| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.12M (14.99%) | 13.04K Increased by +1.16% | Sep 30, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 579.64K (7.72%) | 1.89K Increased by +0.33% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 519.69K (6.92%) | -2.12K Decreased by -0.41% | Dec 31, 24 |
| 4 | Gendell Jeffrey L | 494.34K (6.59%) | 9.18K Increased by +1.86% | Sep 30, 24 |
| 5 | Jb Capital Partners LP | 393.65K (5.25%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Punch & Associates Inv Mgmt Inc | 377.96K (5.04%) | 704.00 Increased by +0.19% | Dec 31, 24 |
| 7 | American Century Companies Inc | 311.57K (4.15%) | 24.09K Increased by +7.73% | Dec 31, 24 |
| 8 | Nokomis Capital LLC | 303.43K (4.04%) | -51.16K Decreased by -16.86% | Sep 30, 23 |
| 9 | Victory Capital Management Inc. | 213.32K (2.84%) | -5.37K Decreased by -2.52% | Dec 31, 24 |
| 10 | Charles Schwab Investment Management Inc | 199.87K (2.66%) | 32.69K Increased by +16.36% | Dec 31, 24 |
| 11 | State Street Corp | 198.00K (2.64%) | 1.25K Increased by +0.63% | Sep 30, 24 |
| 12 | State Street Corporation | 194.22K (2.59%) | 4.40K Increased by +2.27% | Mar 31, 24 |
| 13 | Geode Capital Management, LLC | 193.30K (2.58%) | -993.00 Decreased by -0.51% | Sep 30, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 187.00K (2.49%) | 81.92K Increased by +43.81% | Jun 30, 24 |
| 15 | JPMorgan Chase & Co | 184.29K (2.46%) | 8.73K Increased by +4.73% | Sep 30, 24 |
| 16 | Bridgeway Capital Management, LLC | 148.63K (1.98%) | -222.00 Decreased by -0.15% | Sep 30, 24 |
| 17 | Harbor Capital Advisors Inc | 138.55K (1.85%) | 1.36K Increased by +0.98% | Dec 31, 24 |
| 18 | Wellington Management Company LLP | 135.14K (1.80%) | 14.90K Increased by +11.03% | Jun 30, 24 |
| 19 | Empowered Funds, LLC | 125.25K (1.67%) | 88.60K Increased by +70.74% | Mar 31, 24 |
| 20 | Towle & Co | 120.97K (1.61%) | 8.12K Increased by +6.71% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 269.13K (3.59%) | 220.00 Increased by +0.08% | Jan 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 259.21K (3.45%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | iShares Russell 2000 ETF | 228.46K (3.04%) | -1.75K Decreased by -0.77% | Jan 31, 25 |
| 4 | iShares US Infrastructure ETF | 150.88K (2.01%) | 222.00 Increased by +0.15% | Jan 31, 25 |
| 5 | Embark Small Cap Equity Institutional | 138.44K (1.84%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 6 | DFA US Small Cap Value I | 132.71K (1.77%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 127.65K (1.70%) | 3.34K Increased by +2.61% | Dec 31, 24 |
| 8 | Schwab Fundamental U.S. Small CompanyETF | 110.14K (1.47%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 9 | Fidelity® Small Cap Index | 84.25K (1.12%) | 2.29K Increased by +2.71% | Oct 31, 23 |
| 10 | Fidelity Small Cap Index | 84.10K (1.12%) | -558.00 Decreased by -0.66% | Nov 30, 24 |
| 11 | DFA US Targeted Value I | 80.59K (1.07%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Integrity Small-Cap Value Comp | 79.50K (1.06%) | -2.50K Decreased by -3.14% | Dec 31, 24 |
| 13 | Victory Integrity Small-Cap Value A | 79.50K (1.06%) | -2.50K Decreased by -3.14% | Dec 31, 24 |
| 14 | iShares Russell 2000 Value ETF | 76.88K (1.02%) | 104.00 Increased by +0.14% | Jan 31, 25 |
| 15 | Dimensional US Targeted Value ETF | 68.09K (0.91%) | -32.00 Decreased by -0.05% | Jan 31, 25 |
| 16 | BlackRock Global Equity Mkt Netrl Instl | 65.35K (0.87%) | 4.66K Increased by +7.13% | Dec 31, 24 |
| 17 | AMG River Road Small Cap Value N | 64.85K (0.86%) | 12.50K Increased by +19.28% | Jan 31, 25 |
| 18 | Bexil Investment Ord | 63.30K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Bexil Investment Trust | 63.30K (0.84%) | 0.00 Increased by 0.00% | May 31, 24 |
| 20 | BlackRock Advantage Small Cap Core Instl | 62.21K (0.83%) | 800.00 Increased by +1.29% | Dec 31, 24 |