| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.67M (14.98%) | -114.80K Decreased by -3.13% | Jun 30, 24 |
| 2 | FMR Inc | 2.05M (8.39%) | 132.07K Increased by +6.44% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 1.87M (7.63%) | -57.54K Decreased by -3.08% | Sep 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.47M (6.00%) | -33.84K Decreased by -2.31% | Sep 30, 24 |
| 5 | Harbor Advisors LLC | 1.39M (5.69%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 6 | State Street Corporation | 1.28M (5.22%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 7 | State Street Corp | 1.27M (5.21%) | 17.00K Increased by +1.33% | Sep 30, 24 |
| 8 | Goldman Sachs Group Inc | 772.53K (3.16%) | 273.51K Increased by +35.40% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 699.88K (2.86%) | 18.94K Increased by +2.71% | Sep 30, 24 |
| 10 | American Century Companies Inc | 580.22K (2.37%) | 75.51K Increased by +13.01% | Sep 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 548.76K (2.24%) | -244.04K Decreased by -44.47% | Sep 30, 24 |
| 12 | JPMorgan Chase & Co | 373.91K (1.53%) | -17.67K Decreased by -4.73% | Sep 30, 24 |
| 13 | Nuveen Asset Management, LLC | 367.30K (1.50%) | 94.70K Increased by +25.78% | Sep 30, 24 |
| 14 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.41%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| 15 | Austin Asset Management Co Inc | 343.09K (1.40%) | 8.49K Increased by +2.47% | Sep 30, 24 |
| 16 | Adirondack Retirement Specialists, INC. | 339.71K (1.39%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 328.41K (1.34%) | 1.73K Increased by +0.53% | Sep 30, 24 |
| 18 | UBS Asset Mgmt Americas Inc | 324.85K (1.33%) | -28.39K Decreased by -8.74% | Sep 30, 24 |
| 19 | Amvescap Plc. | 320.30K (1.31%) | 47.31K Increased by +14.77% | Sep 30, 24 |
| 20 | Jacobs Levy Equity Management, Inc. | 312.78K (1.28%) | -49.42K Decreased by -15.80% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.59M (6.49%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 774.53K (3.17%) | -1.82K Decreased by -0.23% | Oct 31, 24 |
| 3 | iShares Russell 2000 ETF | 638.00K (2.61%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 4 | Fidelity® Series Small Cap Opps | 603.70K (2.47%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 5 | Fidelity Series Small Cap Opps | 591.10K (2.42%) | -3.20K Decreased by -0.54% | Sep 30, 24 |
| 6 | Avantis US Small Cap Value ETF | 496.53K (2.03%) | 2.06K Increased by +0.42% | Nov 30, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 378.26K (1.55%) | -3.78K Decreased by -1.00% | Oct 31, 24 |
| 8 | Fidelity Stock Selector Small Cap | 370.80K (1.52%) | 28.50K Increased by +7.69% | Sep 30, 24 |
| 9 | Fidelity Balanced | 355.93K (1.45%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 10 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.39%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 11 | Strategic Advisers Fidelity US TtlStk | 338.66K (1.38%) | 4.62K Increased by +1.36% | Oct 31, 24 |
| 12 | DFA US Micro Cap I | 287.66K (1.18%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Fidelity® Stock Selector Small Cap | 264.20K (1.08%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 14 | Fidelity® Small Cap Index | 258.34K (1.06%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 15 | SPDR® S&P Regional Banking ETF | 258.17K (1.06%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | Fidelity Small Cap Index | 254.91K (1.04%) | -5.86K Decreased by -2.30% | Sep 30, 24 |
| 17 | DFA US Targeted Value I | 243.22K (0.99%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 18 | iShares S&P Small-Cap 600 Growth ETF | 241.28K (0.99%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 227.90K (0.93%) | 210.00 Increased by +0.09% | Nov 29, 24 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (0.92%) | 0.00 Increased by 0.00% | Apr 30, 24 |