| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management,Inc. | 1.35M (21.66%) | 320.53K Increased by +23.83% | Dec 31, 25 |
| 2 | BlackRock Inc | 439.88K (7.08%) | -12.92K Decreased by -2.94% | Sep 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 418.35K (6.74%) | 1.73K Increased by +0.41% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 403.49K (6.50%) | 8.46K Increased by +2.10% | Dec 31, 25 |
| 5 | Nuveen, LLC | 279.16K (4.50%) | 279.16K Increased by +100.00% | Mar 31, 25 |
| 6 | JONES FINANCIAL COMPANIES LLLP | 241.40K (3.89%) | 240.90K Increased by +99.79% | Mar 31, 25 |
| 7 | Pacific Ridge Capital Partners, LLC | 207.47K (3.34%) | -6.18K Decreased by -2.98% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 153.15K (2.47%) | -2.86K Decreased by -1.87% | Dec 31, 25 |
| 9 | TCW Group Inc | 152.03K (2.45%) | 3.50K Increased by +2.30% | Sep 30, 25 |
| 10 | AllianceBernstein L.P. | 144.38K (2.32%) | -49.20K Decreased by -34.08% | Sep 30, 25 |
| 11 | State Street Corp | 128.91K (2.08%) | 344.00 Increased by +0.27% | Sep 30, 25 |
| 12 | Renaissance Technologies Corp | 109.78K (1.77%) | -3.20K Decreased by -2.91% | Dec 31, 25 |
| 13 | State Street Corporation | 100.93K (1.63%) | 9.80K Increased by +9.71% | Mar 31, 24 |
| 14 | Royce & Associates, LP | 98.68K (1.59%) | -4.67K Decreased by -4.73% | Dec 31, 25 |
| 15 | American Century Companies Inc | 85.88K (1.38%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | Acadian Asset Management LLC | 83.79K (1.35%) | 83.76K Increased by +99.96% | Sep 30, 25 |
| 17 | Bridgeway Capital Management, LLC | 83.29K (1.34%) | 1.73K Increased by +2.08% | Dec 31, 25 |
| 18 | Northern Trust Corp | 77.34K (1.25%) | -3.46K Decreased by -4.48% | Sep 30, 25 |
| 19 | Stilwell Value LLC | 74.98K (1.21%) | -3.02K Decreased by -4.03% | Dec 31, 25 |
| 20 | BHZ Capital Management, LP. | 71.87K (1.16%) | -53.27K Decreased by -74.12% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 622.31K (10.02%) | -852.00 Decreased by -0.14% | Jan 31, 26 |
| 2 | T. Rowe Price U.S. SC Value Eq Tr-D | 347.29K (5.59%) | 552.00 Increased by +0.16% | Dec 31, 25 |
| 3 | T. Rowe Price U.S. SC Value Eq Tr-Z | 342.32K (5.51%) | 616.00 Increased by +0.18% | Mar 31, 25 |
| 4 | VT De Lisle America B USD | 310.19K (4.99%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 244.86K (3.94%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Vanguard US Total Market Shares ETF | 235.93K (3.80%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Pacific Ridge Capital Ptnrs Micro Cp Val | 225.99K (3.64%) | -13.20K Decreased by -5.84% | Mar 31, 24 |
| 8 | iShares Russell 2000 ETF | 179.20K (2.89%) | 179.20K Increased by +100.00% | Feb 28, 26 |
| 9 | Adara Smaller Companies | 81.28K (1.31%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | Avantis US Small Cap Value ETF | 74.56K (1.20%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 72.30K (1.16%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | Acuitas US Microcap Strategy | 69.80K (1.12%) | 10.40K Increased by +14.90% | Sep 30, 25 |
| 13 | DFA US Targeted Value I | 67.18K (1.08%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 14 | Fidelity Small Cap Index | 63.57K (1.02%) | -3.36K Decreased by -5.29% | Dec 31, 25 |
| 15 | Royce Capital Small-Cap Inv | 62.72K (1.01%) | -9.71K Decreased by -15.49% | Dec 31, 25 |
| 16 | Fidelity® Small Cap Index | 61.66K (0.99%) | 1.66K Increased by +2.70% | Oct 31, 23 |
| 17 | DFA US Small Cap Value I | 61.62K (0.99%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 18 | iShares Russell 2000 Value ETF | 55.43K (0.89%) | 55.43K Increased by +100.00% | Feb 28, 26 |
| 19 | DFA US Small Cap I | 41.20K (0.66%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 20 | Dimensional US Targeted Value ETF | 40.42K (0.65%) | 10.00 Increased by +0.02% | Feb 27, 26 |