1.44% | % of Shares Held by All Insider |
97.46% | % of Shares Held by Institutions |
98.88% | % of Float Held by Institutions |
385 | Number of Institutions Holding Shares |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
Blackrock Inc. | 3,530,293 | Dec 30, 2023 | 15.90% | 201,862,154 |
Vanguard Group Inc | 2,609,208 | Dec 30, 2023 | 11.75% | 149,194,514 |
Earnest Partners LLC | 2,028,804 | Dec 30, 2023 | 9.14% | 116,007,013 |
Biglari Capital Corp. | 2,000,000 | Dec 30, 2023 | 9.01% | 114,360,000 |
State Street Corporation | 860,043 | Dec 30, 2023 | 3.87% | 49,177,259 |
Charles Schwab Investment Management, Inc. | 717,922 | Dec 30, 2023 | 3.23% | 41,050,780 |
Bank of America Corporation | 660,623 | Dec 30, 2023 | 2.98% | 37,774,423 |
SEI Investments Co | 567,602 | Dec 30, 2023 | 2.56% | 32,455,482 |
Morgan Stanley | 490,432 | Dec 30, 2023 | 2.21% | 28,042,901 |
Geode Capital Management, LLC | 477,430 | Dec 30, 2023 | 2.15% | 27,299,447 |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
iShares Core S&P Smallcap ETF | 1,506,060 | Mar 30, 2024 | 6.78% | 86,116,511 |
Vanguard Total Stock Market Index Fund | 696,972 | Dec 30, 2023 | 3.14% | 39,852,859 |
Vanguard Small-Cap Index Fund | 564,170 | Dec 30, 2023 | 2.54% | 32,259,240 |
iShares Russell 2000 ETF | 546,601 | Mar 30, 2024 | 2.46% | 31,254,645 |
Vanguard Small Cap Value Index Fund | 388,336 | Dec 30, 2023 | 1.75% | 22,205,052 |
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF | 353,255 | Feb 28, 2024 | 1.59% | 20,199,121 |
Harbor Small Cap Value Fund | 344,169 | Jan 30, 2024 | 1.55% | 19,679,583 |
Vanguard Extended Market Index Fund | 326,173 | Dec 30, 2023 | 1.47% | 18,650,572 |
iShares S&P Smallcap 600 Value ETF | 273,304 | Mar 30, 2024 | 1.23% | 15,627,522 |
Avantis U.S. Small Cap Value ETF | 237,881 | Mar 30, 2024 | 1.07% | 13,602,035 |