| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management,Inc. | 1.38M (10.51%) | 86.62K Increased by +6.27% | Sep 30, 25 |
| 2 | BlackRock Inc | 967.87K (7.37%) | -32.92K Decreased by -3.40% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 784.23K (5.97%) | 18.19K Increased by +2.32% | Dec 31, 25 |
| 4 | Azora Capital LP | 591.02K (4.50%) | -160.08K Decreased by -27.09% | Sep 30, 25 |
| 5 | American Century Companies Inc | 540.47K (4.11%) | 29.92K Increased by +5.54% | Dec 31, 25 |
| 6 | Wellington Management Company LLP | 466.87K (3.55%) | -19.33K Decreased by -4.14% | Dec 31, 25 |
| 7 | State Street Corp | 447.94K (3.41%) | 39.20K Increased by +8.75% | Sep 30, 25 |
| 8 | FMR Inc | 370.03K (2.82%) | 42.38K Increased by +11.45% | Dec 31, 25 |
| 9 | Westwood Holdings Group Inc | 354.64K (2.70%) | -70.32K Decreased by -19.83% | Sep 30, 25 |
| 10 | Driehaus Capital Management LLC | 344.36K (2.62%) | -12.12K Decreased by -3.52% | Dec 31, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 334.15K (2.54%) | -14.21K Decreased by -4.25% | Dec 31, 25 |
| 12 | Manufacturers Life Insurance Co | 333.21K (2.54%) | -13.50K Decreased by -4.05% | Dec 31, 25 |
| 13 | Loomis, Sayles & Company LP | 330.23K (2.51%) | 100.66K Increased by +30.48% | Dec 31, 25 |
| 14 | Geode Capital Management, LLC | 316.54K (2.41%) | 12.18K Increased by +3.85% | Sep 30, 25 |
| 15 | Endeavour Capital Advisors Inc | 311.50K (2.37%) | -19.80K Decreased by -6.36% | Jun 30, 25 |
| 16 | State Street Corporation | 286.64K (2.18%) | 957.00 Increased by +0.33% | Mar 31, 24 |
| 17 | GW&K Investment Management, LLC | 185.40K (1.41%) | -90.70K Decreased by -48.92% | Sep 30, 25 |
| 18 | Next Century Growth Investors LLC | 178.22K (1.36%) | 100.73K Increased by +56.52% | Dec 31, 25 |
| 19 | Kennedy Capital Management Inc | 168.82K (1.28%) | 26.91K Increased by +15.94% | Dec 31, 25 |
| 20 | UBS Asset Mgmt Americas Inc | 168.76K (1.28%) | 132.40K Increased by +78.45% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 693.76K (5.28%) | -29.79K Decreased by -4.29% | Dec 31, 25 |
| 2 | T. Rowe Price U.S. SC Value Eq Tr-Z | 443.92K (3.38%) | 21.64K Increased by +4.87% | Mar 31, 25 |
| 3 | T. Rowe Price U.S. SC Value Eq Tr-D | 436.63K (3.32%) | -41.50K Decreased by -9.50% | Dec 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 403.11K (3.07%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 5 | Vanguard US Total Market Shares ETF | 335.72K (2.55%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | iShares Russell 2000 ETF | 309.70K (2.36%) | 89.41K Increased by +28.87% | Feb 25, 26 |
| 7 | American Century Small Cap Growth Inv | 306.03K (2.33%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | American Century U.S. Small Cap Growth | 306.03K (2.33%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | Fidelity VIP Mid Cap Initial | 286.30K (2.18%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | Loomis Sayles Small Cap Growth Instl | 182.83K (1.39%) | 29.33K Increased by +16.04% | Dec 31, 25 |
| 11 | JHancock Regional Bank A | 156.47K (1.19%) | -3.68K Decreased by -2.35% | Dec 31, 25 |
| 12 | State Street® SPDR® S&PRgnllBkgETF | 152.40K (1.16%) | 8.31K Increased by +5.45% | Feb 26, 26 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 140.73K (1.07%) | 639.00 Increased by +0.45% | Jan 31, 26 |
| 14 | SPDR® S&P Regional Banking ETF | 138.82K (1.06%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 15 | Heptagon Driehaus US Micro Cap Eq C$ Acc | 135.25K (1.03%) | -1.17K Decreased by -0.86% | Dec 31, 25 |
| 16 | John Hancock Financial Opportunities Fund | 130.62K (0.99%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Fidelity Small Cap Index | 130.00K (0.99%) | 641.00 Increased by +0.49% | Nov 30, 25 |
| 18 | Kennedy Extended Small Cap | 129.00K (0.98%) | -7.40K Decreased by -5.74% | Dec 31, 24 |
| 19 | JH Financial Opportunities | 108.42K (0.83%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | iShares Russell 2000 Growth ETF | 107.39K (0.82%) | 13.21K Increased by +12.30% | Feb 25, 26 |