| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.46M (8.00%) | 14.45K Increased by +0.99% | Mar 31, 25 |
| 2 | American Century Companies Inc | 1.25M (6.87%) | 47.62K Increased by +3.80% | Mar 31, 25 |
| 3 | FMR Inc | 1.23M (6.73%) | -24.77K Decreased by -2.02% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 1.15M (6.32%) | 127.07K Increased by +11.02% | Mar 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.11M (6.06%) | 14.74K Increased by +1.33% | Mar 31, 25 |
| 6 | Herr Investment Group LLC | 643.04K (3.53%) | 470.13K Increased by +73.11% | Dec 31, 23 |
| 7 | Praetorian PR LLC | 550.00K (3.02%) | -400.00K Decreased by -72.73% | Mar 31, 25 |
| 8 | Amvescap Plc. | 524.34K (2.88%) | 286.51K Increased by +54.64% | Mar 31, 25 |
| 9 | State Street Corp | 441.10K (2.42%) | -7.33K Decreased by -1.66% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 435.03K (2.39%) | -2.43K Decreased by -0.56% | Mar 31, 25 |
| 11 | State Street Corporation | 418.25K (2.29%) | 9.82K Increased by +2.35% | Mar 31, 24 |
| 12 | Goldman Sachs Group Inc | 370.32K (2.03%) | 43.77K Increased by +11.82% | Jun 30, 24 |
| 13 | Invenomic Capital Management, LP | 337.07K (1.85%) | 337.07K Increased by +100.00% | Mar 31, 25 |
| 14 | Charles Schwab Investment Management Inc | 330.14K (1.81%) | 83.64K Increased by +25.33% | Mar 31, 25 |
| 15 | Millennium Management LLC | 287.85K (1.58%) | -28.52K Decreased by -9.91% | Dec 31, 24 |
| 16 | Renaissance Technologies Corp | 285.29K (1.56%) | 71.31K Increased by +25.00% | Sep 30, 23 |
| 17 | Flat Footed LLC | 279.54K (1.53%) | 279.54K Increased by +100.00% | Jun 30, 24 |
| 18 | Jacobs Asset Management, LLC | 272.50K (1.49%) | -37.50K Decreased by -13.76% | Mar 31, 25 |
| 19 | Wedbush Morgan Securities Inc | 271.83K (1.49%) | -4.04K Decreased by -1.49% | Mar 31, 25 |
| 20 | Nuveen Asset Management, LLC | 251.00K (1.38%) | 3.18K Increased by +1.27% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Dividend Growth | 991.30K (5.44%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 2 | American Century Small Cap Value Inv | 930.00K (5.10%) | 15.00K Increased by +1.61% | Mar 31, 25 |
| 3 | American Century U.S. Small Cap Value | 930.00K (5.10%) | 15.00K Increased by +1.61% | Mar 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 880.54K (4.83%) | 278.70K Increased by +31.65% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 598.74K (3.28%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | iShares Russell 2000 ETF | 450.04K (2.47%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Invesco Gold & Special Minerals A | 375.04K (2.06%) | 300.00K Increased by +79.99% | Mar 31, 25 |
| 8 | Schwab Fundamental US Small Company ETF | 309.12K (1.69%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 284.12K (1.56%) | 2.16K Increased by +0.76% | May 31, 25 |
| 10 | CWA Institutional Global Opportunity | 248.85K (1.36%) | 242.04K Increased by +97.26% | Mar 31, 25 |
| 11 | Fidelity Advisor Dividend Growth I | 220.20K (1.21%) | -15.20K Decreased by -6.90% | Apr 30, 25 |
| 12 | TIAA-CREF Quant Small-Cap Equity Instl | 202.01K (1.11%) | 4.07K Increased by +2.01% | Feb 29, 24 |
| 13 | DFA US Targeted Value I | 195.06K (1.07%) | -28.46K Decreased by -14.59% | Apr 30, 25 |
| 14 | Jupiter Merian Glb Eq AbsRet I USD Acc | 191.81K (1.05%) | 191.81K Increased by +100.00% | Jun 30, 24 |
| 15 | Columbia Small Cap Value I A | 185.61K (1.02%) | 55.14K Increased by +29.71% | May 31, 25 |
| 16 | Pacer US Small Cap Cash Cows 100 ETF | 183.99K (1.01%) | -738.00 Decreased by -0.40% | May 30, 25 |
| 17 | Fidelity® Small Cap Index | 181.26K (0.99%) | 5.06K Increased by +2.79% | Oct 31, 23 |
| 18 | Fidelity Small Cap Index | 179.18K (0.98%) | 1.54K Increased by +0.86% | Mar 31, 25 |
| 19 | American Cent US Sm Cap Val Eq Tr CL R2 | 171.74K (0.94%) | 171.74K Increased by +100.00% | May 31, 25 |
| 20 | American Century US Small Cap Val Eq Tr | 167.74K (0.92%) | 17.88K Increased by +10.66% | Mar 31, 25 |