| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Private Capital Management, LLC | 5.87M (17.09%) | 273.86K Increased by +4.67% | Mar 31, 25 |
| 2 | BP WEALTH MANAGEMENT, LLC | 4.83M (14.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | HPM Partners LLC | 4.33M (12.62%) | 3.09K Increased by +0.07% | Mar 31, 25 |
| 4 | BlackRock Inc | 2.98M (8.68%) | -33.99K Decreased by -1.14% | Mar 31, 25 |
| 5 | Vanguard Group Inc | 2.18M (6.34%) | -5.08K Decreased by -0.23% | Mar 31, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 1.50M (4.36%) | 50.16K Increased by +3.35% | Mar 31, 25 |
| 7 | Renaissance Technologies Corp | 1.42M (4.15%) | -9.90K Decreased by -0.69% | Mar 31, 25 |
| 8 | Blair William & Co | 881.29K (2.57%) | 54.06K Increased by +6.13% | Mar 31, 25 |
| 9 | Geode Capital Management, LLC | 863.17K (2.51%) | 41.78K Increased by +4.84% | Mar 31, 25 |
| 10 | Crestwood Advisors LLC | 826.39K (2.41%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Crawford Investment Counsel, Inc | 810.55K (2.36%) | -4.86K Decreased by -0.60% | Mar 31, 25 |
| 12 | Acadian Asset Management LLC | 678.61K (1.98%) | -60.34K Decreased by -8.89% | Mar 31, 24 |
| 13 | State Street Corp | 670.17K (1.95%) | 70.39K Increased by +10.50% | Mar 31, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 660.01K (1.92%) | -185.32K Decreased by -28.08% | Mar 31, 25 |
| 15 | Brown Brothers Harriman & Co | 566.44K (1.65%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | State Street Corporation | 562.03K (1.64%) | -464.00 Decreased by -0.08% | Mar 31, 24 |
| 17 | LSV Asset Management | 532.70K (1.55%) | -174.89K Decreased by -32.83% | Mar 31, 25 |
| 18 | Jb Capital Partners LP | 487.64K (1.42%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | GlobeFlex Capital, L.P. | 434.06K (1.26%) | -19.34K Decreased by -4.46% | Mar 31, 24 |
| 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 (4.14%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.42M (4.14%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 960.63K (2.80%) | 162.00 Increased by +0.02% | Apr 30, 25 |
| 4 | Private Capital Management Value Focus | 905.38K (2.64%) | 71.73K Increased by +7.92% | Dec 31, 24 |
| 5 | Crawford Small Cap Dividend | 619.64K (1.80%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Crawford Small Cap Equity | 619.64K (1.80%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 506.04K (1.47%) | 29.80K Increased by +5.89% | Apr 30, 25 |
| 8 | Private Capital Value Equity | 369.77K (1.08%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Fidelity Small Cap Index | 350.29K (1.02%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | Fidelity® Small Cap Index | 341.75K (1.00%) | 7.09K Increased by +2.07% | Oct 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 315.26K (0.92%) | -1.07K Decreased by -0.34% | Apr 30, 25 |
| 12 | DFA US Targeted Value I | 309.58K (0.90%) | 10.87K Increased by +3.51% | Mar 31, 25 |
| 13 | Private Capital Management Value I | 299.68K (0.87%) | -70.09K Decreased by -23.39% | Dec 31, 24 |
| 14 | Dimensional US Targeted Value ETF | 282.94K (0.82%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 15 | WisdomTree US SmallCap Dividend ETF | 262.46K (0.76%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | JPMorgan Small Cap Value I | 224.45K (0.65%) | -44.05K Decreased by -19.63% | Aug 31, 24 |
| 17 | Fidelity Extended Market Index | 202.30K (0.59%) | 3.98K Increased by +1.97% | Mar 31, 25 |
| 18 | Vanguard Russell 2000 ETF | 174.78K (0.51%) | 9.87K Increased by +5.65% | Apr 30, 25 |
| 19 | DFA US Small Cap I | 173.81K (0.51%) | -39.40K Decreased by -22.67% | Jun 30, 24 |
| 20 | Fidelity® Extended Market Index | 160.71K (0.47%) | 0.00 Increased by 0.00% | Nov 30, 23 |