Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Almanack Investment Partners, LLC. | 12.58M (74.37%) | 12.58M Increased by +100.00% | Jun 30, 24 |
2 | BlackRock Inc | 1.64M (9.69%) | -1.34K Decreased by -0.08% | Mar 31, 25 |
3 | Vanguard Group Inc | 1.29M (7.62%) | 22.82K Increased by +1.77% | Mar 31, 25 |
4 | Renaissance Technologies Corp | 1.11M (6.57%) | 31.30K Increased by +2.81% | Mar 31, 25 |
5 | Dimensional Fund Advisors, Inc. | 1.01M (5.98%) | -61.47K Decreased by -6.08% | Mar 31, 25 |
6 | Adirondack Retirement Specialists, INC. | 614.93K (3.64%) | 51.69K Increased by +8.41% | Sep 30, 23 |
7 | Royce & Associates, LP | 521.73K (3.08%) | -70.12K Decreased by -13.44% | Mar 31, 25 |
8 | Wealth Enhancement Advisory Services, LLC | 514.04K (3.04%) | 2.77K Increased by +0.54% | Mar 31, 25 |
9 | Geode Capital Management, LLC | 440.81K (2.61%) | 14.37K Increased by +3.26% | Mar 31, 25 |
10 | State Street Corp | 397.53K (2.35%) | -8.52K Decreased by -2.14% | Mar 31, 25 |
11 | State Street Corporation | 385.34K (2.28%) | -36.74K Decreased by -9.53% | Dec 31, 23 |
12 | Kahn Brothers & CO Inc /DE/ | 365.54K (2.16%) | 126.66K Increased by +34.65% | Mar 31, 25 |
13 | D. E. Shaw & Co LP | 351.59K (2.08%) | 22.53K Increased by +6.41% | Dec 31, 24 |
14 | Deutsche Bank AG | 329.54K (1.95%) | -1.07K Decreased by -0.33% | Mar 31, 25 |
15 | Orchard Capital Management, Llc | 282.47K (1.67%) | -3.16K Decreased by -1.12% | Jun 30, 24 |
16 | J. Goldman & Co LP | 260.74K (1.54%) | 260.74K Increased by +100.00% | Dec 31, 23 |
17 | Morgan Stanley - Brokerage Accounts | 201.31K (1.19%) | 25.43K Increased by +12.63% | Mar 31, 25 |
18 | Charles Schwab Investment Management Inc | 178.26K (1.05%) | 15.60K Increased by +8.75% | Mar 31, 25 |
19 | Northern Trust Corp | 168.74K (1.00%) | 7.97K Increased by +4.72% | Dec 31, 24 |
20 | Acadian Asset Management LLC | 160.67K (0.95%) | 10.13K Increased by +6.31% | Mar 31, 25 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard Total Stock Mkt Idx Inv | 648.08K (3.83%) | 0.00 Increased by 0.00% | Apr 30, 25 |
2 | Vanguard US Total Market Shares ETF | 647.13K (3.83%) | 0.00 Increased by 0.00% | Sep 30, 24 |
3 | iShares Russell 2000 ETF | 394.33K (2.33%) | 192.00 Increased by +0.05% | May 28, 25 |
4 | Royce Small-Cap Quality Value Composite | 345.43K (2.04%) | -102.71K Decreased by -29.73% | Mar 31, 25 |
5 | Royce Small-Cap Total Return Invmt | 345.43K (2.04%) | -102.71K Decreased by -29.73% | Mar 31, 25 |
6 | Vanguard Institutional Extnd Mkt Idx Tr | 326.90K (1.93%) | 507.00 Increased by +0.16% | Apr 30, 25 |
7 | DWS Small Cap Core S | 315.34K (1.86%) | 0.00 Increased by 0.00% | Mar 31, 25 |
8 | Small Cap Core Equity Composite | 315.34K (1.86%) | 0.00 Increased by 0.00% | Mar 31, 25 |
9 | Orchard Select Small Cap Value | 218.00K (1.29%) | 0.00 Increased by 0.00% | Jan 31, 25 |
10 | Orchard Small Cap Value ESG | 218.00K (1.29%) | 0.00 Increased by 0.00% | Jan 31, 25 |
11 | Orchard US Small Cap Value USD Instl 1 | 218.00K (1.29%) | 0.00 Increased by 0.00% | Jan 31, 25 |
12 | DFA US Micro Cap I | 214.56K (1.27%) | -6.48K Decreased by -3.02% | Mar 31, 25 |
13 | DFA US Small Cap I | 189.57K (1.12%) | -10.03K Decreased by -5.29% | Mar 31, 25 |
14 | DFA US Core Equity 2 I | 183.39K (1.08%) | 0.00 Increased by 0.00% | Mar 31, 25 |
15 | CREF Stock R3 | 154.91K (0.92%) | 41.33K Increased by +26.68% | Mar 31, 25 |
16 | Fidelity Small Cap Index | 152.52K (0.90%) | 0.00 Increased by 0.00% | Feb 28, 25 |
17 | DFA US Core Equity 1 I | 151.21K (0.89%) | -12.58K Decreased by -8.32% | Mar 31, 25 |
18 | Fidelity® Small Cap Index | 149.94K (0.89%) | 3.92K Increased by +2.61% | Oct 31, 23 |
19 | Foundry Partners Micro Cap Value | 149.34K (0.88%) | 0.00 Increased by 0.00% | Mar 31, 25 |
20 | Fidelity Select Telecommunications Port | 119.60K (0.71%) | 58.30K Increased by +48.75% | Mar 31, 25 |