| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | ALERUS FINANCIAL NA | 2.29M (9.78%) | -26.24K Decreased by -1.15% | Dec 31, 25 |
| 2 | BlackRock Inc | 1.79M (7.65%) | 3.18K Increased by +0.18% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 1.29M (5.51%) | 20.44K Increased by +1.58% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 830.05K (3.55%) | 33.36K Increased by +4.02% | Dec 31, 25 |
| 5 | Geode Capital Management, LLC | 603.39K (2.58%) | 23.40K Increased by +3.88% | Dec 31, 25 |
| 6 | Endeavour Capital Advisors Inc | 516.53K (2.21%) | 2.60K Increased by +0.50% | Dec 31, 25 |
| 7 | State Street Corp | 471.75K (2.02%) | -2.86K Decreased by -0.61% | Sep 30, 25 |
| 8 | M3F, Inc. | 411.16K (1.76%) | 148.76K Increased by +36.18% | Dec 31, 25 |
| 9 | Ameriprise Financial Inc | 375.85K (1.61%) | -1.90K Decreased by -0.51% | Sep 30, 25 |
| 10 | State Street Corporation | 347.39K (1.48%) | 15.82K Increased by +4.55% | Mar 31, 24 |
| 11 | Phocas Financial Corp | 334.36K (1.43%) | 168.99K Increased by +50.54% | Dec 31, 25 |
| 12 | AQR Capital Management LLC | 323.08K (1.38%) | -17.16K Decreased by -5.31% | Dec 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 308.26K (1.32%) | 50.50K Increased by +16.38% | Sep 30, 25 |
| 14 | RSM US WEALTH MANAGEMENT LLC | 294.57K (1.26%) | -97.00 Decreased by -0.03% | Dec 31, 25 |
| 15 | FJ Capital Management LLC | 288.81K (1.23%) | -207.37K Decreased by -71.80% | Dec 31, 24 |
| 16 | AllianceBernstein L.P. | 274.08K (1.17%) | -8.00K Decreased by -2.92% | Sep 30, 25 |
| 17 | Brown Advisory Holdings Inc | 262.45K (1.12%) | 4.32K Increased by +1.65% | Mar 31, 24 |
| 18 | Stieven Capital Advisors, L.p. | 260.75K (1.11%) | 260.75K Increased by +100.00% | Sep 30, 24 |
| 19 | Grace & White Inc | 256.23K (1.09%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | Wellington Management Company LLP | 245.50K (1.05%) | 19.49K Increased by +7.94% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 651.01K (2.78%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | iShares Russell 2000 ETF | 555.65K (2.37%) | 222.25K Increased by +40.00% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 537.99K (2.30%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | CS McKee Micro Cap Value | 324.50K (1.39%) | 31.34K Increased by +9.66% | Dec 31, 25 |
| 5 | Foundry Partners Micro Cap Value | 293.15K (1.25%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 6 | Columbia Small Cap Value Discv A | 281.53K (1.20%) | 5.90K Increased by +2.10% | Feb 28, 26 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 278.61K (1.19%) | 4.90K Increased by +1.76% | Feb 28, 26 |
| 8 | Columbia Small Cap Value Discovery Fund | 272.83K (1.17%) | 6.50K Increased by +2.38% | Dec 31, 25 |
| 9 | Columbia Small Cap Value I A | 266.33K (1.14%) | 7.30K Increased by +2.74% | Jul 31, 25 |
| 10 | Columbia Small Cap Value I | 259.03K (1.11%) | -1.72K Decreased by -0.66% | Jun 30, 25 |
| 11 | Fidelity Small Cap Index | 232.01K (0.99%) | -1.51K Decreased by -0.65% | Dec 31, 25 |
| 12 | Avantis US Small Cap Value ETF | 221.97K (0.95%) | 2.35K Increased by +1.06% | Feb 28, 26 |
| 13 | iShares Russell 2000 Value ETF | 199.46K (0.85%) | 47.27K Increased by +23.70% | Feb 28, 26 |
| 14 | DFA US Small Cap Value I | 177.01K (0.76%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 15 | Fidelity® Small Cap Index | 176.94K (0.76%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 16 | Brown Advisory Small-Cap Fdmtl Val Inv | 148.00K (0.63%) | -10.77K Decreased by -7.28% | Apr 30, 24 |
| 17 | Keeley Small Cap Dividend Value I | 137.82K (0.59%) | 18.53K Increased by +13.44% | Apr 30, 25 |
| 18 | Fidelity Extended Market Index | 134.92K (0.58%) | -560.00 Decreased by -0.42% | Jan 31, 26 |
| 19 | Keeley Gabelli Small Cap Dividend I | 134.74K (0.58%) | -3.08K Decreased by -2.29% | Jan 31, 26 |
| 20 | Schwab US Small-Cap ETF™ | 123.57K (0.53%) | 108.00 Increased by +0.09% | Feb 28, 26 |