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 | 880.07K (8.38%) | 22.73K Increased by +2.58% | Mar 31, 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 | Neuberger Berman Group LLC | 328.68K (3.13%) | -9.72K Decreased by -2.96% | Mar 31, 25 |
7 | Aegis Financial Corporation | 306.88K (2.92%) | -114.15K Decreased by -37.20% | Mar 31, 24 |
8 | Geode Capital Management, LLC | 283.24K (2.70%) | 1.94K Increased by +0.68% | Mar 31, 25 |
9 | Wells Fargo & Co | 247.76K (2.36%) | -4.48K Decreased by -1.81% | Mar 31, 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 | 199.42K (1.90%) | -1.10K Decreased by -0.55% | Mar 31, 25 |
13 | Hillsdale Investment Management Inc. | 183.73K (1.75%) | 65.79K Increased by +35.81% | Jun 30, 24 |
14 | Bridgeway Capital Management, LLC | 174.97K (1.67%) | 7.52K Increased by +4.30% | Mar 31, 25 |
15 | Bank of New York Mellon Corp | 171.58K (1.63%) | -6.95K Decreased by -4.05% | Mar 31, 25 |
16 | Arrowstreet Capital Limited Partnership | 171.44K (1.63%) | -11.44K Decreased by -6.67% | Mar 31, 25 |
17 | Allspring Global Investments Holdings, LLC | 158.00K (1.50%) | 53.49K Increased by +33.86% | Dec 31, 24 |
18 | First Wilshire Securities Mgmt Inc (CA) | 142.35K (1.36%) | -2.29K Decreased by -1.61% | Mar 31, 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% | Jul 31, 25 |
4 | Aegis Value I | 303.78K (2.89%) | -106.12K Decreased by -34.93% | Mar 31, 24 |
5 | iShares Russell 2000 ETF | 302.99K (2.89%) | -5.78K Decreased by -1.91% | Jul 31, 25 |
6 | DFA US Small Cap Value I | 219.47K (2.09%) | -1.23K Decreased by -0.56% | Jun 30, 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 | Fidelity Small Cap Index | 129.12K (1.23%) | 1.36K Increased by +1.05% | May 31, 25 |
11 | First Wilshire US SCV Equities SMA | 121.46K (1.16%) | -936.00 Decreased by -0.77% | Jun 30, 25 |
12 | DFA US Targeted Value I | 119.57K (1.14%) | 0.00 Increased by 0.00% | 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 | 101.00K (0.96%) | 75.00 Increased by +0.07% | Jul 31, 25 |
16 | Dimensional US Targeted Value ETF | 100.18K (0.95%) | 0.00 Increased by 0.00% | Jul 31, 25 |
17 | Allspring Small Company Value Admin | 97.07K (0.92%) | -1.80K Decreased by -1.86% | Feb 28, 25 |
18 | EA Bridgeway Omni Small-Cap Value ETF | 95.96K (0.91%) | 0.00 Increased by 0.00% | Jul 31, 25 |
19 | Delafield Concentrated Value | 90.00K (0.86%) | 0.00 Increased by 0.00% | Jun 30, 25 |
20 | DFA US Micro Cap I | 85.36K (0.81%) | -4.23K Decreased by -4.96% | Jun 30, 25 |