| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 3.63M (16.17%) | 3.63M Increased by +100.00% | Dec 31, 24 |
| 2 | BlackRock Inc | 3.38M (15.04%) | -77.11K Decreased by -2.28% | Jun 30, 25 |
| 3 | FMR Inc | 2.17M (9.65%) | 33.59K Increased by +1.55% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 1.84M (8.20%) | 89.09K Increased by +4.83% | Jun 30, 25 |
| 5 | State Street Corp | 1.41M (6.27%) | -117.25K Decreased by -8.31% | Jun 30, 25 |
| 6 | Harbor Advisors LLC | 1.39M (6.19%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 7 | State Street Corporation | 1.28M (5.68%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.17M (5.22%) | -118.57K Decreased by -10.10% | Jun 30, 25 |
| 9 | Goldman Sachs Group Inc | 830.73K (3.69%) | 58.20K Increased by +7.01% | Dec 31, 24 |
| 10 | American Century Companies Inc | 726.05K (3.23%) | 39.63K Increased by +5.46% | Jun 30, 25 |
| 11 | Geode Capital Management, LLC | 699.80K (3.11%) | -16.55K Decreased by -2.36% | Jun 30, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 480.86K (2.14%) | 59.15K Increased by +12.30% | Jun 30, 25 |
| 13 | JPMorgan Chase & Co | 437.90K (1.95%) | -12.57K Decreased by -2.87% | Jun 30, 25 |
| 14 | Putney Financial Group LLC | 411.47K (1.83%) | -26.47K Decreased by -6.43% | Mar 31, 25 |
| 15 | Nuveen Asset Management, LLC | 383.04K (1.70%) | 15.74K Increased by +4.11% | Dec 31, 24 |
| 16 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.54%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| 17 | Adirondack Retirement Specialists, INC. | 339.71K (1.51%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 18 | UBS Asset Mgmt Americas Inc | 325.18K (1.45%) | 12.41K Increased by +3.82% | Jun 30, 25 |
| 19 | Jacobs Levy Equity Management, Inc. | 312.78K (1.39%) | -49.42K Decreased by -15.80% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 294.99K (1.31%) | -20.81K Decreased by -7.05% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adviser Dividend Income | 4.27M (18.97%) | 4.27M Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.41M (6.26%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 776.35K (3.45%) | -65.35K Decreased by -8.42% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 749.71K (3.33%) | -16.63K Decreased by -2.22% | Jul 31, 25 |
| 5 | Avantis US Small Cap Value ETF | 604.49K (2.69%) | 960.00 Increased by +0.16% | Aug 30, 25 |
| 6 | Fidelity® Series Small Cap Opps | 603.70K (2.69%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | iShares Russell 2000 ETF | 571.33K (2.54%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | Fidelity Series Small Cap Opps | 549.20K (2.44%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Fidelity Stock Selector Small Cap | 533.60K (2.37%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.52%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 11 | Fidelity Balanced | 316.96K (1.41%) | -92.00 Decreased by -0.03% | Jun 30, 25 |
| 12 | Strategic Advisers Fidelity US TtlStk | 275.88K (1.23%) | 2.34K Increased by +0.85% | Jul 31, 25 |
| 13 | Fidelity® Stock Selector Small Cap | 264.20K (1.18%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 14 | SPDR® S&P Regional Banking ETF | 261.15K (1.16%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 15 | Fidelity® Small Cap Index | 258.34K (1.15%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 252.55K (1.12%) | -110.94K Decreased by -43.93% | Jul 31, 25 |
| 17 | Fidelity Small Cap Index | 234.64K (1.04%) | -9.14K Decreased by -3.89% | Jun 30, 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 (1.00%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | iShares Russell 2000 Growth ETF | 209.81K (0.93%) | 0.00 Increased by 0.00% | Aug 31, 25 |