| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management,Inc. | 1.29M (9.94%) | -44.94K Decreased by -3.47% | Jun 30, 25 |
| 2 | BlackRock Inc | 1.00M (7.69%) | -46.54K Decreased by -4.65% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 762.24K (5.85%) | 22.91K Increased by +3.01% | Jun 30, 25 |
| 4 | Azora Capital LP | 751.10K (5.77%) | 156.96K Increased by +20.90% | Jun 30, 25 |
| 5 | American Century Companies Inc | 481.93K (3.70%) | 275.50K Increased by +57.17% | Jun 30, 25 |
| 6 | Wellington Management Company LLP | 446.21K (3.43%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Westwood Holdings Group Inc | 424.97K (3.26%) | -24.15K Decreased by -5.68% | Jun 30, 25 |
| 8 | State Street Corp | 408.74K (3.14%) | 7.36K Increased by +1.80% | Jun 30, 25 |
| 9 | Manufacturers Life Insurance Co | 362.07K (2.78%) | -21.57K Decreased by -5.96% | Jun 30, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 359.16K (2.76%) | 11.34K Increased by +3.16% | Jun 30, 25 |
| 11 | Endeavour Capital Advisors Inc | 311.50K (2.39%) | -19.80K Decreased by -6.36% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 304.37K (2.34%) | 6.73K Increased by +2.21% | Jun 30, 25 |
| 13 | State Street Corporation | 286.64K (2.20%) | 957.00 Increased by +0.33% | Mar 31, 24 |
| 14 | GW&K Investment Management, LLC | 276.10K (2.12%) | -1.85K Decreased by -0.67% | Jun 30, 25 |
| 15 | Driehaus Capital Management LLC | 215.71K (1.66%) | -1.17K Decreased by -0.54% | Jun 30, 25 |
| 16 | Kennedy Capital Management Inc | 173.06K (1.33%) | -21.71K Decreased by -12.55% | Jun 30, 25 |
| 17 | Royce & Associates, LP | 148.63K (1.14%) | 42.29K Increased by +28.45% | Jun 30, 25 |
| 18 | Orion Portfolio Solutions, LLC | 142.18K (1.09%) | 59.83K Increased by +42.08% | Mar 31, 25 |
| 19 | Advisors Capital Management, LLC | 141.66K (1.09%) | 1.76K Increased by +1.24% | Jun 30, 25 |
| 20 | Peregrine Capital Management,LLC | 140.69K (1.08%) | 28.10K Increased by +19.97% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 712.00K (5.47%) | -1.63K Decreased by -0.23% | Jul 31, 25 |
| 2 | T. Rowe Price U.S. SC Value Eq Tr-Z | 443.92K (3.41%) | 21.64K Increased by +4.87% | Mar 31, 25 |
| 3 | T. Rowe Price U.S. SC Value Eq Tr-D | 438.32K (3.37%) | -5.60K Decreased by -1.28% | Jun 30, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 394.04K (3.03%) | -8.74K Decreased by -2.22% | Jul 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 335.72K (2.58%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | iShares Russell 2000 ETF | 314.21K (2.41%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | American Century Small Cap Growth Inv | 251.68K (1.93%) | 251.68K Increased by +100.00% | Jun 30, 25 |
| 8 | American Century U.S. Small Cap Growth | 251.68K (1.93%) | 251.68K Increased by +100.00% | Jun 30, 25 |
| 9 | JHancock Regional Bank A | 169.96K (1.31%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | SPDR® S&P Regional Banking ETF | 138.82K (1.07%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 131.78K (1.01%) | -57.57K Decreased by -43.69% | Jul 31, 25 |
| 12 | John Hancock Financial Opportunities Fund | 130.62K (1.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Fidelity Small Cap Index | 129.06K (0.99%) | 2.41K Increased by +1.87% | Jun 30, 25 |
| 14 | Kennedy Extended Small Cap | 129.00K (0.99%) | -7.40K Decreased by -5.74% | Dec 31, 24 |
| 15 | JH Financial Opportunities | 115.31K (0.89%) | -5.54K Decreased by -4.81% | Jul 31, 25 |
| 16 | iShares Russell 2000 Growth ETF | 113.81K (0.87%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 17 | Fidelity VIP Mid Cap Initial | 109.20K (0.84%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | Fidelity® Small Cap Index | 106.43K (0.82%) | 3.32K Increased by +3.12% | Oct 31, 23 |
| 19 | Westwood Mgt SmallCap Value | 105.91K (0.81%) | -15.09K Decreased by -14.25% | Jun 30, 25 |
| 20 | Westwood Quality SmallCap Fund Inst | 105.91K (0.81%) | -15.09K Decreased by -14.25% | Jun 30, 25 |