| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management,Inc. | 1.34M (10.41%) | 16.94K Increased by +1.27% | Mar 31, 25 |
| 2 | BlackRock Inc | 1.05M (8.14%) | -22.36K Decreased by -2.13% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 739.32K (5.75%) | 53.94K Increased by +7.30% | Mar 31, 25 |
| 4 | Azora Capital LP | 594.14K (4.62%) | 196.15K Increased by +33.01% | Mar 31, 25 |
| 5 | Westwood Holdings Group Inc | 449.11K (3.49%) | 359.37K Increased by +80.02% | Mar 31, 25 |
| 6 | Wellington Management Company LLP | 446.21K (3.47%) | -10.67K Decreased by -2.39% | Mar 31, 25 |
| 7 | State Street Corp | 401.38K (3.12%) | 48.78K Increased by +12.15% | Mar 31, 25 |
| 8 | Manufacturers Life Insurance Co | 383.63K (2.98%) | -1.80K Decreased by -0.47% | Mar 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 347.82K (2.70%) | -15.49K Decreased by -4.45% | Mar 31, 25 |
| 10 | Endeavour Capital Advisors Inc | 331.29K (2.58%) | -123.94K Decreased by -37.41% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 297.63K (2.31%) | 39.13K Increased by +13.15% | Mar 31, 25 |
| 12 | State Street Corporation | 286.64K (2.23%) | 957.00 Increased by +0.33% | Mar 31, 24 |
| 13 | FMR Inc | 279.51K (2.17%) | 275.88K Increased by +98.70% | Mar 31, 25 |
| 14 | GW&K Investment Management, LLC | 277.95K (2.16%) | -25.52K Decreased by -9.18% | Mar 31, 25 |
| 15 | Driehaus Capital Management LLC | 216.88K (1.69%) | 120.67K Increased by +55.64% | Mar 31, 25 |
| 16 | American Century Companies Inc | 206.43K (1.60%) | 49.20K Increased by +23.83% | Mar 31, 25 |
| 17 | Kennedy Capital Management Inc | 194.77K (1.51%) | -104.68K Decreased by -53.75% | Mar 31, 25 |
| 18 | Orion Portfolio Solutions, LLC | 142.18K (1.11%) | 59.83K Increased by +42.08% | Mar 31, 25 |
| 19 | Advisors Capital Management, LLC | 139.90K (1.09%) | -19.58K Decreased by -14.00% | Mar 31, 25 |
| 20 | RMB Capital Management, LLC | 135.00K (1.05%) | -15.00K Decreased by -11.11% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 759.02K (5.90%) | -163.00 Decreased by -0.02% | Mar 31, 25 |
| 2 | T. Rowe Price U.S. SC Value Eq Tr-D | 443.92K (3.45%) | 21.64K Increased by +4.87% | Mar 31, 25 |
| 3 | T. Rowe Price U.S. SC Value Eq Tr-Z | 443.92K (3.45%) | 21.64K Increased by +4.87% | Mar 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 402.77K (3.13%) | 5.74K Increased by +1.43% | May 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 335.72K (2.61%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | iShares Russell 2000 ETF | 313.25K (2.44%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Fidelity VIP Mid Cap Initial | 208.09K (1.62%) | -15.11K Decreased by -7.26% | Apr 30, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 189.61K (1.47%) | 1.43K Increased by +0.75% | May 31, 25 |
| 9 | JHancock Regional Bank A | 172.91K (1.34%) | -8.52K Decreased by -4.93% | Apr 30, 25 |
| 10 | John Hancock Financial Opportunities Fund | 130.62K (1.02%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Kennedy Extended Small Cap | 129.00K (1.00%) | -7.40K Decreased by -5.74% | Dec 31, 24 |
| 12 | JH Financial Opportunities | 126.28K (0.98%) | -4.33K Decreased by -3.43% | Apr 30, 25 |
| 13 | Fidelity Small Cap Index | 124.60K (0.97%) | 12.61K Increased by +10.12% | Mar 31, 25 |
| 14 | SPDR® S&P Regional Banking ETF | 124.57K (0.97%) | 0.00 Increased by 0.00% | May 31, 25 |
| 15 | Westwood Mgt SmallCap Value | 121.00K (0.94%) | 88.44K Increased by +73.09% | Mar 31, 25 |
| 16 | Westwood Quality SmallCap Fund Inst | 121.00K (0.94%) | 89.15K Increased by +73.68% | Mar 31, 25 |
| 17 | Fidelity® Small Cap Index | 106.43K (0.83%) | 3.32K Increased by +3.12% | Oct 31, 23 |
| 18 | iShares Russell 2000 Growth ETF | 101.97K (0.79%) | 0.00 Increased by 0.00% | May 31, 25 |
| 19 | RMB Mendon Financial Services A | 100.00K (0.78%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | Advisors Capital Mod Small/Mid Cap | 91.17K (0.71%) | 6.59K Increased by +7.23% | Mar 31, 24 |