| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 401.67K (5.01%) | 51.26K Increased by +12.76% | Sep 30, 24 |
| 2 | BlackRock Inc | 399.52K (4.98%) | 10.12K Increased by +2.53% | Jun 30, 24 |
| 3 | Manufacturers Life Insurance Co | 223.41K (2.78%) | 223.41K Increased by +100.00% | Sep 30, 24 |
| 4 | Geode Capital Management, LLC | 154.62K (1.93%) | 5.88K Increased by +3.81% | Jun 30, 24 |
| 5 | Jacobs Asset Management, LLC | 100.00K (1.25%) | 100.00K Increased by +100.00% | Sep 30, 24 |
| 6 | State Street Corp | 90.89K (1.13%) | 138.00 Increased by +0.15% | Jun 30, 24 |
| 7 | State Street Corporation | 90.75K (1.13%) | 10.28K Increased by +11.33% | Mar 31, 24 |
| 8 | Curi RMB Capital | 70.93K (0.88%) | 70.93K Increased by +100.00% | Sep 30, 24 |
| 9 | Northern Trust Corp | 64.59K (0.80%) | 8.64K Increased by +13.38% | Sep 30, 24 |
| 10 | Bridgeway Capital Management, LLC | 54.22K (0.68%) | 1.80K Increased by +3.32% | Jun 30, 24 |
| 11 | SHAKESPEARE WEALTH MANAGEMENT, INC. | 39.52K (0.49%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | HPM Partners LLC | 36.85K (0.46%) | -36.85K Decreased by -100.02% | Jun 30, 24 |
| 13 | Segall Bryant & Hamill | 35.37K (0.44%) | 35.37K Increased by +100.00% | Sep 30, 24 |
| 14 | Amvescap Plc. | 29.90K (0.37%) | 973.00 Increased by +3.25% | Jun 30, 24 |
| 15 | Renaissance Technologies Corp | 28.90K (0.36%) | 9.90K Increased by +34.26% | Sep 30, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 26.59K (0.33%) | -846.00 Decreased by -3.18% | Jun 30, 24 |
| 17 | Empowered Funds, LLC | 25.72K (0.32%) | -22.12K Decreased by -86.00% | Jun 30, 24 |
| 18 | HBW Advisory Services LLC | 24.78K (0.31%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Charles Schwab Investment Management Inc | 22.44K (0.28%) | 3.99K Increased by +17.76% | Sep 30, 24 |
| 20 | Bank of New York Mellon Corp | 21.72K (0.27%) | 1.43K Increased by +6.56% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 248.25K (3.09%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 219.49K (2.74%) | -490.00 Decreased by -0.22% | Oct 31, 24 |
| 3 | JHancock Regional Bank A | 104.79K (1.31%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | JH Financial Opportunities | 98.22K (1.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 92.21K (1.15%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Zacks Small Cap Equity Strategy | 86.97K (1.08%) | 86.97K Increased by +100.00% | Sep 30, 24 |
| 7 | iShares Russell 2000 Value ETF | 79.67K (0.99%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | Fidelity Small Cap Index | 72.10K (0.90%) | -826.00 Decreased by -1.15% | Aug 31, 24 |
| 9 | RMB Mendon Financial Services A | 70.93K (0.88%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Kennedy Bank Sector | 63.81K (0.80%) | 63.81K Increased by +100.00% | Sep 30, 24 |
| 11 | Fidelity® Small Cap Index | 63.47K (0.79%) | 1.76K Increased by +2.77% | Oct 31, 23 |
| 12 | Fidelity Extended Market Index | 47.17K (0.59%) | 8.86K Increased by +18.78% | Sep 30, 24 |
| 13 | Vanguard Russell 2000 ETF | 37.87K (0.47%) | -238.00 Decreased by -0.63% | Oct 31, 24 |
| 14 | Fidelity® Extended Market Index | 34.65K (0.43%) | 746.00 Increased by +2.15% | Nov 30, 23 |
| 15 | Bridgeway Omni Small-Cap Value | 28.50K (0.36%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Bridgeway Omni Small-Cap Value N | 28.50K (0.36%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 17 | EA Bridgeway Omni Small-Cap Value ETF | 27.37K (0.34%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 18 | State St Russell Sm Cap® Indx SL Cl I | 26.40K (0.33%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 19 | Avantis US Small Cap Value ETF | 23.11K (0.29%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 20 | Zacks Small/Mid Cap ETF | 23.01K (0.29%) | 0.00 Increased by 0.00% | Oct 31, 24 |