| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Wellington Management Company LLP | 3.11M (11.47%) | 267.47K Increased by +8.59% | Dec 31, 23 |
| 2 | Patriot Financial Partners GP, LLC | 2.13M (7.84%) | 91.3K Increased by +4.29% | Dec 31, 23 |
| 3 | BlackRock Inc | 1.9M (7%) | -120.63K Decreased by -6.35% | Sep 30, 23 |
| 4 | Vanguard Group Inc | 1.56M (5.74%) | 20.21K Increased by +1.3% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 676.43K (2.49%) | 80.53K Increased by +11.9% | Dec 31, 23 |
| 6 | State Street Corporation | 632.58K (2.33%) | -26.41K Decreased by -4.18% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 538.28K (1.98%) | 6.82K Increased by +1.27% | Sep 30, 23 |
| 8 | American Century Companies Inc | 346.68K (1.28%) | 52.41K Increased by +15.12% | Dec 31, 23 |
| 9 | Kennedy Capital Management Inc | 273.27K (1.01%) | 0 Increased by 0% | Sep 30, 23 |
| 10 | PERRY CREEK CAPITAL LP | 259.13K (0.95%) | 0 Increased by 0% | Sep 30, 23 |
| 11 | Northern Trust Corp | 240.94K (0.89%) | 11.11K Increased by +4.61% | Sep 30, 23 |
| 12 | Charles Schwab Investment Management Inc | 205.05K (0.76%) | 134.26K Increased by +65.47% | Sep 30, 23 |
| 13 | Maltese Capital Management LLC | 170K (0.63%) | 40K Increased by +23.53% | Sep 30, 23 |
| 14 | RMB Capital Management, LLC | 155K (0.57%) | 0 Increased by 0% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 133.58K (0.49%) | -234 Decreased by -0.18% | Sep 30, 23 |
| 16 | Foundry Partners, LLC | 133.03K (0.49%) | -2.4K Decreased by -1.8% | Dec 31, 23 |
| 17 | JCSD Capital LLC | 86.03K (0.32%) | 10.1K Increased by +11.74% | Sep 30, 23 |
| 18 | AQR Capital Management LLC | 85.3K (0.31%) | 43.58K Increased by +51.08% | Sep 30, 23 |
| 19 | Nuveen Asset Management, LLC | 74.75K (0.28%) | -19.97K Decreased by -26.72% | Sep 30, 23 |
| 20 | Amvescap Plc. | 57.18K (0.21%) | 7.25K Increased by +12.68% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 951.33K (3.5%) | 0 Increased by 0% | Jan 31, 24 |
| 2 | iShares Russell 2000 ETF | 709.39K (2.61%) | -12.88K Decreased by -1.82% | Jan 31, 24 |
| 3 | Wellington CIF II SMID Cap Research S3 | 447.94K (1.65%) | -5.43K Decreased by -1.21% | Sep 30, 23 |
| 4 | Wellington SMID Cap Research Equity | 447.94K (1.65%) | -5.43K Decreased by -1.21% | Sep 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 418.48K (1.54%) | 255 Increased by +0.06% | Jan 31, 24 |
| 6 | Avantis US Small Cap Value ETF | 315.54K (1.16%) | 2.85K Increased by +0.9% | Jan 31, 24 |
| 7 | Fidelity Small Cap Index | 259.31K (0.96%) | 9.68K Increased by +3.73% | Nov 30, 23 |
| 8 | iShares Russell 2000 Value ETF | 256.37K (0.94%) | -486 Decreased by -0.19% | Jan 31, 24 |
| 9 | Fidelity® Small Cap Index | 249.63K (0.92%) | 5.24K Increased by +2.1% | Oct 31, 23 |
| 10 | Kennedy Micro Cap | 237.47K (0.87%) | -489 Decreased by -0.21% | Dec 31, 23 |
| 11 | Foundry Partners Micro Cap Value | 192.13K (0.71%) | 0 Increased by 0% | Dec 31, 23 |
| 12 | State St Russell Sm/Mid Cp® Indx NL Cl C | 156.99K (0.58%) | 0 Increased by 0% | Jan 31, 24 |
| 13 | Fidelity Extended Market Index | 148.69K (0.55%) | 3.43K Increased by +2.31% | Dec 31, 23 |
| 14 | Jupiter Merian Glb Eq AbsRet I USD Acc | 148.28K (0.55%) | 0 Increased by 0% | Jun 30, 23 |
| 15 | Fidelity® Extended Market Index | 145.25K (0.53%) | 2.52K Increased by +1.74% | Nov 30, 23 |
| 16 | RMB Mendon Financial Services A | 145K (0.53%) | -10K Decreased by -6.9% | Dec 31, 23 |
| 17 | Wellington CIF Small Cap 2000 | 144.25K (0.53%) | -2.85K Decreased by -1.97% | Sep 30, 23 |
| 18 | Schwab US Small-Cap ETF™ | 121.68K (0.45%) | 0 Increased by 0% | Jan 31, 24 |
| 19 | DFA US Targeted Value I | 113.86K (0.42%) | 0 Increased by 0% | Dec 31, 23 |
| 20 | State St Russell Sm Cap® Indx SL Cl I | 94.38K (0.35%) | 0 Increased by 0% | Jan 31, 24 |