| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 3.63M (16.06%) | 3.63M Increased by +100.00% | Dec 31, 24 |
| 2 | BlackRock Inc | 3.46M (15.27%) | -108.06K Decreased by -3.13% | Mar 31, 25 |
| 3 | FMR Inc | 2.14M (9.44%) | -66.94K Decreased by -3.13% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 1.75M (7.75%) | -24.82K Decreased by -1.41% | Mar 31, 25 |
| 5 | State Street Corp | 1.53M (6.75%) | -125.20K Decreased by -8.20% | Mar 31, 25 |
| 6 | Harbor Advisors LLC | 1.39M (6.15%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 1.29M (5.71%) | -126.75K Decreased by -9.80% | Mar 31, 25 |
| 8 | State Street Corporation | 1.28M (5.64%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 9 | Goldman Sachs Group Inc | 830.73K (3.67%) | 58.20K Increased by +7.01% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 716.35K (3.16%) | 4.81K Increased by +0.67% | Mar 31, 25 |
| 11 | American Century Companies Inc | 686.42K (3.03%) | 43.27K Increased by +6.30% | Mar 31, 25 |
| 12 | JPMorgan Chase & Co | 450.47K (1.99%) | -118.77K Decreased by -26.37% | Mar 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 421.70K (1.86%) | -43.23K Decreased by -10.25% | Mar 31, 25 |
| 14 | Putney Financial Group LLC | 411.47K (1.82%) | -26.47K Decreased by -6.43% | Mar 31, 25 |
| 15 | Nuveen Asset Management, LLC | 383.04K (1.69%) | 15.74K Increased by +4.11% | Dec 31, 24 |
| 16 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.53%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| 17 | Adirondack Retirement Specialists, INC. | 339.71K (1.50%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 315.80K (1.40%) | -15.65K Decreased by -4.96% | Mar 31, 25 |
| 19 | Jacobs Levy Equity Management, Inc. | 312.78K (1.38%) | -49.42K Decreased by -15.80% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 312.76K (1.38%) | -6.17K Decreased by -1.97% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adviser Dividend Income | 4.27M (18.85%) | 4.27M Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.40M (6.18%) | -4.95K Decreased by -0.35% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 776.35K (3.43%) | -65.35K Decreased by -8.42% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 766.04K (3.38%) | 6.63K Increased by +0.87% | May 31, 25 |
| 5 | iShares Russell 2000 ETF | 607.60K (2.68%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Fidelity® Series Small Cap Opps | 603.70K (2.67%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | Avantis US Small Cap Value ETF | 581.03K (2.57%) | 572.00 Increased by +0.10% | Jun 28, 25 |
| 8 | Fidelity Series Small Cap Opps | 549.20K (2.43%) | 10.40K Increased by +1.89% | Apr 30, 25 |
| 9 | Fidelity Stock Selector Small Cap | 533.60K (2.36%) | 12.20K Increased by +2.29% | Apr 30, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 371.56K (1.64%) | 4.63K Increased by +1.25% | May 31, 25 |
| 11 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.51%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 12 | Fidelity Balanced | 317.06K (1.40%) | -61.31K Decreased by -19.34% | Apr 30, 25 |
| 13 | Strategic Advisers Fidelity US TtlStk | 272.41K (1.20%) | 0.00 Increased by 0.00% | May 31, 25 |
| 14 | Fidelity® Stock Selector Small Cap | 264.20K (1.17%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Fidelity® Small Cap Index | 258.34K (1.14%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 16 | Fidelity Small Cap Index | 243.13K (1.07%) | 2.50K Increased by +1.03% | Apr 30, 25 |
| 17 | SPDR® S&P Regional Banking ETF | 235.85K (1.04%) | -1.86K Decreased by -0.79% | Jun 30, 25 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (1.00%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | DFA US Micro Cap I | 225.19K (0.99%) | -13.77K Decreased by -6.11% | May 31, 25 |
| 20 | iShares S&P Small-Cap 600 Growth ETF | 207.92K (0.92%) | 0.00 Increased by 0.00% | Jun 30, 25 |