| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.72M (11.73%) | 266.58K Increased by +15.48% | Jun 30, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 1.11M (7.54%) | -34.39K Decreased by -3.11% | Sep 30, 24 |
| 3 | Peapack Gladstone Financial Corp | 934.49K (6.37%) | 7.57K Increased by +0.81% | Jun 30, 24 |
| 4 | Vanguard Group Inc | 874.40K (5.96%) | 23.22K Increased by +2.66% | Sep 30, 24 |
| 5 | Boston Partners Global Investors, Inc | 764.61K (5.21%) | -101.77K Decreased by -13.31% | Sep 30, 24 |
| 6 | Wellington Management Company LLP | 631.64K (4.30%) | 15.67K Increased by +2.48% | Sep 30, 24 |
| 7 | Banc Funds Co LLC | 602.80K (4.11%) | -73.00K Decreased by -12.11% | Sep 30, 24 |
| 8 | State Street Corp | 524.23K (3.57%) | 12.33K Increased by +2.35% | Sep 30, 24 |
| 9 | Brown Advisory Holdings Inc | 515.06K (3.51%) | 6.97K Increased by +1.35% | Sep 30, 24 |
| 10 | State Street Corporation | 497.26K (3.39%) | 30.36K Increased by +6.11% | Mar 31, 24 |
| 11 | North Reef Capital Management LP | 398.70K (2.72%) | -101.30K Decreased by -25.41% | Mar 31, 24 |
| 12 | Geode Capital Management, LLC | 378.78K (2.58%) | 4.17K Increased by +1.10% | Sep 30, 24 |
| 13 | STRATEGIC VALUE BANK PARTNERS LLC | 377.22K (2.57%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | Philadelphia Trust Co | 331.64K (2.26%) | -725.00 Decreased by -0.22% | Sep 30, 24 |
| 15 | Synergy Financial Management, LLC | 323.73K (2.21%) | 323.73K Increased by +100.00% | Sep 30, 24 |
| 16 | American Century Companies Inc | 303.99K (2.07%) | 28.41K Increased by +9.35% | Sep 30, 24 |
| 17 | Hotchkis & Wiley Capital Management LLC | 249.84K (1.70%) | -28.18K Decreased by -11.28% | Sep 30, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 216.32K (1.47%) | 94.50K Increased by +43.69% | Jun 30, 24 |
| 19 | Franklin Resources Inc | 170.90K (1.16%) | 55.92K Increased by +32.72% | Mar 31, 24 |
| 20 | Renaissance Technologies Corp | 155.52K (1.06%) | -19.00K Decreased by -12.22% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Russell 2000 ETF | 545.62K (3.72%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 503.61K (3.43%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 3 | Brown Advisory Small-Cap Fdmtl Val Inv | 304.05K (2.07%) | -2.67K Decreased by -0.88% | Oct 31, 24 |
| 4 | Avantis US Small Cap Value ETF | 275.03K (1.87%) | 735.00 Increased by +0.27% | Nov 30, 24 |
| 5 | DFA US Small Cap Value I | 226.38K (1.54%) | 1.58K Increased by +0.70% | Oct 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 210.78K (1.44%) | -1.25K Decreased by -0.59% | Oct 31, 24 |
| 7 | iShares Russell 2000 Value ETF | 181.67K (1.24%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 8 | Fidelity Small Cap Index | 167.63K (1.14%) | -1.57K Decreased by -0.94% | Sep 30, 24 |
| 9 | Fidelity® Small Cap Index | 163.71K (1.12%) | 5.59K Increased by +3.42% | Oct 31, 23 |
| 10 | SPDR® S&P Regional Banking ETF | 151.87K (1.03%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 11 | DFA US Targeted Value I | 151.13K (1.03%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Kennedy Small Cap Value | 140.04K (0.95%) | -112.08K Decreased by -80.03% | Sep 30, 24 |
| 13 | DFA US Micro Cap I | 123.93K (0.84%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | Franklin MicroCap Value A | 114.98K (0.78%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 112.91K (0.77%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | BlackRock Advantage Small Cap Core Instl | 110.48K (0.75%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 17 | DFA US Small Cap I | 106.87K (0.73%) | -5.29K Decreased by -4.95% | Oct 31, 24 |
| 18 | Dimensional US Targeted Value ETF | 102.65K (0.70%) | 158.00 Increased by +0.15% | Nov 29, 24 |
| 19 | Boston Partners Small Cap Value II Inv | 100.21K (0.68%) | -6.68K Decreased by -6.67% | Sep 30, 24 |
| 20 | Wellington Emerging Companies | 86.57K (0.59%) | -21.27K Decreased by -24.56% | Sep 30, 24 |