| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.17M (16.19%) | 22.70K Increased by +1.94% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 543.80K (7.54%) | -35.84K Decreased by -6.59% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 517.70K (7.18%) | -1.99K Decreased by -0.38% | Mar 31, 25 |
| 4 | Gendell Jeffrey L | 482.83K (6.69%) | -5.06K Decreased by -1.05% | Mar 31, 25 |
| 5 | Jb Capital Partners LP | 393.65K (5.46%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Punch & Associates Inv Mgmt Inc | 324.99K (4.50%) | -52.97K Decreased by -16.30% | Mar 31, 25 |
| 7 | American Century Companies Inc | 321.38K (4.45%) | 9.81K Increased by +3.05% | Mar 31, 25 |
| 8 | Nokomis Capital LLC | 303.43K (4.21%) | -51.16K Decreased by -16.86% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 239.04K (3.31%) | 39.17K Increased by +16.38% | Mar 31, 25 |
| 10 | Victory Capital Management Inc. | 208.34K (2.89%) | -4.98K Decreased by -2.39% | Mar 31, 25 |
| 11 | River Road Asset Management, LLC | 208.16K (2.89%) | 134.35K Increased by +64.54% | Mar 31, 25 |
| 12 | Geode Capital Management, LLC | 195.53K (2.71%) | 5.44K Increased by +2.78% | Mar 31, 25 |
| 13 | State Street Corporation | 194.22K (2.69%) | 4.40K Increased by +2.27% | Mar 31, 24 |
| 14 | State Street Corp | 191.37K (2.65%) | -11.28K Decreased by -5.89% | Mar 31, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 187.00K (2.59%) | 81.92K Increased by +43.81% | Jun 30, 24 |
| 16 | Bridgeway Capital Management, LLC | 146.88K (2.04%) | 968.00 Increased by +0.66% | Mar 31, 25 |
| 17 | Harbor Capital Advisors Inc | 143.55K (1.99%) | 5.00K Increased by +3.48% | Mar 31, 25 |
| 18 | Wellington Management Company LLP | 135.14K (1.87%) | 14.90K Increased by +11.03% | Jun 30, 24 |
| 19 | Empowered Funds, LLC | 125.25K (1.74%) | 88.60K Increased by +70.74% | Mar 31, 24 |
| 20 | Ameriprise Financial Inc | 122.03K (1.69%) | 45.99K Increased by +37.69% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 273.48K (3.79%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 259.21K (3.59%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 258.83K (3.59%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 205.65K (2.85%) | 35.00 Increased by +0.02% | Apr 30, 25 |
| 5 | iShares US Infrastructure ETF | 161.21K (2.23%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | Embark Small Cap Equity Institutional | 143.44K (1.99%) | 5.00K Increased by +3.49% | Mar 31, 25 |
| 7 | Embark Small Cap Equity Retirement | 143.33K (1.99%) | -108.00 Decreased by -0.08% | Apr 30, 25 |
| 8 | Schwab Fundamental U.S. Small CompanyETF | 137.59K (1.91%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 9 | AMG River Road Small Cap Value N | 135.64K (1.88%) | 3.71K Increased by +2.74% | Apr 30, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 132.26K (1.83%) | 280.00 Increased by +0.21% | Apr 30, 25 |
| 11 | DFA US Small Cap Value I | 127.65K (1.77%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | BlackRock Global Equity Mkt Netrl Instl | 105.27K (1.46%) | -3.52K Decreased by -3.34% | Apr 30, 25 |
| 13 | Fidelity® Small Cap Index | 84.25K (1.17%) | 2.29K Increased by +2.71% | Oct 31, 23 |
| 14 | Fidelity Small Cap Index | 80.23K (1.11%) | 658.00 Increased by +0.82% | Feb 28, 25 |
| 15 | iShares Russell 2000 Value ETF | 77.09K (1.07%) | -260.00 Decreased by -0.34% | Apr 30, 25 |
| 16 | DFA US Targeted Value I | 75.72K (1.05%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Integrity Small-Cap Value Comp | 71.77K (0.99%) | -7.73K Decreased by -10.77% | Mar 31, 25 |
| 18 | Victory Integrity Small-Cap Value A | 71.77K (0.99%) | -7.73K Decreased by -10.77% | Mar 31, 25 |
| 19 | Dimensional US Targeted Value ETF | 66.85K (0.93%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | Columbia Small Cap Value I | 66.73K (0.92%) | 22.15K Increased by +33.19% | Mar 31, 25 |