| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 1.31M (1.93%) | -3.44K Decreased by -0.26% | Dec 31, 25 |
| 2 | Gamco Investors, Inc. Et Al | 1.07M (1.58%) | -5.50K Decreased by -0.51% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 915.01K (1.35%) | 11.24K Increased by +1.23% | Dec 31, 25 |
| 4 | BlackRock Inc | 598.88K (0.88%) | -27.31K Decreased by -4.56% | Sep 30, 25 |
| 5 | Gabelli Funds LLC | 541.00K (0.80%) | -6.00K Decreased by -1.11% | Dec 31, 25 |
| 6 | Renaissance Technologies Corp | 361.65K (0.53%) | -32.80K Decreased by -9.07% | Dec 31, 25 |
| 7 | Private Management Group Inc | 327.67K (0.48%) | -10.65K Decreased by -3.25% | Dec 31, 25 |
| 8 | State Street Corporation | 229.18K (0.34%) | 3.49K Increased by +1.52% | Mar 31, 24 |
| 9 | State Street Corp | 217.53K (0.32%) | 904.00 Increased by +0.42% | Sep 30, 25 |
| 10 | American Century Companies Inc | 168.82K (0.25%) | 48.50K Increased by +28.73% | Dec 31, 25 |
| 11 | Cullen/Frost Bankers Inc | 147.00K (0.22%) | 147.00K Increased by +100.00% | Mar 31, 24 |
| 12 | Geode Capital Management, LLC | 120.93K (0.18%) | 5.94K Increased by +4.91% | Dec 31, 25 |
| 13 | SEI Investments Co | 81.62K (0.12%) | 4.55K Increased by +5.57% | Sep 30, 25 |
| 14 | Bank of New York Mellon Corp | 71.62K (0.11%) | -602.00 Decreased by -0.84% | Sep 30, 25 |
| 15 | Northern Trust Corp | 70.86K (0.10%) | -3.27K Decreased by -4.61% | Sep 30, 25 |
| 16 | Bridgeway Capital Management, LLC | 69.61K (0.10%) | -27.97K Decreased by -40.18% | Sep 30, 23 |
| 17 | Millennium Management LLC | 69.34K (0.10%) | -11.78K Decreased by -16.98% | Dec 31, 25 |
| 18 | Charles Schwab Investment Management Inc | 66.14K (0.10%) | -5.68K Decreased by -8.59% | Jun 30, 24 |
| 19 | Vista Investment Management, LLC | 56.90K (0.08%) | -3.76K Decreased by -6.61% | Dec 31, 25 |
| 20 | JPMorgan Chase & Co | 47.67K (0.07%) | 31.45K Increased by +65.97% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morningstar US Dividend Growth SMA | 7.43M (10.95%) | 7.43M Increased by +100.00% | Dec 31, 23 |
| 2 | 1290 VT GAMCO Small Company Value IB | 1.05M (1.55%) | -500.00 Decreased by -0.05% | Jan 31, 26 |
| 3 | DFA US Small Cap Value I | 536.39K (0.79%) | -576.00 Decreased by -0.11% | Jan 31, 26 |
| 4 | Gabelli Small Cap Growth AAA | 473.00K (0.70%) | -1.20K Decreased by -0.25% | Dec 31, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 400.22K (0.59%) | 4.67K Increased by +1.17% | Feb 28, 26 |
| 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 | 214.44K (0.32%) | 1.72K Increased by +0.80% | Feb 28, 26 |
| 8 | Avantis US Small Cap Value ETF | 203.14K (0.30%) | 1.29K Increased by +0.63% | Feb 28, 26 |
| 9 | DFA US Micro Cap I | 194.29K (0.29%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 152.24K (0.22%) | 10.59K Increased by +6.96% | Feb 28, 26 |
| 11 | Vanguard Small Cap Index | 150.01K (0.22%) | 1.36K Increased by +0.91% | Feb 28, 26 |
| 12 | Dimensional US Targeted Value ETF | 106.44K (0.16%) | 40.00 Increased by +0.04% | Feb 27, 26 |
| 13 | DFA US Small Cap I | 103.23K (0.15%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 14 | DFA US Targeted Value I | 87.33K (0.13%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 15 | iShares Russell 2000 Value ETF | 80.57K (0.12%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Vanguard Small Cap Value Index Inv | 77.47K (0.11%) | 2.04K Increased by +2.64% | Feb 28, 26 |
| 17 | Bridgeway Omni Small-Cap Value | 69.61K (0.10%) | -9.00K Decreased by -12.93% | Sep 30, 23 |
| 18 | Bridgeway Omni Small-Cap Value N | 69.61K (0.10%) | -9.00K Decreased by -12.93% | Sep 30, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx SL Cl I | 56.81K (0.08%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 20 | Gabelli Dividend & Income Trust | 56.25K (0.08%) | 0.00 Increased by 0.00% | Dec 31, 24 |