| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 723.02K (6.40%) | -3.11K Decreased by -0.43% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 637.64K (5.64%) | 12.06K Increased by +1.89% | Dec 31, 25 |
| 3 | AllianceBernstein L.P. | 522.23K (4.62%) | -100.25K Decreased by -19.20% | Sep 30, 25 |
| 4 | Geode Capital Management, LLC | 340.71K (3.02%) | 5.02K Increased by +1.47% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 338.20K (2.99%) | 18.05K Increased by +5.34% | Dec 31, 25 |
| 6 | State Street Corp | 263.99K (2.34%) | 9.65K Increased by +3.66% | Sep 30, 25 |
| 7 | Kennedy Capital Management Inc | 262.46K (2.32%) | 750.00 Increased by +0.29% | Dec 31, 25 |
| 8 | Ategra Capital Management LLC | 231.26K (2.05%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | Pacific Ridge Capital Partners, LLC | 194.41K (1.72%) | -5.78K Decreased by -2.97% | Dec 31, 25 |
| 10 | Ballast Asset Management, LP | 184.88K (1.64%) | -6.92K Decreased by -3.74% | Dec 31, 25 |
| 11 | State Street Corporation | 177.39K (1.57%) | 17.10K Increased by +9.64% | Mar 31, 24 |
| 12 | American Century Companies Inc | 170.82K (1.51%) | 487.00 Increased by +0.29% | Dec 31, 25 |
| 13 | Bridgeway Capital Management, LLC | 165.52K (1.46%) | 8.96K Increased by +5.41% | Dec 31, 25 |
| 14 | Arrowstreet Capital Limited Partnership | 152.41K (1.35%) | 86.06K Increased by +56.47% | Jun 30, 25 |
| 15 | Acadian Asset Management LLC | 145.55K (1.29%) | 78.46K Increased by +53.90% | Dec 31, 25 |
| 16 | Ameriprise Financial Inc | 135.08K (1.20%) | -229.23K Decreased by -169.70% | Dec 31, 24 |
| 17 | Fourthstone LLC | 123.18K (1.09%) | 71.63K Increased by +58.15% | Dec 31, 24 |
| 18 | Hotchkis & Wiley Capital Management LLC | 104.83K (0.93%) | 1.61K Increased by +1.54% | Dec 31, 25 |
| 19 | Elizabeth Park Capital Advisors, Ltd | 103.27K (0.91%) | -21.95K Decreased by -21.25% | Jun 30, 25 |
| 20 | Millennium Management LLC | 98.86K (0.87%) | 3.33K Increased by +3.37% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 354.58K (3.14%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | Vanguard US Total Market Shares ETF | 292.78K (2.59%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 289.31K (2.56%) | 99.44K Increased by +34.37% | Feb 28, 26 |
| 4 | Pacific Ridge Capital Ptnrs Micro Cp Val | 162.15K (1.44%) | -9.30K Decreased by -5.74% | Mar 31, 24 |
| 5 | Avantis US Small Cap Value ETF | 149.48K (1.32%) | 575.00 Increased by +0.38% | Feb 28, 26 |
| 6 | Ballast Small/Mid Cap ETF | 141.95K (1.26%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 7 | Ballast SMidCap | 136.99K (1.21%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 8 | Kennedy Micro Cap Opportunities | 133.93K (1.19%) | 42.46K Increased by +31.70% | Dec 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 129.33K (1.14%) | 596.00 Increased by +0.46% | Feb 28, 26 |
| 10 | Kennedy Micro Cap | 127.52K (1.13%) | -795.00 Decreased by -0.62% | Dec 31, 25 |
| 11 | Fidelity Small Cap Index | 114.23K (1.01%) | -1.88K Decreased by -1.64% | Dec 31, 25 |
| 12 | EA Bridgeway Omni Small-Cap Value ETF | 97.43K (0.86%) | 90.00 Increased by +0.09% | Feb 27, 26 |
| 13 | Adara Smaller Companies | 90.50K (0.80%) | 14.36K Increased by +15.87% | Feb 28, 26 |
| 14 | Fidelity® Small Cap Index | 85.44K (0.76%) | 587.00 Increased by +0.69% | Oct 31, 23 |
| 15 | Pleiades Small Cap Equity A | 78.61K (0.70%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | iShares Russell 2000 Value ETF | 78.11K (0.69%) | -10.39K Decreased by -13.30% | Feb 28, 26 |
| 17 | Columbia Small Cap Value I | 76.73K (0.68%) | -139.64K Decreased by -181.98% | Dec 31, 24 |
| 18 | Columbia Small Cap Value I A | 76.73K (0.68%) | -42.82K Decreased by -55.81% | Dec 31, 24 |
| 19 | VT De Lisle America B USD | 75.89K (0.67%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 20 | Invesco Dorsey Wright SmallCap Momt ETF | 74.42K (0.66%) | 97.00 Increased by +0.13% | Aug 29, 25 |