| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Wellington Management Company LLP | 5.71M (15.26%) | 122.11K Increased by +2.14% | Jun 30, 25 |
| 2 | BlackRock Inc | 2.89M (7.72%) | -442.00 Decreased by -0.02% | Jun 30, 25 |
| 3 | Patriot Financial Partners GP, LLC | 2.32M (6.19%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 2.16M (5.76%) | 31.66K Increased by +1.47% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.31M (3.50%) | 245.75K Increased by +18.75% | Jun 30, 25 |
| 6 | Maltese Capital Management LLC | 1.04M (2.79%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | State Street Corp | 1.03M (2.76%) | -42.31K Decreased by -4.10% | Jun 30, 25 |
| 8 | Goldman Sachs Group Inc | 909.90K (2.43%) | -58.97K Decreased by -6.48% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 855.74K (2.29%) | 2.93K Increased by +0.34% | Jun 30, 25 |
| 10 | State Street Corporation | 712.99K (1.90%) | 50.15K Increased by +7.03% | Mar 31, 24 |
| 11 | Philadelphia Financial Mgmt Of San Franc | 563.97K (1.51%) | 2.81K Increased by +0.50% | Mar 31, 25 |
| 12 | Allspring Global Investments Holdings, LLC | 550.68K (1.47%) | 16.94K Increased by +3.08% | Jun 30, 25 |
| 13 | Kennedy Capital Management Inc | 549.30K (1.47%) | -167.65K Decreased by -30.52% | Jun 30, 25 |
| 14 | Azora Capital LP | 521.00K (1.39%) | -15.97K Decreased by -3.06% | Mar 31, 25 |
| 15 | Verition Fund Managegment, LLC | 494.50K (1.32%) | -25.72K Decreased by -5.20% | Jun 30, 25 |
| 16 | Hotchkis & Wiley Capital Management LLC | 475.56K (1.27%) | 48.90K Increased by +10.28% | Jun 30, 25 |
| 17 | Endeavour Capital Advisors Inc | 391.67K (1.05%) | 23.83K Increased by +6.08% | Jun 30, 25 |
| 18 | American Century Companies Inc | 365.66K (0.98%) | -33.31K Decreased by -9.11% | Dec 31, 24 |
| 19 | Curi RMB Capital | 364.29K (0.97%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Mendon Capital Advisors Corp | 320.00K (0.85%) | -54.29K Decreased by -16.97% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.18M (3.15%) | 226.90K Increased by +19.21% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.18M (3.15%) | -26.17K Decreased by -2.22% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 887.55K (2.37%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | Wellington CIF II SMID Cap Research | 718.63K (1.92%) | 39.97K Increased by +5.56% | Mar 31, 25 |
| 5 | Wellington CIF II SMID Cap Research S3 | 678.66K (1.81%) | -7.86K Decreased by -1.16% | Dec 31, 24 |
| 6 | Wellington SMID Cap Research Equity | 606.57K (1.62%) | 54.36K Increased by +8.96% | Jun 30, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 376.79K (1.01%) | -158.77K Decreased by -42.14% | Jul 31, 25 |
| 8 | Fidelity Small Cap Index | 370.53K (0.99%) | -2.94K Decreased by -0.79% | Jun 30, 25 |
| 9 | Foundry Partners Micro Cap Value | 320.98K (0.86%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | RMB Mendon Financial Services A | 300.00K (0.80%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | Kennedy Extended Small Cap | 293.21K (0.78%) | 60.67K Increased by +20.69% | Dec 31, 24 |
| 12 | Kennedy Micro Cap | 292.10K (0.78%) | 21.07K Increased by +7.21% | Jun 30, 25 |
| 13 | Goldman Sachs Small Cap Value A | 261.87K (0.70%) | -11.18K Decreased by -4.27% | Jun 30, 25 |
| 14 | SPDR® S&P Regional Banking ETF | 255.31K (0.68%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 15 | Fidelity® Small Cap Index | 249.63K (0.67%) | 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 (0.61%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | iShares Russell 2000 Value ETF | 196.62K (0.53%) | 0.00 Increased by 0.00% | Aug 31, 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 (0.51%) | 0.00 Increased by 0.00% | Jul 31, 25 |