| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 3.63M (15.47%) | 3.63M Increased by +100.00% | Dec 31, 24 |
| 2 | BlackRock Inc | 3.57M (15.18%) | -100.94K Decreased by -2.83% | Dec 31, 24 |
| 3 | FMR Inc | 2.20M (9.38%) | 151.32K Increased by +6.87% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 1.78M (7.57%) | -88.17K Decreased by -4.96% | Dec 31, 24 |
| 5 | State Street Corp | 1.65M (7.04%) | 377.88K Increased by +22.86% | Dec 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 1.42M (6.04%) | -47.29K Decreased by -3.33% | Dec 31, 24 |
| 7 | Harbor Advisors LLC | 1.39M (5.92%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 8 | State Street Corporation | 1.28M (5.44%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 9 | Goldman Sachs Group Inc | 830.73K (3.54%) | 58.20K Increased by +7.01% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 711.54K (3.03%) | 11.65K Increased by +1.64% | Dec 31, 24 |
| 11 | American Century Companies Inc | 643.15K (2.74%) | 62.93K Increased by +9.78% | Dec 31, 24 |
| 12 | JPMorgan Chase & Co | 569.24K (2.42%) | -178.58K Decreased by -31.37% | Dec 31, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 464.94K (1.98%) | -83.83K Decreased by -18.03% | Dec 31, 24 |
| 14 | Putney Financial Group LLC | 437.94K (1.86%) | 437.94K Increased by +100.00% | Dec 31, 24 |
| 15 | Nuveen Asset Management, LLC | 383.04K (1.63%) | 15.74K Increased by +4.11% | Dec 31, 24 |
| 16 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.47%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| 17 | Adirondack Retirement Specialists, INC. | 339.71K (1.45%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 331.45K (1.41%) | 3.04K Increased by +0.92% | Dec 31, 24 |
| 19 | Amvescap Plc. | 320.30K (1.36%) | 47.31K Increased by +14.77% | Sep 30, 24 |
| 20 | UBS Asset Mgmt Americas Inc | 318.93K (1.36%) | -5.92K Decreased by -1.86% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adviser Dividend Income | 4.27M (18.16%) | 4.27M Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.59M (6.77%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 757.04K (3.22%) | 11.31K Increased by +1.49% | Feb 28, 25 |
| 4 | iShares Russell 2000 ETF | 623.30K (2.65%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | Fidelity® Series Small Cap Opps | 603.70K (2.57%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 6 | Avantis US Small Cap Value ETF | 544.49K (2.32%) | 1.01K Increased by +0.19% | Feb 28, 25 |
| 7 | Fidelity Series Small Cap Opps | 539.40K (2.30%) | -19.10K Decreased by -3.54% | Dec 31, 24 |
| 8 | Fidelity Stock Selector Small Cap | 502.08K (2.14%) | -17.90K Decreased by -3.57% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 374.32K (1.59%) | 512.00 Increased by +0.14% | Feb 28, 25 |
| 10 | Fidelity Balanced | 355.93K (1.52%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 11 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.45%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 12 | Strategic Advisers Fidelity US TtlStk | 329.61K (1.40%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 13 | SPDR® S&P Bank ETF | 294.77K (1.25%) | -3.56K Decreased by -1.21% | Feb 28, 25 |
| 14 | DFA US Micro Cap I | 272.94K (1.16%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 15 | Fidelity® Stock Selector Small Cap | 264.20K (1.12%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 16 | Fidelity® Small Cap Index | 258.34K (1.10%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 17 | Fidelity Small Cap Index | 252.70K (1.08%) | -1.70K Decreased by -0.67% | Dec 31, 24 |
| 18 | SPDR® S&P Regional Banking ETF | 233.36K (0.99%) | -6.41K Decreased by -2.75% | Feb 28, 25 |
| 19 | iShares S&P Small-Cap 600 Growth ETF | 229.90K (0.98%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (0.96%) | 0.00 Increased by 0.00% | Apr 30, 24 |