| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.42M (11.87%) | -23.60K Decreased by -1.66% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 951.61K (7.95%) | -7.94K Decreased by -0.83% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 710.64K (5.93%) | 20.89K Increased by +2.94% | Jun 30, 25 |
| 4 | Private Management Group Inc | 578.76K (4.83%) | -5.04K Decreased by -0.87% | Mar 31, 25 |
| 5 | Manufacturers Life Insurance Co | 387.46K (3.24%) | -6.86K Decreased by -1.77% | Jun 30, 25 |
| 6 | State Street Corporation | 314.13K (2.62%) | 19.76K Increased by +6.29% | Mar 31, 24 |
| 7 | State Street Corp | 308.86K (2.58%) | -17.22K Decreased by -5.58% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 301.04K (2.51%) | 4.69K Increased by +1.56% | Mar 31, 25 |
| 9 | Ameriprise Financial Inc | 238.62K (1.99%) | 33.05K Increased by +13.85% | Jun 30, 25 |
| 10 | Northern Trust Corp | 201.02K (1.68%) | -7.53K Decreased by -3.75% | Mar 31, 25 |
| 11 | Renaissance Technologies Corp | 197.81K (1.65%) | -3.90K Decreased by -1.97% | Mar 31, 25 |
| 12 | FMR Inc | 190.66K (1.59%) | -12.54K Decreased by -6.58% | Jun 30, 25 |
| 13 | American Century Companies Inc | 181.92K (1.52%) | 47.47K Increased by +26.10% | Jun 30, 25 |
| 14 | Foundry Partners, LLC | 175.62K (1.47%) | -1.06K Decreased by -0.61% | Mar 31, 25 |
| 15 | CSM Advisors, LLC | 170.27K (1.42%) | 170.27K Increased by +100.00% | Jun 30, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 132.94K (1.11%) | -14.60K Decreased by -10.98% | Mar 31, 25 |
| 17 | Empowered Funds, LLC | 132.40K (1.11%) | 71.10K Increased by +53.70% | Mar 31, 24 |
| 18 | Bridgeway Capital Management, LLC | 129.72K (1.08%) | 2.47K Increased by +1.91% | Jun 30, 25 |
| 19 | Hotchkis & Wiley Capital Management LLC | 121.61K (1.02%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Banc Funds Co LLC | 121.42K (1.01%) | -32.41K Decreased by -26.69% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 423.51K (3.54%) | -7.50K Decreased by -1.77% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 419.89K (3.51%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 358.29K (2.99%) | -3.97K Decreased by -1.11% | Aug 29, 25 |
| 4 | DFA US Small Cap Value I | 289.46K (2.42%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 5 | Foundry Partners Micro Cap Value | 261.77K (2.19%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 6 | JHancock Regional Bank A | 184.48K (1.54%) | -1.63K Decreased by -0.88% | Jun 30, 25 |
| 7 | Avantis US Small Cap Value ETF | 171.77K (1.43%) | 1.20K Increased by +0.70% | Aug 30, 25 |
| 8 | JH Financial Opportunities | 163.04K (1.36%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | John Hancock Financial Opportunities Fund | 163.04K (1.36%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Columbia Small Cap Value Discv A | 141.72K (1.18%) | 3.90K Increased by +2.75% | Jul 31, 25 |
| 11 | Columbia Small Cap Value I A | 141.72K (1.18%) | 3.90K Increased by +2.75% | Jul 31, 25 |
| 12 | Columbia Small Cap Value Discovery Fund | 137.82K (1.15%) | 21.53K Increased by +15.62% | Jun 30, 25 |
| 13 | Columbia Small Cap Value I | 137.82K (1.15%) | 21.53K Increased by +15.62% | Jun 30, 25 |
| 14 | Fidelity Select Banking | 133.10K (1.11%) | -1.50K Decreased by -1.13% | Jul 31, 25 |
| 15 | Fidelity® Small Cap Index | 129.40K (1.08%) | 2.47K Increased by +1.91% | Oct 31, 23 |
| 16 | Fidelity® Select Banking | 129.40K (1.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 128.32K (1.07%) | -53.31K Decreased by -41.55% | Jul 31, 25 |
| 18 | Fidelity Small Cap Index | 127.34K (1.06%) | -4.93K Decreased by -3.87% | Jun 30, 25 |
| 19 | iShares Russell 2000 Value ETF | 112.20K (0.94%) | -249.00 Decreased by -0.22% | Aug 29, 25 |
| 20 | DFA US Targeted Value I | 103.23K (0.86%) | 0.00 Increased by 0.00% | Jul 31, 25 |