Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 1.04M (9.91%) | -114.11K Decreased by -10.95% | Mar 31, 25 |
2 | Royce & Associates, LP | 935.67K (8.90%) | 794.88K Increased by +84.95% | Mar 31, 25 |
3 | Vanguard Group Inc | 711.03K (6.76%) | -23.85K Decreased by -3.35% | Mar 31, 25 |
4 | AllianceBernstein L.P. | 641.62K (6.10%) | 27.12K Increased by +4.23% | Mar 31, 25 |
5 | Punch & Associates Inv Mgmt Inc | 586.07K (5.57%) | -93.03K Decreased by -15.87% | Mar 31, 25 |
6 | Rice Hall James & Associates, LLC | 523.79K (4.98%) | -10.13K Decreased by -1.93% | Mar 31, 25 |
7 | Bares Capital Management Inc | 466.66K (4.44%) | 5.00K Increased by +1.07% | Jun 30, 24 |
8 | National Asset Management Inc | 447.89K (4.26%) | 0.00 Increased by 0.00% | Dec 31, 24 |
9 | Acadian Asset Management LLC | 422.36K (4.02%) | 418.27K Increased by +99.03% | Mar 31, 25 |
10 | Nine Ten Capital Management LLC | 418.17K (3.98%) | -40.00K Decreased by -9.57% | Dec 31, 24 |
11 | Dimensional Fund Advisors, Inc. | 384.03K (3.65%) | -52.71K Decreased by -13.73% | Mar 31, 25 |
12 | Geode Capital Management, LLC | 312.51K (2.97%) | 11.45K Increased by +3.67% | Mar 31, 25 |
13 | State Street Corporation | 251.19K (2.39%) | 360.00 Increased by +0.14% | Mar 31, 24 |
14 | Harbor Capital Advisors Inc | 249.63K (2.37%) | -1.63K Decreased by -0.65% | Mar 31, 25 |
15 | State Street Corp | 240.47K (2.29%) | -26.66K Decreased by -11.09% | Mar 31, 25 |
16 | Goldman Sachs Group Inc | 238.55K (2.27%) | 50.57K Increased by +21.20% | Mar 31, 25 |
17 | TOWNSQUARE CAPITAL LLC | 234.46K (2.23%) | 19.00 Increased by +0.01% | Mar 31, 25 |
18 | Federated Hermes Inc | 176.62K (1.68%) | -5.00 Decreased by -0.00% | Mar 31, 25 |
19 | Herald Investment Management Ltd | 175.00K (1.66%) | 0.00 Increased by 0.00% | Jun 30, 25 |
20 | Wasatch Advisors LP | 174.79K (1.66%) | 174.79K Increased by +100.00% | Mar 31, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Royce Small-Cap Quality Value Composite | 612.20K (5.82%) | 39.81K Increased by +6.50% | Jun 30, 25 |
2 | Royce Small-Cap Total Return Invmt | 612.20K (5.82%) | 39.81K Increased by +6.50% | Jun 30, 25 |
3 | Vanguard Total Stock Mkt Idx Inv | 358.39K (3.41%) | 0.00 Increased by 0.00% | May 31, 25 |
4 | Vanguard US Total Market Shares ETF | 356.54K (3.39%) | 252.00 Increased by +0.07% | Sep 30, 24 |
5 | BBH Partner Fund Small Cap Equity | 332.00K (3.16%) | -68.00K Decreased by -20.48% | Jul 31, 24 |
6 | iShares Russell 2000 ETF | 270.00K (2.57%) | 1.89K Increased by +0.70% | Jun 30, 25 |
7 | Embark Small Cap Equity Retirement | 252.93K (2.41%) | -715.00 Decreased by -0.28% | Jun 30, 25 |
8 | Embark Small Cap Equity Institutional | 249.63K (2.37%) | 4.65K Increased by +1.86% | Mar 31, 25 |
9 | Royce Small-Cap Fund Invmt | 183.97K (1.75%) | 8.74K Increased by +4.75% | Jun 30, 25 |
10 | Royce Small-Cap Trust | 183.81K (1.75%) | 8.73K Increased by +4.75% | Jun 30, 25 |
11 | Vanguard Institutional Extnd Mkt Idx Tr | 180.88K (1.72%) | 1.92K Increased by +1.06% | May 31, 25 |
12 | Royce Value Trust Inc | 175.08K (1.66%) | 175.08K Increased by +100.00% | Mar 31, 25 |
13 | Herald Ord | 160.00K (1.52%) | 0.00 Increased by 0.00% | Dec 31, 24 |
14 | AB Small Cap Value Advisor | 157.15K (1.49%) | -12.80K Decreased by -8.14% | May 31, 25 |
15 | Russell Inv Tax-Managed US Mid&Sm Cap S | 124.87K (1.19%) | 0.00 Increased by 0.00% | Jun 30, 25 |
16 | Fidelity Small Cap Index | 115.03K (1.09%) | 1.53K Increased by +1.33% | Apr 30, 25 |
17 | Fidelity® Small Cap Index | 113.02K (1.07%) | 2.84K Increased by +2.51% | Oct 31, 23 |
18 | DFA US Micro Cap I | 110.31K (1.05%) | -10.53K Decreased by -9.55% | May 31, 25 |
19 | Federated Hermes MDT SCC Institutional | 106.67K (1.01%) | 0.00 Increased by 0.00% | Mar 31, 25 |
20 | Federated Hermes MDT Small Cap Core IS | 106.67K (1.01%) | 0.00 Increased by 0.00% | Mar 31, 25 |