| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.58M (10.95%) | -47.44K Decreased by -2.99% | Mar 31, 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. | 701.53K (4.85%) | 46.02K Increased by +6.56% | Mar 31, 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 | ProShare Advisors LLC | 381.02K (2.63%) | -68.94K Decreased by -18.09% | Jun 30, 24 |
| 8 | Geode Capital Management, LLC | 370.51K (2.56%) | 12.88K Increased by +3.48% | Mar 31, 25 |
| 9 | Ameriprise Financial Inc | 365.36K (2.53%) | 69.28K Increased by +18.96% | Mar 31, 25 |
| 10 | State Street Corporation | 361.51K (2.50%) | -19.61K Decreased by -5.43% | Mar 31, 24 |
| 11 | State Street Corp | 342.66K (2.37%) | -31.72K Decreased by -9.26% | Mar 31, 25 |
| 12 | Fourthstone LLC | 276.58K (1.91%) | 205.97K Increased by +74.47% | Jun 30, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 269.60K (1.86%) | -9.47K Decreased by -3.51% | Mar 31, 25 |
| 14 | Wellington Management Company LLP | 255.92K (1.77%) | 180.34K Increased by +70.47% | Jun 30, 25 |
| 15 | Elizabeth Park Capital Advisors, Ltd | 206.85K (1.43%) | -13.10K Decreased by -6.33% | Jun 30, 25 |
| 16 | Acadian Asset Management LLC | 177.35K (1.23%) | 177.23K Increased by +99.93% | Mar 31, 25 |
| 17 | Basswood Capital Management LLC | 165.75K (1.15%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | American Century Companies Inc | 136.16K (0.94%) | -5.74K Decreased by -4.22% | Mar 31, 25 |
| 19 | Essex Investment Management Company, LLC | 132.94K (0.92%) | 132.94K Increased by +100.00% | Mar 31, 25 |
| 20 | Hotchkis & Wiley Capital Management LLC | 131.79K (0.91%) | -66.81K Decreased by -50.69% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 456.57K (3.16%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 456.57K (3.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 395.46K (2.73%) | -7.56K Decreased by -1.91% | Jul 31, 25 |
| 4 | ProShares Russell 2000 Dividend Growers | 378.91K (2.62%) | -1.10K Decreased by -0.29% | Jun 28, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 239.38K (1.66%) | -4.71K Decreased by -1.97% | Jun 30, 25 |
| 6 | Columbia Small Cap Value I | 235.77K (1.63%) | -1.60K Decreased by -0.68% | Jun 30, 25 |
| 7 | Columbia Small Cap Value I A | 235.77K (1.63%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | JHancock Regional Bank A | 212.73K (1.47%) | -1.88K Decreased by -0.88% | Jun 30, 25 |
| 9 | JH Financial Opportunities | 200.18K (1.38%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | John Hancock Financial Opportunities Fund | 200.18K (1.38%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | DFA US Small Cap Value I | 168.79K (1.17%) | 5.20K Increased by +3.08% | Jun 30, 25 |
| 12 | Fidelity Small Cap Index | 161.34K (1.12%) | 1.88K Increased by +1.17% | May 31, 25 |
| 13 | Fidelity® Small Cap Index | 153.12K (1.06%) | 2.23K Increased by +1.45% | Oct 31, 23 |
| 14 | AB Small Cap Value Advisor | 149.69K (1.04%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | iShares Russell 2000 Value ETF | 135.57K (0.94%) | 101.00 Increased by +0.07% | Jul 31, 25 |
| 16 | Kennedy Micro Cap | 122.23K (0.85%) | 8.80K Increased by +7.20% | Jun 30, 25 |
| 17 | DFA US Targeted Value I | 111.37K (0.77%) | 4.09K Increased by +3.67% | Jun 30, 25 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 101.08K (0.70%) | 394.00 Increased by +0.39% | Apr 30, 25 |
| 19 | State St Russell Sm/Mid Cp® Indx SL Cl I | 101.08K (0.70%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Hotchkis & Wiley Sm Cp Divers Val I | 98.30K (0.68%) | 0.00 Increased by 0.00% | Jan 31, 25 |