| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.45M (7.91%) | 156.65K Increased by +6.40% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 1.65M (5.33%) | 57.05K Increased by +3.46% | Dec 31, 25 |
| 3 | Vanguard Capital Management, LLC | 1.43M (4.63%) | 1.43M Increased by +100.00% | Mar 31, 26 |
| 4 | Dimensional Fund Advisors, Inc. | 1.17M (3.77%) | 81.83K Increased by +7.02% | Mar 31, 26 |
| 5 | HHG PLC | 989.69K (3.20%) | 3.54K Increased by +0.36% | Mar 31, 26 |
| 6 | American Century Companies Inc | 890.39K (2.88%) | 103.03K Increased by +11.57% | Mar 31, 26 |
| 7 | Royce & Associates, LP | 836.10K (2.70%) | 12.73K Increased by +1.52% | Mar 31, 26 |
| 8 | Geode Capital Management, LLC | 810.00K (2.62%) | 78.80K Increased by +9.73% | Mar 31, 26 |
| 9 | State Street Corp | 661.09K (2.14%) | 70.92K Increased by +10.73% | Mar 31, 26 |
| 10 | State Street Corporation | 498.88K (1.61%) | -4.34K Decreased by -0.87% | Mar 31, 24 |
| 11 | Bank of New York Mellon Corp | 441.85K (1.43%) | 317.65K Increased by +71.89% | Mar 31, 26 |
| 12 | Manufacturers Life Insurance Co | 434.93K (1.41%) | -4.92K Decreased by -1.13% | Mar 31, 26 |
| 13 | RMB Capital Management, LLC | 400.00K (1.29%) | -90.00K Decreased by -22.50% | Sep 30, 23 |
| 14 | Ranger Investment Management LP | 321.29K (1.04%) | -1.08K Decreased by -0.34% | Mar 31, 26 |
| 15 | Northern Trust Corp | 296.09K (0.96%) | 34.52K Increased by +11.66% | Mar 31, 26 |
| 16 | Charles Schwab Investment Management Inc | 266.42K (0.86%) | 23.75K Increased by +8.91% | Mar 31, 26 |
| 17 | Curi Capital, LLC | 250.01K (0.81%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | Curi RMB Capital | 250.00K (0.81%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Mendon Capital Advisors Corp | 250.00K (0.81%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | Vanguard Portfolio Management, LLC | 245.31K (0.79%) | 245.31K Increased by +100.00% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.03M (3.32%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 2 | Avantis US Small Cap Value ETF | 818.13K (2.64%) | 704.00 Increased by +0.09% | May 30, 26 |
| 3 | Vanguard US Total Market Shares ETF | 768.10K (2.48%) | 2.00K Increased by +0.26% | Sep 30, 24 |
| 4 | Janus Henderson Small Cap Value L | 735.27K (2.38%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | iShares Russell 2000 ETF | 731.53K (2.36%) | 6.76K Increased by +0.92% | May 29, 26 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 370.76K (1.20%) | 2.51K Increased by +0.68% | Apr 30, 26 |
| 7 | Ranger Micro Cap | 321.29K (1.04%) | -1.08K Decreased by -0.34% | Mar 31, 26 |
| 8 | Fidelity Small Cap Index | 307.71K (0.99%) | 29.18K Increased by +9.48% | Mar 31, 26 |
| 9 | iShares Russell 2000 Value ETF | 270.73K (0.88%) | 0.00 Increased by 0.00% | May 29, 26 |
| 10 | Royce Small-Cap Opportunity Invmt | 268.42K (0.87%) | -13.93K Decreased by -5.19% | Mar 31, 26 |
| 11 | RMB Mendon Financial Services A | 250.00K (0.81%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 12 | FTGF RY US SmCp Opp A USD Dis(A) | 240.38K (0.78%) | -6.34K Decreased by -2.64% | Mar 31, 26 |
| 13 | Fidelity® Small Cap Index | 233.81K (0.76%) | 6.71K Increased by +2.87% | Oct 31, 23 |
| 14 | JHancock Regional Bank A | 215.47K (0.70%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 15 | DFA US Small Cap Value I | 208.24K (0.67%) | 22.30K Increased by +10.71% | Apr 30, 26 |
| 16 | State St Russell Sm/Mid Cp® Indx SL Cl I | 198.85K (0.64%) | 28.10K Increased by +14.13% | Apr 30, 26 |
| 17 | JH Financial Opportunities | 182.46K (0.59%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | John Hancock Financial Opportunities Fund | 182.46K (0.59%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Russell 2000 Equity Index Fund B | 182.19K (0.59%) | -90.00 Decreased by -0.05% | Dec 31, 25 |
| 20 | Fidelity Extended Market Index | 172.75K (0.56%) | -631.00 Decreased by -0.37% | Apr 30, 26 |