| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.17M (16.70%) | 22.70K Increased by +1.94% | Mar 31, 25 |
| 2 | Nuveen, LLC | 793.50K (11.34%) | 793.50K Increased by +100.00% | Mar 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 525.49K (7.51%) | -18.31K Decreased by -3.48% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 484.90K (6.93%) | -32.80K Decreased by -6.76% | Jun 30, 25 |
| 5 | Gendell Jeffrey L | 482.83K (6.90%) | -5.06K Decreased by -1.05% | Mar 31, 25 |
| 6 | Jb Capital Partners LP | 393.65K (5.63%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Punch & Associates Inv Mgmt Inc | 323.71K (4.63%) | -1.27K Decreased by -0.39% | Jun 30, 25 |
| 8 | American Century Companies Inc | 319.47K (4.57%) | -1.91K Decreased by -0.60% | Jun 30, 25 |
| 9 | Nokomis Capital LLC | 303.43K (4.34%) | -51.16K Decreased by -16.86% | Sep 30, 23 |
| 10 | Charles Schwab Investment Management Inc | 246.86K (3.53%) | 7.83K Increased by +3.17% | Jun 30, 25 |
| 11 | Victory Capital Management Inc. | 208.34K (2.98%) | -4.98K Decreased by -2.39% | Mar 31, 25 |
| 12 | River Road Asset Management, LLC | 208.16K (2.98%) | 134.35K Increased by +64.54% | Mar 31, 25 |
| 13 | Geode Capital Management, LLC | 195.53K (2.80%) | 5.44K Increased by +2.78% | Mar 31, 25 |
| 14 | State Street Corporation | 194.22K (2.78%) | 4.40K Increased by +2.27% | Mar 31, 24 |
| 15 | State Street Corp | 191.37K (2.74%) | -11.28K Decreased by -5.89% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 187.00K (2.67%) | 81.92K Increased by +43.81% | Jun 30, 24 |
| 17 | Harbor Capital Advisors Inc | 143.55K (2.05%) | 5.00K Increased by +3.48% | Mar 31, 25 |
| 18 | Wellington Management Company LLP | 135.14K (1.93%) | 14.90K Increased by +11.03% | Jun 30, 24 |
| 19 | Mill Road Capital Management LLC | 127.86K (1.83%) | 10.00K Increased by +7.82% | Jun 30, 25 |
| 20 | Empowered Funds, LLC | 125.25K (1.79%) | 88.60K Increased by +70.74% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 273.05K (3.90%) | 24.00 Increased by +0.01% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 258.83K (3.70%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 253.59K (3.63%) | -5.62K Decreased by -2.22% | Jul 31, 25 |
| 4 | iShares US Infrastructure ETF | 230.06K (3.29%) | 591.00 Increased by +0.26% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 188.28K (2.69%) | -3.57K Decreased by -1.90% | Jul 31, 25 |
| 6 | Schwab Fundamental U.S. Small CompanyETF | 148.83K (2.13%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 7 | Embark Small Cap Equity Institutional | 143.44K (2.05%) | 5.00K Increased by +3.49% | Mar 31, 25 |
| 8 | AMG River Road Small Cap Value N | 138.57K (1.98%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | DFA US Small Cap Value I | 124.44K (1.78%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Embark Small Cap Equity Retirement | 108.72K (1.55%) | -34.20K Decreased by -31.46% | Jul 31, 25 |
| 11 | BlackRock Global Equity Mkt Netrl Instl | 105.27K (1.50%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 88.24K (1.26%) | -38.32K Decreased by -43.42% | Jul 31, 25 |
| 13 | Fidelity® Small Cap Index | 84.25K (1.20%) | 2.29K Increased by +2.71% | Oct 31, 23 |
| 14 | Fidelity Small Cap Index | 78.27K (1.12%) | -5.04K Decreased by -6.44% | Jun 30, 25 |
| 15 | DFA US Targeted Value I | 75.72K (1.08%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Integrity Small-Cap Value Comp | 71.77K (1.03%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Victory Integrity Small-Cap Value A | 71.77K (1.03%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | iShares Russell 2000 Value ETF | 70.54K (1.01%) | 52.00 Increased by +0.07% | Jul 31, 25 |
| 19 | Columbia Small Cap Value I A | 68.33K (0.98%) | 1.90K Increased by +2.78% | Jul 31, 25 |
| 20 | Columbia Small Cap Value I | 66.43K (0.95%) | -300.00 Decreased by -0.45% | Jun 30, 25 |