| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 932.34K (7.47%) | 27.75K Increased by +2.98% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 674.31K (5.40%) | -8.30K Decreased by -1.23% | Dec 31, 25 |
| 3 | Goelzer Investment Management Inc | 485.06K (3.89%) | 457.50K Increased by +94.32% | Dec 31, 25 |
| 4 | Geode Capital Management, LLC | 298.85K (2.39%) | -620.00 Decreased by -0.21% | Sep 30, 25 |
| 5 | Manufacturers Life Insurance Co | 294.84K (2.36%) | -1.28K Decreased by -0.44% | Dec 31, 25 |
| 6 | State Street Corp | 253.34K (2.03%) | 516.00 Increased by +0.20% | Sep 30, 25 |
| 7 | State Street Corporation | 235.43K (1.89%) | 22.01K Increased by +9.35% | Mar 31, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 214.56K (1.72%) | 12.68K Increased by +5.91% | Dec 31, 25 |
| 9 | Mendel Money Management Inc | 127.55K (1.02%) | -9.10K Decreased by -7.13% | Dec 31, 25 |
| 10 | Gryphon Financial Partners LLC | 100.19K (0.80%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 11 | Northern Trust Corp | 96.89K (0.78%) | -1.25K Decreased by -1.29% | Sep 30, 25 |
| 12 | Goldman Sachs Group Inc | 49.31K (0.40%) | 22.16K Increased by +44.94% | Dec 31, 24 |
| 13 | First Trust Advisors L.P. | 40.34K (0.32%) | -6.62K Decreased by -16.40% | Jun 30, 25 |
| 14 | KeyBank National Association | 40.15K (0.32%) | -187.00 Decreased by -0.47% | Jun 30, 25 |
| 15 | Bank of New York Mellon Corp | 38.67K (0.31%) | 1.49K Increased by +3.85% | Sep 30, 25 |
| 16 | Charles Schwab Investment Management Inc | 38.16K (0.31%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Fort Washington Investment Advisors Inc | 34.23K (0.27%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 18 | Nuveen Asset Management, LLC | 34.18K (0.27%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | Venture Visionary Partners LLC | 30.89K (0.25%) | 38.00 Increased by +0.12% | Sep 30, 25 |
| 20 | Nuveen, LLC | 27.97K (0.22%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 374.51K (3.00%) | 1.61K Increased by +0.43% | Jan 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 372.29K (2.98%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 334.88K (2.68%) | 80.32K Increased by +23.99% | Feb 25, 26 |
| 4 | JHancock Regional Bank A | 152.08K (1.22%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 134.82K (1.08%) | 1.82K Increased by +1.35% | Jan 31, 26 |
| 6 | Fidelity Small Cap Index | 129.41K (1.04%) | -154.00 Decreased by -0.12% | Nov 30, 25 |
| 7 | Fidelity® Small Cap Index | 122.22K (0.98%) | 927.00 Increased by +0.76% | Oct 31, 23 |
| 8 | JH Financial Opportunities | 114.82K (0.92%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | John Hancock Financial Opportunities Fund | 114.82K (0.92%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | iShares Russell 2000 Value ETF | 107.82K (0.86%) | 22.02K Increased by +20.43% | Feb 25, 26 |
| 11 | Fidelity Extended Market Index | 68.52K (0.55%) | 975.00 Increased by +1.42% | Dec 31, 25 |
| 12 | Fidelity® Extended Market Index | 66.61K (0.53%) | 780.00 Increased by +1.17% | Nov 30, 23 |
| 13 | Vanguard Russell 2000 ETF | 60.50K (0.48%) | -1.65K Decreased by -2.73% | Jan 31, 26 |
| 14 | Bridgeway Small Cap Value | 51.40K (0.41%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Bridgeway Small-Cap Value | 51.40K (0.41%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | State St Russell Sm/Mid Cp® Indx SL Cl I | 49.34K (0.40%) | 2.10K Increased by +4.26% | Jan 31, 26 |
| 17 | State St Russell Sm Cap® Indx SL Cl I | 48.96K (0.39%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 46.84K (0.38%) | 342.00 Increased by +0.73% | Apr 30, 25 |
| 19 | First Trust Dow Jones Sel MicroCap ETF | 40.42K (0.32%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | iShares Micro-Cap ETF | 33.61K (0.27%) | 5.86K Increased by +17.44% | Feb 25, 26 |