| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Johnson Financial Group Inc | 1.70M (29.82%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 505.92K (8.87%) | -33.55K Decreased by -6.63% | Mar 31, 25 |
| 3 | Gamco Investors, Inc. Et Al | 397.12K (6.97%) | 41.72K Increased by +10.50% | Mar 31, 25 |
| 4 | BlackRock Inc | 354.01K (6.21%) | -34.14K Decreased by -9.64% | Mar 31, 25 |
| 5 | DePrince Race & Zollo Inc | 335.80K (5.89%) | 5.82K Increased by +1.73% | Mar 31, 25 |
| 6 | Wallace Capital Management, INC. | 305.92K (5.37%) | -2.31K Decreased by -0.75% | Mar 31, 25 |
| 7 | Vanguard Group Inc | 296.86K (5.21%) | -34.09K Decreased by -11.48% | Mar 31, 25 |
| 8 | ProShare Advisors LLC | 261.30K (4.58%) | 30.29K Increased by +11.59% | Mar 31, 25 |
| 9 | Hotchkis & Wiley Capital Management LLC | 211.48K (3.71%) | 10.00K Increased by +4.73% | Mar 31, 25 |
| 10 | Skylands Capital, LLC | 195.95K (3.44%) | 33.75K Increased by +17.22% | Mar 31, 25 |
| 11 | Wellington Management Company LLP | 148.36K (2.60%) | 7.50K Increased by +5.06% | Mar 31, 24 |
| 12 | State Street Corporation | 145.78K (2.56%) | -3.77K Decreased by -2.58% | Mar 31, 24 |
| 13 | Acadian Asset Management LLC | 142.27K (2.50%) | -35.31K Decreased by -24.82% | Mar 31, 25 |
| 14 | Kennedy Capital Management Inc | 136.91K (2.40%) | 46.73K Increased by +34.13% | Mar 31, 25 |
| 15 | Geode Capital Management, LLC | 132.43K (2.32%) | 7.89K Increased by +5.96% | Mar 31, 25 |
| 16 | State Street Corp | 129.30K (2.27%) | 1.75K Increased by +1.36% | Mar 31, 25 |
| 17 | Renaissance Technologies Corp | 108.70K (1.91%) | -8.10K Decreased by -7.45% | Mar 31, 25 |
| 18 | Arnhold & S. Bleichroeder Advisers, LLC | 105.90K (1.86%) | 54.53K Increased by +51.49% | Mar 31, 25 |
| 19 | Millennium Management LLC | 100.48K (1.76%) | 32.96K Increased by +32.80% | Mar 31, 25 |
| 20 | Crawford Investment Counsel, Inc | 96.73K (1.70%) | 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 (5.11%) | -500.00 Decreased by -0.17% | Apr 30, 25 |
| 2 | ProShares Russell 2000 Dividend Growers | 256.00K (4.49%) | -504.00 Decreased by -0.20% | May 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 142.37K (2.50%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 142.37K (2.50%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Kennedy Small Cap Value | 136.91K (2.40%) | 47.90K Increased by +34.99% | Mar 31, 25 |
| 6 | Argenta-Fund Lifestyle Dynamic R Cap | 135.63K (2.38%) | -10.81K Decreased by -7.97% | Feb 28, 25 |
| 7 | iShares Russell 2000 ETF | 105.98K (1.86%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | Foundry Partners Micro Cap Value | 102.78K (1.80%) | -35.17K Decreased by -34.23% | Mar 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 102.75K (1.80%) | 0.00 Increased by 0.00% | May 31, 25 |
| 10 | DFA US Small Cap Value I | 99.03K (1.74%) | -4.12K Decreased by -4.16% | Apr 30, 25 |
| 11 | First Eagle Small Cap Opportunity I | 98.96K (1.74%) | 9.12K Increased by +9.21% | Apr 30, 25 |
| 12 | Dean Small Cap Value | 96.46K (1.69%) | 6.74K Increased by +6.98% | Apr 30, 25 |
| 13 | Dean Small Cap Value SA | 96.46K (1.69%) | 6.74K Increased by +6.98% | Apr 30, 25 |
| 14 | First Eagle US Small Cap Strategy | 90.78K (1.59%) | 45.06K Increased by +49.64% | Mar 31, 25 |
| 15 | VT De Lisle America B USD | 80.94K (1.42%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | DFA US Targeted Value I | 68.40K (1.20%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | Russell Inv Tax-Managed US Mid&Sm Cap S | 68.25K (1.20%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | Crawford Small Cap Dividend | 65.17K (1.14%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 19 | Crawford Small Cap Equity | 65.17K (1.14%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | DFA US Micro Cap I | 63.31K (1.11%) | -3.10K Decreased by -4.90% | Apr 30, 25 |