| 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 | Wellington Management Company LLP | 545.14K (3.62%) | -24.08K Decreased by -4.42% | Jun 30, 24 |
| 5 | Manufacturers Life Insurance Co | 464.39K (3.09%) | -8.63K Decreased by -1.86% | Sep 30, 24 |
| 6 | Geode Capital Management, LLC | 338.85K (2.25%) | 5.56K Increased by +1.64% | Jun 30, 24 |
| 7 | State Street Corporation | 296.61K (1.97%) | 4.16K Increased by +1.40% | Mar 31, 24 |
| 8 | State Street Corp | 295.44K (1.96%) | -1.16K Decreased by -0.39% | Jun 30, 24 |
| 9 | Pacific Ridge Capital Partners, LLC | 229.15K (1.52%) | -124.49K Decreased by -54.33% | Sep 30, 24 |
| 10 | Curi RMB Capital | 200.00K (1.33%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Mendon Capital Advisors Corp | 200.00K (1.33%) | 0.00 Increased by 0.00% | Jun 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 | Hotchkis & Wiley Capital Management LLC | 171.56K (1.14%) | 2.00K Increased by +1.17% | Jun 30, 24 |
| 15 | Summit Financial Strategies, INC | 144.61K (0.96%) | -4.25K Decreased by -2.94% | Sep 30, 24 |
| 16 | Northern Trust Corp | 130.43K (0.87%) | -27.66K Decreased by -21.21% | 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 | Bank of New York Mellon Corp | 118.23K (0.79%) | 4.28K Increased by +3.62% | Jun 30, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 116.17K (0.77%) | 10.63K Increased by +9.15% | Jun 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 | 453.44K (3.01%) | -1.02K Decreased by -0.23% | Oct 31, 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 | 233.14K (1.55%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 231.62K (1.54%) | 9.95K Increased by +4.30% | Sep 30, 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 | 183.24K (1.22%) | 5.03K Increased by +2.74% | Sep 30, 24 |
| 8 | JH Financial Opportunities | 183.00K (1.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Fidelity Small Cap Index | 153.03K (1.02%) | -4.00K Decreased by -2.62% | Aug 31, 24 |
| 10 | Fidelity® Small Cap Index | 147.54K (0.98%) | 1.02K Increased by +0.69% | Oct 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 146.53K (0.97%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Avantis US Small Cap Value ETF | 116.85K (0.78%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | DFA US Targeted Value I | 110.61K (0.74%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | Fidelity Extended Market Index | 90.37K (0.60%) | 2.66K Increased by +2.94% | Sep 30, 24 |
| 15 | Wellington CIF Micro Cap Equity | 81.92K (0.54%) | -4.08K Decreased by -4.98% | Jun 30, 24 |
| 16 | Dimensional US Targeted Value ETF | 81.74K (0.54%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 17 | Fidelity® Extended Market Index | 79.58K (0.53%) | 1.51K Increased by +1.90% | Nov 30, 23 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 78.07K (0.52%) | -3.20K Decreased by -4.10% | Oct 31, 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 |