| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.12M (9.66%) | 48.09K Increased by +4.30% | Sep 30, 24 |
| 2 | T. Rowe Price Investment Management,Inc. | 898.46K (7.77%) | -3.31K Decreased by -0.37% | Sep 30, 24 |
| 3 | Endeavour Capital Advisors Inc | 748.40K (6.47%) | -2.28K Decreased by -0.30% | Sep 30, 24 |
| 4 | Vanguard Group Inc | 615.11K (5.32%) | 40.10K Increased by +6.52% | Sep 30, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 371.05K (3.21%) | 11.19K Increased by +3.01% | Sep 30, 24 |
| 6 | Manufacturers Life Insurance Co | 351.45K (3.04%) | -9.83K Decreased by -2.80% | Sep 30, 24 |
| 7 | State Street Corp | 314.27K (2.72%) | 7.39K Increased by +2.35% | Sep 30, 24 |
| 8 | GW&K Investment Management, LLC | 309.18K (2.67%) | 4.50K Increased by +1.46% | Sep 30, 24 |
| 9 | State Street Corporation | 286.64K (2.48%) | 957.00 Increased by +0.33% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 259.77K (2.25%) | -27.91K Decreased by -10.75% | Sep 30, 24 |
| 11 | Kennedy Capital Management Inc | 216.13K (1.87%) | -39.26K Decreased by -18.17% | Sep 30, 24 |
| 12 | Jacobs Asset Management, LLC | 187.50K (1.62%) | 15.68K Increased by +8.36% | Sep 30, 24 |
| 13 | Advisors Capital Management, LLC | 160.62K (1.39%) | 520.00 Increased by +0.32% | Sep 30, 24 |
| 14 | American Century Companies Inc | 155.73K (1.35%) | 14.52K Increased by +9.33% | Sep 30, 24 |
| 15 | AllianceBernstein L.P. | 149.28K (1.29%) | -46.60K Decreased by -31.22% | Sep 30, 24 |
| 16 | RMB Capital Management, LLC | 135.00K (1.17%) | -15.00K Decreased by -11.11% | Sep 30, 23 |
| 17 | JPMorgan Chase & Co | 117.08K (1.01%) | 33.96K Increased by +29.01% | Sep 30, 24 |
| 18 | JCSD Capital LLC | 116.71K (1.01%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | Northern Trust Corp | 107.69K (0.93%) | -361.00 Decreased by -0.34% | Sep 30, 24 |
| 20 | BOOTHBAY FUND MANAGEMENT, LLC | 103.42K (0.89%) | -54.66K Decreased by -52.85% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 759.74K (6.57%) | 73.55K Increased by +9.68% | Dec 31, 24 |
| 2 | T. Rowe Price U.S. SC Value Eq Tr-Z | 422.28K (3.65%) | 121.53K Increased by +28.78% | Dec 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 379.75K (3.28%) | 43.52K Increased by +11.46% | Dec 31, 24 |
| 4 | iShares Russell 2000 ETF | 320.71K (2.77%) | -1.23K Decreased by -0.38% | Dec 31, 24 |
| 5 | JHancock Regional Bank A | 184.90K (1.60%) | -3.69K Decreased by -2.00% | Nov 30, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 162.12K (1.40%) | 3.81K Increased by +2.35% | Dec 31, 24 |
| 7 | JH Financial Opportunities | 130.62K (1.13%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 8 | Kennedy Extended Small Cap | 129.00K (1.12%) | -7.40K Decreased by -5.74% | Dec 31, 24 |
| 9 | Avantis US Small Cap Value ETF | 125.91K (1.09%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Fidelity Small Cap Index | 116.00K (1.00%) | 678.00 Increased by +0.58% | Oct 31, 24 |
| 11 | Fidelity® Small Cap Index | 106.43K (0.92%) | 3.32K Increased by +3.12% | Oct 31, 23 |
| 12 | RMB Mendon Financial Services A | 100.00K (0.86%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | iShares Russell 2000 Growth ETF | 99.63K (0.86%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | SPDR® S&P Regional Banking ETF | 95.41K (0.82%) | 228.00 Increased by +0.24% | Dec 31, 24 |
| 15 | Advisors Capital Mod Small/Mid Cap | 91.17K (0.79%) | 6.59K Increased by +7.23% | Mar 31, 24 |
| 16 | JHancock Financial Industries A | 90.95K (0.79%) | -1.26K Decreased by -1.39% | Dec 31, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 77.58K (0.67%) | -6.80K Decreased by -8.77% | Dec 31, 24 |
| 18 | Invesco Dorsey Wright SmallCap Momt ETF | 73.49K (0.64%) | 134.00 Increased by +0.18% | Dec 31, 24 |
| 19 | Advisors Capital Small/Mid Cap | 70.50K (0.61%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | Advisors Capital Small/Mid Cap USD | 70.50K (0.61%) | 0.00 Increased by 0.00% | Sep 30, 24 |