| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Almanack Investment Partners, LLC. | 12.58M (61.64%) | 12.58M Increased by +100.00% | Jun 30, 24 |
| 2 | BlackRock Inc | 1.77M (8.69%) | 44.39K Increased by +2.50% | Mar 31, 26 |
| 3 | Vanguard Group Inc | 1.30M (6.36%) | -9.52K Decreased by -0.73% | Dec 31, 25 |
| 4 | Renaissance Technologies Corp | 946.01K (4.64%) | -28.79K Decreased by -3.04% | Mar 31, 26 |
| 5 | Vanguard Capital Management, LLC | 881.09K (4.32%) | 881.09K Increased by +100.00% | Mar 31, 26 |
| 6 | Dimensional Fund Advisors, Inc. | 788.05K (3.86%) | -18.22K Decreased by -2.31% | Mar 31, 26 |
| 7 | First Trust Advisors L.P. | 642.30K (3.15%) | 319.18K Increased by +49.69% | Sep 30, 25 |
| 8 | Adirondack Retirement Specialists, INC. | 614.93K (3.01%) | 51.69K Increased by +8.41% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 604.73K (2.96%) | 44.88K Increased by +7.42% | Mar 31, 26 |
| 10 | State Street Corp | 534.51K (2.62%) | 45.27K Increased by +8.47% | Mar 31, 26 |
| 11 | Cooke & Bieler LP | 409.39K (2.01%) | 18.26K Increased by +4.46% | Mar 31, 26 |
| 12 | Acadian Asset Management LLC | 393.60K (1.93%) | 307.69K Increased by +78.17% | Sep 30, 25 |
| 13 | State Street Corporation | 385.34K (1.89%) | -36.74K Decreased by -9.53% | Dec 31, 23 |
| 14 | Deutsche Bank AG | 384.96K (1.89%) | 10.31K Increased by +2.68% | Mar 31, 26 |
| 15 | Kahn Brothers & CO Inc /DE/ | 372.57K (1.83%) | -19.45K Decreased by -5.22% | Mar 31, 26 |
| 16 | Jacobs Levy Equity Management, Inc. | 291.45K (1.43%) | -1.15K Decreased by -0.39% | Mar 31, 26 |
| 17 | Charles Schwab Investment Management Inc | 285.76K (1.40%) | -13.96K Decreased by -4.89% | Mar 31, 26 |
| 18 | Orchard Capital Management, Llc | 282.47K (1.38%) | -3.16K Decreased by -1.12% | Jun 30, 24 |
| 19 | J. Goldman & Co LP | 260.74K (1.28%) | 260.74K Increased by +100.00% | Dec 31, 23 |
| 20 | Vanguard Portfolio Management, LLC | 250.03K (1.23%) | 250.03K Increased by +100.00% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 647.13K (3.17%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 632.10K (3.10%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 3 | iShares Russell 2000 ETF | 385.81K (1.89%) | 3.59K Increased by +0.93% | May 29, 26 |
| 4 | DWS Small Cap Core S | 367.86K (1.80%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 5 | Small Cap Core Equity Composite | 367.86K (1.80%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 6 | First Trust SMID Cp Rising Div Achv ETF | 291.96K (1.43%) | 310.00 Increased by +0.11% | Aug 28, 25 |
| 7 | Avantis US Small Cap Value ETF | 255.27K (1.25%) | 1.78K Increased by +0.70% | May 30, 26 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 230.24K (1.13%) | 2.44K Increased by +1.06% | Apr 30, 26 |
| 9 | Orchard US Small Cap Value USD Instl 1 | 218.00K (1.07%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 10 | Orchard Select Small Cap Value | 192.46K (0.94%) | -25.54K Decreased by -13.27% | Feb 28, 25 |
| 11 | Orchard Small Cap Value ESG | 192.46K (0.94%) | -25.54K Decreased by -13.27% | Feb 28, 25 |
| 12 | CS McKee Micro Cap Value | 165.91K (0.81%) | 0.00 Increased by 0.00% | May 31, 26 |
| 13 | DFA US Small Cap I | 165.63K (0.81%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | Fidelity Small Cap Index | 159.59K (0.78%) | 261.00 Increased by +0.16% | Mar 31, 26 |
| 15 | State Street® SPDR® S&P® Telecom ETF | 153.92K (0.75%) | 0.00 Increased by 0.00% | May 31, 26 |
| 16 | Fidelity® Small Cap Index | 149.94K (0.73%) | 3.92K Increased by +2.61% | Oct 31, 23 |
| 17 | CREF Stock R3 | 138.73K (0.68%) | -13.80K Decreased by -9.95% | Jul 31, 25 |
| 18 | Foundry Partners Micro Cap Value | 126.50K (0.62%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Nuveen Quant Small Cap Equity R6 | 123.55K (0.61%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 20 | Fidelity Select Telecommunications Port | 122.10K (0.60%) | 2.70K Increased by +2.21% | Apr 30, 26 |