| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.31M (8.75%) | -67.73K Decreased by -5.16% | Mar 31, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 1.02M (6.82%) | -3.85K Decreased by -0.38% | Mar 31, 24 |
| 3 | Vanguard Group Inc | 784.93K (5.23%) | 16.46K Increased by +2.10% | Mar 31, 24 |
| 4 | Commonwealth Equity Services Inc | 453.75K (3.03%) | -119.58K Decreased by -26.35% | Mar 31, 24 |
| 5 | LSV Asset Management | 344.96K (2.30%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 6 | Courier Capital Corp | 338.69K (2.26%) | 121.23K Increased by +35.80% | Mar 31, 24 |
| 7 | Geode Capital Management, LLC | 334.30K (2.23%) | 8.94K Increased by +2.67% | Mar 31, 24 |
| 8 | Renaissance Technologies Corp | 305.10K (2.03%) | -48.30K Decreased by -15.83% | Mar 31, 24 |
| 9 | PL Capital Advisors, LLC | 301.28K (2.01%) | 112.48K Increased by +37.33% | Mar 31, 24 |
| 10 | Canandaigua National Bank & Trust Co | 300.67K (2.00%) | -6.91K Decreased by -2.30% | Mar 31, 24 |
| 11 | Acadian Asset Management LLC | 298.40K (1.99%) | 64.68K Increased by +21.68% | Mar 31, 24 |
| 12 | State Street Corporation | 269.20K (1.79%) | -7.89K Decreased by -2.93% | Mar 31, 24 |
| 13 | American Century Companies Inc | 242.14K (1.61%) | 33.10K Increased by +13.67% | Mar 31, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 216.50K (1.44%) | 25.61K Increased by +11.83% | Mar 31, 24 |
| 15 | Basswood Capital Management LLC | 211.11K (1.41%) | 211.11K Increased by +100.00% | Mar 31, 24 |
| 16 | Goldman Sachs Group Inc | 205.98K (1.37%) | 99.31K Increased by +48.21% | Dec 31, 23 |
| 17 | Prudential Financial Inc | 204.85K (1.37%) | -10.90K Decreased by -5.32% | Mar 31, 24 |
| 18 | Northern Trust Corp | 200.73K (1.34%) | -14.09K Decreased by -7.02% | Mar 31, 24 |
| 19 | Millennium Management LLC | 188.31K (1.26%) | -43.22K Decreased by -22.95% | Sep 30, 23 |
| 20 | Modern Wealth Management LLC | 181.78K (1.21%) | 181.78K Increased by +100.00% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 459.28K (3.06%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | iShares Russell 2000 ETF | 409.40K (2.73%) | 34.15K Increased by +8.34% | Jun 28, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 247.53K (1.65%) | 12.81K Increased by +5.18% | Jun 30, 24 |
| 4 | DFA US Small Cap Value I | 238.74K (1.59%) | 11.75K Increased by +4.92% | May 31, 24 |
| 5 | Avantis US Small Cap Value ETF | 229.25K (1.53%) | 434.00 Increased by +0.19% | Jun 29, 24 |
| 6 | Fidelity Small Cap Index | 151.59K (1.01%) | -562.00 Decreased by -0.37% | Apr 30, 24 |
| 7 | iShares Russell 2000 Value ETF | 151.32K (1.01%) | 11.20K Increased by +7.40% | Jun 28, 24 |
| 8 | Fidelity® Small Cap Index | 146.92K (0.98%) | 2.18K Increased by +1.48% | Oct 31, 23 |
| 9 | DFA US Targeted Value I | 114.74K (0.77%) | -5.49K Decreased by -4.79% | May 31, 24 |
| 10 | Dimensional US Targeted Value ETF | 90.16K (0.60%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 11 | Fidelity Extended Market Index | 89.79K (0.60%) | -252.00 Decreased by -0.28% | May 31, 24 |
| 12 | Fidelity® Extended Market Index | 82.72K (0.55%) | 1.82K Increased by +2.20% | Nov 30, 23 |
| 13 | SEI Tax-Managed Small/Mid Cap F (SIMT) | 80.77K (0.54%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | DFA US Small Cap I | 77.57K (0.52%) | -6.05K Decreased by -7.80% | May 31, 24 |
| 15 | Schwab US Small-Cap ETF™ | 73.66K (0.49%) | 30.00 Increased by +0.04% | Jun 29, 24 |
| 16 | DFA US Micro Cap I | 73.04K (0.49%) | -7.28K Decreased by -9.97% | May 31, 24 |
| 17 | WisdomTree US SmallCap Dividend ETF | 69.34K (0.46%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 18 | Federated Hermes MDT SCC Institutional | 69.13K (0.46%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 19 | Federated Hermes MDT Small Cap Core IS | 69.13K (0.46%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | PGIM Quant International Small Cap Eq | 68.23K (0.45%) | 68.23K Increased by +100.00% | Sep 30, 23 |