgan Stanley - Brokerage Accounts | 687.18K (1.58%) | 687.18K Increased by +100.00% | Jun 30, 25 |
| 20 | AllianceBernstein L.P. | 659.23K (1.52%) | -58.30K Decreased by -8.84% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 3.10M (7.12%) | 2.35K Increased by +0.08% | Sep 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 2.52M (5.79%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Vanguard Real Estate Index Investor | 1.53M (3.51%) | 996.00 Increased by +0.07% | Jul 31, 25 |
| 4 | FP Foresight Global Rl Infras A GBP Inc | 1.47M (3.37%) | -8.60K Decreased by -0.59% | Oct 31, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.29M (2.96%) | -28.56K Decreased by -2.22% | Jul 31, 25 |
| 6 | American Century Small Cap Value Inv | 1.24M (2.84%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | American Century U.S. Small Cap Value | 1.24M (2.84%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Fidelity® Real Estate Income | 998.90K (2.30%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 9 | Westwood Mgt SmallCap Value | 967.84K (2.22%) | 152.39K Increased by +15.75% | Dec 31, 23 |
| 10 | Westwood Quality SmallCap Fund Inst | 967.84K (2.22%) | 152.39K Increased by +15.75% | Dec 31, 23 |
| 11 | iShares Russell 2000 ETF | 963.91K (2.22%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 12 | Fidelity® Small Cap Index | 938.13K (2.16%) | 24.75K Increased by +2.64% | Oct 31, 23 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 835.42K (1.92%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 14 | FP Foresight UK Infras Inc A GBP Acc | 813.79K (1.87%) | -257.64K Decreased by -31.66% | Jan 31, 24 |
| 15 | GW&K Small/Mid Cap Core CIT I | 775.25K (1.78%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 16 | Fidelity Extended Market Index | 563.84K (1.30%) | 9.55K Increased by +1.69% | Mar 31, 25 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 558.40K (1.28%) | -27.40K Decreased by -4.91% | Mar 31, 25 |
| 18 | Global X SuperDividend™ US ETF | 520.99K (1.20%) | -1.83K Decreased by -0.35% | Aug 29, 25 |
| 19 | DFA Real Estate Securities I | 473.68K (1.09%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Vanguard Russell 2000 ETF | 468.18K (1.08%) | 23.34K Increased by +4.99% | Mar 31, 25 |