| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Sound Income Strategies | 1.21M (7.97%) | -6.74K Decreased by -0.56% | Mar 31, 26 |
| 2 | BlackRock Inc | 1.06M (6.97%) | -207.23K Decreased by -19.59% | Mar 31, 26 |
| 3 | Vanguard Group Inc | 754.95K (4.97%) | -17.55K Decreased by -2.32% | Dec 31, 25 |
| 4 | Vanguard Capital Management, LLC | 618.99K (4.08%) | 618.99K Increased by +100.00% | Mar 31, 26 |
| 5 | Two Sigma Investments LLC | 602.47K (3.97%) | 451.80K Increased by +74.99% | Mar 31, 26 |
| 6 | Goff John C | 534.85K (3.52%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Heartland Advisors Inc | 431.92K (2.85%) | -32.40K Decreased by -7.50% | Mar 31, 26 |
| 8 | Amvescap Plc. | 393.66K (2.59%) | -48.28K Decreased by -12.26% | Mar 31, 26 |
| 9 | Geode Capital Management, LLC | 333.91K (2.20%) | 10.51K Increased by +3.15% | Mar 31, 26 |
| 10 | Acadian Asset Management LLC | 332.43K (2.19%) | 265.78K Increased by +79.95% | Jun 30, 25 |
| 11 | Ancora Advisors LLC | 307.53K (2.03%) | 2.00K Increased by +0.65% | Sep 30, 24 |
| 12 | Keeley-Teton Advisors, LLC | 285.55K (1.88%) | -63.00 Decreased by -0.02% | Mar 31, 25 |
| 13 | State Street Corp | 280.69K (1.85%) | 544.00 Increased by +0.19% | Mar 31, 26 |
| 14 | Putnam Investments LLC | 279.56K (1.84%) | -16.66K Decreased by -5.96% | Dec 31, 23 |
| 15 | Putnam Investments, LLC., a Franklin Templeton company | 279.56K (1.84%) | -16.66K Decreased by -5.96% | Dec 31, 23 |
| 16 | Pacific Ridge Capital Partners, LLC | 266.32K (1.75%) | 2.17K Increased by +0.82% | Mar 31, 26 |
| 17 | State Street Corporation | 230.98K (1.52%) | 10.69K Increased by +4.63% | Mar 31, 24 |
| 18 | State of New Jersey Common Pension Fd D | 208.70K (1.38%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 19 | Deroy & Devereaux Private Invmt Coun Inc | 205.07K (1.35%) | -5.80K Decreased by -2.83% | Dec 31, 23 |
| 20 | Truvestments Capital LLC | 204.48K (1.35%) | 9.33K Increased by +4.56% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 485.44K (3.20%) | 11.95K Increased by +2.46% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 454.53K (3.00%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 3 | Invesco KBW Premium Yield Eq REIT ETF | 366.33K (2.41%) | 0.00 Increased by 0.00% | May 29, 26 |
| 4 | Heartland Value Investor | 321.92K (2.12%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 5 | Heartland Value Strategy | 321.92K (2.12%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | iShares Russell 2000 ETF | 305.53K (2.01%) | 2.81K Increased by +0.92% | May 29, 26 |
| 7 | Ancora/Thelen Small Mid Cap Core | 283.24K (1.87%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Foundry Partners Micro Cap Value | 264.35K (1.74%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | Pacific Ridge Capital Ptnrs Micro Cp Val | 229.18K (1.51%) | -48.57K Decreased by -21.19% | Mar 31, 26 |
| 10 | Keeley Small Cap Dividend Value I | 226.16K (1.49%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | Franklin MicroCap Value A | 219.12K (1.44%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 12 | Kennedy Small Cap Value | 197.23K (1.30%) | -28.78K Decreased by -14.59% | Mar 31, 25 |
| 13 | Keeley Gabelli Small Cap Dividend I | 175.67K (1.16%) | -4.02K Decreased by -2.29% | Jan 31, 26 |
| 14 | Kennedy Micro Cap | 151.73K (1.00%) | 2.76K Increased by +1.82% | Mar 31, 26 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 151.35K (1.00%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 16 | DeRoy & Devereaux Smid Cap Value | 151.14K (1.00%) | 144.64K Increased by +95.70% | Dec 31, 23 |
| 17 | Fidelity® Small Cap Index | 143.67K (0.95%) | 1.45K Increased by +1.01% | Oct 31, 23 |
| 18 | Putnam Small Cap Value A | 142.33K (0.94%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Putnam Small Cap Value Managed Account | 142.33K (0.94%) | -12.30K Decreased by -8.64% | Jun 30, 25 |
| 20 | Fidelity Small Cap Index | 136.99K (0.90%) | 213.00 Increased by +0.16% | Mar 31, 26 |