| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Patient Capital Management | 2.71M (15.02%) | 136.16K Increased by +5.02% | Jun 30, 25 |
| 2 | BlackRock Inc | 2.12M (11.75%) | -75.66K Decreased by -3.57% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 1.79M (9.91%) | 590.00 Increased by +0.03% | Jun 30, 25 |
| 4 | LSV Asset Management | 1.40M (7.78%) | 110.46K Increased by +7.87% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.21M (6.70%) | -176.55K Decreased by -14.60% | Jun 30, 25 |
| 6 | Hotchkis & Wiley Capital Management LLC | 1.09M (6.07%) | -22.70K Decreased by -2.07% | Jun 30, 25 |
| 7 | Renaissance Technologies Corp | 804.40K (4.46%) | 18.70K Increased by +2.32% | Jun 30, 25 |
| 8 | Geode Capital Management, LLC | 703.72K (3.90%) | 1.84K Increased by +0.26% | Jun 30, 25 |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | 644.91K (3.58%) | -71.66K Decreased by -11.11% | Jun 30, 25 |
| 10 | State Street Corp | 636.20K (3.53%) | 69.82K Increased by +10.97% | Jun 30, 25 |
| 11 | Goldman Sachs Group Inc | 608.33K (3.37%) | 481.61K Increased by +79.17% | Sep 30, 24 |
| 12 | State Street Corporation | 477.66K (2.65%) | 45.83K Increased by +9.59% | Mar 31, 24 |
| 13 | AQR Capital Management LLC | 405.27K (2.25%) | 19.83K Increased by +4.89% | Jun 30, 25 |
| 14 | Arrowstreet Capital Limited Partnership | 370.50K (2.05%) | 128.66K Increased by +34.72% | Jun 30, 25 |
| 15 | Invst LLC | 345.52K (1.92%) | 345.52K Increased by +100.00% | Mar 31, 25 |
| 16 | Empowered Funds, LLC | 315.21K (1.75%) | 21.45K Increased by +6.80% | Mar 31, 25 |
| 17 | Segall Bryant & Hamill | 311.99K (1.73%) | 311.99K Increased by +100.00% | Jun 30, 25 |
| 18 | Heartland Advisors Inc | 300.00K (1.66%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Bank of New York Mellon Corp | 294.76K (1.63%) | 2.99K Increased by +1.01% | Jun 30, 25 |
| 20 | D. E. Shaw & Co LP | 285.50K (1.58%) | 144.86K Increased by +50.74% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.11M (6.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.01M (5.62%) | -22.35K Decreased by -2.20% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 739.61K (4.10%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | Miller Income A | 472.80K (2.62%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | American Beacon Small Cp Val R5 | 424.77K (2.35%) | -9.10K Decreased by -2.14% | Aug 31, 25 |
| 6 | Hotchkis & Wiley Small Cap Value I | 408.50K (2.26%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 329.44K (1.83%) | -150.12K Decreased by -45.57% | Jul 31, 25 |
| 8 | DFA US Micro Cap I | 329.01K (1.82%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | Bridgeway Omni Small-Cap Value | 306.50K (1.70%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Bridgeway Omni Small-Cap Value N | 306.50K (1.70%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Fidelity® Small Cap Index | 303.41K (1.68%) | 6.90K Increased by +2.27% | Oct 31, 23 |
| 12 | Heartland Value Investor | 300.00K (1.66%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | Fidelity Small Cap Index | 292.22K (1.62%) | -23.97K Decreased by -8.20% | Jun 30, 25 |
| 14 | LSV Small Cap Value Institutional | 265.50K (1.47%) | 48.77K Increased by +18.37% | Jun 30, 25 |
| 15 | Miller Value Partners Appreciation ETF | 249.70K (1.38%) | 249.70K Increased by +100.00% | Mar 31, 25 |
| 16 | Miller Value Partners Appreciation SMA | 249.70K (1.38%) | 249.70K Increased by +100.00% | Mar 31, 25 |
| 17 | Miller Value Ptnrs Appreciation ETF | 223.75K (1.24%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 18 | US Equity Small Cap Corporate Cl OF | 221.25K (1.23%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | US Equity Small Cap Pool A | 205.36K (1.14%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | DFA US Small Cap Value I | 201.57K (1.12%) | -16.30K Decreased by -8.09% | Feb 28, 25 |