| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Stadium Capital Management LLC | 2.62M (15.88%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Disciplined Growth Investors Inc | 1.90M (11.56%) | -28.14K Decreased by -1.48% | Sep 30, 23 |
| 3 | BlackRock Inc | 1.58M (9.58%) | -56.42K Decreased by -3.58% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 1.24M (7.54%) | -52.92K Decreased by -4.26% | Jun 30, 25 |
| 5 | Brightlight Capital Management LLC | 1.11M (6.75%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Adage Capital Partners Gp LLC | 1.00M (6.07%) | 1.00M Increased by +100.00% | Dec 31, 23 |
| 7 | Wealthfront Advisers LLC | 975.16K (5.92%) | 975.16K Increased by +100.00% | Dec 31, 24 |
| 8 | Towle & Co | 974.95K (5.92%) | 974.95K Increased by +100.00% | Jun 30, 25 |
| 9 | Pacific Ridge Capital Partners, LLC | 782.29K (4.75%) | 153.62K Increased by +19.64% | Jun 30, 25 |
| 10 | Jacobs Levy Equity Management, Inc. | 692.49K (4.20%) | 111.36K Increased by +16.08% | Jun 30, 25 |
| 11 | Marshall Wace Asset Management Ltd | 656.33K (3.98%) | 35.02K Increased by +5.34% | Dec 31, 24 |
| 12 | Geode Capital Management, LLC | 530.76K (3.22%) | 7.57K Increased by +1.43% | Jun 30, 25 |
| 13 | Charles Schwab Investment Management Inc | 528.69K (3.21%) | 233.24K Increased by +44.12% | Jun 30, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 499.97K (3.03%) | 269.91K Increased by +53.98% | Jun 30, 25 |
| 15 | Bank of America Corp | 475.62K (2.89%) | 105.33K Increased by +22.15% | Jun 30, 25 |
| 16 | State Street Corp | 458.87K (2.78%) | 1.64K Increased by +0.36% | Jun 30, 25 |
| 17 | State Street Corporation | 416.16K (2.53%) | -77.00K Decreased by -18.50% | Mar 31, 24 |
| 18 | Dimensional Fund Advisors, Inc. | 408.74K (2.48%) | -34.70K Decreased by -8.49% | Jun 30, 25 |
| 19 | Van Lanschot Kempen Investment Management NV | 398.69K (2.42%) | -598.62K Decreased by -150.15% | Mar 31, 25 |
| 20 | Schwarz Dygos Wheeler Investment Advisors LLC | 396.78K (2.41%) | 259.31K Increased by +65.36% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 666.15K (4.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Schwab Fundamental US Small Company ETF | 657.11K (3.99%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 651.78K (3.95%) | -14.37K Decreased by -2.20% | Jul 31, 25 |
| 4 | iShares Russell 2000 ETF | 513.23K (3.11%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | Adara Smaller Companies | 320.99K (1.95%) | 36.41K Increased by +11.34% | Jul 31, 25 |
| 6 | Kempen (Lux) Global Small-Cap I | 306.04K (1.86%) | -122.29K Decreased by -39.96% | Mar 31, 25 |
| 7 | Schwab Fundamental U.S. Small CompanyETF | 287.61K (1.75%) | 1.15K Increased by +0.40% | Aug 30, 25 |
| 8 | Vanguard Small Cap Index | 272.02K (1.65%) | 836.00 Increased by +0.31% | Nov 30, 23 |
| 9 | SEI GMF Small Cap Sel USD Instl+ H Acc | 263.52K (1.60%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 241.79K (1.47%) | -99.02K Decreased by -40.95% | Jul 31, 25 |
| 11 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 220.58K (1.34%) | 0.00 Increased by 0.00% | Feb 27, 25 |
| 12 | Fidelity Small Cap Index | 209.30K (1.27%) | -8.95K Decreased by -4.28% | Jun 30, 25 |
| 13 | Fidelity® Small Cap Index | 205.25K (1.25%) | 5.74K Increased by +2.80% | Oct 31, 23 |
| 14 | FP Brunel Smaller Companies Eqs A Acc | 193.08K (1.17%) | 10.56K Increased by +5.47% | Jun 30, 24 |
| 15 | iShares Russell 2000 Value ETF | 190.08K (1.15%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | Vanguard Small Cap Value Index Inv | 189.86K (1.15%) | -288.00 Decreased by -0.15% | Nov 30, 23 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 188.51K (1.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Towle Value ETF | 186.73K (1.13%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Towle Value | 185.42K (1.13%) | 185.42K Increased by +100.00% | Jun 30, 25 |
| 20 | Hodges Retail | 175.00K (1.06%) | -125.00K Decreased by -71.43% | Mar 31, 25 |