| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Private Capital Management, LLC | 5.72M (16.40%) | -150.41K Decreased by -2.63% | Jun 30, 25 |
| 2 | HPM Partners LLC | 5.02M (14.41%) | 690.96K Increased by +13.75% | Jun 30, 25 |
| 3 | BP WEALTH MANAGEMENT, LLC | 4.83M (13.86%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | BlackRock Inc | 2.84M (8.16%) | -136.75K Decreased by -4.81% | Jun 30, 25 |
| 5 | Vanguard Group Inc | 2.22M (6.37%) | 43.52K Increased by +1.96% | Jun 30, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 1.54M (4.42%) | 42.74K Increased by +2.78% | Jun 30, 25 |
| 7 | Renaissance Technologies Corp | 1.42M (4.06%) | -8.90K Decreased by -0.63% | Jun 30, 25 |
| 8 | Blair William & Co | 876.30K (2.51%) | -4.99K Decreased by -0.57% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 853.74K (2.45%) | -9.44K Decreased by -1.11% | Jun 30, 25 |
| 10 | Crestwood Advisors LLC | 826.39K (2.37%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Crawford Investment Counsel, Inc | 818.72K (2.35%) | 8.17K Increased by +1.00% | Jun 30, 25 |
| 12 | State Street Corp | 702.77K (2.02%) | 32.60K Increased by +4.64% | Jun 30, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 632.72K (1.81%) | -27.30K Decreased by -4.31% | Jun 30, 25 |
| 14 | State Street Corporation | 562.03K (1.61%) | -464.00 Decreased by -0.08% | Mar 31, 24 |
| 15 | Brown Brothers Harriman & Co | 516.44K (1.48%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Jb Capital Partners LP | 487.64K (1.40%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | LSV Asset Management | 448.50K (1.29%) | -84.20K Decreased by -18.77% | Jun 30, 25 |
| 18 | GlobeFlex Capital, L.P. | 434.06K (1.24%) | -19.34K Decreased by -4.46% | Mar 31, 24 |
| 19 | Acadian Asset Management LLC | 392.56K (1.13%) | 276.87K Increased by +70.53% | Mar 31, 25 |
| 20 | Bank of New York Mellon Corp | 341.38K (0.98%) | 5.49K Increased by +1.61% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.42M (4.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.39M (3.99%) | -30.65K Decreased by -2.20% | Jul 31, 25 |
| 3 | Private Capital Management Value Focus | 957.63K (2.75%) | 52.25K Increased by +5.46% | Mar 31, 25 |
| 4 | iShares Russell 2000 ETF | 915.92K (2.63%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | Crawford Small Cap Dividend | 609.64K (1.75%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 6 | Crawford Small Cap Equity | 609.64K (1.75%) | -10.00K Decreased by -1.64% | Jun 30, 25 |
| 7 | Private Capital Management Value I | 370.54K (1.06%) | 770.00 Increased by +0.21% | Jun 30, 25 |
| 8 | Fidelity Small Cap Index | 363.62K (1.04%) | -9.07K Decreased by -2.49% | Jun 30, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 358.44K (1.03%) | -147.60K Decreased by -41.18% | Jul 31, 25 |
| 10 | DFA US Targeted Value I | 345.00K (0.99%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | Fidelity® Small Cap Index | 341.75K (0.98%) | 7.09K Increased by +2.07% | Oct 31, 23 |
| 12 | Private Capital Value Equity | 299.68K (0.86%) | -70.09K Decreased by -23.39% | Mar 31, 25 |
| 13 | Dimensional US Targeted Value ETF | 287.64K (0.83%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 14 | WisdomTree US SmallCap Dividend ETF | 250.59K (0.72%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 15 | IMC US Ultra Micro Cap | 227.22K (0.65%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | JPMorgan Small Cap Value I | 224.45K (0.64%) | -44.05K Decreased by -19.63% | Aug 31, 24 |
| 17 | Fidelity Extended Market Index | 197.35K (0.57%) | -1.62K Decreased by -0.82% | Jul 31, 25 |
| 18 | iShares Russell 2000 Value ETF | 196.01K (0.56%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 19 | DFA US Small Cap I | 173.81K (0.50%) | -39.40K Decreased by -22.67% | Jun 30, 24 |
| 20 | Vanguard Russell 2000 ETF | 168.65K (0.48%) | -10.93K Decreased by -6.48% | Jul 31, 25 |