| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 5.23M (14.98%) | 510.00 Increased by +0.01% | Jun 30, 25 |
| 2 | BlackRock Inc | 3.97M (11.37%) | -138.17K Decreased by -3.48% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 3.03M (8.69%) | 101.05K Increased by +3.33% | Jun 30, 25 |
| 4 | Earnest Partners LLC | 1.61M (4.61%) | -67.55K Decreased by -4.20% | Sep 30, 23 |
| 5 | Hotchkis & Wiley Capital Management LLC | 1.44M (4.13%) | -110.04K Decreased by -7.62% | Jun 30, 25 |
| 6 | Federated Hermes Inc | 1.41M (4.05%) | 629.00 Increased by +0.04% | Jun 30, 25 |
| 7 | State Street Corporation | 1.40M (4.00%) | -49.01K Decreased by -3.51% | Mar 31, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.26M (3.60%) | 14.39K Increased by +1.14% | Jun 30, 25 |
| 9 | AQR Capital Management LLC | 1.21M (3.47%) | 276.92K Increased by +22.89% | Jun 30, 25 |
| 10 | D. E. Shaw & Co LP | 1.14M (3.27%) | -254.34K Decreased by -22.28% | Jun 30, 25 |
| 11 | William Blair Investment Management, LLC | 1.08M (3.11%) | 35.10K Increased by +3.24% | Sep 30, 23 |
| 12 | Towle & Co | 955.92K (2.74%) | 955.92K Increased by +100.00% | Jun 30, 25 |
| 13 | Geode Capital Management, LLC | 830.78K (2.38%) | -12.07K Decreased by -1.45% | Jun 30, 25 |
| 14 | Massachusetts Financial Services Company | 814.22K (2.33%) | -184.75K Decreased by -22.69% | Dec 31, 23 |
| 15 | Ameriprise Financial Inc | 802.90K (2.30%) | 91.60K Increased by +11.41% | Jun 30, 25 |
| 16 | Goldman Sachs Group Inc | 787.33K (2.26%) | -117.25K Decreased by -14.89% | Jun 30, 25 |
| 17 | Charles Schwab Investment Management Inc | 756.95K (2.17%) | 281.60K Increased by +37.20% | Jun 30, 25 |
| 18 | State Street Corp | 731.85K (2.10%) | 9.36K Increased by +1.28% | Jun 30, 25 |
| 19 | UBS Group AG | 704.20K (2.02%) | 593.13K Increased by +84.23% | Dec 31, 24 |
| 20 | American Century Companies Inc | 608.75K (1.74%) | -675.00 Decreased by -0.11% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.40M (6.87%) | -642.00 Decreased by -0.03% | May 30, 24 |
| 2 | Fidelity Low-Priced Stock | 2.03M (5.80%) | -5.44K Decreased by -0.27% | Jun 30, 25 |
| 3 | Fidelity® Low-Priced Stock | 1.59M (4.54%) | -1.65K Decreased by -0.10% | Oct 31, 23 |
| 4 | Federated Hermes MDT SCC Institutional | 1.20M (3.45%) | -22.00K Decreased by -1.83% | Jun 30, 25 |
| 5 | Federated Hermes MDT Small Cap Core IS | 1.20M (3.45%) | -22.00K Decreased by -1.83% | Jun 30, 25 |
| 6 | Vanguard US Total Market Shares ETF | 1.10M (3.15%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 1.07M (3.06%) | -23.57K Decreased by -2.20% | Jul 31, 25 |
| 8 | Fidelity Global Value Growth Eq MF | 871.06K (2.50%) | 0.00 Increased by 0.00% | Feb 20, 25 |
| 9 | Vanguard Information Technology ETF | 851.09K (2.44%) | 8.33K Increased by +0.98% | Jul 31, 25 |
| 10 | iShares Russell 2000 ETF | 822.34K (2.36%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 11 | EARNEST Small Cap Value | 776.28K (2.22%) | 775.10K Increased by +99.85% | Dec 31, 23 |
| 12 | Fidelity Global Bargain Growth Stocks MF | 698.46K (2.00%) | 394.00K Increased by +56.41% | Aug 21, 23 |
| 13 | Harbor Small Cap Value Instl | 610.13K (1.75%) | -60.37K Decreased by -9.89% | Dec 31, 23 |
| 14 | BlackRock Global Equity Mkt Netrl Instl | 586.33K (1.68%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | MFS New Discovery Value I | 506.99K (1.45%) | -63.27K Decreased by -12.48% | Jan 31, 24 |
| 16 | Columbia Small Cap Value Discv A | 504.72K (1.45%) | 104.50K Increased by +20.70% | Jul 31, 25 |
| 17 | Columbia Small Cap Value I A | 504.72K (1.45%) | 104.50K Increased by +20.70% | Jul 31, 25 |
| 18 | Avantis US Small Cap Value ETF | 473.08K (1.36%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 19 | Fidelity® Series Intrinsic Opps | 441.20K (1.26%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 20 | Fidelity Series Intrinsic Opps | 436.90K (1.25%) | 0.00 Increased by 0.00% | Jun 30, 25 |