| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.42M (6.64%) | -77.28K Decreased by -5.45% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 1.04M (4.88%) | 58.46K Increased by +5.62% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 644.55K (3.02%) | 38.99K Increased by +6.05% | Sep 30, 23 |
| 4 | Fourthstone LLC | 465.94K (2.18%) | 438.96K Increased by +94.21% | Sep 30, 23 |
| 5 | GW&K Investment Management, LLC | 419.58K (1.97%) | 76.72K Increased by +18.29% | Sep 30, 23 |
| 6 | State Street Corporation | 412.85K (1.93%) | 1.21K Increased by +0.29% | Sep 30, 23 |
| 7 | Endeavour Capital Advisors Inc | 410.21K (1.92%) | 410.21K Increased by +100.00% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 381.13K (1.79%) | 21.64K Increased by +5.68% | Sep 30, 23 |
| 9 | Wellington Management Company LLP | 278.28K (1.30%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Kennedy Capital Management Inc | 271.99K (1.27%) | 18.49K Increased by +6.80% | Sep 30, 23 |
| 11 | Manufacturers Life Insurance Co | 240.06K (1.12%) | 2.36K Increased by +0.98% | Sep 30, 23 |
| 12 | Gendell Jeffrey L | 215.12K (1.01%) | 215.12K Increased by +100.00% | Sep 30, 23 |
| 13 | Northern Trust Corp | 208.50K (0.98%) | 15.46K Increased by +7.41% | Sep 30, 23 |
| 14 | Hotchkis & Wiley Capital Management LLC | 189.06K (0.89%) | 82.19K Increased by +43.47% | Sep 30, 23 |
| 15 | American Century Companies Inc | 182.17K (0.85%) | -86.57K Decreased by -47.52% | Sep 30, 23 |
| 16 | Jacobs Asset Management, LLC | 177.69K (0.83%) | -50.00K Decreased by -28.14% | Sep 30, 23 |
| 17 | Creative Planning Inc | 156.03K (0.73%) | 156.03K Increased by +100.00% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 145.54K (0.68%) | 11.80K Increased by +8.11% | Sep 30, 23 |
| 19 | Siena Capital Management, LLC | 128.40K (0.60%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 97.22K (0.46%) | 1.79K Increased by +1.84% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 671.44K (3.15%) | 2.33K Increased by +0.35% | Nov 30, 23 |
| 2 | iShares Russell 2000 ETF | 656.20K (3.07%) | 13.39K Increased by +2.04% | Dec 29, 23 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 271.07K (1.27%) | 664.00 Increased by +0.24% | Nov 30, 23 |
| 4 | Kennedy Extended Small Cap | 225.20K (1.06%) | 10.65K Increased by +4.73% | Dec 31, 23 |
| 5 | iShares Russell 2000 Value ETF | 217.27K (1.02%) | 405.00 Increased by +0.19% | Dec 29, 23 |
| 6 | Avantis US Small Cap Value ETF | 198.02K (0.93%) | 1.03K Increased by +0.52% | Dec 30, 23 |
| 7 | Fidelity® Small Cap Index | 184.28K (0.86%) | 4.27K Increased by +2.32% | Oct 31, 23 |
| 8 | JHancock Regional Bank A | 119.96K (0.56%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | DFA US Targeted Value I | 118.81K (0.56%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | GW&K Global Small Cap Strategy | 109.30K (0.51%) | 2.10K Increased by +1.92% | Sep 30, 23 |
| 11 | State St Russell Sm/Mid Cp® Indx NL Cl C | 108.66K (0.51%) | 6.30K Increased by +5.80% | Dec 31, 23 |
| 12 | Fidelity® Extended Market Index | 102.58K (0.48%) | 2.51K Increased by +2.45% | Nov 30, 23 |
| 13 | DFA US Micro Cap I | 101.66K (0.48%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Schwab US Small-Cap ETF™ | 100.02K (0.47%) | 42.00 Increased by +0.04% | Dec 30, 23 |
| 15 | Nordea 1 - Global Small Cap BI USD | 99.20K (0.46%) | -8.05K Decreased by -8.12% | Nov 30, 23 |
| 16 | Wellington Emerging Companies | 84.97K (0.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | JH Financial Opportunities | 76.17K (0.36%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Mercer Global Small Cap Equity M-3£ | 71.24K (0.33%) | -1.20K Decreased by -1.68% | Nov 30, 23 |
| 19 | State St Russell Sm Cap® Indx SL Cl I | 71.13K (0.33%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Empower Small Cap Value/Kennedy SP | 69.20K (0.32%) | 1.19K Increased by +1.72% | Jun 30, 23 |