| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 916.57K (9.09%) | -1.62K Decreased by -0.18% | Mar 31, 26 |
| 2 | BlackRock Inc | 804.66K (7.98%) | -22.37K Decreased by -2.78% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 689.99K (6.84%) | -191.00 Decreased by -0.03% | Dec 31, 25 |
| 4 | North Star Investment Management Corp | 537.48K (5.33%) | 42.50K Increased by +7.91% | Mar 31, 26 |
| 5 | American Century Companies Inc | 378.69K (3.76%) | -4.73K Decreased by -1.25% | Dec 31, 25 |
| 6 | Aegis Financial Corporation | 306.88K (3.04%) | -114.15K Decreased by -37.20% | Mar 31, 24 |
| 7 | Geode Capital Management, LLC | 269.51K (2.67%) | 2.44K Increased by +0.91% | Dec 31, 25 |
| 8 | Neuberger Berman Group LLC | 254.03K (2.52%) | -9.67K Decreased by -3.81% | Mar 31, 26 |
| 9 | Wells Fargo & Co | 250.62K (2.49%) | -11.97K Decreased by -4.78% | Mar 31, 26 |
| 10 | Advisory Services Network, LLC | 242.16K (2.40%) | 242.16K Increased by +100.00% | Sep 30, 25 |
| 11 | Amvescap Plc. | 236.24K (2.34%) | 205.13K Increased by +86.83% | Jun 30, 24 |
| 12 | Acadian Asset Management LLC | 214.74K (2.13%) | 209.49K Increased by +97.55% | Mar 31, 26 |
| 13 | State Street Corp | 192.61K (1.91%) | -2.21K Decreased by -1.15% | Dec 31, 25 |
| 14 | Hillsdale Investment Management Inc. | 183.73K (1.82%) | 65.79K Increased by +35.81% | Jun 30, 24 |
| 15 | Bridgeway Capital Management, LLC | 171.70K (1.70%) | -8.63K Decreased by -5.03% | Dec 31, 25 |
| 16 | Allspring Global Investments Holdings, LLC | 158.00K (1.57%) | 53.49K Increased by +33.86% | Dec 31, 24 |
| 17 | Arrowstreet Capital Limited Partnership | 148.08K (1.47%) | -4.74K Decreased by -3.20% | Dec 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 134.73K (1.34%) | 61.85K Increased by +45.91% | Dec 31, 25 |
| 19 | Susquehanna International Group, LLP | 125.40K (1.24%) | 84.39K Increased by +67.30% | Mar 31, 24 |
| 20 | Tocqueville Asset Management L.P. | 120.00K (1.19%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 436.14K (4.33%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 423.57K (4.20%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Avantis US Small Cap Value ETF | 314.76K (3.12%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 4 | Aegis Value I | 303.78K (3.01%) | -106.12K Decreased by -34.93% | Mar 31, 24 |
| 5 | North Star Micro Cap I | 279.00K (2.77%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | iShares Russell 2000 ETF | 261.51K (2.59%) | 2.21K Increased by +0.84% | Apr 30, 26 |
| 7 | DFA US Small Cap Value I | 211.62K (2.10%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 8 | North Star Dividend I | 181.00K (1.80%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | Invesco Dorsey Wright SmallCap Momt ETF | 171.99K (1.71%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 118.17K (1.17%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | Fidelity Small Cap Index | 110.86K (1.10%) | -449.00 Decreased by -0.41% | Feb 28, 26 |
| 12 | Allspring Small Company Val | 105.83K (1.05%) | -1.83K Decreased by -1.73% | Feb 28, 25 |
| 13 | Dimensional US Targeted Value ETF | 101.08K (1.00%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | DFA US Targeted Value I | 99.41K (0.99%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 15 | EA Bridgeway Omni Small-Cap Value ETF | 97.54K (0.97%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 16 | iShares Russell 2000 Value ETF | 97.33K (0.97%) | 525.00 Increased by +0.54% | Apr 30, 26 |
| 17 | Allspring Small Company Value Admin | 97.07K (0.96%) | -1.80K Decreased by -1.86% | Feb 28, 25 |
| 18 | First Wilshire US SCV Equities SMA | 93.72K (0.93%) | -24.36K Decreased by -26.00% | Dec 31, 25 |
| 19 | Delafield Concentrated Value | 90.00K (0.89%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | Dimensional US Small Cap Value ETF | 77.64K (0.77%) | 1.03K Increased by +1.32% | Apr 30, 26 |