| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management,Inc. | 1.32M (10.31%) | 423.86K Increased by +32.05% | Dec 31, 24 |
| 2 | BlackRock Inc | 1.07M (8.34%) | -47.70K Decreased by -4.46% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 685.38K (5.34%) | 70.27K Increased by +10.25% | Dec 31, 24 |
| 4 | Wellington Management Company LLP | 456.89K (3.56%) | 417.77K Increased by +91.44% | Dec 31, 24 |
| 5 | Endeavour Capital Advisors Inc | 455.23K (3.55%) | -293.18K Decreased by -64.40% | Dec 31, 24 |
| 6 | Azora Capital LP | 397.99K (3.10%) | 397.99K Increased by +100.00% | Dec 31, 24 |
| 7 | Manufacturers Life Insurance Co | 385.43K (3.00%) | 33.98K Increased by +8.82% | Dec 31, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 363.31K (2.83%) | -7.74K Decreased by -2.13% | Dec 31, 24 |
| 9 | State Street Corp | 352.59K (2.75%) | 38.32K Increased by +10.87% | Dec 31, 24 |
| 10 | GW&K Investment Management, LLC | 303.47K (2.37%) | -5.71K Decreased by -1.88% | Dec 31, 24 |
| 11 | Kennedy Capital Management Inc | 299.46K (2.33%) | 83.33K Increased by +27.83% | Dec 31, 24 |
| 12 | State Street Corporation | 286.64K (2.23%) | 957.00 Increased by +0.33% | Mar 31, 24 |
| 13 | Geode Capital Management, LLC | 258.51K (2.02%) | -1.26K Decreased by -0.49% | Dec 31, 24 |
| 14 | Advisors Capital Management, LLC | 159.48K (1.24%) | -1.14K Decreased by -0.72% | Dec 31, 24 |
| 15 | American Century Companies Inc | 157.24K (1.23%) | 1.51K Increased by +0.96% | Dec 31, 24 |
| 16 | AllianceBernstein L.P. | 144.36K (1.13%) | -4.92K Decreased by -3.40% | Dec 31, 24 |
| 17 | RMB Capital Management, LLC | 135.00K (1.05%) | -15.00K Decreased by -11.11% | Sep 30, 23 |
| 18 | BOOTHBAY FUND MANAGEMENT, LLC | 122.13K (0.95%) | 18.70K Increased by +15.32% | Dec 31, 24 |
| 19 | JPMorgan Chase & Co | 121.47K (0.95%) | -112.69K Decreased by -92.78% | Dec 31, 24 |
| 20 | JCSD Capital LLC | 116.71K (0.91%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 759.18K (5.92%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | T. Rowe Price U.S. SC Value Eq Tr-Z | 422.28K (3.29%) | 121.53K Increased by +28.78% | Dec 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 392.75K (3.06%) | -2.00 Decreased by -0.00% | Feb 28, 25 |
| 4 | iShares Russell 2000 ETF | 331.69K (2.59%) | -2.86K Decreased by -0.86% | Mar 31, 25 |
| 5 | JHancock Regional Bank A | 181.43K (1.41%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 164.49K (1.28%) | 2.32K Increased by +1.41% | Feb 28, 25 |
| 7 | Fidelity VIP Mid Cap Initial | 154.25K (1.20%) | 154.25K Increased by +100.00% | Feb 28, 25 |
| 8 | SPDR® S&P Regional Banking ETF | 131.57K (1.03%) | 654.00 Increased by +0.50% | Mar 31, 25 |
| 9 | JH Financial Opportunities | 130.62K (1.02%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 10 | Kennedy Extended Small Cap | 129.00K (1.01%) | -7.40K Decreased by -5.74% | Dec 31, 24 |
| 11 | Fidelity Small Cap Index | 111.70K (0.87%) | -2.09K Decreased by -1.87% | Jan 31, 25 |
| 12 | Fidelity® Small Cap Index | 106.43K (0.83%) | 3.32K Increased by +3.12% | Oct 31, 23 |
| 13 | iShares Russell 2000 Growth ETF | 104.84K (0.82%) | -500.00 Decreased by -0.48% | Mar 31, 25 |
| 14 | RMB Mendon Financial Services A | 100.00K (0.78%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 15 | Advisors Capital Mod Small/Mid Cap | 91.17K (0.71%) | 6.59K Increased by +7.23% | Mar 31, 24 |
| 16 | JHancock Financial Industries A | 90.95K (0.71%) | -1.26K Decreased by -1.39% | Dec 31, 23 |
| 17 | Avantis US Small Cap Value ETF | 88.59K (0.69%) | -12.53K Decreased by -14.14% | Mar 29, 25 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 76.78K (0.60%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | Heptagon Driehaus US Micro Cap Eq C$ Acc | 74.78K (0.58%) | 12.91K Increased by +17.27% | Feb 28, 25 |
| 20 | Invesco Dorsey Wright SmallCap Momt ETF | 73.49K (0.57%) | 134.00 Increased by +0.18% | Dec 31, 24 |