| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 600.14K (5.42%) | 27.62K Increased by +4.60% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 487.88K (4.41%) | 28.16K Increased by +5.77% | Sep 30, 24 |
| 3 | Ameriprise Financial Inc | 361.91K (3.27%) | 2.53K Increased by +0.70% | Jun 30, 24 |
| 4 | AllianceBernstein L.P. | 360.29K (3.26%) | 6.53K Increased by +1.81% | Jun 30, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 246.67K (2.23%) | 19.43K Increased by +7.88% | Sep 30, 24 |
| 6 | Pacific Ridge Capital Partners, LLC | 239.77K (2.17%) | 31.40K Increased by +13.10% | Sep 30, 24 |
| 7 | Geode Capital Management, LLC | 207.46K (1.87%) | 8.74K Increased by +4.22% | Jun 30, 24 |
| 8 | Ballast Asset Management, LP | 197.29K (1.78%) | -2.98K Decreased by -1.51% | Sep 30, 24 |
| 9 | State Street Corporation | 177.39K (1.60%) | 17.10K Increased by +9.64% | Mar 31, 24 |
| 10 | State Street Corp | 174.11K (1.57%) | -3.28K Decreased by -1.88% | Jun 30, 24 |
| 11 | Maltese Capital Management LLC | 172.90K (1.56%) | 3.90K Increased by +2.26% | Jun 30, 24 |
| 12 | Bridgeway Capital Management, LLC | 161.64K (1.46%) | 2.62K Increased by +1.62% | Jun 30, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 103.80K (0.94%) | -12.11K Decreased by -11.66% | Jun 30, 24 |
| 14 | Elizabeth Park Capital Advisors, Ltd | 103.27K (0.93%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Acadian Asset Management LLC | 101.41K (0.92%) | 45.84K Increased by +45.21% | Jun 30, 24 |
| 16 | Empowered Funds, LLC | 84.69K (0.77%) | -79.44K Decreased by -93.81% | Jun 30, 24 |
| 17 | Northern Trust Corp | 79.62K (0.72%) | -21.90K Decreased by -27.51% | Sep 30, 24 |
| 18 | Sontag Advisory LLC | 77.04K (0.70%) | 137.00 Increased by +0.18% | Sep 30, 24 |
| 19 | WEDGE Capital Management, LLP | 71.61K (0.65%) | -18.46K Decreased by -25.77% | Sep 30, 24 |
| 20 | Goldman Sachs Group Inc | 71.54K (0.65%) | 35.82K Increased by +50.07% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 293.09K (2.65%) | 315.00 Increased by +0.11% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 279.78K (2.53%) | -630.00 Decreased by -0.23% | Oct 31, 24 |
| 3 | Columbia Small Cap Value I | 216.38K (1.96%) | 7.60K Increased by +3.51% | Sep 30, 24 |
| 4 | Columbia Small Cap Value I A | 181.86K (1.64%) | -34.52K Decreased by -18.98% | Oct 31, 24 |
| 5 | Pacific Ridge Capital Ptnrs Micro Cp Val | 162.15K (1.47%) | -9.30K Decreased by -5.74% | Mar 31, 24 |
| 6 | Ballast SMidCap | 147.80K (1.34%) | -10.92K Decreased by -7.39% | Oct 31, 24 |
| 7 | Ballast Small/Mid Cap ETF | 147.80K (1.34%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 125.29K (1.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | iShares Russell 2000 Value ETF | 95.52K (0.86%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | Fidelity Small Cap Index | 91.78K (0.83%) | -2.23K Decreased by -2.43% | Aug 31, 24 |
| 11 | Adara Smaller Companies | 90.20K (0.82%) | -1.03K Decreased by -1.14% | Oct 31, 24 |
| 12 | EA Bridgeway Omni Small-Cap Value ETF | 90.13K (0.81%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Fidelity® Small Cap Index | 85.44K (0.77%) | 587.00 Increased by +0.69% | Oct 31, 23 |
| 14 | Bridgeway Omni Small-Cap Value N | 76.95K (0.70%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 15 | Bridgeway Omni Small-Cap Value | 73.95K (0.67%) | -3.00K Decreased by -4.06% | Sep 30, 24 |
| 16 | WEDGE Small Cap Value | 60.51K (0.55%) | -17.57K Decreased by -29.04% | Sep 30, 24 |
| 17 | Columbia VP Small Cap Value 1 | 56.72K (0.51%) | -12.47K Decreased by -21.98% | Oct 31, 24 |
| 18 | DFA US Targeted Value I | 54.80K (0.50%) | 2.22K Increased by +4.05% | Sep 30, 24 |
| 19 | VT De Lisle America B USD | 52.33K (0.47%) | 6.17K Increased by +11.79% | Oct 31, 24 |
| 20 | Fidelity Extended Market Index | 52.17K (0.47%) | -1.59K Decreased by -3.04% | Sep 30, 24 |