| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Chescapmanager LLC | 1.70M (130.86%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Rosalind Advisors, Inc. | 1.55M (119.08%) | 1.55M Increased by +100.00% | Mar 31, 24 |
| 3 | Jacobs Levy Equity Management, Inc. | 1.44M (111.02%) | 421.21K Increased by +29.17% | Sep 30, 23 |
| 4 | Disciplined Growth Investors Inc | 1.11M (85.57%) | -822.67K Decreased by -73.91% | Sep 30, 24 |
| 5 | State Street Corporation | 1.00M (77.11%) | -17.92K Decreased by -1.79% | Mar 31, 24 |
| 6 | ClearBridge Advisors, LLC | 971.61K (74.70%) | -26.46K Decreased by -2.72% | Sep 30, 23 |
| 7 | Davy Asset Management Limited | 848.85K (65.26%) | 764.32K Increased by +90.04% | Sep 30, 23 |
| 8 | Federated Hermes Inc | 831.85K (63.95%) | 28.36K Increased by +3.41% | Dec 31, 23 |
| 9 | AQR Capital Management LLC | 828.80K (63.72%) | 181.91K Increased by +21.95% | Dec 31, 23 |
| 10 | Pinnacle Associates Inc | 649.25K (49.92%) | -23.19K Decreased by -3.57% | Sep 30, 23 |
| 11 | CAM Group Holding A/S | 583.46K (44.86%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Acuitas Investments, LLC | 512.21K (39.38%) | 512.21K Increased by +100.00% | Mar 31, 24 |
| 13 | Y-Intercept (Hong Kong) Ltd | 414.73K (31.89%) | 414.73K Increased by +100.00% | Jun 30, 24 |
| 14 | Verition Fund Managegment, LLC | 390.60K (30.03%) | -159.43K Decreased by -40.82% | Mar 31, 24 |
| 15 | Goldman Sachs Group Inc | 389.68K (29.96%) | 338.04K Increased by +86.75% | Jun 30, 24 |
| 16 | JANE STREET GROUP, LLC | 376.50K (28.95%) | 283.12K Increased by +75.20% | Jun 30, 24 |
| 17 | Jane Street Group LLC | 376.50K (28.95%) | 283.12K Increased by +75.20% | Jun 30, 24 |
| 18 | Northern Trust Corp | 369.71K (28.42%) | -21.10K Decreased by -5.71% | Jun 30, 24 |
| 19 | Acadian Asset Management LLC | 334.23K (25.70%) | -26.24K Decreased by -7.85% | Mar 31, 24 |
| 20 | Stifel Financial Corp | 333.00K (25.60%) | -110.16K Decreased by -33.08% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.35M (104.12%) | -1.00 Decreased by -0.00% | Sep 30, 24 |
| 2 | iShares Russell 2000 ETF | 1.14M (87.54%) | -9.07K Decreased by -0.80% | Apr 30, 24 |
| 3 | Disciplined Growth - Small Cap Growth | 811.50K (62.39%) | 811.50K Increased by +100.00% | Sep 30, 24 |
| 4 | Federated Hermes MDT SCC Institutional | 782.79K (60.18%) | 23.84K Increased by +3.04% | Dec 31, 23 |
| 5 | Federated Hermes MDT Small Cap Core IS | 782.79K (60.18%) | 23.84K Increased by +3.04% | Dec 31, 23 |
| 6 | Omnis Income & Growth A Acc | 708.17K (54.45%) | 708.17K Increased by +100.00% | Oct 31, 23 |
| 7 | ClearBridge Small Cap | 569.70K (43.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | ClearBridge Small Cap C | 569.70K (43.80%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Fidelity Small Cap Index | 451.87K (34.74%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | Fidelity® Small Cap Index | 451.68K (34.73%) | 15.16K Increased by +3.36% | Oct 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 429.69K (33.04%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 12 | Rize Medical Cannabis & Life Sci ETF | 402.29K (30.93%) | 0.00 Increased by 0.00% | Dec 14, 23 |
| 13 | Russell Inv Tax-Managed US Mid&Sm Cap S | 261.25K (20.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Schwab US Small-Cap ETF™ | 224.14K (17.23%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 15 | Fidelity® Extended Market Index | 218.88K (16.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | State St Russell Sm Cap® Indx SL Cl I | 214.31K (16.48%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | Royce Value Trust | 202.30K (15.55%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Voya Index Plus SmallCap Port I | 201.87K (15.52%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 19 | Schwab Small-Cap Equity | 194.15K (14.93%) | 194.15K Increased by +100.00% | Sep 30, 23 |
| 20 | Disciplined Growth Small Cap Growth SP | 186.57K (14.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |