Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 176.43K (2.17%) -6.70K
Decreased by -3.80%
Mar 31, 23
2 Raymond James & Associates 159.65K (1.96%) 145.78K
Increased by +91.31%
Mar 31, 23
3 Rokos Capital Management LLP 108.60K (1.34%) 0.00
Increased by 0.00%
Mar 31, 23
4 State Street Corporation 83.15K (1.02%) 11.85K
Increased by +14.25%
Mar 31, 23
5 Geode Capital Management, LLC 34.89K (0.43%) 300.00
Increased by +0.86%
Mar 31, 23
6 LMR Partners LLP 28.01K (0.34%) 0.00
Increased by 0.00%
Mar 31, 23
7 Morgan Stanley - Brokerage Accounts 23.23K (0.29%) 15.22K
Increased by +65.53%
Mar 31, 23
8 Renaissance Technologies Corp 17.39K (0.21%) 300.00
Increased by +1.72%
Mar 31, 23
9 Bank of America Corp 4.54K (0.06%) 737.00
Increased by +16.22%
Mar 31, 23
10 New York State Common Retirement Fund 3.49K (0.04%) 0.00
Increased by 0.00%
Mar 31, 23
11 JPMorgan Chase & Co 3.36K (0.04%) 871.00
Increased by +25.91%
Mar 31, 23
12 FMR Inc 2.65K (0.03%) 1.48K
Increased by +55.86%
Mar 31, 23
13 Barclays PLC 2.24K (0.03%) 1.07K
Increased by +47.72%
Mar 31, 23
14 UBS Group AG 1.39K (0.02%) -1.72K
Decreased by -123.80%
Mar 31, 23
15 Wells Fargo & Co 811.00 (0.01%) 811.00
Increased by +100.00%
Mar 31, 23
16 Amalgamated Financial Corp 714.00 (0.01%) 15.00
Increased by +2.10%
Mar 31, 23
17 SignatureFD, LLC 600.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 23
18 Royal Bank of Canada 544.00 (0.01%) -213.00
Decreased by -39.15%
Mar 31, 23
19 Advisor Group Holdings, Inc. 460.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 23
20 Ameritas Investment Partners, Inc 326.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 589.72K (7.25%) 0.00
Increased by 0.00%
Jul 31, 23
2 iShares Russell 2000 Growth ETF 205.71K (2.53%) 0.00
Increased by 0.00%
Jul 31, 23
3 iShares Russell 2000 Small-Cap Idx Instl 168.23K (2.07%) 168.23K
Increased by +100.00%
Nov 30, 22
4 Allspring Factor Enhanced Small Cap Eq 135.90K (1.67%) 0.00
Increased by 0.00%
Jul 31, 23
5 Consensus Småbolag A 42.55K (0.52%) 0.00
Increased by 0.00%
Jul 31, 23
6 Fidelity® Small Cap Index 32.66K (0.40%) 0.00
Increased by 0.00%
May 31, 23
7 NT R2000 Growth Index Fund - NL 26.02K (0.32%) 13.10K
Increased by +50.34%
Jun 30, 23
8 NT R2000 Index Fund - NL 24.93K (0.31%) 12.52K
Increased by +50.23%
Jun 30, 23
9 NT R2000 Index Fund - DC - NL - 2 19.68K (0.24%) 10.11K
Increased by +51.34%
Jun 30, 23
10 NT R2000 Growth Index Fund - L 19.65K (0.24%) 12.05K
Increased by +61.32%
Jun 30, 23
11 Northern Trust Russell 2000 Growth Index 19.65K (0.24%) 12.05K
Increased by +61.32%
Jun 30, 23
12 iShares Micro-Cap ETF 15.63K (0.19%) 0.00
Increased by 0.00%
Jul 31, 23
13 Consensus Lighthouse Asset B 13.40K (0.16%) 0.00
Increased by 0.00%
Jul 31, 23
14 Consensus Global Select D 10.45K (0.13%) 0.00
Increased by 0.00%
Jul 31, 23
15 Russell Personalized DI All Cap SMA 9.79K (0.12%) 5.47K
Increased by +55.90%
Jun 30, 23
16 ATM Small Cap Managed Volatility K 8.47K (0.10%) 7.34K
Increased by +86.75%
Jun 30, 23
17 Russell 2000 Index Non-Lendable Fund E 6.63K (0.08%) -715.00
Decreased by -10.78%
Jun 30, 23
18 Northern Trust Russell 2000 Index 6.47K (0.08%) 3.87K
Increased by +59.90%
Jun 30, 23
19 NT R2000 Index Fund - L 6.32K (0.08%) 3.72K
Increased by +58.82%
Jun 30, 23
20 BlackRock Russell 2500™ Index F 5.32K (0.07%) 120.00
Increased by +2.26%
Jun 30, 23