| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 1.35M (1.98%) | -16.82K Decreased by -1.25% | Jun 30, 25 |
| 2 | Gamco Investors, Inc. Et Al | 1.08M (1.59%) | -1.20K Decreased by -0.11% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 896.03K (1.32%) | -19.72K Decreased by -2.20% | Jun 30, 25 |
| 4 | BlackRock Inc | 626.19K (0.92%) | -19.51K Decreased by -3.12% | Jun 30, 25 |
| 5 | Gabelli Funds LLC | 549.19K (0.81%) | -6.06K Decreased by -1.10% | Jun 30, 25 |
| 6 | Renaissance Technologies Corp | 400.55K (0.59%) | 11.50K Increased by +2.87% | Jun 30, 25 |
| 7 | Private Management Group Inc | 340.46K (0.50%) | -28.62K Decreased by -8.41% | Jun 30, 25 |
| 8 | State Street Corporation | 229.18K (0.34%) | 3.49K Increased by +1.52% | Mar 31, 24 |
| 9 | State Street Corp | 216.62K (0.32%) | -5.51K Decreased by -2.54% | Jun 30, 25 |
| 10 | Cullen/Frost Bankers Inc | 147.00K (0.22%) | 147.00K Increased by +100.00% | Mar 31, 24 |
| 11 | Geode Capital Management, LLC | 105.63K (0.16%) | 24.85K Increased by +23.53% | Jun 30, 25 |
| 12 | American Century Companies Inc | 80.91K (0.12%) | 60.17K Increased by +74.37% | Jun 30, 25 |
| 13 | SEI Investments Co | 77.08K (0.11%) | 6.65K Increased by +8.62% | Jun 30, 25 |
| 14 | Northern Trust Corp | 74.13K (0.11%) | -806.00 Decreased by -1.09% | Jun 30, 25 |
| 15 | Bank of New York Mellon Corp | 72.22K (0.11%) | 5.93K Increased by +8.21% | Jun 30, 25 |
| 16 | Bridgeway Capital Management, LLC | 69.61K (0.10%) | -27.97K Decreased by -40.18% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 66.14K (0.10%) | -5.68K Decreased by -8.59% | Jun 30, 24 |
| 18 | Vista Investment Management, LLC | 61.79K (0.09%) | -1.29K Decreased by -2.09% | Jun 30, 25 |
| 19 | Teton Advisors Inc | 43.80K (0.06%) | -400.00 Decreased by -0.91% | Jun 30, 25 |
| 20 | Nuveen Asset Management, LLC | 38.15K (0.06%) | 445.00 Increased by +1.17% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morningstar US Dividend Growth SMA | 7.43M (10.94%) | 7.43M Increased by +100.00% | Dec 31, 23 |
| 2 | 1290 VT GAMCO Small Company Value IB | 1.06M (1.56%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 3 | DFA US Small Cap Value I | 560.72K (0.83%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 4 | Gabelli Small Cap Growth AAA | 474.29K (0.70%) | -1.71K Decreased by -0.36% | Jun 30, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 384.60K (0.57%) | -6.60K Decreased by -1.72% | Jul 31, 25 |
| 6 | Vanguard US Total Market Shares ETF | 372.63K (0.55%) | 3.31K Increased by +0.89% | Sep 30, 24 |
| 7 | iShares Russell 2000 ETF | 226.87K (0.33%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | DFA US Micro Cap I | 194.29K (0.29%) | -6.79K Decreased by -3.50% | Jul 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 160.34K (0.24%) | -67.89K Decreased by -42.34% | Jul 31, 25 |
| 10 | Vanguard Small Cap Index | 149.95K (0.22%) | 1.71K Increased by +1.14% | Jul 31, 25 |
| 11 | Dimensional US Targeted Value ETF | 105.89K (0.16%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 12 | DFA US Small Cap I | 104.07K (0.15%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | Avantis US Small Cap Value ETF | 96.67K (0.14%) | 936.00 Increased by +0.97% | Aug 30, 25 |
| 14 | DFA US Targeted Value I | 87.33K (0.13%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 15 | iShares Russell 2000 Value ETF | 80.57K (0.12%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Bridgeway Omni Small-Cap Value | 69.61K (0.10%) | -9.00K Decreased by -12.93% | Sep 30, 23 |
| 17 | Bridgeway Omni Small-Cap Value N | 69.61K (0.10%) | -9.00K Decreased by -12.93% | Sep 30, 23 |
| 18 | State St Russell Sm/Mid Cp® Indx SL Cl I | 56.81K (0.08%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Gabelli Dividend & Income Trust | 56.25K (0.08%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | Gabelli Dividend & Income | 55.00K (0.08%) | -1.25K Decreased by -2.28% | Jun 30, 25 |