| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fourthstone LLC | 1.61M (10.04%) | 1.59M Increased by +98.76% | Sep 30, 23 |
| 2 | BlackRock Inc | 1.23M (7.67%) | -142.43K Decreased by -11.59% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 946.19K (5.90%) | -13.40K Decreased by -1.42% | Sep 30, 23 |
| 4 | LSV Asset Management | 766.81K (4.78%) | -122.91K Decreased by -16.03% | Sep 30, 23 |
| 5 | Hotchkis & Wiley Capital Management LLC | 635.52K (3.97%) | 6.57K Increased by +1.03% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 562.63K (3.51%) | -527.18K Decreased by -93.70% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 531.12K (3.31%) | 89.03K Increased by +16.76% | Sep 30, 23 |
| 8 | Ameriprise Financial Inc | 492.81K (3.08%) | 24.48K Increased by +4.97% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 458.96K (2.86%) | 93.81K Increased by +20.44% | Sep 30, 23 |
| 10 | Jacobs Levy Equity Management, Inc. | 435.10K (2.72%) | 140.36K Increased by +32.26% | Sep 30, 23 |
| 11 | Arrowstreet Capital Limited Partnership | 406.41K (2.54%) | -2.41K Decreased by -0.59% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 380.39K (2.37%) | -15.26K Decreased by -4.01% | Sep 30, 23 |
| 13 | AQR Capital Management LLC | 378.99K (2.36%) | 120.49K Increased by +31.79% | Sep 30, 23 |
| 14 | State Street Corporation | 374.01K (2.33%) | -65.11K Decreased by -17.41% | Sep 30, 23 |
| 15 | Millennium Management LLC | 363.45K (2.27%) | 326.38K Increased by +89.80% | Jun 30, 23 |
| 16 | Marshall Wace Asset Management Ltd | 333.67K (2.08%) | 142.56K Increased by +42.72% | Sep 30, 23 |
| 17 | Azora Capital LP | 323.95K (2.02%) | 323.95K Increased by +100.00% | Sep 30, 23 |
| 18 | Congress Asset Management Company, LLP | 285.35K (1.78%) | 386.00 Increased by +0.14% | Sep 30, 23 |
| 19 | D. E. Shaw & Co LP | 278.26K (1.74%) | -180.29K Decreased by -64.79% | Sep 30, 23 |
| 20 | Terrapin Asset Management LLC | 247.22K (1.54%) | 247.22K Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Russell 2000 ETF | 623.78K (3.89%) | 23.07K Increased by +3.70% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 535.46K (3.34%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Schwab Fundamental US Small Company ETF | 361.66K (2.26%) | 258.00 Increased by +0.07% | Dec 30, 23 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 256.01K (1.60%) | 19.40K Increased by +7.58% | Nov 30, 23 |
| 5 | Hotchkis & Wiley Sm Cp Divers Val I | 239.48K (1.49%) | 13.00K Increased by +5.43% | Nov 30, 23 |
| 6 | Columbia Small Cap Value I | 234.64K (1.46%) | 2.50K Increased by +1.07% | Oct 31, 23 |
| 7 | Columbia Small Cap Value I A | 234.64K (1.46%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Congress Asset Mgt Small Cap Value | 226.60K (1.41%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | JNL Multi-Manager Small Cap Value I | 226.60K (1.41%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Hennessy Small Cap Financial Investor | 205.00K (1.28%) | 185.00K Increased by +90.24% | Dec 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 198.66K (1.24%) | 12.07K Increased by +6.08% | Dec 29, 23 |
| 12 | Avantis US Small Cap Value ETF | 192.79K (1.20%) | 342.00 Increased by +0.18% | Dec 30, 23 |
| 13 | Fidelity® Small Cap Index | 175.97K (1.10%) | 3.66K Increased by +2.08% | Oct 31, 23 |
| 14 | Principal SmallCap Value II Instl | 155.11K (0.97%) | 30.60K Increased by +19.73% | Nov 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 142.32K (0.89%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | Multi-Manager Small Cap Eq Strat Inst | 120.52K (0.75%) | 3.95K Increased by +3.28% | Nov 30, 23 |
| 17 | Fidelity® Extended Market Index | 111.01K (0.69%) | 18.47K Increased by +16.63% | Nov 30, 23 |
| 18 | Columbia VP Small Cap Value 1 | 95.61K (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Zacks Small Cap Equity Strategy | 92.27K (0.58%) | 92.27K Increased by +100.00% | Dec 31, 23 |
| 20 | Dimensional US Targeted Value ETF | 87.61K (0.55%) | 0.00 Increased by 0.00% | Dec 29, 23 |