| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 3.63M (16.06%) | 3.63M Increased by +100.00% | Dec 31, 24 |
| 2 | BlackRock Inc | 3.46M (15.27%) | -108.06K Decreased by -3.13% | Mar 31, 25 |
| 3 | FMR Inc | 2.14M (9.44%) | -66.94K Decreased by -3.13% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 1.84M (8.14%) | 89.09K Increased by +4.83% | Jun 30, 25 |
| 5 | State Street Corp | 1.53M (6.75%) | -125.20K Decreased by -8.20% | Mar 31, 25 |
| 6 | Harbor Advisors LLC | 1.39M (6.15%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 7 | State Street Corporation | 1.28M (5.64%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.17M (5.19%) | -118.57K Decreased by -10.10% | Jun 30, 25 |
| 9 | Goldman Sachs Group Inc | 830.73K (3.67%) | 58.20K Increased by +7.01% | Dec 31, 24 |
| 10 | American Century Companies Inc | 726.05K (3.21%) | 39.63K Increased by +5.46% | Jun 30, 25 |
| 11 | Geode Capital Management, LLC | 716.35K (3.16%) | 4.81K Increased by +0.67% | Mar 31, 25 |
| 12 | JPMorgan Chase & Co | 450.47K (1.99%) | -118.77K Decreased by -26.37% | Mar 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 421.70K (1.86%) | -43.23K Decreased by -10.25% | Mar 31, 25 |
| 14 | Putney Financial Group LLC | 411.47K (1.82%) | -26.47K Decreased by -6.43% | Mar 31, 25 |
| 15 | Nuveen Asset Management, LLC | 383.04K (1.69%) | 15.74K Increased by +4.11% | Dec 31, 24 |
| 16 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.53%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| 17 | Adirondack Retirement Specialists, INC. | 339.71K (1.50%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 18 | UBS Asset Mgmt Americas Inc | 325.18K (1.44%) | 12.41K Increased by +3.82% | Jun 30, 25 |
| 19 | Jacobs Levy Equity Management, Inc. | 312.78K (1.38%) | -49.42K Decreased by -15.80% | Sep 30, 23 |
| 20 | Nuveen, LLC | 312.48K (1.38%) | 312.48K Increased by +100.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adviser Dividend Income | 4.27M (18.85%) | 4.27M Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.41M (6.22%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 776.35K (3.43%) | -65.35K Decreased by -8.42% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 749.71K (3.31%) | -16.63K Decreased by -2.22% | Jul 31, 25 |
| 5 | Fidelity® Series Small Cap Opps | 603.70K (2.67%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 6 | iShares Russell 2000 ETF | 596.82K (2.64%) | -10.78K Decreased by -1.81% | Jul 31, 25 |
| 7 | Avantis US Small Cap Value ETF | 594.23K (2.63%) | 368.00 Increased by +0.06% | Jul 31, 25 |
| 8 | Fidelity Series Small Cap Opps | 549.20K (2.43%) | 0.00 Increased by 0.00% | May 31, 25 |
| 9 | Fidelity Stock Selector Small Cap | 533.60K (2.36%) | 0.00 Increased by 0.00% | May 31, 25 |
| 10 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.51%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 11 | Fidelity Balanced | 317.06K (1.40%) | 0.00 Increased by 0.00% | May 31, 25 |
| 12 | Strategic Advisers Fidelity US TtlStk | 273.54K (1.21%) | 1.12K Increased by +0.41% | Jun 30, 25 |
| 13 | Fidelity® Stock Selector Small Cap | 264.20K (1.17%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 14 | Fidelity® Small Cap Index | 258.34K (1.14%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 252.55K (1.12%) | -110.94K Decreased by -43.93% | Jul 31, 25 |
| 16 | Fidelity Small Cap Index | 243.78K (1.08%) | 651.00 Increased by +0.27% | May 31, 25 |
| 17 | SPDR® S&P Regional Banking ETF | 236.86K (1.05%) | 8.28K Increased by +3.50% | Jul 31, 25 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (1.00%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | DFA US Micro Cap I | 225.19K (0.99%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | iShares Russell 2000 Growth ETF | 209.81K (0.93%) | 0.00 Increased by 0.00% | Jul 31, 25 |