| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Sound Income Strategies | 1.22M (8.88%) | 90.32K Increased by +7.42% | Dec 31, 25 |
| 2 | BlackRock Inc | 1.21M (8.84%) | 142.64K Increased by +11.78% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 754.95K (5.51%) | -17.55K Decreased by -2.32% | Dec 31, 25 |
| 4 | Goff John C | 534.85K (3.91%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Heartland Advisors Inc | 464.32K (3.39%) | -228.08K Decreased by -49.12% | Dec 31, 25 |
| 6 | Acadian Asset Management LLC | 332.43K (2.43%) | 265.78K Increased by +79.95% | Jun 30, 25 |
| 7 | Geode Capital Management, LLC | 323.41K (2.36%) | 3.09K Increased by +0.96% | Dec 31, 25 |
| 8 | Ancora Advisors LLC | 307.53K (2.25%) | 2.00K Increased by +0.65% | Sep 30, 24 |
| 9 | Keeley-Teton Advisors, LLC | 285.55K (2.08%) | -63.00 Decreased by -0.02% | Mar 31, 25 |
| 10 | Putnam Investments LLC | 279.56K (2.04%) | -16.66K Decreased by -5.96% | Dec 31, 23 |
| 11 | Putnam Investments, LLC., a Franklin Templeton company | 279.56K (2.04%) | -16.66K Decreased by -5.96% | Dec 31, 23 |
| 12 | State Street Corp | 277.62K (2.03%) | -2.57K Decreased by -0.93% | Sep 30, 25 |
| 13 | Pacific Ridge Capital Partners, LLC | 264.15K (1.93%) | -9.15K Decreased by -3.46% | Dec 31, 25 |
| 14 | State Street Corporation | 230.98K (1.69%) | 10.69K Increased by +4.63% | Mar 31, 24 |
| 15 | State of New Jersey Common Pension Fd D | 208.70K (1.52%) | 15.00K Increased by +7.19% | Dec 31, 25 |
| 16 | Deroy & Devereaux Private Invmt Coun Inc | 205.07K (1.50%) | -5.80K Decreased by -2.83% | Dec 31, 23 |
| 17 | Gabelli Funds LLC | 205.02K (1.50%) | 41.28K Increased by +20.14% | Dec 31, 25 |
| 18 | Truvestments Capital LLC | 195.15K (1.42%) | -3.46K Decreased by -1.77% | Dec 31, 25 |
| 19 | Foundry Partners, LLC | 177.78K (1.30%) | -2.25K Decreased by -1.27% | Jun 30, 24 |
| 20 | Nuveen Asset Management, LLC | 174.47K (1.27%) | 97.91K Increased by +56.12% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 485.44K (3.54%) | 11.95K Increased by +2.46% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 454.53K (3.32%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | Invesco KBW Premium Yield Eq REIT ETF | 415.63K (3.03%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Heartland Value Investor | 321.92K (2.35%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | iShares Russell 2000 ETF | 297.22K (2.17%) | 297.22K Increased by +100.00% | Feb 28, 26 |
| 6 | Ancora/Thelen Small Mid Cap Core | 283.24K (2.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Pacific Ridge Capital Ptnrs Micro Cp Val | 277.75K (2.03%) | -16.05K Decreased by -5.78% | Mar 31, 24 |
| 8 | Foundry Partners Micro Cap Value | 264.35K (1.93%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | Keeley Small Cap Dividend Value I | 226.16K (1.65%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 10 | Franklin MicroCap Value A | 219.12K (1.60%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 11 | Kennedy Small Cap Value | 197.23K (1.44%) | -28.78K Decreased by -14.59% | Mar 31, 25 |
| 12 | Keeley Gabelli Small Cap Dividend I | 175.67K (1.28%) | -4.02K Decreased by -2.29% | Jan 31, 26 |
| 13 | DeRoy & Devereaux Smid Cap Value | 151.14K (1.10%) | 144.64K Increased by +95.70% | Dec 31, 23 |
| 14 | Kennedy Micro Cap | 148.97K (1.09%) | -984.00 Decreased by -0.66% | Dec 31, 25 |
| 15 | Fidelity® Small Cap Index | 143.67K (1.05%) | 1.45K Increased by +1.01% | Oct 31, 23 |
| 16 | Putnam Small Cap Value A | 142.33K (1.04%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | Putnam Small Cap Value Managed Account | 142.33K (1.04%) | -12.30K Decreased by -8.64% | Jun 30, 25 |
| 18 | Fidelity Small Cap Index | 136.83K (1.00%) | -3.13K Decreased by -2.28% | Dec 31, 25 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 130.50K (0.95%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 20 | CREF Stock R1 | 122.35K (0.89%) | 0.00 Increased by 0.00% | Feb 28, 25 |