| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management,Inc. | 1.28M (9.66%) | -484.68K Decreased by -38.01% | Mar 31, 26 |
| 2 | BlackRock Inc | 973.86K (7.38%) | -10.97K Decreased by -1.13% | Mar 31, 26 |
| 3 | Vanguard Group Inc | 784.23K (5.94%) | 18.19K Increased by +2.32% | Dec 31, 25 |
| 4 | Azora Capital LP | 658.62K (4.99%) | 40.37K Increased by +6.13% | Mar 31, 26 |
| 5 | Vanguard Capital Management, LLC | 562.22K (4.26%) | 562.22K Increased by +100.00% | Mar 31, 26 |
| 6 | State Street Corp | 554.96K (4.21%) | 112.13K Increased by +20.21% | Mar 31, 26 |
| 7 | Cooper Creek Partners Management LLC | 450.13K (3.41%) | 230.54K Increased by +51.22% | Mar 31, 26 |
| 8 | Wellington Management Company LLP | 447.43K (3.39%) | -19.43K Decreased by -4.34% | Mar 31, 26 |
| 9 | American Century Companies Inc | 418.67K (3.17%) | -121.80K Decreased by -29.09% | Mar 31, 26 |
| 10 | FMR Inc | 370.76K (2.81%) | 723.00 Increased by +0.20% | Mar 31, 26 |
| 11 | Dimensional Fund Advisors, Inc. | 359.57K (2.73%) | 25.42K Increased by +7.07% | Mar 31, 26 |
| 12 | Driehaus Capital Management LLC | 344.36K (2.61%) | -12.12K Decreased by -3.52% | Dec 31, 25 |
| 13 | Manufacturers Life Insurance Co | 337.82K (2.56%) | 4.61K Increased by +1.36% | Mar 31, 26 |
| 14 | Westwood Holdings Group Inc | 331.36K (2.51%) | -5.68K Decreased by -1.71% | Mar 31, 26 |
| 15 | Geode Capital Management, LLC | 319.52K (2.42%) | -6.37K Decreased by -1.99% | Mar 31, 26 |
| 16 | Loomis, Sayles & Company LP | 304.79K (2.31%) | -25.44K Decreased by -8.35% | Mar 31, 26 |
| 17 | State Street Corporation | 286.64K (2.17%) | 957.00 Increased by +0.33% | Mar 31, 24 |
| 18 | Endeavour Capital Advisors Inc | 273.60K (2.07%) | 111.68K Increased by +40.82% | Mar 31, 26 |
| 19 | UBS Asset Mgmt Americas Inc | 268.69K (2.04%) | 106.50K Increased by +39.64% | Mar 31, 26 |
| 20 | Emerald Advisers, LLC | 221.18K (1.68%) | 68.43K Increased by +30.94% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 704.88K (5.34%) | 12.07K Increased by +1.71% | Apr 30, 26 |
| 2 | T. Rowe Price U.S. SC Value Eq Tr-Z | 443.92K (3.36%) | 21.64K Increased by +4.87% | Mar 31, 25 |
| 3 | T. Rowe Price U.S. SC Value Eq Tr-D | 443.59K (3.36%) | 6.96K Increased by +1.57% | Mar 31, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 403.11K (3.06%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 5 | Vanguard US Total Market Shares ETF | 335.72K (2.54%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | iShares Russell 2000 ETF | 308.02K (2.33%) | 2.86K Increased by +0.93% | May 29, 26 |
| 7 | American Century Small Cap Growth Inv | 300.04K (2.27%) | -5.99K Decreased by -2.00% | Mar 31, 26 |
| 8 | American Century U.S. Small Cap Growth | 300.04K (2.27%) | -5.99K Decreased by -2.00% | Mar 31, 26 |
| 9 | Fidelity VIP Mid Cap Initial | 286.30K (2.17%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 10 | State Street® SPDR® S&PRgnllBkgETF | 239.60K (1.82%) | -7.48K Decreased by -3.12% | May 29, 26 |
| 11 | Loomis Sayles Small Cap Growth Instl | 166.14K (1.26%) | -4.38K Decreased by -2.64% | Apr 30, 26 |
| 12 | JHancock Regional Bank A | 155.62K (1.18%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 146.64K (1.11%) | 757.00 Increased by +0.52% | Apr 30, 26 |
| 14 | SPDR® S&P Regional Banking ETF | 138.82K (1.05%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 15 | Heptagon Driehaus US Micro Cap Eq C$ Acc | 135.94K (1.03%) | 135.94K Increased by +100.00% | Jan 31, 26 |
| 16 | John Hancock Financial Opportunities Fund | 130.62K (0.99%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Kennedy Extended Small Cap | 129.00K (0.98%) | -7.40K Decreased by -5.74% | Dec 31, 24 |
| 18 | Fidelity Small Cap Index | 126.11K (0.96%) | 73.00 Increased by +0.06% | Mar 31, 26 |
| 19 | JH Financial Opportunities | 114.43K (0.87%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | Fidelity® Small Cap Index | 106.43K (0.81%) | 3.32K Increased by +3.12% | Oct 31, 23 |