| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.21M (7.88%) | -66.85K Decreased by -3.02% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.57M (5.60%) | -46.63K Decreased by -2.96% | Jun 30, 25 |
| 3 | HHG PLC | 1.00M (3.57%) | 270.78K Increased by +27.02% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 987.27K (3.51%) | 94.07K Increased by +9.53% | Jun 30, 25 |
| 5 | American Century Companies Inc | 649.10K (2.31%) | 38.37K Increased by +5.91% | Jun 30, 25 |
| 6 | Geode Capital Management, LLC | 614.92K (2.19%) | 7.12K Increased by +1.16% | Mar 31, 25 |
| 7 | State Street Corp | 551.64K (1.96%) | 8.74K Increased by +1.59% | Mar 31, 25 |
| 8 | Royce & Associates, LP | 551.36K (1.96%) | 32.24K Increased by +5.85% | Jun 30, 25 |
| 9 | State Street Corporation | 498.88K (1.77%) | -4.34K Decreased by -0.87% | Mar 31, 24 |
| 10 | Manufacturers Life Insurance Co | 451.17K (1.61%) | -6.38K Decreased by -1.41% | Jun 30, 25 |
| 11 | RMB Capital Management, LLC | 400.00K (1.42%) | -90.00K Decreased by -22.50% | Sep 30, 23 |
| 12 | JPMorgan Chase & Co | 348.63K (1.24%) | -45.70K Decreased by -13.11% | Mar 31, 25 |
| 13 | Banc Funds Co LLC | 347.12K (1.23%) | -61.03K Decreased by -17.58% | Jun 30, 25 |
| 14 | Ranger Investment Management LP | 343.70K (1.22%) | 23.71K Increased by +6.90% | Jun 30, 25 |
| 15 | Mendon Capital Advisors Corp | 265.00K (0.94%) | -2.83K Decreased by -1.07% | Mar 31, 25 |
| 16 | Curi Capital, LLC | 250.00K (0.89%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Curi RMB Capital | 250.00K (0.89%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Charles Schwab Investment Management Inc | 231.15K (0.82%) | 14.67K Increased by +6.35% | Jun 30, 25 |
| 19 | Acadian Asset Management LLC | 228.99K (0.81%) | 31.29K Increased by +13.67% | Mar 31, 25 |
| 20 | Northern Trust Corp | 226.43K (0.81%) | -5.90K Decreased by -2.60% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 819.34K (2.91%) | -15.79K Decreased by -1.93% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 768.10K (2.73%) | 2.00K Increased by +0.26% | Sep 30, 24 |
| 3 | Janus Henderson Small Cap Value L | 735.27K (2.62%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | iShares Russell 2000 ETF | 676.83K (2.41%) | -7.56K Decreased by -1.12% | Aug 29, 25 |
| 5 | Avantis US Small Cap Value ETF | 577.09K (2.05%) | 1.75K Increased by +0.30% | Aug 30, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 306.87K (1.09%) | -136.14K Decreased by -44.36% | Jul 31, 25 |
| 7 | Royce Small-Cap Opportunity Invmt | 298.14K (1.06%) | 24.07K Increased by +8.07% | Jun 30, 25 |
| 8 | Fidelity Small Cap Index | 285.21K (1.01%) | 39.81K Increased by +13.96% | Jun 30, 25 |
| 9 | iShares Russell 2000 Value ETF | 251.61K (0.90%) | -558.00 Decreased by -0.22% | Aug 29, 25 |
| 10 | RMB Mendon Financial Services A | 250.00K (0.89%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | Fidelity® Small Cap Index | 233.81K (0.83%) | 6.71K Increased by +2.87% | Oct 31, 23 |
| 12 | FTGF RY US SmCp Opp A USD Dis(A) | 226.68K (0.81%) | -14.22K Decreased by -6.27% | Jul 31, 25 |
| 13 | JHancock Regional Bank A | 216.28K (0.77%) | -1.91K Decreased by -0.88% | Jun 30, 25 |
| 14 | JH Financial Opportunities | 182.46K (0.65%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | John Hancock Financial Opportunities Fund | 182.46K (0.65%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | DFA US Small Cap Value I | 177.21K (0.63%) | 8.68K Increased by +4.90% | Jul 31, 25 |
| 17 | Kennedy Extended Small Cap | 165.55K (0.59%) | -15.05K Decreased by -9.09% | Dec 31, 24 |
| 18 | Fidelity Extended Market Index | 150.07K (0.53%) | -1.24K Decreased by -0.82% | Jul 31, 25 |
| 19 | Janus Henderson US SM Cap Val A2 USD | 143.65K (0.51%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Janus Strategic Val A USD | 143.65K (0.51%) | 143.65K Increased by +100.00% | Jun 30, 25 |