| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BP WEALTH MANAGEMENT, LLC | 4.83M (13.80%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Private Capital Management, LLC | 4.78M (13.65%) | -852.76K Decreased by -17.85% | Dec 31, 25 |
| 3 | HPM Partners LLC | 4.53M (12.95%) | -492.96K Decreased by -10.88% | Dec 31, 25 |
| 4 | BlackRock Inc | 2.86M (8.19%) | 20.12K Increased by +0.70% | Sep 30, 25 |
| 5 | Vanguard Group Inc | 2.22M (6.35%) | -4.03K Decreased by -0.18% | Dec 31, 25 |
| 6 | Renaissance Technologies Corp | 1.55M (4.43%) | 2.98K Increased by +0.19% | Dec 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 1.53M (4.38%) | 9.68K Increased by +0.63% | Dec 31, 25 |
| 8 | Crawford Investment Counsel, Inc | 904.14K (2.58%) | 38.52K Increased by +4.26% | Dec 31, 25 |
| 9 | Geode Capital Management, LLC | 831.90K (2.38%) | -8.11K Decreased by -0.97% | Dec 31, 25 |
| 10 | Crestwood Advisors LLC | 819.09K (2.34%) | -7.30K Decreased by -0.89% | Dec 31, 25 |
| 11 | Hillsdale Investment Management Inc. | 806.70K (2.31%) | 326.38K Increased by +40.46% | Dec 31, 25 |
| 12 | Blair William & Co | 779.78K (2.23%) | -62.42K Decreased by -8.01% | Dec 31, 25 |
| 13 | O'Shaughnessy Asset Management LLC | 771.44K (2.20%) | 262.51K Increased by +34.03% | Dec 31, 25 |
| 14 | State Street Corp | 718.61K (2.05%) | 15.83K Increased by +2.20% | Sep 30, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 605.92K (1.73%) | -26.80K Decreased by -4.42% | Sep 30, 25 |
| 16 | State Street Corporation | 562.03K (1.61%) | -464.00 Decreased by -0.08% | Mar 31, 24 |
| 17 | Comprehensive Portfolio Management, LLC | 539.23K (1.54%) | 219.72K Increased by +40.75% | Dec 31, 25 |
| 18 | Jb Capital Partners LP | 487.64K (1.39%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | LSV Asset Management | 472.00K (1.35%) | 47.40K Increased by +10.04% | Dec 31, 25 |
| 20 | GlobeFlex Capital, L.P. | 434.06K (1.24%) | -19.34K Decreased by -4.46% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.42M (4.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.37M (3.92%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | iShares Russell 2000 ETF | 967.89K (2.77%) | 350.53K Increased by +36.22% | Feb 28, 26 |
| 4 | Private Capital Management Value Focus | 957.63K (2.74%) | 587.86K Increased by +61.39% | Sep 30, 25 |
| 5 | Crawford Small Cap Dividend | 654.68K (1.87%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 6 | Crawford Small Cap Equity | 654.68K (1.87%) | 44.55K Increased by +6.80% | Dec 31, 25 |
| 7 | Private Capital Management Value I | 369.77K (1.06%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | Private Capital Value Equity | 369.77K (1.06%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 366.14K (1.05%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | Fidelity Small Cap Index | 350.11K (1.00%) | -11.10K Decreased by -3.17% | Dec 31, 25 |
| 11 | Fidelity® Small Cap Index | 341.75K (0.98%) | 7.09K Increased by +2.07% | Oct 31, 23 |
| 12 | Dimensional US Targeted Value ETF | 285.81K (0.82%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 13 | DFA US Targeted Value I | 277.14K (0.79%) | -25.56K Decreased by -9.22% | Jan 31, 26 |
| 14 | WisdomTree US SmallCap Dividend ETF | 242.74K (0.69%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 15 | JPMorgan Small Cap Value I | 224.45K (0.64%) | -44.05K Decreased by -19.63% | Aug 31, 24 |
| 16 | Pleiades Small Cap Equity A | 212.84K (0.61%) | 60.00K Increased by +28.19% | Dec 31, 25 |
| 17 | iShares Russell 2000 Value ETF | 210.34K (0.60%) | 23.07K Increased by +10.97% | Feb 28, 26 |
| 18 | IMC US Ultra Micro Cap | 209.83K (0.60%) | -95.84K Decreased by -45.67% | Jan 31, 26 |
| 19 | Acuitas US Microcap Strategy | 200.57K (0.57%) | 105.27K Increased by +52.48% | Sep 30, 25 |
| 20 | Vanguard Russell 2000 ETF | 173.84K (0.50%) | 6.12K Increased by +3.52% | Feb 28, 26 |