| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 934.04K (9.27%) | -16.78K Decreased by -1.80% | Mar 31, 25 |
| 2 | Wellington Management Company LLP | 895.61K (8.89%) | -34.88K Decreased by -3.90% | Mar 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 618.50K (6.14%) | 2.71K Increased by +0.44% | Mar 31, 25 |
| 4 | Royce & Associates, LP | 569.39K (5.65%) | -33.90K Decreased by -5.95% | Mar 31, 25 |
| 5 | Vanguard Group Inc | 554.47K (5.50%) | 72.78K Increased by +13.13% | Mar 31, 25 |
| 6 | AllianceBernstein L.P. | 439.23K (4.36%) | 4.43K Increased by +1.01% | Mar 31, 25 |
| 7 | Manufacturers Life Insurance Co | 413.26K (4.10%) | 1.12K Increased by +0.27% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 237.67K (2.36%) | 6.40K Increased by +2.69% | Mar 31, 25 |
| 9 | Acadian Asset Management LLC | 214.16K (2.13%) | 210.55K Increased by +98.31% | Mar 31, 25 |
| 10 | State Street Corporation | 163.76K (1.63%) | -2.50K Decreased by -1.53% | Mar 31, 24 |
| 11 | State Street Corp | 162.43K (1.61%) | -2.87K Decreased by -1.76% | Mar 31, 25 |
| 12 | Hotchkis & Wiley Capital Management LLC | 127.19K (1.26%) | 10.75K Increased by +8.45% | Mar 31, 25 |
| 13 | Goldman Sachs Group Inc | 109.61K (1.09%) | -6.17K Decreased by -5.62% | Mar 31, 25 |
| 14 | First Manhattan Co. LLC | 94.84K (0.94%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Bridgeway Capital Management, LLC | 93.34K (0.93%) | -12.07K Decreased by -12.93% | Mar 31, 25 |
| 16 | American Century Companies Inc | 90.12K (0.89%) | 26.07K Increased by +28.93% | Mar 31, 25 |
| 17 | Northern Trust Corp | 88.27K (0.88%) | -4.97K Decreased by -5.63% | Mar 31, 25 |
| 18 | HPM Partners LLC | 83.24K (0.83%) | 533.00 Increased by +0.64% | Mar 31, 25 |
| 19 | CALDWELL SUTTER CAPITAL INC | 82.62K (0.82%) | -1.23K Decreased by -1.49% | Mar 31, 25 |
| 20 | Renaissance Technologies Corp | 71.20K (0.71%) | -6.64K Decreased by -9.33% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 416.13K (4.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 339.27K (3.37%) | 2.14K Increased by +0.63% | May 31, 25 |
| 3 | iShares Russell 2000 ETF | 306.13K (3.04%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Royce Small-Cap Opportunity Invmt | 215.80K (2.14%) | 7.70K Increased by +3.57% | Mar 31, 25 |
| 5 | JHancock Regional Bank A | 194.90K (1.93%) | -4.19K Decreased by -2.15% | Apr 30, 25 |
| 6 | FTGF RY US SmCp Opp A USD Dis(A) | 188.98K (1.88%) | -4.54K Decreased by -2.40% | May 31, 25 |
| 7 | JH Financial Opportunities | 173.87K (1.73%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 8 | John Hancock Financial Opportunities Fund | 173.87K (1.73%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 147.67K (1.47%) | 0.00 Increased by 0.00% | May 31, 25 |
| 10 | DFA US Small Cap Value I | 141.94K (1.41%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | Royce Micro-Cap Invmt | 111.51K (1.11%) | -36.65K Decreased by -32.87% | Mar 31, 25 |
| 12 | Fidelity® Small Cap Index | 109.69K (1.09%) | 2.79K Increased by +2.54% | Oct 31, 23 |
| 13 | Fidelity Small Cap Index | 101.51K (1.01%) | 421.00 Increased by +0.41% | Mar 31, 25 |
| 14 | iShares Russell 2000 Value ETF | 98.21K (0.97%) | 0.00 Increased by 0.00% | May 31, 25 |
| 15 | DFA US Targeted Value I | 86.37K (0.86%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | Avantis US Small Cap Value ETF | 86.18K (0.86%) | 901.00 Increased by +1.05% | May 31, 25 |
| 17 | Goldman Sachs Small Cp Val Insghts Instl | 65.00K (0.65%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 18 | Fidelity® Extended Market Index | 57.80K (0.57%) | 848.00 Increased by +1.47% | Nov 30, 23 |
| 19 | Dimensional US Targeted Value ETF | 56.28K (0.56%) | 0.00 Increased by 0.00% | May 30, 25 |
| 20 | Fidelity Extended Market Index | 55.55K (0.55%) | -531.00 Decreased by -0.96% | Apr 30, 25 |