| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.49M (10.32%) | -91.74K Decreased by -6.15% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 832.93K (5.76%) | -3.49K Decreased by -0.42% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 773.50K (5.35%) | 45.69K Increased by +5.91% | Jun 30, 25 |
| 4 | AllianceBernstein L.P. | 691.46K (4.78%) | -10.07K Decreased by -1.46% | Jun 30, 25 |
| 5 | North Reef Capital Management LP | 600.00K (4.15%) | -32.00K Decreased by -5.33% | Jun 30, 25 |
| 6 | Manufacturers Life Insurance Co | 459.29K (3.18%) | -8.38K Decreased by -1.82% | Jun 30, 25 |
| 7 | HoldCo Asset Management, L.P. | 407.41K (2.82%) | 407.41K Increased by +100.00% | Jun 30, 25 |
| 8 | ProShare Advisors LLC | 381.02K (2.63%) | -68.94K Decreased by -18.09% | Jun 30, 24 |
| 9 | Ameriprise Financial Inc | 370.04K (2.56%) | 4.68K Increased by +1.26% | Jun 30, 25 |
| 10 | State Street Corporation | 361.51K (2.50%) | -19.61K Decreased by -5.43% | Mar 31, 24 |
| 11 | Geode Capital Management, LLC | 359.74K (2.49%) | -10.77K Decreased by -2.99% | Jun 30, 25 |
| 12 | State Street Corp | 348.92K (2.41%) | 6.26K Increased by +1.79% | Jun 30, 25 |
| 13 | Fourthstone LLC | 276.58K (1.91%) | 205.97K Increased by +74.47% | Jun 30, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 273.05K (1.89%) | 3.45K Increased by +1.26% | Jun 30, 25 |
| 15 | Wellington Management Company LLP | 255.92K (1.77%) | 180.34K Increased by +70.47% | Jun 30, 25 |
| 16 | Elizabeth Park Capital Advisors, Ltd | 206.85K (1.43%) | -13.10K Decreased by -6.33% | Jun 30, 25 |
| 17 | Acadian Asset Management LLC | 177.35K (1.23%) | 177.23K Increased by +99.93% | Mar 31, 25 |
| 18 | Basswood Capital Management LLC | 165.75K (1.15%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Hotchkis & Wiley Capital Management LLC | 147.45K (1.02%) | 15.66K Increased by +10.62% | Jun 30, 25 |
| 20 | American Century Companies Inc | 136.16K (0.94%) | -5.74K Decreased by -4.22% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 456.57K (3.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 446.66K (3.09%) | -9.91K Decreased by -2.22% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 404.18K (2.79%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | ProShares Russell 2000 Dividend Growers | 378.91K (2.62%) | -1.10K Decreased by -0.29% | Jun 28, 24 |
| 5 | Columbia Small Cap Value Discv A | 242.47K (1.68%) | 6.70K Increased by +2.76% | Jul 31, 25 |
| 6 | Columbia Small Cap Value I A | 242.47K (1.68%) | 6.70K Increased by +2.76% | Jul 31, 25 |
| 7 | Columbia Small Cap Value Discovery Fund | 235.77K (1.63%) | -1.60K Decreased by -0.68% | Jun 30, 25 |
| 8 | Columbia Small Cap Value I | 235.77K (1.63%) | -1.60K Decreased by -0.68% | Jun 30, 25 |
| 9 | JHancock Regional Bank A | 212.73K (1.47%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | JH Financial Opportunities | 200.18K (1.38%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | John Hancock Financial Opportunities Fund | 200.18K (1.38%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | DFA US Small Cap Value I | 173.74K (1.20%) | 4.95K Increased by +2.85% | Jul 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 161.70K (1.12%) | -77.67K Decreased by -48.04% | Jul 31, 25 |
| 14 | Fidelity® Small Cap Index | 153.12K (1.06%) | 2.23K Increased by +1.45% | Oct 31, 23 |
| 15 | AB Small Cap Value Advisor | 149.69K (1.04%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | Fidelity Small Cap Index | 149.22K (1.03%) | -12.12K Decreased by -8.12% | Jun 30, 25 |
| 17 | iShares Russell 2000 Value ETF | 136.38K (0.94%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | Kennedy Micro Cap | 122.23K (0.85%) | 8.80K Increased by +7.20% | Jun 30, 25 |
| 19 | DFA US Targeted Value I | 111.37K (0.77%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 101.08K (0.70%) | 394.00 Increased by +0.39% | Apr 30, 25 |