| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 104.24K (7.17%) | 5.66K Increased by +5.43% | Dec 31, 23 |
| 2 | CALDWELL SUTTER CAPITAL INC | 82.92K (5.7%) | 0 Increased by 0% | Dec 31, 23 |
| 3 | Geode Capital Management, LLC | 30.83K (2.12%) | 0 Increased by 0% | Dec 31, 23 |
| 4 | Northern Trust Corp | 22.3K (1.53%) | 6.74K Increased by +30.21% | Dec 31, 23 |
| 5 | State Street Corporation | 21.98K (1.51%) | 0 Increased by 0% | Dec 31, 23 |
| 6 | Vanguard Group Inc | 21.41K (1.47%) | 890 Increased by +4.16% | Dec 31, 23 |
| 7 | Renaissance Technologies Corp | 18.3K (1.26%) | -800 Decreased by -4.37% | Dec 31, 23 |
| 8 | Jacobs Levy Equity Management, Inc. | 13.56K (0.93%) | -211 Decreased by -1.56% | Sep 30, 23 |
| 9 | Royal Bank of Canada | 8.53K (0.59%) | 117 Increased by +1.37% | Dec 31, 23 |
| 10 | UBS Group AG | 3.94K (0.27%) | 2.8K Increased by +71.06% | Dec 31, 23 |
| 11 | Bank of America Corp | 3.44K (0.24%) | 116 Increased by +3.37% | Dec 31, 23 |
| 12 | New York State Common Retirement Fund | 2.79K (0.19%) | 0 Increased by 0% | Dec 31, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 2.77K (0.19%) | 1.77K Increased by +63.77% | Dec 31, 23 |
| 14 | Allspring Global Investments Holdings, LLC | 2.76K (0.19%) | 490 Increased by +17.78% | Sep 30, 23 |
| 15 | Barclays PLC | 2.06K (0.14%) | 1.78K Increased by +86.24% | Dec 31, 23 |
| 16 | Rhumbline Advisers | 1.88K (0.13%) | -17 Decreased by -0.91% | Dec 31, 23 |
| 17 | Deutsche Bank AG | 1.85K (0.13%) | 1.15K Increased by +62.21% | Sep 30, 23 |
| 18 | JPMorgan Chase & Co | 1.84K (0.13%) | 863 Increased by +46.78% | Dec 31, 23 |
| 19 | Tower Research Capital LLC | 1.15K (0.08%) | 366 Increased by +31.72% | Dec 31, 23 |
| 20 | American International Group Inc | 742 (0.05%) | -4 Decreased by -0.54% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Russell Inv Tax-Managed US Mid&Sm Cap S | 40.92K (2.81%) | 25.43K Increased by +62.15% | Jan 31, 24 |
| 2 | iShares Russell 2000 ETF | 32.32K (2.22%) | -5 Decreased by -0.02% | Feb 29, 24 |
| 3 | iShares Russell 2000 Value ETF | 15.32K (1.05%) | 20 Increased by +0.13% | Feb 1, 24 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 14.7K (1.01%) | 0 Increased by 0% | Feb 29, 24 |
| 5 | Fidelity Small Cap Index | 13.33K (0.92%) | 0 Increased by 0% | Dec 31, 23 |
| 6 | Fidelity® Small Cap Index | 13.33K (0.92%) | 0 Increased by 0% | Oct 31, 23 |
| 7 | RBC Microcap Value I | 8K (0.55%) | 0 Increased by 0% | Dec 31, 23 |
| 8 | Fidelity® Extended Market Index | 7.72K (0.53%) | 0 Increased by 0% | Nov 30, 23 |
| 9 | Fidelity Extended Market Index | 7.7K (0.53%) | 0 Increased by 0% | Jan 31, 24 |
| 10 | Bridgeway Ultra-Small Company | 5.87K (0.4%) | -2.13K Decreased by -36.24% | Sep 30, 23 |
| 11 | Vanguard Russell 2000 ETF | 5.12K (0.35%) | 356 Increased by +6.95% | Feb 29, 24 |
| 12 | State St Russell Sm Cap® Indx SL Cl I | 5.1K (0.35%) | 0 Increased by 0% | Feb 29, 24 |
| 13 | BlackRock U.S. Equity Market F | 5.04K (0.35%) | 9 Increased by +0.18% | Dec 31, 23 |
| 14 | Fidelity Total Market Index | 4.84K (0.33%) | 0 Increased by 0% | Jan 31, 24 |
| 15 | Fidelity® Total Market Index | 4.84K (0.33%) | 0 Increased by 0% | Nov 30, 23 |
| 16 | NT R2000 Value Index Fund - NL | 4.64K (0.32%) | 0 Increased by 0% | Dec 31, 23 |
| 17 | NT R2000 Index Fund - NL | 4.6K (0.32%) | 6 Increased by +0.13% | Dec 31, 23 |
| 18 | NT R2000 Index Fund - DC - NL - 2 | 3.63K (0.25%) | -9 Decreased by -0.25% | Dec 31, 23 |
| 19 | Schwab Small Cap Index | 3.28K (0.23%) | 0 Increased by 0% | Jan 31, 24 |
| 20 | iShares Micro-Cap ETF | 3.25K (0.22%) | 0 Increased by 0% | Feb 29, 24 |