| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.07M (9.63%) | 222.47K Increased by +20.80% | Jun 30, 24 |
| 2 | T. Rowe Price Investment Management,Inc. | 898.46K (8.09%) | -3.31K Decreased by -0.37% | Sep 30, 24 |
| 3 | Endeavour Capital Advisors Inc | 748.40K (6.74%) | -2.28K Decreased by -0.30% | Sep 30, 24 |
| 4 | Vanguard Group Inc | 615.11K (5.54%) | 40.10K Increased by +6.52% | Sep 30, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 371.05K (3.34%) | 11.19K Increased by +3.01% | Sep 30, 24 |
| 6 | Manufacturers Life Insurance Co | 351.45K (3.17%) | -9.83K Decreased by -2.80% | Sep 30, 24 |
| 7 | State Street Corp | 314.27K (2.83%) | 7.39K Increased by +2.35% | Sep 30, 24 |
| 8 | GW&K Investment Management, LLC | 309.18K (2.78%) | 4.50K Increased by +1.46% | Sep 30, 24 |
| 9 | State Street Corporation | 286.64K (2.58%) | 957.00 Increased by +0.33% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 259.77K (2.34%) | -27.91K Decreased by -10.75% | Sep 30, 24 |
| 11 | Kennedy Capital Management Inc | 216.13K (1.95%) | -39.26K Decreased by -18.17% | Sep 30, 24 |
| 12 | Jacobs Asset Management, LLC | 187.50K (1.69%) | 15.68K Increased by +8.36% | Sep 30, 24 |
| 13 | Advisors Capital Management, LLC | 160.62K (1.45%) | 520.00 Increased by +0.32% | Sep 30, 24 |
| 14 | American Century Companies Inc | 155.73K (1.40%) | 14.52K Increased by +9.33% | Sep 30, 24 |
| 15 | AllianceBernstein L.P. | 149.28K (1.34%) | -46.60K Decreased by -31.22% | Sep 30, 24 |
| 16 | RMB Capital Management, LLC | 135.00K (1.22%) | -15.00K Decreased by -11.11% | Sep 30, 23 |
| 17 | JPMorgan Chase & Co | 117.08K (1.05%) | 33.96K Increased by +29.01% | Sep 30, 24 |
| 18 | JCSD Capital LLC | 116.71K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | Northern Trust Corp | 107.69K (0.97%) | -361.00 Decreased by -0.34% | Sep 30, 24 |
| 20 | BOOTHBAY FUND MANAGEMENT, LLC | 103.42K (0.93%) | -54.66K Decreased by -52.85% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 590.86K (5.32%) | 16.02K Increased by +2.71% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 364.03K (3.28%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 336.22K (3.03%) | 506.00 Increased by +0.15% | Oct 31, 24 |
| 4 | T. Rowe Price U.S. SC Value Eq Tr-Z | 300.75K (2.71%) | 564.00 Increased by +0.19% | Sep 30, 24 |
| 5 | JHancock Regional Bank A | 188.59K (1.70%) | -2.18K Decreased by -1.16% | Oct 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 157.33K (1.42%) | -640.00 Decreased by -0.41% | Oct 31, 24 |
| 7 | Kennedy Extended Small Cap | 136.40K (1.23%) | -39.26K Decreased by -28.78% | Sep 30, 24 |
| 8 | JH Financial Opportunities | 130.62K (1.18%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 9 | Avantis US Small Cap Value ETF | 127.47K (1.15%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | Fidelity Small Cap Index | 115.32K (1.04%) | -259.00 Decreased by -0.22% | Sep 30, 24 |
| 11 | Fidelity® Small Cap Index | 106.43K (0.96%) | 3.32K Increased by +3.12% | Oct 31, 23 |
| 12 | RMB Mendon Financial Services A | 100.00K (0.90%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | iShares Russell 2000 Growth ETF | 97.12K (0.87%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 14 | Advisors Capital Mod Small/Mid Cap | 91.17K (0.82%) | 6.59K Increased by +7.23% | Mar 31, 24 |
| 15 | JHancock Financial Industries A | 90.95K (0.82%) | -1.26K Decreased by -1.39% | Dec 31, 23 |
| 16 | State St Russell Sm/Mid Cp® Indx NL Cl C | 84.38K (0.76%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | SPDR® S&P Regional Banking ETF | 79.15K (0.71%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 18 | Invesco Dorsey Wright SmallCap Momt ETF | 72.31K (0.65%) | 201.00 Increased by +0.28% | Nov 29, 24 |
| 19 | Advisors Capital Small/Mid Cap USD | 70.50K (0.63%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | DFA US Small Cap I | 65.08K (0.59%) | -695.00 Decreased by -1.07% | Dec 31, 23 |