| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | State Street Corporation | 1.87M (14.89%) | -135.06K Decreased by -7.21% | Mar 31, 24 |
| 2 | Brown Advisory Holdings Inc | 1.62M (12.84%) | 283.58K Increased by +17.54% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 1.27M (10.11%) | -8.58K Decreased by -0.67% | Dec 31, 25 |
| 4 | Royal Bank of Canada | 1.23M (9.80%) | 15.10K Increased by +1.22% | Dec 31, 23 |
| 5 | Hudson Bay Capital Management LP | 1.23M (9.73%) | -274.91K Decreased by -22.44% | Dec 31, 24 |
| 6 | BlackRock Inc | 1.17M (9.27%) | 18.62K Increased by +1.59% | Sep 30, 25 |
| 7 | Sound Income Strategies | 1.08M (8.54%) | 97.63K Increased by +9.08% | Mar 31, 24 |
| 8 | Charles Schwab Investment Management Inc | 909.71K (7.23%) | 36.74K Increased by +4.04% | Jun 30, 25 |
| 9 | Nuveen Asset Management, LLC | 814.20K (6.47%) | -250.41K Decreased by -30.75% | Jun 30, 24 |
| 10 | Goldman Sachs Group Inc | 729.84K (5.80%) | 341.23K Increased by +46.75% | Jun 30, 25 |
| 11 | Pacific Ridge Capital Partners, LLC | 680.71K (5.41%) | -8.63K Decreased by -1.27% | Jun 30, 25 |
| 12 | State of New Jersey Common Pension Fd D | 637.75K (5.07%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Northern Trust Corp | 604.42K (4.80%) | -16.93K Decreased by -2.80% | Jun 30, 25 |
| 14 | Man Group PLC | 600.94K (4.77%) | 10.19K Increased by +1.70% | Jun 30, 25 |
| 15 | Phocas Financial Corp | 572.13K (4.54%) | -50.27K Decreased by -8.79% | Mar 31, 25 |
| 16 | Davidson D A & Co | 475.62K (3.78%) | -18.62K Decreased by -3.92% | Jun 30, 25 |
| 17 | Keeley-Teton Advisors, LLC | 471.92K (3.75%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Heartland Advisors Inc | 423.46K (3.36%) | 270.79K Increased by +63.95% | Dec 31, 25 |
| 19 | ClearBridge Advisors, LLC | 401.44K (3.19%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | State Street Corp | 400.01K (3.18%) | -5.50K Decreased by -1.38% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.99M (15.82%) | 18.55K Increased by +0.93% | Sep 30, 24 |
| 2 | Phocas Small Cap Value Equity | 1.12M (8.90%) | 548.15K Increased by +48.91% | Jun 30, 24 |
| 3 | TMA Global Health Care REIT Mother Fund | 1.10M (8.75%) | 804.53K Increased by +73.02% | Oct 18, 24 |
| 4 | Brown Advisory Small-Cap Fdmtl Val Inv | 950.44K (7.55%) | -1.51K Decreased by -0.16% | Mar 31, 25 |
| 5 | Fidelity® Small Cap Index | 621.57K (4.94%) | 17.96K Increased by +2.89% | Oct 31, 23 |
| 6 | Vanguard Real Estate Index Investor | 480.09K (3.81%) | 6.10K Increased by +1.27% | Feb 28, 26 |
| 7 | Pacific Ridge Capital Ptnrs Micro Cp Val | 469.27K (3.73%) | -27.28K Decreased by -5.81% | Mar 31, 24 |
| 8 | Nuveen Small Cap Value I | 445.64K (3.54%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | Nuveen Small Cap Value Opportunities | 445.64K (3.54%) | 445.64K Increased by +100.00% | Mar 31, 24 |
| 10 | Keeley Small Cap Dividend Value I | 419.67K (3.33%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | Heartland Value Investor | 400.00K (3.18%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | Westwood Real Estate Income A | 400.00K (3.18%) | 169.57K Increased by +42.39% | Jun 30, 24 |
| 13 | Vanguard Total Stock Mkt Idx Inv | 398.50K (3.17%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 14 | Fidelity® Extended Market Index | 347.33K (2.76%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 341.83K (2.71%) | 1.72K Increased by +0.50% | Apr 30, 25 |
| 16 | iShares Russell 2000 ETF | 316.26K (2.51%) | 60.57K Increased by +19.15% | Feb 28, 26 |
| 17 | PGIM Global Sel RE Scrts USD I Acc | 315.16K (2.50%) | 119.28K Increased by +37.85% | Apr 30, 25 |
| 18 | Nuveen Small Cap Value Equity | 308.46K (2.45%) | -137.18K Decreased by -44.47% | Jun 30, 24 |
| 19 | Nuveen Small Cap Value SMA | 308.46K (2.45%) | -137.18K Decreased by -44.47% | Jun 30, 24 |
| 20 | Schwab US Small-Cap ETF™ | 297.84K (2.37%) | 735.00 Increased by +0.25% | Aug 30, 25 |