| 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 (14.11%) | 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 (4.37%) | 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 | 876.30K (2.56%) | -4.99K Decreased by -0.57% | Jun 30, 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 (2.41%) | 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 (1.42%) | 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 (4.15%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.42M (4.15%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Private Capital Management Value Focus | 957.63K (2.80%) | 52.25K Increased by +5.46% | Mar 31, 25 |
| 4 | iShares Russell 2000 ETF | 913.33K (2.67%) | -14.74K Decreased by -1.61% | Jul 30, 25 |
| 5 | Crawford Small Cap Dividend | 609.64K (1.78%) | -10.00K Decreased by -1.64% | Jun 30, 25 |
| 6 | Crawford Small Cap Equity | 609.64K (1.78%) | -10.00K Decreased by -1.64% | Jun 30, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 506.04K (1.48%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Fidelity Small Cap Index | 372.69K (1.09%) | 6.06K Increased by +1.63% | May 31, 25 |
| 9 | Private Capital Management Value I | 369.77K (1.08%) | 70.09K Increased by +18.96% | Mar 31, 25 |
| 10 | DFA US Targeted Value I | 345.00K (1.01%) | 7.36K Increased by +2.13% | Jun 30, 25 |
| 11 | Fidelity® Small Cap Index | 341.75K (1.00%) | 7.09K Increased by +2.07% | Oct 31, 23 |
| 12 | Private Capital Value Equity | 299.68K (0.88%) | -70.09K Decreased by -23.39% | Mar 31, 25 |
| 13 | Dimensional US Targeted Value ETF | 287.64K (0.84%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 14 | WisdomTree US SmallCap Dividend ETF | 254.40K (0.74%) | -896.00 Decreased by -0.35% | Jul 31, 25 |
| 15 | IMC US Ultra Micro Cap | 227.22K (0.66%) | -17.12K Decreased by -7.54% | Jun 30, 25 |
| 16 | JPMorgan Small Cap Value I | 224.45K (0.66%) | -44.05K Decreased by -19.63% | Aug 31, 24 |
| 17 | Fidelity Extended Market Index | 198.97K (0.58%) | -519.00 Decreased by -0.26% | Jun 30, 25 |
| 18 | iShares Russell 2000 Value ETF | 194.71K (0.57%) | 0.00 Increased by 0.00% | Jul 30, 25 |
| 19 | Vanguard Russell 2000 ETF | 179.58K (0.52%) | -3.05K Decreased by -1.70% | Jun 30, 25 |
| 20 | DFA US Small Cap I | 173.81K (0.51%) | -39.40K Decreased by -22.67% | Jun 30, 24 |