| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.11M (8.42%) | 149.31K Increased by +7.09% | Jun 30, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 2.09M (8.37%) | 53.26K Increased by +2.54% | Sep 30, 24 |
| 3 | Morgan Stanley - Brokerage Accounts | 1.51M (6.03%) | -1.52M Decreased by -100.56% | Sep 30, 24 |
| 4 | Vanguard Group Inc | 1.42M (5.69%) | 70.69K Increased by +4.97% | Sep 30, 24 |
| 5 | Private Management Group Inc | 793.54K (3.17%) | 172.52K Increased by +21.74% | Sep 30, 24 |
| 6 | Ninety One UK Limited | 775.70K (3.10%) | -233.92K Decreased by -30.16% | Sep 30, 24 |
| 7 | Orchard Capital Management, Llc | 705.03K (2.82%) | -186.34K Decreased by -26.43% | Sep 30, 24 |
| 8 | Punch & Associates Inv Mgmt Inc | 654.58K (2.62%) | -21.20K Decreased by -3.24% | Sep 30, 24 |
| 9 | J. Goldman & Co LP | 640.96K (2.56%) | -266.05K Decreased by -41.51% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 617.24K (2.47%) | -8.59K Decreased by -1.39% | Sep 30, 24 |
| 11 | State Street Corp | 575.93K (2.30%) | 6.32K Increased by +1.10% | Sep 30, 24 |
| 12 | State Street Corporation | 563.74K (2.25%) | 61.50K Increased by +10.91% | Mar 31, 24 |
| 13 | Ameriprise Financial Inc | 549.43K (2.20%) | 10.86K Increased by +1.98% | Sep 30, 24 |
| 14 | American Century Companies Inc | 413.48K (1.65%) | 66.70K Increased by +16.13% | Sep 30, 24 |
| 15 | CWA Asset Management Group, LLC | 364.27K (1.46%) | 364.27K Increased by +100.00% | Sep 30, 24 |
| 16 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 273.10K (1.09%) | -41.50K Decreased by -15.20% | Jun 30, 24 |
| 17 | Northern Trust Corp | 261.88K (1.05%) | 13.07K Increased by +4.99% | Sep 30, 24 |
| 18 | Goldman Sachs Group Inc | 154.52K (0.62%) | 33.35K Increased by +21.58% | Sep 30, 24 |
| 19 | Deutsche Bank AG | 152.29K (0.61%) | -385.00 Decreased by -0.25% | Jun 30, 24 |
| 20 | Summit Trail Advisors, LLC | 139.27K (0.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Russell 2000 ETF | 805.48K (3.22%) | -1.68K Decreased by -0.21% | Nov 27, 24 |
| 2 | Ninety One Premier Global Value I | 775.70K (3.10%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 765.18K (3.06%) | -41.30K Decreased by -5.40% | Oct 31, 24 |
| 4 | Orchard Small Cap Value ESG | 709.03K (2.83%) | 697.06K Increased by +98.31% | Jul 31, 24 |
| 5 | Orchard US Small Cap Value USD Instl 1 | 709.03K (2.83%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 6 | DFA US Small Cap Value I | 525.15K (2.10%) | 4.92K Increased by +0.94% | Sep 30, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 407.38K (1.63%) | -2.79K Decreased by -0.69% | Oct 31, 24 |
| 8 | Avantis US Small Cap Value ETF | 375.17K (1.50%) | 1.57K Increased by +0.42% | Nov 28, 24 |
| 9 | Columbia Small Cap Value I | 362.10K (1.45%) | 12.70K Increased by +3.51% | Sep 30, 24 |
| 10 | Columbia Small Cap Value I A | 362.10K (1.45%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | Xtrackers S&P 500 Swap ETF 1C | 316.35K (1.26%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | DFA US Targeted Value I | 311.44K (1.24%) | -5.27K Decreased by -1.69% | Sep 30, 24 |
| 13 | Fidelity Small Cap Index | 279.21K (1.12%) | -968.00 Decreased by -0.35% | Sep 30, 24 |
| 14 | iShares Russell 2000 Value ETF | 271.76K (1.09%) | 350.00 Increased by +0.13% | Nov 27, 24 |
| 15 | Fidelity® Small Cap Index | 251.36K (1.00%) | 7.09K Increased by +2.82% | Oct 31, 23 |
| 16 | SQUAD Point Five I | 241.79K (0.97%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | Dimensional US Targeted Value ETF | 194.47K (0.78%) | 0.00 Increased by 0.00% | Nov 28, 24 |
| 18 | DFA US Small Cap I | 161.55K (0.65%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Fidelity Extended Market Index | 150.95K (0.60%) | -12.67K Decreased by -8.40% | Sep 30, 24 |
| 20 | DFA US Micro Cap I | 150.60K (0.60%) | 0.00 Increased by 0.00% | Sep 30, 24 |