| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.67M (15.60%) | -14.00 Decreased by -0.00% | Sep 30, 24 |
| 2 | FMR Inc | 2.05M (8.73%) | 132.07K Increased by +6.44% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 1.87M (7.94%) | -57.54K Decreased by -3.08% | Sep 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.47M (6.24%) | -33.84K Decreased by -2.31% | Sep 30, 24 |
| 5 | Harbor Advisors LLC | 1.39M (5.92%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 6 | State Street Corporation | 1.28M (5.43%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 7 | State Street Corp | 1.27M (5.42%) | 17.00K Increased by +1.33% | Sep 30, 24 |
| 8 | Goldman Sachs Group Inc | 772.53K (3.29%) | 273.51K Increased by +35.40% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 699.88K (2.98%) | 18.94K Increased by +2.71% | Sep 30, 24 |
| 10 | American Century Companies Inc | 580.22K (2.47%) | 75.51K Increased by +13.01% | Sep 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 548.76K (2.33%) | -244.04K Decreased by -44.47% | Sep 30, 24 |
| 12 | JPMorgan Chase & Co | 373.91K (1.59%) | -17.67K Decreased by -4.73% | Sep 30, 24 |
| 13 | Nuveen Asset Management, LLC | 367.30K (1.56%) | 94.70K Increased by +25.78% | Sep 30, 24 |
| 14 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.47%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| 15 | Austin Asset Management Co Inc | 343.09K (1.46%) | 8.49K Increased by +2.47% | Sep 30, 24 |
| 16 | Adirondack Retirement Specialists, INC. | 339.71K (1.45%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 328.41K (1.40%) | 1.73K Increased by +0.53% | Sep 30, 24 |
| 18 | UBS Asset Mgmt Americas Inc | 324.85K (1.38%) | -28.39K Decreased by -8.74% | Sep 30, 24 |
| 19 | Amvescap Plc. | 320.30K (1.36%) | 47.31K Increased by +14.77% | Sep 30, 24 |
| 20 | Jacobs Levy Equity Management, Inc. | 312.78K (1.33%) | -49.42K Decreased by -15.80% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.60M (6.80%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 731.89K (3.11%) | -58.99K Decreased by -8.06% | Dec 31, 24 |
| 3 | iShares Russell 2000 ETF | 623.30K (2.65%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Fidelity® Series Small Cap Opps | 603.70K (2.57%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 5 | Fidelity Series Small Cap Opps | 534.60K (2.27%) | -56.50K Decreased by -10.57% | Oct 31, 24 |
| 6 | Avantis US Small Cap Value ETF | 509.93K (2.17%) | 208.00 Increased by +0.04% | Dec 31, 24 |
| 7 | Fidelity Stock Selector Small Cap | 480.50K (2.04%) | 109.70K Increased by +22.83% | Oct 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 373.71K (1.59%) | -4.90K Decreased by -1.31% | Dec 31, 24 |
| 9 | Fidelity Balanced | 355.93K (1.51%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 10 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.45%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 11 | Strategic Advisers Fidelity US TtlStk | 340.39K (1.45%) | 1.74K Increased by +0.51% | Nov 30, 24 |
| 12 | SPDR® S&P Regional Banking ETF | 296.00K (1.26%) | 704.00 Increased by +0.24% | Dec 31, 24 |
| 13 | DFA US Micro Cap I | 287.66K (1.22%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 14 | SPDR® S&P Bank ETF | 269.65K (1.15%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 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 | 256.09K (1.09%) | 1.18K Increased by +0.46% | Oct 31, 24 |
| 18 | DFA US Targeted Value I | 243.22K (1.03%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 19 | iShares S&P Small-Cap 600 Growth ETF | 232.30K (0.99%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 225.53K (0.96%) | 0.00 Increased by 0.00% | Dec 31, 24 |