| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Elser Financial Planning, Inc | 27.26M (93.14%) | 27.26M Increased by +100.00% | Dec 31, 24 |
| 2 | BlackRock Inc | 1.85M (6.33%) | 325.83K Increased by +17.58% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.54M (5.26%) | 148.56K Increased by +9.64% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 1.36M (4.63%) | 122.00K Increased by +9.00% | Jun 30, 25 |
| 5 | Macquarie Group Ltd | 884.86K (3.02%) | -3.50K Decreased by -0.40% | Jun 30, 25 |
| 6 | Royce & Associates, LP | 782.41K (2.67%) | 95.91K Increased by +12.26% | Jun 30, 25 |
| 7 | Geode Capital Management, LLC | 681.49K (2.33%) | 101.14K Increased by +14.84% | Jun 30, 25 |
| 8 | American Century Companies Inc | 567.98K (1.94%) | 55.04K Increased by +9.69% | Jun 30, 25 |
| 9 | State Street Corp | 530.15K (1.81%) | 68.86K Increased by +12.99% | Jun 30, 25 |
| 10 | Amvescap Plc. | 434.32K (1.48%) | -46.30K Decreased by -10.66% | Jun 30, 25 |
| 11 | State Street Corporation | 405.72K (1.39%) | 6.08K Increased by +1.50% | Mar 31, 24 |
| 12 | Banc Funds Co LLC | 385.79K (1.32%) | -125.00 Decreased by -0.03% | Jun 30, 25 |
| 13 | Hotchkis & Wiley Capital Management LLC | 362.52K (1.24%) | 61.97K Increased by +17.09% | Jun 30, 25 |
| 14 | Boston Partners Global Investors, Inc | 337.24K (1.15%) | 9.39K Increased by +2.78% | Dec 31, 24 |
| 15 | Bridgeway Capital Management, LLC | 319.39K (1.09%) | 10.98K Increased by +3.44% | Jun 30, 24 |
| 16 | HHG PLC | 286.17K (0.98%) | 257.86K Increased by +90.11% | Mar 31, 25 |
| 17 | Empowered Funds, LLC | 282.40K (0.96%) | 151.88K Increased by +53.78% | Mar 31, 24 |
| 18 | Marshall Wace Asset Management Ltd | 281.07K (0.96%) | -16.73K Decreased by -5.95% | Jun 30, 25 |
| 19 | Basswood Capital Management LLC | 273.75K (0.94%) | -303.45K Decreased by -110.85% | Jun 30, 25 |
| 20 | Federated Hermes Inc | 266.42K (0.91%) | -11.49K Decreased by -4.31% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 643.57K (2.20%) | -14.27K Decreased by -2.22% | Jul 31, 25 |
| 2 | iShares Russell 2000 ETF | 629.04K (2.15%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Macquarie Small Cap Value A | 607.93K (2.08%) | -12.52K Decreased by -2.06% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 577.80K (1.97%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 490.91K (1.68%) | 1.30K Increased by +0.26% | Aug 30, 25 |
| 6 | Royce Small-Cap Quality Value Composite | 435.30K (1.49%) | 84.94K Increased by +19.51% | Jun 30, 25 |
| 7 | Royce Small-Cap Total Return Invmt | 435.30K (1.49%) | 84.94K Increased by +19.51% | Jun 30, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 295.49K (1.01%) | -133.20K Decreased by -45.08% | Jul 31, 25 |
| 9 | Macquarie VIP Small Cap Value Series Std | 276.05K (0.94%) | 23.35K Increased by +8.46% | Jul 31, 25 |
| 10 | Janus Henderson Hrzn Glb SC E2 USD | 273.94K (0.94%) | 0.00 Increased by 0.00% | May 31, 25 |
| 11 | Fidelity Small Cap Index | 260.96K (0.89%) | 76.40K Increased by +29.28% | Jun 30, 25 |
| 12 | iShares Russell 2000 Value ETF | 228.16K (0.78%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 13 | Federated Hermes MDT SCC Institutional | 219.28K (0.75%) | -9.07K Decreased by -4.14% | Sep 30, 24 |
| 14 | Federated Hermes MDT Small Cap Core IS | 219.28K (0.75%) | -9.07K Decreased by -4.14% | Sep 30, 24 |
| 15 | Invesco Small Cap Equity A | 215.33K (0.74%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Invesco Small Cap Equity Composite | 215.33K (0.74%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Westwood SMidCap Value Collctve Tr Cl C | 201.04K (0.69%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | DFA US Targeted Value I | 190.94K (0.65%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Dimensional US Targeted Value ETF | 189.94K (0.65%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 20 | JPMorgan Small Cap Value I | 188.11K (0.64%) | -4.91K Decreased by -2.61% | May 31, 24 |