| 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 | 866.38K (5.90%) | 103.72K Increased by +11.97% | Jun 30, 24 |
| 6 | Banc Funds Co LLC | 675.80K (4.61%) | -30.00K Decreased by -4.44% | Jun 30, 24 |
| 7 | Wellington Management Company LLP | 615.98K (4.20%) | 22.60K Increased by +3.67% | Jun 30, 24 |
| 8 | Brown Advisory Holdings Inc | 515.06K (3.51%) | 6.97K Increased by +1.35% | Sep 30, 24 |
| 9 | State Street Corp | 511.90K (3.49%) | 14.63K Increased by +2.86% | Jun 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 | STRATEGIC VALUE BANK PARTNERS LLC | 377.22K (2.57%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | Geode Capital Management, LLC | 374.61K (2.55%) | 10.57K Increased by +2.82% | Jun 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 | Kennedy Capital Management Inc | 308.01K (2.10%) | 46.73K Increased by +15.17% | Jun 30, 24 |
| 17 | American Century Companies Inc | 303.99K (2.07%) | 28.41K Increased by +9.35% | Sep 30, 24 |
| 18 | Hotchkis & Wiley Capital Management LLC | 278.02K (1.89%) | 36.57K Increased by +13.15% | Jun 30, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 216.32K (1.47%) | 94.50K Increased by +43.69% | Jun 30, 24 |
| 20 | Franklin Resources Inc | 170.90K (1.16%) | 55.92K Increased by +32.72% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 503.61K (3.43%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 494.80K (3.37%) | -1.11K Decreased by -0.22% | 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 | 264.88K (1.81%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 5 | DFA US Small Cap Value I | 224.81K (1.53%) | 7.48K Increased by +3.33% | Sep 30, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 212.03K (1.44%) | 5.59K Increased by +2.64% | Sep 30, 24 |
| 7 | Fidelity Small Cap Index | 169.21K (1.15%) | -4.40K Decreased by -2.60% | Aug 31, 24 |
| 8 | Fidelity® Small Cap Index | 163.71K (1.12%) | 5.59K Increased by +3.42% | Oct 31, 23 |
| 9 | iShares Russell 2000 Value ETF | 161.10K (1.10%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | DFA US Targeted Value I | 151.13K (1.03%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Kennedy Small Cap Value | 140.04K (0.95%) | -112.08K Decreased by -80.03% | Sep 30, 24 |
| 12 | DFA US Micro Cap I | 123.93K (0.84%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | Franklin MicroCap Value A | 114.98K (0.78%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 14 | SPDR® S&P Regional Banking ETF | 113.65K (0.77%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 112.91K (0.77%) | -3.40K Decreased by -3.01% | Oct 31, 24 |
| 16 | DFA US Small Cap I | 112.16K (0.76%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | BlackRock Advantage Small Cap Core Instl | 110.48K (0.75%) | 4.85K Increased by +4.39% | Sep 30, 24 |
| 18 | Wellington Emerging Companies | 107.84K (0.73%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Boston Partners Small Cap Value II Inv | 106.89K (0.73%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 20 | Dimensional US Targeted Value ETF | 101.25K (0.69%) | 0.00 Increased by 0.00% | Oct 31, 24 |