| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.17M (17.79%) | -3.03K Decreased by -0.26% | Jun 30, 25 |
| 2 | Nuveen, LLC | 793.50K (12.12%) | 793.50K Increased by +100.00% | Mar 31, 25 |
| 3 | Gendell Jeffrey L | 563.73K (8.61%) | 80.90K Increased by +14.35% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 525.49K (8.02%) | -18.31K Decreased by -3.48% | Jun 30, 25 |
| 5 | Vanguard Group Inc | 484.90K (7.41%) | -32.80K Decreased by -6.76% | Jun 30, 25 |
| 6 | Jb Capital Partners LP | 393.65K (6.01%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Punch & Associates Inv Mgmt Inc | 323.71K (4.94%) | -1.27K Decreased by -0.39% | Jun 30, 25 |
| 8 | American Century Companies Inc | 319.47K (4.88%) | -1.91K Decreased by -0.60% | Jun 30, 25 |
| 9 | Nokomis Capital LLC | 303.43K (4.63%) | -51.16K Decreased by -16.86% | Sep 30, 23 |
| 10 | Charles Schwab Investment Management Inc | 246.86K (3.77%) | 7.83K Increased by +3.17% | Jun 30, 25 |
| 11 | River Road Asset Management, LLC | 217.13K (3.32%) | 8.97K Increased by +4.13% | Jun 30, 25 |
| 12 | State Street Corp | 197.79K (3.02%) | 6.42K Increased by +3.25% | Jun 30, 25 |
| 13 | Victory Capital Management Inc. | 196.76K (3.00%) | -11.58K Decreased by -5.88% | Jun 30, 25 |
| 14 | State Street Corporation | 194.22K (2.97%) | 4.40K Increased by +2.27% | Mar 31, 24 |
| 15 | Geode Capital Management, LLC | 186.70K (2.85%) | -8.83K Decreased by -4.73% | Jun 30, 25 |
| 16 | Harbor Capital Advisors Inc | 143.04K (2.18%) | -515.00 Decreased by -0.36% | Jun 30, 25 |
| 17 | Wellington Management Company LLP | 135.14K (2.06%) | 14.90K Increased by +11.03% | Jun 30, 24 |
| 18 | Mill Road Capital Management LLC | 127.86K (1.95%) | 10.00K Increased by +7.82% | Jun 30, 25 |
| 19 | Empowered Funds, LLC | 125.25K (1.91%) | 88.60K Increased by +70.74% | Mar 31, 24 |
| 20 | Ameriprise Financial Inc | 123.39K (1.88%) | 1.37K Increased by +1.11% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 258.83K (3.95%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 253.59K (3.87%) | -5.62K Decreased by -2.22% | Jul 31, 25 |
| 3 | Avantis US Small Cap Value ETF | 251.20K (3.84%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 4 | iShares US Infrastructure ETF | 237.41K (3.63%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | iShares Russell 2000 ETF | 192.40K (2.94%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | Schwab Fundamental U.S. Small CompanyETF | 149.47K (2.28%) | 1.12K Increased by +0.75% | Aug 30, 25 |
| 7 | Embark Small Cap Equity Institutional | 143.44K (2.19%) | 5.00K Increased by +3.49% | Mar 31, 25 |
| 8 | AMG River Road Small Cap Value N | 138.57K (2.12%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | DFA US Small Cap Value I | 116.89K (1.79%) | -7.55K Decreased by -6.46% | Jul 31, 25 |
| 10 | Embark Small Cap Equity Retirement | 108.72K (1.66%) | -34.20K Decreased by -31.46% | Jul 31, 25 |
| 11 | BlackRock Global Equity Mkt Netrl Instl | 97.65K (1.49%) | -7.61K Decreased by -7.80% | Jul 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 88.24K (1.35%) | -38.32K Decreased by -43.42% | Jul 31, 25 |
| 13 | Fidelity® Small Cap Index | 84.25K (1.29%) | 2.29K Increased by +2.71% | Oct 31, 23 |
| 14 | Fidelity Small Cap Index | 78.27K (1.20%) | -5.04K Decreased by -6.44% | Jun 30, 25 |
| 15 | DFA US Targeted Value I | 75.72K (1.16%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | Integrity Small-Cap Value Comp | 71.77K (1.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Victory Integrity Small-Cap Value A | 71.77K (1.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | iShares Russell 2000 Value ETF | 70.95K (1.08%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 19 | Columbia Small Cap Value Discv A | 68.33K (1.04%) | 1.90K Increased by +2.78% | Jul 31, 25 |
| 20 | Columbia Small Cap Value I A | 68.33K (1.04%) | 1.90K Increased by +2.78% | Jul 31, 25 |