| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 746.68K (6.98%) | 23.66K Increased by +3.17% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 637.64K (5.96%) | 12.06K Increased by +1.89% | Dec 31, 25 |
| 3 | AllianceBernstein L.P. | 501.69K (4.69%) | -20.54K Decreased by -4.09% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 355.47K (3.32%) | 17.26K Increased by +4.86% | Mar 31, 26 |
| 5 | Geode Capital Management, LLC | 340.71K (3.19%) | 5.02K Increased by +1.47% | Dec 31, 25 |
| 6 | Kennedy Capital Management Inc | 262.46K (2.45%) | 750.00 Increased by +0.29% | Dec 31, 25 |
| 7 | State Street Corp | 261.89K (2.45%) | -2.10K Decreased by -0.80% | Dec 31, 25 |
| 8 | Ategra Capital Management LLC | 231.26K (2.16%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | Pacific Ridge Capital Partners, LLC | 194.41K (1.82%) | -5.78K Decreased by -2.97% | Dec 31, 25 |
| 10 | Ballast Asset Management, LP | 189.84K (1.78%) | 4.96K Increased by +2.62% | Mar 31, 26 |
| 11 | State Street Corporation | 177.39K (1.66%) | 17.10K Increased by +9.64% | Mar 31, 24 |
| 12 | American Century Companies Inc | 170.82K (1.60%) | 487.00 Increased by +0.29% | Dec 31, 25 |
| 13 | Bridgeway Capital Management, LLC | 165.52K (1.55%) | 8.96K Increased by +5.41% | Dec 31, 25 |
| 14 | Arrowstreet Capital Limited Partnership | 152.41K (1.43%) | 86.06K Increased by +56.47% | Jun 30, 25 |
| 15 | Acadian Asset Management LLC | 145.55K (1.36%) | 78.46K Increased by +53.90% | Dec 31, 25 |
| 16 | Ameriprise Financial Inc | 135.08K (1.26%) | -229.23K Decreased by -169.70% | Dec 31, 24 |
| 17 | Fourthstone LLC | 123.18K (1.15%) | 71.63K Increased by +58.15% | Dec 31, 24 |
| 18 | Hotchkis & Wiley Capital Management LLC | 104.83K (0.98%) | 1.61K Increased by +1.54% | Dec 31, 25 |
| 19 | Elizabeth Park Capital Advisors, Ltd | 103.27K (0.97%) | -21.95K Decreased by -21.25% | Jun 30, 25 |
| 20 | Millennium Management LLC | 98.86K (0.92%) | 3.33K Increased by +3.37% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 354.58K (3.32%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 292.78K (2.74%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 282.12K (2.64%) | 2.40K Increased by +0.85% | Apr 30, 26 |
| 4 | Pacific Ridge Capital Ptnrs Micro Cp Val | 199.01K (1.86%) | 36.86K Increased by +18.52% | Mar 31, 26 |
| 5 | Avantis US Small Cap Value ETF | 184.04K (1.72%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 6 | Ballast Small/Mid Cap ETF | 143.94K (1.35%) | 993.00 Increased by +0.69% | Apr 30, 26 |
| 7 | Ballast SMidCap | 141.95K (1.33%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 8 | Kennedy Micro Cap Opportunities | 138.76K (1.30%) | 4.83K Increased by +3.48% | Mar 31, 26 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 131.35K (1.23%) | 2.02K Increased by +1.54% | Mar 31, 26 |
| 10 | Kennedy Micro Cap | 129.88K (1.21%) | 2.36K Increased by +1.82% | Mar 31, 26 |
| 11 | Fidelity Small Cap Index | 112.83K (1.06%) | 301.00 Increased by +0.27% | Feb 28, 26 |
| 12 | EA Bridgeway Omni Small-Cap Value ETF | 104.34K (0.98%) | 1.28K Increased by +1.23% | Apr 30, 26 |
| 13 | Adara Smaller Companies | 90.50K (0.85%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | Fidelity® Small Cap Index | 85.44K (0.80%) | 587.00 Increased by +0.69% | Oct 31, 23 |
| 15 | Pleiades Small Cap Equity A | 78.61K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 16 | iShares Russell 2000 Value ETF | 77.57K (0.73%) | 420.00 Increased by +0.54% | Apr 30, 26 |
| 17 | Columbia Small Cap Value I | 76.73K (0.72%) | -139.64K Decreased by -181.98% | Dec 31, 24 |
| 18 | Columbia Small Cap Value I A | 76.73K (0.72%) | -42.82K Decreased by -55.81% | Dec 31, 24 |
| 19 | VT De Lisle America B USD | 75.89K (0.71%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 20 | Russell 2000 Equity Index Fund B | 75.69K (0.71%) | -37.00 Decreased by -0.05% | Dec 31, 25 |