| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 952.74K (9.07%) | -7.01K Decreased by -0.74% | Jun 30, 25 |
| 2 | BlackRock Inc | 862.51K (8.21%) | -17.56K Decreased by -2.04% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 676.93K (6.45%) | -13.06K Decreased by -1.93% | Jun 30, 25 |
| 4 | North Star Investment Management Corp | 390.77K (3.72%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | American Century Companies Inc | 383.43K (3.65%) | 9.35K Increased by +2.44% | Jun 30, 25 |
| 6 | Aegis Financial Corporation | 306.88K (2.92%) | -114.15K Decreased by -37.20% | Mar 31, 24 |
| 7 | Neuberger Berman Group LLC | 305.10K (2.91%) | -23.58K Decreased by -7.73% | Jun 30, 25 |
| 8 | Geode Capital Management, LLC | 273.20K (2.60%) | -10.03K Decreased by -3.67% | Jun 30, 25 |
| 9 | Wells Fargo & Co | 248.44K (2.37%) | 683.00 Increased by +0.27% | Jun 30, 25 |
| 10 | Acadian Asset Management LLC | 238.05K (2.27%) | 231.62K Increased by +97.30% | Mar 31, 25 |
| 11 | Amvescap Plc. | 236.24K (2.25%) | 205.13K Increased by +86.83% | Jun 30, 24 |
| 12 | State Street Corp | 196.51K (1.87%) | -2.91K Decreased by -1.48% | Jun 30, 25 |
| 13 | Hillsdale Investment Management Inc. | 183.73K (1.75%) | 65.79K Increased by +35.81% | Jun 30, 24 |
| 14 | Bridgeway Capital Management, LLC | 176.30K (1.68%) | 1.33K Increased by +0.75% | Jun 30, 25 |
| 15 | Bank of New York Mellon Corp | 168.95K (1.61%) | -2.63K Decreased by -1.56% | Jun 30, 25 |
| 16 | Allspring Global Investments Holdings, LLC | 158.00K (1.50%) | 53.49K Increased by +33.86% | Dec 31, 24 |
| 17 | Arrowstreet Capital Limited Partnership | 152.82K (1.46%) | -18.62K Decreased by -12.19% | Jun 30, 25 |
| 18 | First Wilshire Securities Mgmt Inc (CA) | 141.42K (1.35%) | -936.00 Decreased by -0.66% | Jun 30, 25 |
| 19 | Susquehanna International Group, LLP | 125.40K (1.19%) | 84.39K Increased by +67.30% | Mar 31, 24 |
| 20 | Tocqueville Asset Management L.P. | 120.00K (1.14%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 436.14K (4.15%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 424.56K (4.04%) | -11.58K Decreased by -2.73% | Jul 31, 25 |
| 3 | Avantis US Small Cap Value ETF | 332.56K (3.17%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 4 | iShares Russell 2000 ETF | 309.64K (2.95%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | Aegis Value I | 303.78K (2.89%) | -106.12K Decreased by -34.93% | Mar 31, 24 |
| 6 | DFA US Small Cap Value I | 217.82K (2.07%) | -1.64K Decreased by -0.75% | Jul 31, 25 |
| 7 | North Star Micro Cap I | 175.00K (1.67%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 8 | Invesco Dorsey Wright SmallCap Momt ETF | 171.99K (1.64%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | North Star Dividend I | 148.00K (1.41%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | First Wilshire US SCV Equities SMA | 121.46K (1.16%) | -936.00 Decreased by -0.77% | Jun 30, 25 |
| 11 | DFA US Targeted Value I | 119.57K (1.14%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 12 | Fidelity Small Cap Index | 116.10K (1.11%) | -13.02K Decreased by -11.21% | Jun 30, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 114.27K (1.09%) | -44.44K Decreased by -38.89% | Jul 31, 25 |
| 14 | Allspring Small Company Val | 105.83K (1.01%) | -1.83K Decreased by -1.73% | Feb 28, 25 |
| 15 | iShares Russell 2000 Value ETF | 101.60K (0.97%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | Dimensional US Targeted Value ETF | 100.38K (0.96%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 17 | EA Bridgeway Omni Small-Cap Value ETF | 97.54K (0.93%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 18 | Allspring Small Company Value Admin | 97.07K (0.92%) | -1.80K Decreased by -1.86% | Feb 28, 25 |
| 19 | Delafield Concentrated Value | 90.00K (0.86%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | WisdomTree US SmallCap Dividend ETF | 82.84K (0.79%) | 0.00 Increased by 0.00% | Aug 29, 25 |