| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Gamco Investors, Inc. Et Al | 401.06K (4.11%) | -2.10K Decreased by -0.52% | Dec 31, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 369.91K (3.79%) | -6.92K Decreased by -1.87% | Dec 31, 24 |
| 3 | BlackRock Inc | 345.91K (3.55%) | -362.00 Decreased by -0.10% | Dec 31, 24 |
| 4 | Needham Investment Management, LLC | 280.00K (2.87%) | 12.50K Increased by +4.46% | Dec 31, 24 |
| 5 | Vanguard Group Inc | 279.14K (2.86%) | -6.03K Decreased by -2.16% | Dec 31, 24 |
| 6 | Renaissance Technologies Corp | 250.45K (2.57%) | 400.00 Increased by +0.16% | Dec 31, 24 |
| 7 | Royce & Associates, LP | 166.00K (1.70%) | 4.00K Increased by +2.41% | Dec 31, 24 |
| 8 | American Century Companies Inc | 146.24K (1.50%) | 15.04K Increased by +10.29% | Dec 31, 24 |
| 9 | ProShare Advisors LLC | 132.41K (1.36%) | 7.61K Increased by +5.74% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 112.18K (1.15%) | 352.00 Increased by +0.31% | Dec 31, 24 |
| 11 | State Street Corporation | 103.66K (1.06%) | 9.49K Increased by +9.16% | Mar 31, 24 |
| 12 | State Street Corp | 103.03K (1.06%) | 28.00 Increased by +0.03% | Dec 31, 24 |
| 13 | Diamond Hill Capital Management Inc | 97.88K (1.00%) | -3.21K Decreased by -3.28% | Dec 31, 24 |
| 14 | Cardinal Capital Management | 95.43K (0.98%) | -67.00 Decreased by -0.07% | Mar 31, 25 |
| 15 | Heartland Advisors Inc | 91.05K (0.93%) | -30.44K Decreased by -33.43% | Jun 30, 24 |
| 16 | Gabelli Funds LLC | 82.80K (0.85%) | -300.00 Decreased by -0.36% | Dec 31, 24 |
| 17 | North Star Investment Management Corp | 73.90K (0.76%) | -24.50K Decreased by -33.15% | Mar 31, 25 |
| 18 | Bard Associates Inc | 57.70K (0.59%) | -116.00 Decreased by -0.20% | Dec 31, 24 |
| 19 | Northern Trust Corp | 53.63K (0.55%) | 1.31K Increased by +2.45% | Dec 31, 24 |
| 20 | Amvescap Plc. | 49.92K (0.51%) | 1.93K Increased by +3.87% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 1290 VT GAMCO Small Company Value IB | 737.00K (7.56%) | -1.00K Decreased by -0.14% | Feb 28, 25 |
| 2 | Needham Aggressive Growth Retail | 561.50K (5.76%) | 1.50K Increased by +0.27% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 325.70K (3.34%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Avantis US Small Cap Value ETF | 281.50K (2.89%) | 370.00 Increased by +0.13% | Mar 29, 25 |
| 5 | Royce Small-Cap Special Equity Invmt | 271.50K (2.78%) | -4.50K Decreased by -1.66% | Mar 31, 25 |
| 6 | iShares Russell 2000 ETF | 252.43K (2.59%) | -2.20K Decreased by -0.87% | Mar 31, 25 |
| 7 | Vanguard US Total Market Shares ETF | 162.85K (1.67%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 157.67K (1.62%) | 6.22K Increased by +3.95% | Mar 31, 25 |
| 9 | ProShares Russell 2000 Dividend Growers | 148.76K (1.53%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | DFA US Small Cap Value I | 141.61K (1.45%) | -6.09K Decreased by -4.30% | Feb 28, 25 |
| 11 | DFA US Micro Cap I | 113.45K (1.16%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 12 | Diamond Hill Small Cap Equity | 108.50K (1.11%) | -28.03K Decreased by -25.83% | Mar 31, 25 |
| 13 | Diamond Hill Small Cap Inv | 102.76K (1.05%) | -26.65K Decreased by -25.94% | Mar 31, 25 |
| 14 | DFA US Targeted Value I | 101.71K (1.04%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | Heartland Value Plus Investor | 100.00K (1.03%) | -15.00K Decreased by -15.00% | Apr 30, 24 |
| 16 | Fidelity Small Cap Index | 98.88K (1.01%) | -1.85K Decreased by -1.87% | Jan 31, 25 |
| 17 | Foundry Partners Micro Cap Value | 92.59K (0.95%) | -16.32K Decreased by -17.63% | Mar 31, 25 |
| 18 | North Star Dividend I | 73.50K (0.75%) | -24.50K Decreased by -33.33% | Mar 31, 25 |
| 19 | iShares Russell 2000 Value ETF | 70.84K (0.73%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Dimensional US Targeted Value ETF | 70.78K (0.73%) | 0.00 Increased by 0.00% | Mar 31, 25 |