| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Private Capital Management, LLC | 5.87M (17.15%) | 273.86K Increased by +4.67% | Mar 31, 25 |
| 2 | BP WEALTH MANAGEMENT, LLC | 4.83M (14.12%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | HPM Partners LLC | 4.33M (12.66%) | 3.09K Increased by +0.07% | Mar 31, 25 |
| 4 | BlackRock Inc | 2.98M (8.71%) | -33.99K Decreased by -1.14% | Mar 31, 25 |
| 5 | Vanguard Group Inc | 2.18M (6.36%) | -5.08K Decreased by -0.23% | Mar 31, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 1.50M (4.38%) | 50.16K Increased by +3.35% | Mar 31, 25 |
| 7 | Renaissance Technologies Corp | 1.42M (4.16%) | -9.90K Decreased by -0.69% | Mar 31, 25 |
| 8 | Blair William & Co | 881.29K (2.58%) | 54.06K Increased by +6.13% | Mar 31, 25 |
| 9 | Geode Capital Management, LLC | 863.17K (2.52%) | 41.78K Increased by +4.84% | Mar 31, 25 |
| 10 | Crestwood Advisors LLC | 826.39K (2.42%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Crawford Investment Counsel, Inc | 810.55K (2.37%) | -4.86K Decreased by -0.60% | Mar 31, 25 |
| 12 | State Street Corp | 670.17K (1.96%) | 70.39K Increased by +10.50% | Mar 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 660.01K (1.93%) | -185.32K Decreased by -28.08% | Mar 31, 25 |
| 14 | State Street Corporation | 562.03K (1.64%) | -464.00 Decreased by -0.08% | Mar 31, 24 |
| 15 | LSV Asset Management | 532.70K (1.56%) | -174.89K Decreased by -32.83% | Mar 31, 25 |
| 16 | Brown Brothers Harriman & Co | 516.44K (1.51%) | -50.00K Decreased by -9.68% | Mar 31, 25 |
| 17 | Jb Capital Partners LP | 487.64K (1.43%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | GlobeFlex Capital, L.P. | 434.06K (1.27%) | -19.34K Decreased by -4.46% | Mar 31, 24 |
| 19 | Acadian Asset Management LLC | 392.56K (1.15%) | 276.87K Increased by +70.53% | Mar 31, 25 |
| 20 | Bank of New York Mellon Corp | 335.89K (0.98%) | -8.86K Decreased by -2.64% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.42M (4.16%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.42M (4.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 972.95K (2.84%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Private Capital Management Value Focus | 905.38K (2.65%) | 71.73K Increased by +7.92% | Dec 31, 24 |
| 5 | Crawford Small Cap Dividend | 619.64K (1.81%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | Crawford Small Cap Equity | 619.64K (1.81%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 506.04K (1.48%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | Private Capital Management Value I | 369.77K (1.08%) | 70.09K Increased by +18.96% | Mar 31, 25 |
| 9 | Private Capital Value Equity | 369.77K (1.08%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Fidelity Small Cap Index | 367.19K (1.07%) | 16.89K Increased by +4.60% | Mar 31, 25 |
| 11 | Fidelity® Small Cap Index | 341.75K (1.00%) | 7.09K Increased by +2.07% | Oct 31, 23 |
| 12 | DFA US Targeted Value I | 324.65K (0.95%) | 15.06K Increased by +4.64% | Apr 30, 25 |
| 13 | iShares Russell 2000 Value ETF | 304.13K (0.89%) | 0.00 Increased by 0.00% | May 31, 25 |
| 14 | Dimensional US Targeted Value ETF | 282.94K (0.83%) | 0.00 Increased by 0.00% | May 30, 25 |
| 15 | WisdomTree US SmallCap Dividend ETF | 261.34K (0.76%) | -448.00 Decreased by -0.17% | May 30, 25 |
| 16 | IMC US Ultra Micro Cap | 244.34K (0.71%) | 244.34K Increased by +100.00% | May 31, 25 |
| 17 | JPMorgan Small Cap Value I | 224.45K (0.66%) | -44.05K Decreased by -19.63% | Aug 31, 24 |
| 18 | Fidelity Extended Market Index | 200.38K (0.59%) | -1.92K Decreased by -0.96% | Apr 30, 25 |
| 19 | Vanguard Russell 2000 ETF | 182.63K (0.53%) | 7.86K Increased by +4.30% | May 31, 25 |
| 20 | DFA US Small Cap I | 173.81K (0.51%) | -39.40K Decreased by -22.67% | Jun 30, 24 |