| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BP WEALTH MANAGEMENT, LLC | 4.83M (13.81%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Private Capital Management, LLC | 4.67M (13.36%) | -106.19K Decreased by -2.27% | Mar 31, 26 |
| 3 | HPM Partners LLC | 4.65M (13.30%) | 120.70K Increased by +2.59% | Mar 31, 26 |
| 4 | BlackRock Inc | 2.77M (7.93%) | -135.96K Decreased by -4.90% | Mar 31, 26 |
| 5 | Vanguard Group Inc | 2.22M (6.36%) | -4.03K Decreased by -0.18% | Dec 31, 25 |
| 6 | Renaissance Technologies Corp | 1.89M (5.40%) | 339.34K Increased by +17.96% | Mar 31, 26 |
| 7 | Vanguard Capital Management, LLC | 1.79M (5.12%) | 1.79M Increased by +100.00% | Mar 31, 26 |
| 8 | Dimensional Fund Advisors, Inc. | 1.54M (4.41%) | 8.13K Increased by +0.53% | Mar 31, 26 |
| 9 | Crawford Investment Counsel, Inc | 919.14K (2.63%) | 15.00K Increased by +1.63% | Mar 31, 26 |
| 10 | Geode Capital Management, LLC | 894.49K (2.56%) | 62.59K Increased by +7.00% | Mar 31, 26 |
| 11 | Hillsdale Investment Management Inc. | 845.20K (2.42%) | 38.50K Increased by +4.56% | Mar 31, 26 |
| 12 | Crestwood Advisors LLC | 819.09K (2.34%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 13 | Blair William & Co | 763.64K (2.18%) | -16.14K Decreased by -2.11% | Mar 31, 26 |
| 14 | State Street Corp | 762.12K (2.18%) | 22.67K Increased by +2.97% | Mar 31, 26 |
| 15 | Morgan Stanley - Brokerage Accounts | 690.54K (1.97%) | 68.27K Increased by +9.89% | Mar 31, 26 |
| 16 | State Street Corporation | 562.03K (1.61%) | -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% | Mar 31, 26 |
| 19 | Bank of New York Mellon Corp | 485.71K (1.39%) | -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 (4.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.37M (3.92%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 3 | Private Capital Management Value Focus | 957.63K (2.74%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 4 | iShares Russell 2000 ETF | 953.01K (2.72%) | 8.79K Increased by +0.92% | May 29, 26 |
| 5 | Crawford Small Cap Dividend | 669.68K (1.91%) | 0.00 Increased by 0.00% | Apr 30, 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%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 8 | Private Capital Management Value I | 369.77K (1.06%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | Private Capital Value Equity | 369.77K (1.06%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | Fidelity Small Cap Index | 358.12K (1.02%) | 7.37K Increased by +2.06% | Mar 31, 26 |
| 11 | Fidelity® Small Cap Index | 341.75K (0.98%) | 7.09K Increased by +2.07% | Oct 31, 23 |
| 12 | DFA US Targeted Value I | 299.89K (0.86%) | 22.75K Increased by +7.59% | Apr 30, 26 |
| 13 | WisdomTree US SmallCap Dividend ETF | 252.51K (0.72%) | 10.67K Increased by +4.22% | May 29, 26 |
| 14 | Russell 2000 Equity Index Fund B | 252.25K (0.72%) | -112.00 Decreased by -0.04% | Dec 31, 25 |
| 15 | Themes Generative Artificial Int ETF | 248.97K (0.71%) | 0.00 Increased by 0.00% | May 29, 26 |
| 16 | Dimensional US Targeted Value ETF | 240.15K (0.69%) | 0.00 Increased by 0.00% | May 29, 26 |
| 17 | Fidelity Extended Market Index | 227.13K (0.65%) | -830.00 Decreased by -0.37% | Apr 30, 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 | iShares Russell 2000 Value ETF | 210.66K (0.60%) | 0.00 Increased by 0.00% | May 29, 26 |