Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 2.21M (7.87%) | -66.85K Decreased by -3.02% | Mar 31, 25 |
2 | Vanguard Group Inc | 1.62M (5.76%) | 1.40K Increased by +0.09% | Mar 31, 25 |
3 | Dimensional Fund Advisors, Inc. | 893.21K (3.17%) | 95.09K Increased by +10.65% | Mar 31, 25 |
4 | HHG PLC | 731.49K (2.60%) | 108.02K Increased by +14.77% | Mar 31, 25 |
5 | Geode Capital Management, LLC | 614.92K (2.19%) | 7.12K Increased by +1.16% | Mar 31, 25 |
6 | American Century Companies Inc | 610.73K (2.17%) | 72.33K Increased by +11.84% | Mar 31, 25 |
7 | State Street Corp | 551.64K (1.96%) | 8.74K Increased by +1.59% | Mar 31, 25 |
8 | Royce & Associates, LP | 519.12K (1.84%) | 46.69K Increased by +8.99% | Mar 31, 25 |
9 | State Street Corporation | 498.88K (1.77%) | -4.34K Decreased by -0.87% | Mar 31, 24 |
10 | Manufacturers Life Insurance Co | 457.55K (1.63%) | 2.01K Increased by +0.44% | Mar 31, 25 |
11 | Banc Funds Co LLC | 408.14K (1.45%) | -70.35K Decreased by -17.24% | Mar 31, 25 |
12 | RMB Capital Management, LLC | 400.00K (1.42%) | -90.00K Decreased by -22.50% | Sep 30, 23 |
13 | JPMorgan Chase & Co | 348.63K (1.24%) | -45.70K Decreased by -13.11% | Mar 31, 25 |
14 | Ranger Investment Management LP | 319.99K (1.14%) | -760.00 Decreased by -0.24% | Mar 31, 25 |
15 | Mendon Capital Advisors Corp | 265.00K (0.94%) | -2.83K Decreased by -1.07% | Mar 31, 25 |
16 | Curi RMB Capital | 250.00K (0.89%) | 0.00 Increased by 0.00% | Mar 31, 25 |
17 | Acadian Asset Management LLC | 228.99K (0.81%) | 31.29K Increased by +13.67% | Mar 31, 25 |
18 | Northern Trust Corp | 226.43K (0.80%) | -5.90K Decreased by -2.60% | Mar 31, 25 |
19 | Charles Schwab Investment Management Inc | 216.48K (0.77%) | -5.67K Decreased by -2.62% | Mar 31, 25 |
20 | Franklin Resources Inc | 216.03K (0.77%) | 17.21K Increased by +7.97% | Mar 31, 25 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard Total Stock Mkt Idx Inv | 972.03K (3.45%) | 2.48K Increased by +0.26% | May 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 (2.61%) | 50.57K Increased by +6.88% | Apr 30, 25 |
4 | iShares Russell 2000 ETF | 631.91K (2.25%) | 0.00 Increased by 0.00% | May 31, 25 |
5 | Avantis US Small Cap Value ETF | 520.29K (1.85%) | 1.14K Increased by +0.22% | May 31, 25 |
6 | Vanguard Institutional Extnd Mkt Idx Tr | 415.00K (1.47%) | 4.57K Increased by +1.10% | May 31, 25 |
7 | Ranger Micro Cap | 374.96K (1.33%) | 35.30K Increased by +9.42% | Sep 30, 24 |
8 | Royce Small-Cap Opportunity Invmt | 274.07K (0.97%) | 22.30K Increased by +8.13% | Mar 31, 25 |
9 | FTGF RY US SmCp Opp A USD Dis(A) | 250.88K (0.89%) | 1.77K Increased by +0.70% | May 31, 25 |
10 | RMB Mendon Financial Services A | 250.00K (0.89%) | 0.00 Increased by 0.00% | Apr 30, 25 |
11 | Fidelity Small Cap Index | 240.93K (0.86%) | 2.41K Increased by +1.00% | Mar 31, 25 |
12 | Fidelity® Small Cap Index | 233.81K (0.83%) | 6.71K Increased by +2.87% | Oct 31, 23 |
13 | iShares Russell 2000 Value ETF | 221.88K (0.79%) | 0.00 Increased by 0.00% | May 31, 25 |
14 | JHancock Regional Bank A | 220.04K (0.78%) | -4.73K Decreased by -2.15% | Apr 30, 25 |
15 | JH Financial Opportunities | 182.46K (0.65%) | 0.00 Increased by 0.00% | Apr 30, 25 |
16 | John Hancock Financial Opportunities Fund | 182.46K (0.65%) | 0.00 Increased by 0.00% | Mar 31, 25 |
17 | Kennedy Extended Small Cap | 165.55K (0.59%) | -15.05K Decreased by -9.09% | Dec 31, 24 |
18 | DFA US Small Cap Value I | 157.16K (0.56%) | 0.00 Increased by 0.00% | Apr 30, 25 |
19 | Fidelity Extended Market Index | 152.38K (0.54%) | -1.46K Decreased by -0.96% | Apr 30, 25 |
20 | Putnam Small Cap Value A | 143.50K (0.51%) | 5.60K Increased by +3.90% | Mar 31, 25 |