| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 661.44K (5.98%) | 61.30K Increased by +9.27% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 487.88K (4.41%) | 28.16K Increased by +5.77% | Sep 30, 24 |
| 3 | Ameriprise Financial Inc | 364.31K (3.29%) | 2.40K Increased by +0.66% | Sep 30, 24 |
| 4 | AllianceBernstein L.P. | 360.65K (3.26%) | 360.00 Increased by +0.10% | Sep 30, 24 |
| 5 | Ategra Capital Management LLC | 287.83K (2.60%) | 287.83K Increased by +100.00% | Sep 30, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 246.67K (2.23%) | 19.43K Increased by +7.88% | Sep 30, 24 |
| 7 | Pacific Ridge Capital Partners, LLC | 239.77K (2.17%) | 31.40K Increased by +13.10% | Sep 30, 24 |
| 8 | Geode Capital Management, LLC | 207.88K (1.88%) | 424.00 Increased by +0.20% | Sep 30, 24 |
| 9 | Ballast Asset Management, LP | 197.29K (1.78%) | -2.98K Decreased by -1.51% | Sep 30, 24 |
| 10 | State Street Corporation | 177.39K (1.60%) | 17.10K Increased by +9.64% | Mar 31, 24 |
| 11 | State Street Corp | 175.64K (1.59%) | 1.53K Increased by +0.87% | Sep 30, 24 |
| 12 | Maltese Capital Management LLC | 172.90K (1.56%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | Bridgeway Capital Management, LLC | 163.06K (1.47%) | 1.42K Increased by +0.87% | Sep 30, 24 |
| 14 | Elizabeth Park Capital Advisors, Ltd | 103.27K (0.93%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Acadian Asset Management LLC | 99.08K (0.90%) | -2.34K Decreased by -2.36% | Sep 30, 24 |
| 16 | Empowered Funds, LLC | 89.11K (0.81%) | 4.42K Increased by +4.96% | Sep 30, 24 |
| 17 | Northern Trust Corp | 79.62K (0.72%) | -21.90K Decreased by -27.51% | Sep 30, 24 |
| 18 | Sontag Advisory LLC | 77.04K (0.70%) | 137.00 Increased by +0.18% | Sep 30, 24 |
| 19 | WEDGE Capital Management, LLP | 71.61K (0.65%) | -18.46K Decreased by -25.77% | Sep 30, 24 |
| 20 | Goldman Sachs Group Inc | 71.54K (0.65%) | 35.82K Increased by +50.07% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 293.09K (2.65%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | iShares Russell 2000 ETF | 292.47K (2.64%) | -1.13K Decreased by -0.38% | Dec 31, 24 |
| 3 | Columbia Small Cap Value I | 216.38K (1.96%) | 7.60K Increased by +3.51% | Sep 30, 24 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 193.77K (1.75%) | 68.48K Increased by +35.34% | Dec 31, 24 |
| 5 | Pacific Ridge Capital Ptnrs Micro Cp Val | 162.15K (1.47%) | -9.30K Decreased by -5.74% | Mar 31, 24 |
| 6 | Ballast Small/Mid Cap ETF | 151.77K (1.37%) | 2.98K Increased by +1.96% | Dec 31, 24 |
| 7 | Ballast SMidCap | 148.79K (1.34%) | 992.00 Increased by +0.67% | Nov 30, 24 |
| 8 | iShares Russell 2000 Value ETF | 95.20K (0.86%) | -2.65K Decreased by -2.78% | Dec 31, 24 |
| 9 | Fidelity Small Cap Index | 91.05K (0.82%) | -65.00 Decreased by -0.07% | Oct 31, 24 |
| 10 | Adara Smaller Companies | 90.01K (0.81%) | -190.00 Decreased by -0.21% | Dec 31, 24 |
| 11 | EA Bridgeway Omni Small-Cap Value ETF | 89.38K (0.81%) | 128.00 Increased by +0.14% | Dec 31, 24 |
| 12 | Fidelity® Small Cap Index | 85.44K (0.77%) | 587.00 Increased by +0.69% | Oct 31, 23 |
| 13 | WEDGE Small Cap Value | 79.70K (0.72%) | 19.18K Increased by +24.07% | Dec 31, 24 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 78.28K (0.71%) | 30.30K Increased by +38.71% | Dec 31, 24 |
| 15 | Columbia Small Cap Value I A | 76.73K (0.69%) | -42.82K Decreased by -55.81% | Dec 31, 24 |
| 16 | Bridgeway Omni Small-Cap Value | 73.95K (0.67%) | -3.00K Decreased by -4.06% | Sep 30, 24 |
| 17 | Bridgeway Omni Small-Cap Value N | 73.95K (0.67%) | -3.00K Decreased by -4.06% | Sep 30, 24 |
| 18 | Avantis US Small Cap Value ETF | 67.78K (0.61%) | 260.00 Increased by +0.38% | Dec 31, 24 |
| 19 | Columbia VP Small Cap Value 1 | 56.72K (0.51%) | -12.47K Decreased by -21.98% | Oct 31, 24 |
| 20 | DFA US Targeted Value I | 56.43K (0.51%) | 805.00 Increased by +1.43% | Nov 30, 24 |