| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BP WEALTH MANAGEMENT, LLC | 4.83M (13.76%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Private Capital Management, LLC | 4.78M (13.61%) | -852.76K Decreased by -17.85% | Dec 31, 25 |
| 3 | HPM Partners LLC | 4.53M (12.90%) | -492.96K Decreased by -10.88% | Dec 31, 25 |
| 4 | BlackRock Inc | 2.91M (8.28%) | 43.72K Increased by +1.50% | Dec 31, 25 |
| 5 | Vanguard Group Inc | 2.22M (6.33%) | -4.03K Decreased by -0.18% | Dec 31, 25 |
| 6 | Renaissance Technologies Corp | 1.89M (5.38%) | 339.34K Increased by +17.96% | Mar 31, 26 |
| 7 | Dimensional Fund Advisors, Inc. | 1.54M (4.39%) | 8.13K Increased by +0.53% | Mar 31, 26 |
| 8 | Crawford Investment Counsel, Inc | 919.14K (2.62%) | 15.00K Increased by +1.63% | Mar 31, 26 |
| 9 | Geode Capital Management, LLC | 831.90K (2.37%) | -8.11K Decreased by -0.97% | Dec 31, 25 |
| 10 | Crestwood Advisors LLC | 819.09K (2.33%) | -7.30K Decreased by -0.89% | Dec 31, 25 |
| 11 | Hillsdale Investment Management Inc. | 806.70K (2.30%) | 326.38K Increased by +40.46% | Dec 31, 25 |
| 12 | Blair William & Co | 779.78K (2.22%) | -62.42K Decreased by -8.01% | Dec 31, 25 |
| 13 | O'Shaughnessy Asset Management LLC | 771.44K (2.20%) | 262.51K Increased by +34.03% | Dec 31, 25 |
| 14 | State Street Corp | 739.45K (2.11%) | 20.84K Increased by +2.82% | Dec 31, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 622.27K (1.77%) | 16.36K Increased by +2.63% | Dec 31, 25 |
| 16 | State Street Corporation | 562.03K (1.60%) | -464.00 Decreased by -0.08% | Mar 31, 24 |
| 17 | Comprehensive Portfolio Management, LLC | 539.23K (1.54%) | 219.72K Increased by +40.75% | Dec 31, 25 |
| 18 | Jb Capital Partners LP | 487.64K (1.39%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | Bank of New York Mellon Corp | 485.71K (1.38%) | -8.44K Decreased by -1.74% | Mar 31, 26 |
| 20 | GlobeFlex Capital, L.P. | 434.06K (1.24%) | -19.34K Decreased by -4.46% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.42M (4.05%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.37M (3.91%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Private Capital Management Value Focus | 957.63K (2.73%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 4 | iShares Russell 2000 ETF | 944.06K (2.69%) | 7.94K Increased by +0.84% | Apr 30, 26 |
| 5 | Crawford Small Cap Dividend | 669.68K (1.91%) | 15.00K Increased by +2.24% | Mar 31, 26 |
| 6 | Crawford Small Cap Equity | 669.68K (1.91%) | 15.00K Increased by +2.24% | Mar 31, 26 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 381.74K (1.09%) | 15.60K Increased by +4.09% | Mar 31, 26 |
| 8 | Private Capital Management Value I | 369.77K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | Private Capital Value Equity | 369.77K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | Fidelity Small Cap Index | 350.75K (1.00%) | 4.67K Increased by +1.33% | Feb 28, 26 |
| 11 | Fidelity® Small Cap Index | 341.75K (0.97%) | 7.09K Increased by +2.07% | Oct 31, 23 |
| 12 | DFA US Targeted Value I | 277.14K (0.79%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 13 | Themes Generative Artificial Int ETF | 268.37K (0.76%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | Russell 2000 Equity Index Fund B | 252.25K (0.72%) | -112.00 Decreased by -0.04% | Dec 31, 25 |
| 15 | WisdomTree US SmallCap Dividend ETF | 242.29K (0.69%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 16 | Dimensional US Targeted Value ETF | 239.94K (0.68%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 17 | Fidelity Extended Market Index | 227.96K (0.65%) | 56.59K Increased by +24.82% | Mar 31, 26 |
| 18 | JPMorgan Small Cap Value I | 224.45K (0.64%) | -44.05K Decreased by -19.63% | Aug 31, 24 |
| 19 | Pleiades Small Cap Equity A | 212.84K (0.61%) | 60.00K Increased by +28.19% | Dec 31, 25 |
| 20 | IMC US Ultra Micro Cap | 209.83K (0.60%) | -95.84K Decreased by -45.67% | Jan 31, 26 |