| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 3.63M (15.64%) | 3.63M Increased by +100.00% | Dec 31, 24 |
| 2 | BlackRock Inc | 3.46M (14.88%) | -108.06K Decreased by -3.13% | Mar 31, 25 |
| 3 | FMR Inc | 2.14M (9.19%) | -66.94K Decreased by -3.13% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 1.75M (7.55%) | -24.82K Decreased by -1.41% | Mar 31, 25 |
| 5 | State Street Corp | 1.53M (6.57%) | -125.20K Decreased by -8.20% | Mar 31, 25 |
| 6 | Harbor Advisors LLC | 1.39M (5.99%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 1.29M (5.56%) | -126.75K Decreased by -9.80% | Mar 31, 25 |
| 8 | State Street Corporation | 1.28M (5.49%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 9 | Goldman Sachs Group Inc | 830.73K (3.57%) | 58.20K Increased by +7.01% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 716.35K (3.08%) | 4.81K Increased by +0.67% | Mar 31, 25 |
| 11 | American Century Companies Inc | 686.42K (2.95%) | 43.27K Increased by +6.30% | Mar 31, 25 |
| 12 | JPMorgan Chase & Co | 450.47K (1.94%) | -118.77K Decreased by -26.37% | Mar 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 421.70K (1.81%) | -43.23K Decreased by -10.25% | Mar 31, 25 |
| 14 | Putney Financial Group LLC | 411.47K (1.77%) | -26.47K Decreased by -6.43% | Mar 31, 25 |
| 15 | Nuveen Asset Management, LLC | 383.04K (1.65%) | 15.74K Increased by +4.11% | Dec 31, 24 |
| 16 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.49%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| 17 | Adirondack Retirement Specialists, INC. | 339.71K (1.46%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 18 | Austin Asset Management Co Inc | 322.99K (1.39%) | 13.56K Increased by +4.20% | Mar 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 315.80K (1.36%) | -15.65K Decreased by -4.96% | Mar 31, 25 |
| 20 | Jacobs Levy Equity Management, Inc. | 312.78K (1.35%) | -49.42K Decreased by -15.80% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adviser Dividend Income | 4.27M (18.36%) | 4.27M Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.45M (6.26%) | 0.00 Increased by 0.00% | May 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 776.35K (3.34%) | -65.35K Decreased by -8.42% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 759.41K (3.27%) | 2.42K Increased by +0.32% | Apr 30, 25 |
| 5 | iShares Russell 2000 ETF | 612.36K (2.63%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | Fidelity® Series Small Cap Opps | 603.70K (2.60%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | Avantis US Small Cap Value ETF | 569.63K (2.45%) | 714.00 Increased by +0.13% | May 31, 25 |
| 8 | Fidelity Series Small Cap Opps | 538.80K (2.32%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Fidelity Stock Selector Small Cap | 521.40K (2.24%) | 19.00K Increased by +3.64% | Mar 31, 25 |
| 10 | Fidelity Balanced | 378.37K (1.63%) | -19.59K Decreased by -5.18% | Mar 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 366.93K (1.58%) | 1.34K Increased by +0.37% | Apr 30, 25 |
| 12 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.47%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 13 | Strategic Advisers Fidelity US TtlStk | 272.41K (1.17%) | -50.21K Decreased by -18.43% | Apr 30, 25 |
| 14 | Fidelity® Stock Selector Small Cap | 264.20K (1.14%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Fidelity® Small Cap Index | 258.34K (1.11%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 16 | Fidelity Small Cap Index | 240.63K (1.04%) | -8.05K Decreased by -3.34% | Mar 31, 25 |
| 17 | DFA US Micro Cap I | 238.96K (1.03%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (0.97%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | SPDR® S&P Regional Banking ETF | 225.21K (0.97%) | -800.00 Decreased by -0.36% | May 31, 25 |
| 20 | iShares S&P Small-Cap 600 Growth ETF | 214.83K (0.92%) | 0.00 Increased by 0.00% | May 31, 25 |