| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.45M (9.64%) | 100.70K Increased by +6.94% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 845.22K (5.62%) | 23.73K Increased by +2.81% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 809.24K (5.38%) | 14.08K Increased by +1.74% | Sep 30, 24 |
| 4 | Manufacturers Life Insurance Co | 464.39K (3.09%) | -8.63K Decreased by -1.86% | Sep 30, 24 |
| 5 | Wellington Management Company LLP | 357.21K (2.37%) | -187.94K Decreased by -52.61% | Sep 30, 24 |
| 6 | Geode Capital Management, LLC | 348.35K (2.32%) | 9.50K Increased by +2.73% | Sep 30, 24 |
| 7 | State Street Corp | 298.56K (1.98%) | 3.11K Increased by +1.04% | Sep 30, 24 |
| 8 | State Street Corporation | 296.61K (1.97%) | 4.16K Increased by +1.40% | Mar 31, 24 |
| 9 | Pacific Ridge Capital Partners, LLC | 229.15K (1.52%) | -124.49K Decreased by -54.33% | Sep 30, 24 |
| 10 | Mendon Capital Advisors Corp | 216.18K (1.44%) | 16.18K Increased by +7.48% | Sep 30, 24 |
| 11 | Curi RMB Capital | 200.00K (1.33%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | RMB Capital Management, LLC | 200.00K (1.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Beese Fulmer Investment Management Inc | 176.68K (1.17%) | -4.90K Decreased by -2.77% | Sep 30, 24 |
| 14 | Summit Financial Strategies, INC | 144.61K (0.96%) | -4.25K Decreased by -2.94% | Sep 30, 24 |
| 15 | Northern Trust Corp | 130.43K (0.87%) | -27.66K Decreased by -21.21% | Sep 30, 24 |
| 16 | Hotchkis & Wiley Capital Management LLC | 128.00K (0.85%) | -43.56K Decreased by -34.03% | Sep 30, 24 |
| 17 | DePrince Race & Zollo Inc | 125.33K (0.83%) | -19.35K Decreased by -15.44% | Sep 30, 23 |
| 18 | American Century Companies Inc | 123.43K (0.82%) | 52.74K Increased by +42.73% | Sep 30, 24 |
| 19 | Fort Washington Investment Advisors Inc | 114.84K (0.76%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | LSV Asset Management | 114.28K (0.76%) | -3.90K Decreased by -3.41% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 498.66K (3.31%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 491.91K (3.27%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 3 | Pacific Ridge Capital Ptnrs Micro Cp Val | 278.44K (1.85%) | -16.20K Decreased by -5.82% | Mar 31, 24 |
| 4 | JHancock Regional Bank A | 231.77K (1.54%) | -1.38K Decreased by -0.59% | Oct 31, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 229.81K (1.53%) | -1.81K Decreased by -0.79% | Oct 31, 24 |
| 6 | RMB Mendon Financial Services A | 200.00K (1.33%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | DFA US Small Cap Value I | 188.47K (1.25%) | 5.24K Increased by +2.78% | Oct 31, 24 |
| 8 | JH Financial Opportunities | 183.00K (1.22%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 9 | iShares Russell 2000 Value ETF | 157.51K (1.05%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | Fidelity Small Cap Index | 150.91K (1.00%) | -2.11K Decreased by -1.40% | Sep 30, 24 |
| 11 | Fidelity® Small Cap Index | 147.54K (0.98%) | 1.02K Increased by +0.69% | Oct 31, 23 |
| 12 | Avantis US Small Cap Value ETF | 142.22K (0.95%) | 2.00K Increased by +1.40% | Nov 30, 24 |
| 13 | DFA US Targeted Value I | 104.72K (0.70%) | -5.89K Decreased by -5.62% | Oct 31, 24 |
| 14 | Fidelity Extended Market Index | 88.33K (0.59%) | -2.04K Decreased by -2.32% | Oct 31, 24 |
| 15 | Dimensional US Targeted Value ETF | 82.85K (0.55%) | 114.00 Increased by +0.14% | Nov 29, 24 |
| 16 | Fidelity® Extended Market Index | 79.58K (0.53%) | 1.51K Increased by +1.90% | Nov 30, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 78.07K (0.52%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 18 | Wellington CIF Micro Cap Equity | 76.26K (0.51%) | -5.67K Decreased by -7.43% | Sep 30, 24 |
| 19 | Adara Smaller Companies | 75.92K (0.50%) | -880.00 Decreased by -1.16% | Oct 31, 24 |
| 20 | Acuitas US Microcap Strategy | 73.18K (0.49%) | -560.00 Decreased by -0.77% | Mar 31, 24 |