| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 950.82K (9.27%) | -615.00 Decreased by -0.06% | Dec 31, 24 |
| 2 | Wellington Management Company LLP | 930.50K (9.07%) | 273.13K Increased by +29.35% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 615.79K (6.00%) | 13.27K Increased by +2.15% | Dec 31, 24 |
| 4 | Royce & Associates, LP | 603.29K (5.88%) | 60.08K Increased by +9.96% | Dec 31, 24 |
| 5 | Vanguard Group Inc | 481.69K (4.69%) | -186.55K Decreased by -38.73% | Dec 31, 24 |
| 6 | AllianceBernstein L.P. | 434.80K (4.24%) | 1.50K Increased by +0.34% | Dec 31, 24 |
| 7 | Manufacturers Life Insurance Co | 412.13K (4.02%) | -3.14K Decreased by -0.76% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 231.26K (2.25%) | -1.17K Decreased by -0.50% | Dec 31, 24 |
| 9 | Acadian Asset Management LLC | 198.36K (1.93%) | 2.19K Increased by +1.10% | Mar 31, 24 |
| 10 | State Street Corp | 165.29K (1.61%) | 1.33K Increased by +0.80% | Dec 31, 24 |
| 11 | State Street Corporation | 163.76K (1.60%) | -2.50K Decreased by -1.53% | Mar 31, 24 |
| 12 | Hotchkis & Wiley Capital Management LLC | 116.44K (1.13%) | -7.40K Decreased by -6.36% | Dec 31, 24 |
| 13 | Goldman Sachs Group Inc | 115.77K (1.13%) | 5.93K Increased by +5.12% | Dec 31, 24 |
| 14 | Bridgeway Capital Management, LLC | 105.41K (1.03%) | 704.00 Increased by +0.67% | Dec 31, 24 |
| 15 | First Manhattan Co. LLC | 94.84K (0.92%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Northern Trust Corp | 93.25K (0.91%) | 4.34K Increased by +4.65% | Dec 31, 24 |
| 17 | HPM Partners LLC | 82.71K (0.81%) | -20.00K Decreased by -24.18% | Dec 31, 24 |
| 18 | CALDWELL SUTTER CAPITAL INC | 82.62K (0.81%) | -1.23K Decreased by -1.49% | Mar 31, 25 |
| 19 | Renaissance Technologies Corp | 77.84K (0.76%) | 5.24K Increased by +6.74% | Dec 31, 24 |
| 20 | FJ Capital Management LLC | 64.84K (0.63%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 416.13K (4.05%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 333.23K (3.25%) | 32.76K Increased by +9.83% | Mar 31, 25 |
| 3 | iShares Russell 2000 ETF | 302.25K (2.95%) | 51.00 Increased by +0.02% | Apr 30, 25 |
| 4 | Royce Small-Cap Opportunity Invmt | 215.80K (2.10%) | 7.70K Increased by +3.57% | Mar 31, 25 |
| 5 | JHancock Regional Bank A | 199.09K (1.94%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | FTGF RY US SmCp Opp A USD Dis(A) | 185.70K (1.81%) | -8.76K Decreased by -4.72% | Mar 31, 25 |
| 7 | JH Financial Opportunities | 173.87K (1.69%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 8 | John Hancock Financial Opportunities Fund | 173.87K (1.69%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 147.95K (1.44%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | DFA US Small Cap Value I | 141.94K (1.38%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Royce Micro-Cap Invmt | 111.51K (1.09%) | -36.65K Decreased by -32.87% | Mar 31, 25 |
| 12 | Fidelity® Small Cap Index | 109.69K (1.07%) | 2.79K Increased by +2.54% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 101.80K (0.99%) | -345.00 Decreased by -0.34% | Apr 30, 25 |
| 14 | Fidelity Small Cap Index | 101.09K (0.99%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | DFA US Targeted Value I | 86.37K (0.84%) | -1.73K Decreased by -2.00% | Mar 31, 25 |
| 16 | Avantis US Small Cap Value ETF | 77.35K (0.75%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | Goldman Sachs Small Cp Val Insghts Instl | 65.00K (0.63%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 18 | Fidelity® Extended Market Index | 57.80K (0.56%) | 848.00 Increased by +1.47% | Nov 30, 23 |
| 19 | Fidelity Extended Market Index | 56.08K (0.55%) | 828.00 Increased by +1.48% | Mar 31, 25 |
| 20 | Dimensional US Targeted Value ETF | 54.05K (0.53%) | 614.00 Increased by +1.14% | Apr 30, 25 |