| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 726.12K (6.65%) | 27.70K Increased by +3.82% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 649.00K (5.95%) | 58.88K Increased by +9.07% | Jun 30, 25 |
| 3 | AllianceBernstein L.P. | 622.48K (5.70%) | 7.51K Increased by +1.21% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 308.61K (2.83%) | 30.49K Increased by +9.88% | Jun 30, 25 |
| 5 | Geode Capital Management, LLC | 282.69K (2.59%) | 40.49K Increased by +14.32% | Jun 30, 25 |
| 6 | State Street Corp | 254.34K (2.33%) | 31.16K Increased by +12.25% | Jun 30, 25 |
| 7 | Ategra Capital Management LLC | 231.26K (2.12%) | -35.07K Decreased by -15.17% | Jun 30, 25 |
| 8 | Pacific Ridge Capital Partners, LLC | 204.85K (1.88%) | -20.97K Decreased by -10.24% | Jun 30, 25 |
| 9 | Kennedy Capital Management Inc | 203.48K (1.86%) | 35.98K Increased by +17.68% | Jun 30, 25 |
| 10 | Ballast Asset Management, LP | 193.32K (1.77%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | State Street Corporation | 177.39K (1.63%) | 17.10K Increased by +9.64% | Mar 31, 24 |
| 12 | American Century Companies Inc | 168.80K (1.55%) | 19.14K Increased by +11.34% | Jun 30, 25 |
| 13 | Bridgeway Capital Management, LLC | 159.73K (1.46%) | 2.38K Increased by +1.49% | Jun 30, 25 |
| 14 | Arrowstreet Capital Limited Partnership | 152.41K (1.40%) | 86.06K Increased by +56.47% | Jun 30, 25 |
| 15 | Ameriprise Financial Inc | 135.08K (1.24%) | -229.23K Decreased by -169.70% | Dec 31, 24 |
| 16 | Maltese Capital Management LLC | 125.00K (1.15%) | -15.00K Decreased by -12.00% | Jun 30, 25 |
| 17 | Fourthstone LLC | 123.18K (1.13%) | 71.63K Increased by +58.15% | Dec 31, 24 |
| 18 | Hotchkis & Wiley Capital Management LLC | 114.16K (1.05%) | 14.76K Increased by +12.93% | Jun 30, 25 |
| 19 | Acadian Asset Management LLC | 112.52K (1.03%) | 28.59K Increased by +25.40% | Jun 30, 25 |
| 20 | Elizabeth Park Capital Advisors, Ltd | 103.27K (0.95%) | -21.95K Decreased by -21.25% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 355.57K (3.26%) | -7.88K Decreased by -2.22% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 292.78K (2.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 285.69K (2.62%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | Pacific Ridge Capital Ptnrs Micro Cp Val | 162.15K (1.49%) | -9.30K Decreased by -5.74% | Mar 31, 24 |
| 5 | Ballast SMidCap | 154.74K (1.42%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Ballast Small/Mid Cap ETF | 144.89K (1.33%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 7 | Avantis US Small Cap Value ETF | 132.86K (1.22%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 131.72K (1.21%) | -58.25K Decreased by -44.22% | Jul 31, 25 |
| 9 | Kennedy Micro Cap | 121.87K (1.12%) | 28.97K Increased by +23.77% | Jun 30, 25 |
| 10 | Fidelity Small Cap Index | 115.86K (1.06%) | 23.28K Increased by +20.10% | Jun 30, 25 |
| 11 | Fidelity® Small Cap Index | 85.44K (0.78%) | 587.00 Increased by +0.69% | Oct 31, 23 |
| 12 | Adara Smaller Companies | 82.99K (0.76%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | Kennedy Micro Cap Opportunities | 81.61K (0.75%) | 31.32K Increased by +38.37% | Jun 30, 25 |
| 14 | iShares Russell 2000 Value ETF | 80.99K (0.74%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 15 | EA Bridgeway Omni Small-Cap Value ETF | 78.90K (0.72%) | 52.00 Increased by +0.07% | Aug 29, 25 |
| 16 | Columbia Small Cap Value I | 76.73K (0.70%) | -139.64K Decreased by -181.98% | Dec 31, 24 |
| 17 | Columbia Small Cap Value I A | 76.73K (0.70%) | -42.82K Decreased by -55.81% | Dec 31, 24 |
| 18 | VT De Lisle America B USD | 75.89K (0.70%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 19 | Invesco Dorsey Wright SmallCap Momt ETF | 74.42K (0.68%) | 97.00 Increased by +0.13% | Aug 29, 25 |
| 20 | Bridgeway Omni Small-Cap Value | 73.95K (0.68%) | 0.00 Increased by 0.00% | Jun 30, 25 |