| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Turtle Creek Asset Management Inc. | 16.63M (19.59%) | 407.95K Increased by +2.45% | Sep 30, 25 |
| 2 | Pzena Investment Management, LLC | 10.31M (12.15%) | -853.94K Decreased by -8.28% | Mar 31, 25 |
| 3 | BlackRock Inc | 6.88M (8.11%) | -442.75K Decreased by -6.43% | Sep 30, 25 |
| 4 | Vanguard Group Inc | 5.02M (5.92%) | 2.12K Increased by +0.04% | Dec 31, 25 |
| 5 | Fuller & Thaler Asset Management Inc | 4.77M (5.62%) | 21.09K Increased by +0.44% | Jun 30, 25 |
| 6 | Charles Schwab Investment Management Inc | 4.43M (5.22%) | 840.03K Increased by +18.96% | Dec 31, 25 |
| 7 | D. E. Shaw & Co LP | 4.18M (4.92%) | 1.13M Increased by +26.92% | Dec 31, 25 |
| 8 | Patient Capital Management | 4.13M (4.87%) | 2.07M Increased by +49.96% | Dec 31, 25 |
| 9 | American Century Companies Inc | 2.86M (3.36%) | -393.26K Decreased by -13.77% | Dec 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 2.79M (3.29%) | -173.20K Decreased by -6.20% | Dec 31, 25 |
| 11 | Jacobs Levy Equity Management, Inc. | 2.31M (2.73%) | -83.53K Decreased by -3.61% | Dec 31, 25 |
| 12 | Federated Hermes Inc | 2.29M (2.70%) | -414.33K Decreased by -18.06% | Sep 30, 25 |
| 13 | Victory Capital Management Inc. | 2.18M (2.57%) | 2.01M Increased by +92.11% | Sep 30, 24 |
| 14 | Vaughan Nelson Scarbrgh & Mccullough LP | 2.10M (2.47%) | 764.64K Increased by +36.41% | Sep 30, 24 |
| 15 | Millennium Management LLC | 2.08M (2.45%) | -596.67K Decreased by -28.72% | Dec 31, 25 |
| 16 | Geode Capital Management, LLC | 2.03M (2.39%) | 13.65K Increased by +0.67% | Dec 31, 25 |
| 17 | One Fin Capital Management LP | 2.00M (2.36%) | 2.00M Increased by +100.00% | Dec 31, 25 |
| 18 | State Street Corporation | 1.95M (2.30%) | 31.97K Increased by +1.64% | Mar 31, 24 |
| 19 | State Street Corp | 1.80M (2.12%) | -272.24K Decreased by -15.11% | Sep 30, 25 |
| 20 | Hotchkis & Wiley Capital Management LLC | 1.77M (2.09%) | 580.68K Increased by +32.79% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fuller & Thaler Behavrl Small-Cap Value | 7.88M (9.29%) | -71.17K Decreased by -0.90% | Nov 30, 23 |
| 2 | FullerThaler Behavioral Small-Cap Value | 4.21M (4.97%) | -2.11K Decreased by -0.05% | Jun 30, 25 |
| 3 | Undiscovered Managers Behavioral Val L | 4.04M (4.76%) | -8.33K Decreased by -0.21% | Jul 31, 25 |
| 4 | Pzena Mid Cap Value | 3.71M (4.37%) | -243.42K Decreased by -6.56% | Mar 31, 25 |
| 5 | Vanguard Selected Value Inv | 3.71M (4.37%) | -243.42K Decreased by -6.56% | Mar 31, 25 |
| 6 | Schwab Fundamental U.S. Small CompanyETF | 3.16M (3.72%) | 1.10K Increased by +0.03% | Feb 28, 26 |
| 7 | Vanguard US Total Market Shares ETF | 2.54M (2.99%) | -348.10K Decreased by -13.71% | Sep 30, 24 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 2.50M (2.95%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 9 | American Century Small Cap Growth Inv | 2.41M (2.84%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | American Century U.S. Small Cap Growth | 2.41M (2.84%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | iShares Russell 2000 ETF | 2.12M (2.50%) | 229.22K Increased by +10.81% | Feb 28, 26 |
| 12 | Avantis US Small Cap Value ETF | 1.82M (2.14%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 13 | Federated Hermes MDT SCC Institutional | 1.63M (1.92%) | 55.00K Increased by +3.37% | Dec 31, 25 |
| 14 | Federated Hermes MDT Small Cap Core IS | 1.63M (1.92%) | 55.00K Increased by +3.37% | Dec 31, 25 |
| 15 | Vanguard Small Cap Index | 1.01M (1.19%) | 3.71K Increased by +0.37% | May 31, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 929.18K (1.09%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 17 | Schwab Fundamental US Small Company ETF | 926.07K (1.09%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | Fidelity Small Cap Index | 839.10K (0.99%) | -46.86K Decreased by -5.58% | Dec 31, 25 |
| 19 | Fidelity® Small Cap Index | 818.12K (0.96%) | 20.94K Increased by +2.56% | Oct 31, 23 |
| 20 | BlackRock High Yield Bond K | 812.52K (0.96%) | 0.00 Increased by 0.00% | Jun 30, 24 |