| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.76M (8.07%) | 17.13K Increased by +0.97% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.29M (5.89%) | -5.49K Decreased by -0.43% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.11M (5.06%) | 48.85K Increased by +4.42% | Jun 30, 25 |
| 4 | Fourthstone LLC | 583.89K (2.67%) | 139.96K Increased by +23.97% | Jun 30, 25 |
| 5 | Nuveen, LLC | 557.50K (2.55%) | 557.50K Increased by +100.00% | Mar 31, 25 |
| 6 | Geode Capital Management, LLC | 532.14K (2.44%) | 9.89K Increased by +1.86% | Mar 31, 25 |
| 7 | State Street Corp | 509.19K (2.33%) | -5.41K Decreased by -1.06% | Mar 31, 25 |
| 8 | State Street Corporation | 469.06K (2.15%) | 3.91K Increased by +0.83% | Dec 31, 23 |
| 9 | Kennedy Capital Management Inc | 390.56K (1.79%) | 22.32K Increased by +5.71% | Jun 30, 25 |
| 10 | Petiole USA ltd | 386.87K (1.77%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Maltese Capital Management LLC | 364.97K (1.67%) | 76.52K Increased by +20.96% | Jun 30, 25 |
| 12 | American Century Companies Inc | 349.54K (1.60%) | 12.94K Increased by +3.70% | Jun 30, 25 |
| 13 | AllianceBernstein L.P. | 217.66K (1.00%) | -682.25K Decreased by -313.44% | Dec 31, 24 |
| 14 | Goldman Sachs Group Inc | 213.32K (0.98%) | 3.71K Increased by +1.74% | Jun 30, 25 |
| 15 | Hotchkis & Wiley Capital Management LLC | 213.02K (0.98%) | 31.38K Increased by +14.73% | Jun 30, 25 |
| 16 | Huber Capital Management LLC | 190.55K (0.87%) | -11.91K Decreased by -6.25% | Jun 30, 25 |
| 17 | Northern Trust Corp | 189.03K (0.87%) | -7.86K Decreased by -4.16% | Mar 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 176.20K (0.81%) | -2.79K Decreased by -1.58% | Mar 31, 25 |
| 19 | Bridgeway Capital Management, LLC | 160.11K (0.73%) | 8.90K Increased by +5.56% | Jun 30, 25 |
| 20 | Arrowstreet Capital Limited Partnership | 153.01K (0.70%) | 40.60K Increased by +26.54% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 713.08K (3.26%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 705.21K (3.23%) | -12.86K Decreased by -1.82% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 581.64K (2.66%) | -6.49K Decreased by -1.12% | Aug 29, 25 |
| 4 | Avantis US Small Cap Value ETF | 319.58K (1.46%) | 1.82K Increased by +0.57% | Aug 30, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 247.93K (1.14%) | -105.02K Decreased by -42.36% | Jul 31, 25 |
| 6 | DFA US Small Cap Value I | 244.19K (1.12%) | 7.16K Increased by +2.93% | Jul 31, 25 |
| 7 | Fidelity Small Cap Index | 224.71K (1.03%) | 941.00 Increased by +0.42% | Jun 30, 25 |
| 8 | Fidelity® Small Cap Index | 220.56K (1.01%) | 3.99K Increased by +1.81% | Oct 31, 23 |
| 9 | AB Small Cap Value Advisor | 216.82K (0.99%) | -41.10K Decreased by -18.96% | Sep 30, 24 |
| 10 | Kennedy Micro Cap | 213.71K (0.98%) | 15.40K Increased by +7.20% | Jun 30, 25 |
| 11 | Huber Small Cap Value | 190.15K (0.87%) | 55.34K Increased by +29.10% | Jun 30, 25 |
| 12 | iShares Russell 2000 Value ETF | 164.06K (0.75%) | -363.00 Decreased by -0.22% | Aug 29, 25 |
| 13 | DFA US Targeted Value I | 159.29K (0.73%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 148.05K (0.68%) | 633.00 Increased by +0.43% | Apr 30, 25 |
| 15 | State St Russell Sm/Mid Cp® Indx SL Cl I | 145.65K (0.67%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | Huber Select SMID Cap Value | 145.10K (0.66%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Dimensional US Targeted Value ETF | 135.59K (0.62%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 18 | Huber Small Cap Value Inv | 134.81K (0.62%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Fidelity Extended Market Index | 122.72K (0.56%) | -1.01K Decreased by -0.82% | Jul 31, 25 |
| 20 | Pacific Select Small-Cap Value I | 122.47K (0.56%) | 0.00 Increased by 0.00% | Mar 31, 24 |