| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.42M (11.66%) | -23.60K Decreased by -1.66% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 959.55K (7.87%) | -13.43K Decreased by -1.40% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 689.74K (5.66%) | -27.36K Decreased by -3.97% | Mar 31, 25 |
| 4 | Private Management Group Inc | 578.76K (4.75%) | -5.04K Decreased by -0.87% | Mar 31, 25 |
| 5 | Manufacturers Life Insurance Co | 394.32K (3.24%) | 1.10K Increased by +0.28% | Mar 31, 25 |
| 6 | State Street Corporation | 314.13K (2.58%) | 19.76K Increased by +6.29% | Mar 31, 24 |
| 7 | State Street Corp | 308.86K (2.53%) | -17.22K Decreased by -5.58% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 301.04K (2.47%) | 4.69K Increased by +1.56% | Mar 31, 25 |
| 9 | Ameriprise Financial Inc | 205.57K (1.69%) | 10.49K Increased by +5.10% | Mar 31, 25 |
| 10 | FMR Inc | 203.20K (1.67%) | 4.63K Increased by +2.28% | Mar 31, 25 |
| 11 | Northern Trust Corp | 201.02K (1.65%) | -7.53K Decreased by -3.75% | Mar 31, 25 |
| 12 | Renaissance Technologies Corp | 197.81K (1.62%) | -3.90K Decreased by -1.97% | Mar 31, 25 |
| 13 | Foundry Partners, LLC | 175.62K (1.44%) | -1.06K Decreased by -0.61% | Mar 31, 25 |
| 14 | Banc Funds Co LLC | 153.83K (1.26%) | -72.90K Decreased by -47.39% | Mar 31, 25 |
| 15 | American Century Companies Inc | 134.45K (1.10%) | 7.54K Increased by +5.61% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 132.94K (1.09%) | -14.60K Decreased by -10.98% | Mar 31, 25 |
| 17 | Empowered Funds, LLC | 132.40K (1.09%) | 71.10K Increased by +53.70% | Mar 31, 24 |
| 18 | Bridgeway Capital Management, LLC | 127.25K (1.04%) | -4.51K Decreased by -3.55% | Mar 31, 25 |
| 19 | Hotchkis & Wiley Capital Management LLC | 121.61K (1.00%) | -18.63K Decreased by -15.32% | Mar 31, 25 |
| 20 | Goldman Sachs Group Inc | 118.80K (0.97%) | -13.85K Decreased by -11.65% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 420.94K (3.45%) | 1.05K Increased by +0.25% | May 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 419.89K (3.45%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 380.85K (3.13%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | DFA US Small Cap Value I | 289.46K (2.38%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 5 | Foundry Partners Micro Cap Value | 261.77K (2.15%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | JHancock Regional Bank A | 187.68K (1.54%) | -4.04K Decreased by -2.15% | Apr 30, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 179.99K (1.48%) | 2.96K Increased by +1.65% | May 31, 25 |
| 8 | JH Financial Opportunities | 163.04K (1.34%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 9 | John Hancock Financial Opportunities Fund | 163.04K (1.34%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Columbia Small Cap Value I A | 137.82K (1.13%) | 21.53K Increased by +15.62% | May 31, 25 |
| 11 | Fidelity Select Banking | 136.10K (1.12%) | -12.50K Decreased by -9.18% | Apr 30, 25 |
| 12 | Fidelity Small Cap Index | 130.05K (1.07%) | 304.00 Increased by +0.23% | Mar 31, 25 |
| 13 | Fidelity® Small Cap Index | 129.40K (1.06%) | 2.47K Increased by +1.91% | Oct 31, 23 |
| 14 | Fidelity® Select Banking | 129.40K (1.06%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Avantis US Small Cap Value ETF | 127.67K (1.05%) | 952.00 Increased by +0.75% | May 31, 25 |
| 16 | iShares Russell 2000 Value ETF | 124.28K (1.02%) | 0.00 Increased by 0.00% | May 31, 25 |
| 17 | Columbia Small Cap Value I | 116.29K (0.95%) | 6.60K Increased by +5.68% | Mar 31, 25 |
| 18 | DFA US Targeted Value I | 103.23K (0.85%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 19 | Dimensional US Targeted Value ETF | 89.81K (0.74%) | -78.00 Decreased by -0.09% | May 30, 25 |
| 20 | BlackRock Advantage Small Cap Core Instl | 84.27K (0.69%) | 0.00 Increased by 0.00% | May 31, 25 |