| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 3.63M (15.66%) | 3.63M Increased by +100.00% | Dec 31, 24 |
| 2 | BlackRock Inc | 3.57M (15.37%) | -100.94K Decreased by -2.83% | Dec 31, 24 |
| 3 | FMR Inc | 2.20M (9.50%) | 151.32K Increased by +6.87% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 1.78M (7.67%) | -88.17K Decreased by -4.96% | Dec 31, 24 |
| 5 | State Street Corp | 1.65M (7.12%) | 377.88K Increased by +22.86% | Dec 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 1.42M (6.12%) | -47.29K Decreased by -3.33% | Dec 31, 24 |
| 7 | Harbor Advisors LLC | 1.39M (6.00%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 8 | State Street Corporation | 1.28M (5.50%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 9 | Goldman Sachs Group Inc | 830.73K (3.58%) | 58.20K Increased by +7.01% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 711.54K (3.07%) | 11.65K Increased by +1.64% | Dec 31, 24 |
| 11 | American Century Companies Inc | 643.15K (2.77%) | 62.93K Increased by +9.78% | Dec 31, 24 |
| 12 | JPMorgan Chase & Co | 569.24K (2.45%) | -178.58K Decreased by -31.37% | Dec 31, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 464.94K (2.00%) | -83.83K Decreased by -18.03% | Dec 31, 24 |
| 14 | Putney Financial Group LLC | 437.94K (1.89%) | 437.94K Increased by +100.00% | Dec 31, 24 |
| 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 | Charles Schwab Investment Management Inc | 331.45K (1.43%) | 3.04K Increased by +0.92% | Dec 31, 24 |
| 19 | Amvescap Plc. | 320.30K (1.38%) | 47.31K Increased by +14.77% | Sep 30, 24 |
| 20 | UBS Asset Mgmt Americas Inc | 318.93K (1.37%) | -5.92K Decreased by -1.86% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adviser Dividend Income | 4.27M (18.38%) | 4.27M Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.48M (6.36%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 776.35K (3.35%) | -65.35K Decreased by -8.42% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 756.99K (3.26%) | -56.00 Decreased by -0.01% | Mar 31, 25 |
| 5 | iShares Russell 2000 ETF | 623.30K (2.69%) | 0.00 Increased by 0.00% | Mar 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 | 553.82K (2.39%) | 390.00 Increased by +0.07% | Mar 29, 25 |
| 8 | Fidelity Series Small Cap Opps | 539.40K (2.32%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 9 | Fidelity Stock Selector Small Cap | 502.90K (2.17%) | 823.00 Increased by +0.16% | Jan 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 365.59K (1.58%) | -8.73K Decreased by -2.39% | Mar 31, 25 |
| 11 | Fidelity Balanced | 355.93K (1.53%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 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 | 329.31K (1.42%) | -300.00 Decreased by -0.09% | Feb 28, 25 |
| 14 | SPDR® S&P Bank ETF | 271.60K (1.17%) | 1.84K Increased by +0.68% | Mar 31, 25 |
| 15 | Fidelity® Stock Selector Small Cap | 264.20K (1.14%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 16 | Fidelity® Small Cap Index | 258.34K (1.11%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 17 | DFA US Micro Cap I | 255.99K (1.10%) | -16.95K Decreased by -6.62% | Feb 28, 25 |
| 18 | Fidelity Small Cap Index | 248.05K (1.07%) | -4.64K Decreased by -1.87% | Jan 31, 25 |
| 19 | SPDR® S&P Regional Banking ETF | 239.13K (1.03%) | 1.19K Increased by +0.50% | Mar 31, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (0.97%) | 0.00 Increased by 0.00% | Apr 30, 24 |