| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Gamco Investors, Inc. Et Al | 799.11K (8.15%) | -3.00K Decreased by -0.38% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 715.18K (7.30%) | -24.64K Decreased by -3.45% | Mar 31, 25 |
| 3 | BlackRock Inc | 688.30K (7.02%) | -3.52K Decreased by -0.51% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 612.20K (6.25%) | 53.91K Increased by +8.81% | Mar 31, 25 |
| 5 | Needham Investment Management, LLC | 561.50K (5.73%) | 1.50K Increased by +0.27% | Mar 31, 25 |
| 6 | Renaissance Technologies Corp | 473.74K (4.83%) | -27.15K Decreased by -5.73% | Mar 31, 25 |
| 7 | Royce & Associates, LP | 336.00K (3.43%) | 4.00K Increased by +1.19% | Mar 31, 25 |
| 8 | American Century Companies Inc | 331.08K (3.38%) | 38.60K Increased by +11.66% | Mar 31, 25 |
| 9 | Geode Capital Management, LLC | 229.79K (2.34%) | 5.43K Increased by +2.36% | Mar 31, 25 |
| 10 | State Street Corp | 204.11K (2.08%) | -1.96K Decreased by -0.96% | Mar 31, 25 |
| 11 | ProShare Advisors LLC | 193.26K (1.97%) | -71.56K Decreased by -37.03% | Mar 31, 25 |
| 12 | Gabelli Funds LLC | 165.20K (1.69%) | -400.00 Decreased by -0.24% | Mar 31, 25 |
| 13 | Diamond Hill Capital Management Inc | 139.09K (1.42%) | -56.67K Decreased by -40.74% | Mar 31, 25 |
| 14 | Bard Associates Inc | 113.88K (1.16%) | -1.53K Decreased by -1.34% | Mar 31, 25 |
| 15 | Northern Trust Corp | 105.00K (1.07%) | -2.26K Decreased by -2.15% | Mar 31, 25 |
| 16 | State Street Corporation | 103.66K (1.06%) | 9.49K Increased by +9.16% | Mar 31, 24 |
| 17 | Bank of New York Mellon Corp | 97.05K (0.99%) | 1.57K Increased by +1.62% | Mar 31, 25 |
| 18 | Cardinal Capital Management | 95.43K (0.97%) | -67.00 Decreased by -0.07% | Mar 31, 25 |
| 19 | Heartland Advisors Inc | 91.05K (0.93%) | -30.44K Decreased by -33.43% | Jun 30, 24 |
| 20 | Goldman Sachs Group Inc | 87.72K (0.90%) | 8.89K Increased by +10.14% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 1290 VT GAMCO Small Company Value IB | 735.00K (7.50%) | -1.00K Decreased by -0.14% | Apr 30, 25 |
| 2 | Needham Aggressive Growth Retail | 561.50K (5.73%) | 1.50K Increased by +0.27% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 325.70K (3.32%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Avantis US Small Cap Value ETF | 300.45K (3.07%) | 663.00 Increased by +0.22% | May 31, 25 |
| 5 | Royce Small-Cap Special Equity Invmt | 271.50K (2.77%) | -4.50K Decreased by -1.66% | Mar 31, 25 |
| 6 | iShares Russell 2000 ETF | 238.39K (2.43%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Vanguard US Total Market Shares ETF | 162.85K (1.66%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 159.65K (1.63%) | 1.60K Increased by +1.00% | May 31, 25 |
| 9 | ProShares Russell 2000 Dividend Growers | 146.33K (1.49%) | -288.00 Decreased by -0.20% | May 30, 25 |
| 10 | Gabelli Small Cap Growth AAA | 139.00K (1.42%) | -400.00 Decreased by -0.29% | Mar 31, 25 |
| 11 | DFA US Small Cap Value I | 129.96K (1.33%) | -5.80K Decreased by -4.47% | Apr 30, 25 |
| 12 | DFA US Micro Cap I | 113.45K (1.16%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 13 | Diamond Hill Small Cap Equity | 105.24K (1.07%) | -4.25K Decreased by -4.04% | May 31, 25 |
| 14 | DFA US Targeted Value I | 101.71K (1.04%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 15 | Heartland Value Plus Investor | 100.00K (1.02%) | -15.00K Decreased by -15.00% | Apr 30, 24 |
| 16 | Fidelity Small Cap Index | 99.08K (1.01%) | 198.00 Increased by +0.20% | Mar 31, 25 |
| 17 | Diamond Hill Small Cap Inv | 94.16K (0.96%) | -4.20K Decreased by -4.46% | May 31, 25 |
| 18 | Foundry Partners Micro Cap Value | 92.59K (0.94%) | -16.32K Decreased by -17.63% | Mar 31, 25 |
| 19 | North Star Dividend I | 73.50K (0.75%) | 0.00 Increased by 0.00% | May 31, 25 |
| 20 | Dimensional US Targeted Value ETF | 70.45K (0.72%) | -54.00 Decreased by -0.08% | May 30, 25 |