| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.98M (11.18%) | 73.84K Increased by +3.73% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 1.73M (9.78%) | -275.14K Decreased by -15.91% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.15M (6.51%) | -123.22K Decreased by -10.70% | Jun 30, 25 |
| 4 | Victory Capital Management Inc. | 934.67K (5.28%) | 905.05K Increased by +96.83% | Jun 30, 25 |
| 5 | Burgundy Asset Management Ltd | 890.36K (5.03%) | 26.83K Increased by +3.01% | Jun 30, 25 |
| 6 | LSV Asset Management | 812.09K (4.59%) | -49.20K Decreased by -6.06% | Jun 30, 25 |
| 7 | AQR Capital Management LLC | 681.74K (3.85%) | 118.98K Increased by +17.45% | Jun 30, 25 |
| 8 | State Street Corporation | 644.62K (3.64%) | 22.94K Increased by +3.56% | Mar 31, 24 |
| 9 | FMR Inc | 614.76K (3.48%) | -9.08K Decreased by -1.48% | Jun 30, 25 |
| 10 | State Street Corp | 597.79K (3.38%) | -17.52K Decreased by -2.93% | Jun 30, 25 |
| 11 | Bank of America Corp | 544.47K (3.08%) | -6.25K Decreased by -1.15% | Jun 30, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 518.49K (2.93%) | 202.42K Increased by +39.04% | Jun 30, 25 |
| 13 | Gamco Investors, Inc. Et Al | 411.34K (2.33%) | -4.89K Decreased by -1.19% | Jun 30, 25 |
| 14 | Goldman Sachs Group Inc | 377.04K (2.13%) | -3.22K Decreased by -0.85% | Jun 30, 25 |
| 15 | Geode Capital Management, LLC | 331.81K (1.88%) | -154.00 Decreased by -0.05% | Jun 30, 25 |
| 16 | American Century Companies Inc | 259.51K (1.47%) | 38.39K Increased by +14.79% | Dec 31, 24 |
| 17 | Bank of New York Mellon Corp | 249.19K (1.41%) | -10.48K Decreased by -4.21% | Jun 30, 25 |
| 18 | Amvescap Plc. | 223.63K (1.26%) | 7.28K Increased by +3.25% | Mar 31, 25 |
| 19 | WEDGE Capital Management, LLP | 222.06K (1.26%) | 9.06K Increased by +4.08% | Sep 30, 23 |
| 20 | JPMorgan Chase & Co | 210.72K (1.19%) | -1.60K Decreased by -0.76% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Victory Sycamore Established Value R | 678.61K (3.84%) | 678.61K Increased by +100.00% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 639.36K (3.61%) | 427.00 Increased by +0.07% | Sep 30, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 603.06K (3.41%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 518.77K (2.93%) | -15.64K Decreased by -3.02% | Jul 31, 25 |
| 5 | 1290 VT GAMCO Small Company Value IB | 402.80K (2.28%) | -3.40K Decreased by -0.84% | Jul 31, 25 |
| 6 | Vanguard Small Cap Index | 401.32K (2.27%) | -2.77K Decreased by -0.69% | Jul 31, 25 |
| 7 | Vanguard Small Cap Value Index Inv | 258.67K (1.46%) | 763.00 Increased by +0.29% | Jul 31, 25 |
| 8 | Fidelity Value | 212.00K (1.20%) | -4.60K Decreased by -2.17% | Jul 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 198.21K (1.12%) | -85.63K Decreased by -43.20% | Jul 31, 25 |
| 10 | American Century Small Cap Value Inv | 185.00K (1.05%) | 20.00K Increased by +10.81% | Dec 31, 24 |
| 11 | American Century U.S. Small Cap Value | 185.00K (1.05%) | 20.00K Increased by +10.81% | Dec 31, 24 |
| 12 | DFA US Core Equity 2 I | 162.67K (0.92%) | -3.76K Decreased by -2.31% | Jul 31, 25 |
| 13 | DFA US Small Cap Value I | 151.98K (0.86%) | -23.35K Decreased by -15.36% | Nov 30, 23 |
| 14 | DFA US Targeted Value I | 148.85K (0.84%) | -11.48K Decreased by -7.71% | Jul 31, 25 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 141.92K (0.80%) | -3.55K Decreased by -2.50% | Jul 31, 25 |
| 16 | Burgundy Smaller Companies | 136.54K (0.77%) | 3.02K Increased by +2.21% | Jul 31, 25 |
| 17 | T. Rowe Price Integrated US Sm Gr Eq | 136.50K (0.77%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 18 | Burgundy US Small Cap Value Composite | 133.52K (0.75%) | 3.15K Increased by +2.36% | Jun 30, 25 |
| 19 | Cambria Shareholder Yield ETF | 128.31K (0.73%) | 27.00K Increased by +21.04% | Mar 28, 24 |
| 20 | Horizon Small Cap Institutional | 123.27K (0.70%) | -4.20K Decreased by -3.41% | Jun 30, 25 |