| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Wellington Management Company LLP | 5.71M (15.07%) | 122.11K Increased by +2.14% | Jun 30, 25 |
| 2 | BlackRock Inc | 2.89M (7.62%) | 16.50K Increased by +0.57% | Mar 31, 25 |
| 3 | Patriot Financial Partners GP, LLC | 2.32M (6.11%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 2.16M (5.69%) | 31.66K Increased by +1.47% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.31M (3.46%) | 245.75K Increased by +18.75% | Jun 30, 25 |
| 6 | State Street Corp | 1.07M (2.83%) | -6.45K Decreased by -0.60% | Mar 31, 25 |
| 7 | Maltese Capital Management LLC | 1.04M (2.75%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Goldman Sachs Group Inc | 909.90K (2.40%) | -58.97K Decreased by -6.48% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 852.81K (2.25%) | 30.26K Increased by +3.55% | Mar 31, 25 |
| 10 | State Street Corporation | 712.99K (1.88%) | 50.15K Increased by +7.03% | Mar 31, 24 |
| 11 | Philadelphia Financial Mgmt Of San Franc | 563.97K (1.49%) | 2.81K Increased by +0.50% | Mar 31, 25 |
| 12 | Kennedy Capital Management Inc | 549.30K (1.45%) | -167.65K Decreased by -30.52% | Jun 30, 25 |
| 13 | Allspring Global Investments Holdings, LLC | 533.74K (1.41%) | 54.27K Increased by +10.17% | Mar 31, 25 |
| 14 | Azora Capital LP | 521.00K (1.37%) | -15.97K Decreased by -3.06% | Mar 31, 25 |
| 15 | Verition Fund Managegment, LLC | 494.50K (1.30%) | -25.72K Decreased by -5.20% | Jun 30, 25 |
| 16 | Hotchkis & Wiley Capital Management LLC | 475.56K (1.25%) | 48.90K Increased by +10.28% | Jun 30, 25 |
| 17 | Endeavour Capital Advisors Inc | 391.67K (1.03%) | 23.83K Increased by +6.08% | Jun 30, 25 |
| 18 | Mendon Capital Advisors Corp | 374.29K (0.99%) | 6.96K Increased by +1.86% | Mar 31, 25 |
| 19 | American Century Companies Inc | 365.66K (0.96%) | -33.31K Decreased by -9.11% | Dec 31, 24 |
| 20 | Curi RMB Capital | 364.29K (0.96%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.18M (3.11%) | 226.90K Increased by +19.21% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.18M (3.11%) | -26.17K Decreased by -2.22% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 887.55K (2.34%) | -9.89K Decreased by -1.11% | Aug 29, 25 |
| 4 | Wellington CIF II SMID Cap Research | 718.63K (1.90%) | 39.97K Increased by +5.56% | Mar 31, 25 |
| 5 | Wellington CIF II SMID Cap Research S3 | 678.66K (1.79%) | -7.86K Decreased by -1.16% | Dec 31, 24 |
| 6 | Wellington SMID Cap Research Equity | 606.57K (1.60%) | 54.36K Increased by +8.96% | Jun 30, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 376.79K (0.99%) | -158.77K Decreased by -42.14% | Jul 31, 25 |
| 8 | Fidelity Small Cap Index | 370.53K (0.98%) | -2.94K Decreased by -0.79% | Jun 30, 25 |
| 9 | Foundry Partners Micro Cap Value | 320.98K (0.85%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | RMB Mendon Financial Services A | 300.00K (0.79%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | Kennedy Extended Small Cap | 293.21K (0.77%) | 60.67K Increased by +20.69% | Dec 31, 24 |
| 12 | Kennedy Micro Cap | 292.10K (0.77%) | 21.07K Increased by +7.21% | Jun 30, 25 |
| 13 | Goldman Sachs Small Cap Value A | 261.87K (0.69%) | -11.18K Decreased by -4.27% | Jun 30, 25 |
| 14 | SPDR® S&P Regional Banking ETF | 255.31K (0.67%) | 8.16K Increased by +3.20% | Aug 29, 25 |
| 15 | Fidelity® Small Cap Index | 249.63K (0.66%) | 5.24K Increased by +2.10% | Oct 31, 23 |
| 16 | State St Russell Sm/Mid Cp® Indx NL Cl C | 237.44K (0.63%) | 979.00 Increased by +0.41% | Apr 30, 25 |
| 17 | State St Russell Sm/Mid Cp® Indx SL Cl I | 228.18K (0.60%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | iShares Russell 2000 Value ETF | 196.62K (0.52%) | -435.00 Decreased by -0.22% | Aug 29, 25 |
| 19 | Fidelity Extended Market Index | 191.72K (0.51%) | -1.58K Decreased by -0.82% | Jul 31, 25 |
| 20 | DFA US Targeted Value I | 190.06K (0.50%) | 0.00 Increased by 0.00% | Jul 31, 25 |