| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 739.05K (6.71%) | 77.61K Increased by +10.50% | Dec 31, 24 |
| 2 | AllianceBernstein L.P. | 614.47K (5.58%) | 253.82K Increased by +41.31% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 558.30K (5.07%) | 70.42K Increased by +12.61% | Dec 31, 24 |
| 4 | Ategra Capital Management LLC | 287.83K (2.61%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 263.62K (2.39%) | 16.96K Increased by +6.43% | Dec 31, 24 |
| 6 | Geode Capital Management, LLC | 240.89K (2.19%) | 33.01K Increased by +13.70% | Dec 31, 24 |
| 7 | Pacific Ridge Capital Partners, LLC | 237.25K (2.15%) | -2.52K Decreased by -1.06% | Dec 31, 24 |
| 8 | State Street Corp | 212.10K (1.93%) | 36.46K Increased by +17.19% | Dec 31, 24 |
| 9 | Ballast Asset Management, LP | 190.34K (1.73%) | -6.95K Decreased by -3.65% | Dec 31, 24 |
| 10 | State Street Corporation | 177.39K (1.61%) | 17.10K Increased by +9.64% | Mar 31, 24 |
| 11 | Maltese Capital Management LLC | 165.96K (1.51%) | -6.94K Decreased by -4.18% | Dec 31, 24 |
| 12 | Bridgeway Capital Management, LLC | 163.43K (1.48%) | 369.00 Increased by +0.23% | Dec 31, 24 |
| 13 | Kennedy Capital Management Inc | 142.85K (1.30%) | 97.26K Increased by +68.09% | Dec 31, 24 |
| 14 | Ameriprise Financial Inc | 135.08K (1.23%) | -229.23K Decreased by -169.70% | Dec 31, 24 |
| 15 | Fourthstone LLC | 123.18K (1.12%) | 71.63K Increased by +58.15% | Dec 31, 24 |
| 16 | Acadian Asset Management LLC | 107.12K (0.97%) | 8.04K Increased by +7.51% | Dec 31, 24 |
| 17 | Elizabeth Park Capital Advisors, Ltd | 103.27K (0.94%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | WEDGE Capital Management, LLP | 93.99K (0.85%) | 22.38K Increased by +23.81% | Dec 31, 24 |
| 19 | Northern Trust Corp | 89.87K (0.82%) | 10.24K Increased by +11.40% | Dec 31, 24 |
| 20 | Empowered Funds, LLC | 89.48K (0.81%) | 369.00 Increased by +0.41% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 347.46K (3.15%) | 30.05K Increased by +8.65% | Feb 28, 25 |
| 2 | iShares Russell 2000 ETF | 285.22K (2.59%) | -2.48K Decreased by -0.87% | Mar 31, 25 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 193.77K (1.76%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 4 | Pacific Ridge Capital Ptnrs Micro Cp Val | 162.15K (1.47%) | -9.30K Decreased by -5.74% | Mar 31, 24 |
| 5 | Ballast Small/Mid Cap ETF | 154.74K (1.40%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Ballast SMidCap | 153.75K (1.40%) | 992.00 Increased by +0.65% | Feb 28, 25 |
| 7 | Avantis US Small Cap Value ETF | 122.05K (1.11%) | 560.00 Increased by +0.46% | Mar 29, 25 |
| 8 | Kennedy Micro Cap | 93.23K (0.85%) | 93.23K Increased by +100.00% | Dec 31, 24 |
| 9 | Adara Smaller Companies | 90.01K (0.82%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | Fidelity Small Cap Index | 86.97K (0.79%) | -1.63K Decreased by -1.87% | Jan 31, 25 |
| 11 | iShares Russell 2000 Value ETF | 86.63K (0.79%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | Fidelity® Small Cap Index | 85.44K (0.78%) | 587.00 Increased by +0.69% | Oct 31, 23 |
| 13 | EA Bridgeway Omni Small-Cap Value ETF | 83.40K (0.76%) | 87.00 Increased by +0.10% | Mar 31, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 78.28K (0.71%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | Columbia Small Cap Value I | 76.73K (0.70%) | -139.64K Decreased by -181.98% | Dec 31, 24 |
| 16 | Columbia Small Cap Value I A | 76.73K (0.70%) | -42.82K Decreased by -55.81% | Dec 31, 24 |
| 17 | Bridgeway Omni Small-Cap Value | 73.95K (0.67%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Bridgeway Omni Small-Cap Value N | 73.95K (0.67%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | Fidelity Extended Market Index | 63.66K (0.58%) | -406.00 Decreased by -0.64% | Feb 28, 25 |
| 20 | VT De Lisle America B USD | 62.24K (0.56%) | 0.00 Increased by 0.00% | Mar 31, 25 |