| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.10M (16.70%) | -60.96K Decreased by -5.52% | Sep 30, 25 |
| 2 | Nuveen, LLC | 793.50K (12.00%) | 793.50K Increased by +100.00% | Mar 31, 25 |
| 3 | Gendell Jeffrey L | 718.99K (10.88%) | 59.66K Increased by +8.30% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 510.59K (7.72%) | -4.21K Decreased by -0.82% | Dec 31, 25 |
| 5 | Vanguard Group Inc | 483.77K (7.32%) | 7.57K Increased by +1.56% | Dec 31, 25 |
| 6 | Jb Capital Partners LP | 393.65K (5.95%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | Punch & Associates Inv Mgmt Inc | 315.34K (4.77%) | -5.89K Decreased by -1.87% | Dec 31, 25 |
| 8 | Charles Schwab Investment Management Inc | 304.79K (4.61%) | 42.90K Increased by +14.08% | Dec 31, 25 |
| 9 | Nokomis Capital LLC | 303.43K (4.59%) | -51.16K Decreased by -16.86% | Sep 30, 23 |
| 10 | Victory Capital Management Inc. | 259.07K (3.92%) | 54.43K Increased by +21.01% | Dec 31, 25 |
| 11 | River Road Asset Management, LLC | 240.50K (3.64%) | 21.64K Increased by +9.00% | Dec 31, 25 |
| 12 | American Century Companies Inc | 228.17K (3.45%) | -51.09K Decreased by -22.39% | Dec 31, 25 |
| 13 | Medina Singh Partners, LLC | 213.55K (3.23%) | -74.76K Decreased by -35.01% | Dec 31, 25 |
| 14 | State Street Corp | 194.23K (2.94%) | -3.56K Decreased by -1.83% | Sep 30, 25 |
| 15 | State Street Corporation | 194.22K (2.94%) | 4.40K Increased by +2.27% | Mar 31, 24 |
| 16 | Geode Capital Management, LLC | 185.66K (2.81%) | 871.00 Increased by +0.47% | Dec 31, 25 |
| 17 | Towle & Co | 167.20K (2.53%) | 89.01K Increased by +53.24% | Dec 31, 25 |
| 18 | Harbor Capital Advisors Inc | 143.04K (2.16%) | -515.00 Decreased by -0.36% | Jun 30, 25 |
| 19 | Wellington Management Company LLP | 135.14K (2.04%) | 14.90K Increased by +11.03% | Jun 30, 24 |
| 20 | Mill Road Capital Management LLC | 134.96K (2.04%) | 7.10K Increased by +5.26% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares US Infrastructure ETF | 328.77K (4.97%) | 200.45K Increased by +60.97% | Feb 28, 26 |
| 2 | Vanguard US Total Market Shares ETF | 258.83K (3.92%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 252.88K (3.83%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Schwab Fundamental U.S. Small CompanyETF | 200.91K (3.04%) | 70.00 Increased by +0.03% | Feb 28, 26 |
| 5 | iShares Russell 2000 ETF | 190.96K (2.89%) | -9.00K Decreased by -4.71% | Feb 28, 26 |
| 6 | Avantis US Small Cap Value ETF | 155.84K (2.36%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | AMG River Road Small Cap Value N | 150.00K (2.27%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 8 | Embark Small Cap Equity Institutional | 143.44K (2.17%) | 5.00K Increased by +3.49% | Mar 31, 25 |
| 9 | DFA US Small Cap Value I | 116.89K (1.77%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 10 | Embark Small Cap Equity Retirement | 108.72K (1.64%) | -34.20K Decreased by -31.46% | Jul 31, 25 |
| 11 | TS&W Mid Cap Value (Class A) | 94.68K (1.43%) | 26.23K Increased by +27.71% | Dec 31, 25 |
| 12 | Victory Integrity Small-Cap Value A | 94.68K (1.43%) | 26.23K Increased by +27.71% | Dec 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 87.66K (1.33%) | 372.00 Increased by +0.42% | Feb 28, 26 |
| 14 | Fidelity® Small Cap Index | 84.25K (1.27%) | 2.29K Increased by +2.71% | Oct 31, 23 |
| 15 | DFA US Targeted Value I | 75.72K (1.15%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 16 | Heartland Value Investor | 75.00K (1.13%) | -25.00K Decreased by -33.33% | Feb 28, 26 |
| 17 | Fidelity Small Cap Index | 74.88K (1.13%) | -2.09K Decreased by -2.79% | Dec 31, 25 |
| 18 | Columbia Small Cap Value Discv A | 72.03K (1.09%) | 1.40K Increased by +1.94% | Feb 28, 26 |
| 19 | Integrity Small-Cap Value Comp | 71.77K (1.09%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | BlackRock Global Equity Mkt Netrl Instl | 70.62K (1.07%) | -8.97K Decreased by -12.71% | Feb 28, 26 |