| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Johnson Financial Group Inc | 1.70M (29.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 483.56K (8.42%) | -22.36K Decreased by -4.62% | Jun 30, 25 |
| 3 | Gamco Investors, Inc. Et Al | 397.12K (6.92%) | 41.72K Increased by +10.50% | Mar 31, 25 |
| 4 | BlackRock Inc | 354.01K (6.17%) | -34.14K Decreased by -9.64% | Mar 31, 25 |
| 5 | DePrince Race & Zollo Inc | 328.30K (5.72%) | -7.50K Decreased by -2.28% | Jun 30, 25 |
| 6 | Vanguard Group Inc | 281.09K (4.90%) | -15.77K Decreased by -5.61% | Jun 30, 25 |
| 7 | Wallace Capital Management, INC. | 271.34K (4.73%) | -34.58K Decreased by -12.74% | Jun 30, 25 |
| 8 | ProShare Advisors LLC | 261.30K (4.55%) | 30.29K Increased by +11.59% | Mar 31, 25 |
| 9 | Hotchkis & Wiley Capital Management LLC | 211.48K (3.68%) | 10.00K Increased by +4.73% | Mar 31, 25 |
| 10 | Skylands Capital, LLC | 189.49K (3.30%) | -6.46K Decreased by -3.41% | Jun 30, 25 |
| 11 | Wellington Management Company LLP | 148.36K (2.58%) | 7.50K Increased by +5.06% | Mar 31, 24 |
| 12 | State Street Corporation | 145.78K (2.54%) | -3.77K Decreased by -2.58% | Mar 31, 24 |
| 13 | Acadian Asset Management LLC | 142.27K (2.48%) | -35.31K Decreased by -24.82% | Mar 31, 25 |
| 14 | Kennedy Capital Management Inc | 134.10K (2.34%) | -2.81K Decreased by -2.10% | Jun 30, 25 |
| 15 | Arnhold & S. Bleichroeder Advisers, LLC | 133.05K (2.32%) | 27.15K Increased by +20.40% | Jun 30, 25 |
| 16 | Geode Capital Management, LLC | 132.43K (2.31%) | 7.89K Increased by +5.96% | Mar 31, 25 |
| 17 | State Street Corp | 129.30K (2.25%) | 1.75K Increased by +1.36% | Mar 31, 25 |
| 18 | Renaissance Technologies Corp | 108.70K (1.89%) | -8.10K Decreased by -7.45% | Mar 31, 25 |
| 19 | Millennium Management LLC | 100.48K (1.75%) | 32.96K Increased by +32.80% | Mar 31, 25 |
| 20 | Crawford Investment Counsel, Inc | 96.73K (1.68%) | 3.04K Increased by +3.14% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 1290 VT GAMCO Small Company Value IB | 291.50K (5.08%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | ProShares Russell 2000 Dividend Growers | 256.00K (4.46%) | -504.00 Decreased by -0.20% | May 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 142.37K (2.48%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 142.37K (2.48%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Argenta-Fund Lifestyle Dynamic R Cap | 130.49K (2.27%) | -5.14K Decreased by -3.94% | Apr 30, 25 |
| 6 | First Eagle Small Cap Opportunity I | 116.16K (2.02%) | 17.20K Increased by +14.81% | Jun 30, 25 |
| 7 | First Eagle US Small Cap Strategy | 116.16K (2.02%) | 25.38K Increased by +21.85% | Jun 30, 25 |
| 8 | Kennedy Small Cap Value | 114.88K (2.00%) | -22.03K Decreased by -19.17% | Jun 30, 25 |
| 9 | iShares Russell 2000 ETF | 112.86K (1.97%) | -2.10K Decreased by -1.86% | Jul 31, 25 |
| 10 | Foundry Partners Micro Cap Value | 102.78K (1.79%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Dean Small Cap Value | 95.20K (1.66%) | 4.93K Increased by +5.18% | Jun 30, 25 |
| 12 | Dean Small Cap Value SA | 95.20K (1.66%) | -1.26K Decreased by -1.32% | Jun 30, 25 |
| 13 | DFA US Small Cap Value I | 86.25K (1.50%) | -3.71K Decreased by -4.30% | Jun 30, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 85.84K (1.50%) | -16.90K Decreased by -19.69% | Jun 30, 25 |
| 15 | VT De Lisle America B USD | 80.94K (1.41%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | DFA US Targeted Value I | 68.40K (1.19%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Allspring Small Company Val | 68.26K (1.19%) | 36.07K Increased by +52.84% | Jul 31, 25 |
| 18 | Russell Inv Tax-Managed US Mid&Sm Cap S | 68.25K (1.19%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | Crawford Small Cap Dividend | 65.17K (1.14%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | Crawford Small Cap Equity | 65.17K (1.14%) | 0.00 Increased by 0.00% | Mar 31, 24 |