| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thrivent Financial For Lutherans | 1.87M (8.59%) | -855.28K Decreased by -45.64% | Mar 31, 25 |
| 2 | BlackRock Inc | 1.62M (7.41%) | -36.79K Decreased by -2.28% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 1.13M (5.18%) | 54.89K Increased by +4.86% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 971.55K (4.46%) | 48.24K Increased by +4.97% | Jun 30, 25 |
| 5 | AllianceBernstein L.P. | 481.53K (2.21%) | -12.06K Decreased by -2.51% | Mar 31, 25 |
| 6 | State Street Corp | 458.20K (2.10%) | -3.55K Decreased by -0.77% | Mar 31, 25 |
| 7 | Basswood Capital Management LLC | 456.30K (2.09%) | 252.84K Increased by +55.41% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 450.36K (2.07%) | 4.96K Increased by +1.10% | Mar 31, 25 |
| 9 | State Street Corporation | 447.24K (2.05%) | 16.68K Increased by +3.73% | Mar 31, 24 |
| 10 | American Century Companies Inc | 439.25K (2.01%) | 53.26K Increased by +12.12% | Jun 30, 25 |
| 11 | Punch & Associates Inv Mgmt Inc | 424.00K (1.94%) | 41.50K Increased by +9.79% | Jun 30, 25 |
| 12 | Acadian Asset Management LLC | 370.05K (1.70%) | 219.98K Increased by +59.44% | Mar 31, 25 |
| 13 | Tradition Wealth Management LLC | 355.77K (1.63%) | -1.75K Decreased by -0.49% | Jun 30, 25 |
| 14 | Renaissance Technologies Corp | 350.75K (1.61%) | -21.40K Decreased by -6.10% | Mar 31, 25 |
| 15 | FMR Inc | 321.45K (1.47%) | -1.33M Decreased by -412.42% | Dec 31, 23 |
| 16 | Fidelity Management and Research Company | 321.45K (1.47%) | 321.45K Increased by +100.00% | Dec 31, 23 |
| 17 | Rhino Investment Partners, Inc. | 321.43K (1.47%) | 321.43K Increased by +100.00% | Jun 30, 25 |
| 18 | Next Century Growth Investors LLC | 286.74K (1.31%) | -7.57K Decreased by -2.64% | Jun 30, 25 |
| 19 | Hotchkis & Wiley Capital Management LLC | 280.68K (1.29%) | 16.70K Increased by +5.95% | Jun 30, 25 |
| 20 | Goldman Sachs Group Inc | 276.14K (1.27%) | 145.05K Increased by +52.53% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thrivent Small Cap Stock A | 1.71M (7.83%) | -75.44K Decreased by -4.42% | Jun 30, 25 |
| 2 | FIAM Small Cap Core CIT Cl B | 798.97K (3.66%) | -309.86K Decreased by -38.78% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 645.84K (2.96%) | -14.32K Decreased by -2.22% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 598.66K (2.75%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 508.60K (2.33%) | -5.67K Decreased by -1.11% | Aug 29, 25 |
| 6 | Thrivent Small Cap Stock | 495.83K (2.27%) | -103.34K Decreased by -20.84% | Jun 30, 25 |
| 7 | Avantis US Small Cap Value ETF | 401.41K (1.84%) | 1.61K Increased by +0.40% | Aug 30, 25 |
| 8 | Foundry Partners Micro Cap Value | 289.35K (1.33%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | FIAM Small Cap Core Composite | 221.00K (1.01%) | -947.10K Decreased by -428.55% | Dec 31, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 212.37K (0.97%) | -89.22K Decreased by -42.01% | Jul 31, 25 |
| 11 | Fidelity Small Cap Index | 205.03K (0.94%) | 7.44K Increased by +3.63% | Jun 30, 25 |
| 12 | Fidelity® Small Cap Index | 187.10K (0.86%) | 3.50K Increased by +1.87% | Oct 31, 23 |
| 13 | Strategic Advisers Fidelity US TtlStk | 170.56K (0.78%) | -67.23K Decreased by -39.42% | Nov 30, 23 |
| 14 | Strategic Advisers® Fidelity US TtlStk | 170.56K (0.78%) | -67.23K Decreased by -39.42% | Nov 30, 23 |
| 15 | Kennedy Extended Small Cap | 157.84K (0.72%) | 63.55K Increased by +40.26% | Dec 31, 24 |
| 16 | Russell Inv Tax-Managed US Mid&Sm Cap S | 149.68K (0.69%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | DFA US Targeted Value I | 145.88K (0.67%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | DFA US Small Cap Value I | 137.19K (0.63%) | 5.11K Increased by +3.73% | Jul 31, 25 |
| 19 | RMB Mendon Financial Services A | 127.53K (0.58%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Dimensional US Targeted Value ETF | 121.07K (0.56%) | 0.00 Increased by 0.00% | Aug 29, 25 |