| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 314.40K (7.92%) | -619.00 Decreased by -0.20% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 240.45K (6.06%) | 7.74K Increased by +3.22% | Mar 31, 25 |
| 3 | Wasatch Advisors LP | 217.16K (5.47%) | 94.43K Increased by +43.49% | Mar 31, 25 |
| 4 | Renaissance Technologies Corp | 184.00K (4.64%) | -2.53K Decreased by -1.37% | Mar 31, 25 |
| 5 | Punch & Associates Inv Mgmt Inc | 130.25K (3.28%) | -58.21K Decreased by -44.69% | Mar 31, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 112.31K (2.83%) | -7.75K Decreased by -6.90% | Mar 31, 25 |
| 7 | Wasatch Advisors Inc. | 103.20K (2.60%) | 97.87K Increased by +94.84% | Dec 31, 23 |
| 8 | Geode Capital Management, LLC | 93.00K (2.34%) | 2.16K Increased by +2.32% | Mar 31, 25 |
| 9 | State Street Corp | 81.89K (2.06%) | 5.12K Increased by +6.25% | Mar 31, 25 |
| 10 | Ballast Asset Management, LP | 80.62K (2.03%) | 1.26K Increased by +1.56% | Mar 31, 25 |
| 11 | Amvescap Plc. | 74.57K (1.88%) | -20.63K Decreased by -27.67% | Mar 31, 25 |
| 12 | RSM US WEALTH MANAGEMENT LLC | 67.90K (1.71%) | -8.93K Decreased by -13.16% | Mar 31, 25 |
| 13 | Tieton Capital Management, LLC | 59.41K (1.50%) | -1.79K Decreased by -3.02% | Mar 31, 25 |
| 14 | State Street Corporation | 53.35K (1.34%) | 3.97K Increased by +7.43% | Mar 31, 24 |
| 15 | Royce & Associates, LP | 50.61K (1.28%) | 11.00 Increased by +0.02% | Mar 31, 25 |
| 16 | Northern Trust Corp | 47.15K (1.19%) | -1.62K Decreased by -3.44% | Mar 31, 25 |
| 17 | American Century Companies Inc | 46.40K (1.17%) | -1.86K Decreased by -4.01% | Jun 30, 24 |
| 18 | Herald Investment Management Ltd | 45.00K (1.13%) | 5.00K Increased by +11.11% | Jun 30, 25 |
| 19 | Albert D Mason Inc | 42.90K (1.08%) | -1.40K Decreased by -3.27% | Jun 30, 24 |
| 20 | Foundry Partners, LLC | 35.39K (0.89%) | -220.00 Decreased by -0.62% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | VT De Lisle America B USD | 200.13K (5.04%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | GVIC Total Return Value Strategy | 155.01K (3.91%) | -15.00 Decreased by -0.01% | Sep 30, 24 |
| 3 | MIAM Total Return Value Strategy | 148.78K (3.75%) | -1.03K Decreased by -0.69% | Dec 31, 23 |
| 4 | Wasatch Micro Cap | 141.87K (3.58%) | 24.02K Increased by +16.93% | Jun 30, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 129.61K (3.27%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Vanguard US Total Market Shares ETF | 129.61K (3.27%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | iShares Russell 2000 ETF | 98.46K (2.48%) | -1.55K Decreased by -1.57% | Jul 30, 25 |
| 8 | Thrivent Small-Mid Cap Equity ETF | 71.89K (1.81%) | 24.32K Increased by +33.83% | Apr 30, 25 |
| 9 | Invesco Dorsey Wright SmallCap Momt ETF | 67.85K (1.71%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Ballast SMidCap | 65.72K (1.66%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Ballast Small/Mid Cap ETF | 64.88K (1.64%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 12 | Wasatch Micro Cap Value | 62.88K (1.58%) | 18.38K Increased by +29.23% | Jun 30, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 61.19K (1.54%) | 234.00 Increased by +0.38% | Jun 30, 25 |
| 14 | Tieton Small Cap Value | 59.07K (1.49%) | -335.00 Decreased by -0.57% | Jun 30, 25 |
| 15 | Foundry Partners Micro Cap Value | 52.27K (1.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Opus Small Cap Value Plus ETF | 45.26K (1.14%) | 136.00 Increased by +0.30% | Jul 31, 25 |
| 17 | Wasatch Micro Cap Value Composite | 44.50K (1.12%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Fidelity Small Cap Index | 42.55K (1.07%) | 363.00 Increased by +0.85% | May 31, 25 |
| 19 | Fidelity® Small Cap Index | 40.04K (1.01%) | 505.00 Increased by +1.26% | Oct 31, 23 |
| 20 | Herald Ord | 40.00K (1.01%) | 0.00 Increased by 0.00% | Dec 31, 24 |