| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.67M (14.91%) | -114.80K Decreased by -3.13% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 1.92M (7.82%) | -94.91K Decreased by -4.93% | Jun 30, 24 |
| 3 | FMR Inc | 1.92M (7.81%) | 62.34K Increased by +3.25% | Jun 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.50M (6.10%) | -10.93K Decreased by -0.73% | Jun 30, 24 |
| 5 | Harbor Advisors LLC | 1.39M (5.66%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 6 | State Street Corporation | 1.28M (5.19%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 7 | State Street Corp | 1.26M (5.11%) | -18.87K Decreased by -1.50% | Jun 30, 24 |
| 8 | Nantahala Capital Management, LLC | 1.08M (4.40%) | 61.14K Increased by +5.65% | Jun 30, 24 |
| 9 | Geode Capital Management, LLC | 680.95K (2.77%) | 23.70K Increased by +3.48% | Jun 30, 24 |
| 10 | American Century Companies Inc | 504.71K (2.05%) | 85.57K Increased by +16.95% | Jun 30, 24 |
| 11 | Goldman Sachs Group Inc | 499.02K (2.03%) | -183.97K Decreased by -36.87% | Jun 30, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 396.40K (1.61%) | -279.79K Decreased by -70.58% | Jun 30, 24 |
| 13 | JPMorgan Chase & Co | 391.57K (1.59%) | -99.09K Decreased by -25.30% | Jun 30, 24 |
| 14 | Philosophy Capital Management LLC | 353.66K (1.44%) | -76.53K Decreased by -21.64% | Jun 30, 24 |
| 15 | UBS Asset Mgmt Americas Inc | 353.24K (1.44%) | 105.94K Increased by +29.99% | Jun 30, 24 |
| 16 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.41%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| 17 | Adirondack Retirement Specialists, INC. | 339.71K (1.38%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 18 | Austin Asset Management Co Inc | 334.60K (1.36%) | 25.18K Increased by +7.53% | Jun 30, 24 |
| 19 | Wealth Enhancement Advisory Services, LLC | 329.05K (1.34%) | -23.94K Decreased by -7.28% | Jun 30, 24 |
| 20 | Public Sector Pension Investment Board | 327.80K (1.33%) | -2.09K Decreased by -0.64% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.58M (6.43%) | -13.03K Decreased by -0.82% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 841.70K (3.42%) | 964.00 Increased by +0.11% | Aug 31, 24 |
| 3 | iShares Russell 2000 ETF | 638.00K (2.59%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Fidelity® Series Small Cap Opps | 603.70K (2.45%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 5 | Fidelity Series Small Cap Opps | 602.60K (2.45%) | -3.50K Decreased by -0.58% | Jul 31, 24 |
| 6 | Avantis US Small Cap Value ETF | 460.63K (1.87%) | 605.00 Increased by +0.13% | Sep 28, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 377.35K (1.53%) | 460.00 Increased by +0.12% | Aug 31, 24 |
| 8 | Fidelity Balanced | 355.93K (1.45%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 9 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.39%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 10 | Fidelity Stock Selector Small Cap | 334.30K (1.36%) | 4.80K Increased by +1.44% | Jul 31, 24 |
| 11 | Strategic Advisers Fidelity US TtlStk | 327.41K (1.33%) | 52.22K Increased by +15.95% | Aug 31, 24 |
| 12 | DFA US Micro Cap I | 287.66K (1.17%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 13 | Fidelity Small Cap Index | 267.47K (1.09%) | 2.50K Increased by +0.93% | Jul 31, 24 |
| 14 | Fidelity® Stock Selector Small Cap | 264.20K (1.07%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Fidelity® Small Cap Index | 258.34K (1.05%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 16 | DFA US Targeted Value I | 243.22K (0.99%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 17 | iShares S&P Small-Cap 600 Growth ETF | 240.86K (0.98%) | 1.27K Increased by +0.53% | Sep 30, 24 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (0.92%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 216.49K (0.88%) | 252.00 Increased by +0.12% | Sep 30, 24 |
| 20 | CREF Stock R1 | 205.77K (0.84%) | 0.00 Increased by 0.00% | Aug 31, 24 |