| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 9.24M (11.22%) | 752.90K Increased by +8.15% | Jun 30, 24 |
| 2 | BlackRock Inc | 7.24M (8.80%) | 217.55K Increased by +3.00% | Jun 30, 24 |
| 3 | Capital Management Corp | 5.41M (6.57%) | 1.17M Increased by +21.65% | Sep 30, 24 |
| 4 | Vanguard Group Inc | 5.33M (6.47%) | -301.35K Decreased by -5.65% | Sep 30, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 4.39M (5.34%) | -366.20K Decreased by -8.33% | Sep 30, 24 |
| 6 | Retirement Systems of Alabama | 4.13M (5.01%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | Darsana Capital Partners LP | 4.09M (4.97%) | -1.15M Decreased by -28.11% | Jun 30, 24 |
| 8 | Baupost Group LLC | 3.76M (4.57%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | UBS Group AG | 3.17M (3.84%) | -23.92K Decreased by -0.76% | Mar 31, 24 |
| 10 | State Street Corporation | 1.98M (2.41%) | 56.56K Increased by +2.85% | Mar 31, 24 |
| 11 | State Street Corp | 1.97M (2.40%) | -11.10K Decreased by -0.56% | Jun 30, 24 |
| 12 | Penn Capital Management Company LLC | 1.92M (2.33%) | 182.56K Increased by +9.50% | Sep 30, 24 |
| 13 | Geode Capital Management, LLC | 1.91M (2.32%) | 122.72K Increased by +6.41% | Jun 30, 24 |
| 14 | Goldman Sachs Group Inc | 1.90M (2.31%) | 1.22M Increased by +64.26% | Jun 30, 24 |
| 15 | ELEQUIN CAPITAL LP | 1.76M (2.13%) | 1.76M Increased by +100.00% | Mar 31, 24 |
| 16 | Millennium Management LLC | 1.75M (2.13%) | 500.39K Increased by +28.53% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 1.69M (2.06%) | -473.10K Decreased by -27.96% | Sep 30, 24 |
| 18 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.61M (1.96%) | 39.87K Increased by +2.47% | Sep 30, 23 |
| 19 | JPMorgan Chase & Co | 1.52M (1.84%) | 245.87K Increased by +16.19% | Mar 31, 24 |
| 20 | Patient Capital Management | 1.46M (1.77%) | 686.00K Increased by +47.05% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.57M (3.13%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 2.24M (2.71%) | -5.03K Decreased by -0.22% | Oct 31, 24 |
| 3 | Schwab Fundamental US Small Company ETF | 1.43M (1.74%) | 6.73K Increased by +0.47% | Mar 29, 24 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 1.29M (1.57%) | 21.53K Increased by +1.67% | Sep 30, 24 |
| 5 | Penn Capital Small Cap Equity | 1.22M (1.48%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | CMC G&I | 1.20M (1.46%) | 326.63K Increased by +27.12% | Sep 30, 24 |
| 7 | CMC SMID | 1.19M (1.45%) | 235.17K Increased by +19.75% | Sep 30, 24 |
| 8 | Xtrackers S&P 500 Swap ETF 1C | 1.15M (1.40%) | 1.15M Increased by +100.00% | Mar 31, 24 |
| 9 | DFA US Small Cap Value I | 1.08M (1.32%) | 74.39K Increased by +6.87% | Sep 30, 24 |
| 10 | Tributary Small Cap Equity | 1.02M (1.23%) | -16.73K Decreased by -1.65% | Jul 31, 24 |
| 11 | ClearBridge Small Cap | 915.70K (1.11%) | 125.45K Increased by +13.70% | Sep 30, 24 |
| 12 | ClearBridge Small Cap C | 915.70K (1.11%) | 125.45K Increased by +13.70% | Sep 30, 24 |
| 13 | Fidelity Small Cap Index | 878.71K (1.07%) | -14.81K Decreased by -1.68% | Aug 31, 24 |
| 14 | Tributary Small Company Instl | 847.01K (1.03%) | -13.71K Decreased by -1.62% | Jul 31, 24 |
| 15 | iShares Russell 2000 Value ETF | 809.94K (0.98%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | Fidelity® Small Cap Index | 800.58K (0.97%) | 23.13K Increased by +2.89% | Oct 31, 23 |
| 17 | DFA US Small Cap I | 790.66K (0.96%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 18 | Schwab Fundamental U.S. Small CompanyETF | 767.14K (0.93%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 19 | EV Senior Floating Rate | 737.68K (0.90%) | 737.68K Increased by +100.00% | Mar 31, 23 |
| 20 | DFA US Targeted Value I | 727.47K (0.88%) | -55.59K Decreased by -7.64% | Sep 30, 24 |