| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.16M (15.50%) | -240.47K Decreased by -2.95% | Mar 31, 24 |
| 2 | FJ Capital Management LLC | 4.23M (8.04%) | 2.67M Increased by +63.12% | Mar 31, 24 |
| 3 | Vanguard Group Inc | 3.31M (6.29%) | 123.97K Increased by +3.75% | Mar 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 3.15M (5.99%) | 193.53K Increased by +6.14% | Mar 31, 24 |
| 5 | State Street Corporation | 1.89M (3.60%) | 181.81K Increased by +9.61% | Mar 31, 24 |
| 6 | Boston Partners Global Investors, Inc | 1.84M (3.50%) | -52.47K Decreased by -2.85% | Mar 31, 24 |
| 7 | JPMorgan Chase & Co | 1.66M (3.16%) | 98.09K Increased by +5.90% | Mar 31, 24 |
| 8 | Manufacturers Life Insurance Co | 1.41M (2.68%) | -97.36K Decreased by -6.91% | Mar 31, 24 |
| 9 | Geode Capital Management, LLC | 1.38M (2.62%) | 32.49K Increased by +2.36% | Mar 31, 24 |
| 10 | Assenagon Asset Management SA | 1.02M (1.95%) | 914.25K Increased by +89.25% | Jun 30, 24 |
| 11 | Bank of New York Mellon Corp | 926.66K (1.76%) | 117.52K Increased by +12.68% | Dec 31, 23 |
| 12 | Kennedy Capital Management Inc | 808.88K (1.54%) | -88.37K Decreased by -10.92% | Mar 31, 24 |
| 13 | American Century Companies Inc | 760.41K (1.44%) | 221.20K Increased by +29.09% | Mar 31, 24 |
| 14 | T. Rowe Price Investment Management,Inc. | 748.89K (1.42%) | -2.19M Decreased by -292.46% | Mar 31, 24 |
| 15 | Stieven Capital Advisors, L.p. | 747.64K (1.42%) | -85.33K Decreased by -11.41% | Mar 31, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 671.18K (1.28%) | 4.55K Increased by +0.68% | Mar 31, 24 |
| 17 | Hotchkis & Wiley Capital Management LLC | 658.37K (1.25%) | 658.37K Increased by +100.00% | Mar 31, 24 |
| 18 | Endeavour Capital Advisors Inc | 650.93K (1.24%) | 59.80K Increased by +9.19% | Mar 31, 24 |
| 19 | AlTi Global Inc | 641.54K (1.22%) | 4.50K Increased by +0.70% | Mar 31, 24 |
| 20 | Tiedemann Wealth Management, LLC | 637.04K (1.21%) | -102.00 Decreased by -0.02% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.71M (3.26%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | iShares Russell 2000 ETF | 1.67M (3.18%) | 151.03K Increased by +9.02% | Jun 28, 24 |
| 3 | T. Rowe Price Small-Cap Stock | 1.21M (2.30%) | -1.32M Decreased by -109.46% | Dec 31, 23 |
| 4 | T. Rowe Price US Small-Cap Core Equity | 1.21M (2.30%) | -1.32M Decreased by -109.46% | Dec 31, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 973.96K (1.85%) | 29.00K Increased by +2.98% | Jun 30, 24 |
| 6 | Avantis US Small Cap Value ETF | 759.25K (1.44%) | 1.75K Increased by +0.23% | Jun 29, 24 |
| 7 | T. Rowe Price U.S. SC Core Eq Tr-Z | 734.77K (1.40%) | -440.10K Decreased by -59.90% | Dec 31, 23 |
| 8 | JHancock Regional Bank A | 709.38K (1.35%) | -16.29K Decreased by -2.30% | May 31, 24 |
| 9 | Kennedy Small Cap Value | 696.92K (1.32%) | 185.50K Increased by +26.62% | Jun 30, 24 |
| 10 | T. Rowe Price Instl Small-Cap Stock | 694.69K (1.32%) | -570.10K Decreased by -82.06% | Dec 31, 23 |
| 11 | BlackRock Advantage Small Cap Core Instl | 667.38K (1.27%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | JPM US Small Cap Value-Composite | 648.17K (1.23%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 13 | JPMorgan Small Cap Blend A | 648.17K (1.23%) | 0.00 Increased by 0.00% | May 31, 24 |
| 14 | DFA US Small Cap Value I | 641.53K (1.22%) | -15.54K Decreased by -2.42% | May 31, 24 |
| 15 | iShares Russell 2000 Value ETF | 602.30K (1.14%) | 84.04K Increased by +13.95% | Jun 28, 24 |
| 16 | Fidelity Small Cap Index | 594.56K (1.13%) | -2.36K Decreased by -0.40% | Apr 30, 24 |
| 17 | Fidelity® Small Cap Index | 581.01K (1.10%) | 18.78K Increased by +3.23% | Oct 31, 23 |
| 18 | JH Financial Opportunities | 513.68K (0.98%) | 0.00 Increased by 0.00% | May 31, 24 |
| 19 | SPDR® S&P Regional Banking ETF | 482.45K (0.92%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 395.75K (0.75%) | 0.00 Increased by 0.00% | Jun 30, 24 |