| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 934.04K (9.18%) | -16.78K Decreased by -1.80% | Mar 31, 25 |
| 2 | Wellington Management Company LLP | 895.61K (8.81%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Royce & Associates, LP | 732.08K (7.20%) | 162.70K Increased by +22.22% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 625.25K (6.15%) | 6.75K Increased by +1.08% | Jun 30, 25 |
| 5 | Vanguard Group Inc | 606.72K (5.97%) | 52.25K Increased by +8.61% | Jun 30, 25 |
| 6 | AllianceBernstein L.P. | 439.23K (4.32%) | 4.43K Increased by +1.01% | Mar 31, 25 |
| 7 | Manufacturers Life Insurance Co | 405.97K (3.99%) | -7.28K Decreased by -1.79% | Jun 30, 25 |
| 8 | Geode Capital Management, LLC | 237.67K (2.34%) | 6.40K Increased by +2.69% | Mar 31, 25 |
| 9 | Acadian Asset Management LLC | 214.16K (2.11%) | 210.55K Increased by +98.31% | Mar 31, 25 |
| 10 | State Street Corporation | 163.76K (1.61%) | -2.50K Decreased by -1.53% | Mar 31, 24 |
| 11 | State Street Corp | 162.43K (1.60%) | -2.87K Decreased by -1.76% | Mar 31, 25 |
| 12 | Hotchkis & Wiley Capital Management LLC | 125.84K (1.24%) | -1.35K Decreased by -1.07% | Jun 30, 25 |
| 13 | American Century Companies Inc | 101.12K (0.99%) | 10.99K Increased by +10.87% | Jun 30, 25 |
| 14 | First Manhattan Co. LLC | 94.84K (0.93%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Bridgeway Capital Management, LLC | 92.97K (0.91%) | -368.00 Decreased by -0.40% | Jun 30, 25 |
| 16 | Northern Trust Corp | 88.27K (0.87%) | -4.97K Decreased by -5.63% | Mar 31, 25 |
| 17 | LSV Asset Management | 88.21K (0.87%) | 23.21K Increased by +26.31% | Jun 30, 25 |
| 18 | Goldman Sachs Group Inc | 85.94K (0.84%) | -23.67K Decreased by -27.54% | Jun 30, 25 |
| 19 | HPM Partners LLC | 83.24K (0.82%) | 533.00 Increased by +0.64% | Mar 31, 25 |
| 20 | CALDWELL SUTTER CAPITAL INC | 82.43K (0.81%) | -190.00 Decreased by -0.23% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 416.13K (4.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 346.18K (3.40%) | -5.29K Decreased by -1.53% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 282.00K (2.77%) | -5.36K Decreased by -1.90% | Jul 31, 25 |
| 4 | Royce Small-Cap Opportunity Invmt | 227.91K (2.24%) | 12.11K Increased by +5.31% | Jun 30, 25 |
| 5 | JHancock Regional Bank A | 191.57K (1.88%) | -1.69K Decreased by -0.88% | Jun 30, 25 |
| 6 | FTGF RY US SmCp Opp A USD Dis(A) | 175.66K (1.73%) | -9.02K Decreased by -5.13% | Jul 31, 25 |
| 7 | JH Financial Opportunities | 173.87K (1.71%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | John Hancock Financial Opportunities Fund | 173.87K (1.71%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Royce Micro Cap Trust | 153.74K (1.51%) | 153.74K Increased by +100.00% | Jun 30, 25 |
| 10 | DFA US Small Cap Value I | 141.94K (1.40%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 119.83K (1.18%) | -54.60K Decreased by -45.57% | Jul 31, 25 |
| 12 | Fidelity® Small Cap Index | 109.69K (1.08%) | 2.79K Increased by +2.54% | Oct 31, 23 |
| 13 | Royce Micro-Cap Invmt | 108.51K (1.07%) | -3.00K Decreased by -2.76% | Jun 30, 25 |
| 14 | Fidelity Small Cap Index | 103.03K (1.01%) | 224.00 Increased by +0.22% | Jun 30, 25 |
| 15 | iShares Russell 2000 Value ETF | 93.10K (0.92%) | 69.00 Increased by +0.07% | Jul 31, 25 |
| 16 | Avantis US Small Cap Value ETF | 86.59K (0.85%) | 440.00 Increased by +0.51% | Jul 31, 25 |
| 17 | DFA US Targeted Value I | 85.33K (0.84%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Goldman Sachs Small Cp Val Insghts Instl | 65.00K (0.64%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 19 | Dimensional US Targeted Value ETF | 58.77K (0.58%) | 84.00 Increased by +0.14% | Jul 31, 25 |
| 20 | Fidelity® Extended Market Index | 57.80K (0.57%) | 848.00 Increased by +1.47% | Nov 30, 23 |