| 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 (9.70%) | 255.93K Increased by +15.59% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 1.27M (7.48%) | 4.43K Increased by +0.35% | Dec 31, 24 |
| 4 | Renaissance Technologies Corp | 1.08M (6.39%) | -44.24K Decreased by -4.09% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.07M (6.34%) | -44.50K Decreased by -4.15% | Dec 31, 24 |
| 6 | Adirondack Retirement Specialists, INC. | 614.93K (3.64%) | 51.69K Increased by +8.41% | Sep 30, 23 |
| 7 | Royce & Associates, LP | 591.85K (3.50%) | -6.47K Decreased by -1.09% | Dec 31, 24 |
| 8 | Wealth Enhancement Advisory Services, LLC | 514.04K (3.04%) | 2.77K Increased by +0.54% | Mar 31, 25 |
| 9 | Geode Capital Management, LLC | 426.44K (2.52%) | 5.35K Increased by +1.25% | Dec 31, 24 |
| 10 | State Street Corp | 406.04K (2.40%) | 15.90K Increased by +3.91% | Dec 31, 24 |
| 11 | State Street Corporation | 385.34K (2.28%) | -36.74K Decreased by -9.53% | Dec 31, 23 |
| 12 | D. E. Shaw & Co LP | 351.59K (2.08%) | 22.53K Increased by +6.41% | Dec 31, 24 |
| 13 | Deutsche Bank AG | 330.62K (1.95%) | 80.82K Increased by +24.44% | Dec 31, 24 |
| 14 | ALTA FOX CAPITAL MANAGEMENT, LLC | 309.09K (1.83%) | 166.34K Increased by +53.82% | Sep 30, 24 |
| 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 | Kahn Brothers & CO Inc /DE/ | 238.88K (1.41%) | -91.35K Decreased by -38.24% | Dec 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 175.88K (1.04%) | 18.84K Increased by +10.71% | Dec 31, 24 |
| 19 | Northern Trust Corp | 168.74K (1.00%) | 7.97K Increased by +4.72% | Dec 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 162.66K (0.96%) | 4.86K Increased by +2.99% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 648.08K (3.83%) | 0.00 Increased by 0.00% | Mar 31, 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 | 381.27K (2.25%) | -3.07K Decreased by -0.81% | Apr 29, 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 | 326.39K (1.93%) | 6.47K Increased by +1.98% | Mar 31, 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% | Feb 28, 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 | Fidelity Small Cap Index | 152.52K (0.90%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | DFA US Core Equity 1 I | 151.21K (0.89%) | -12.58K Decreased by -8.32% | Mar 31, 25 |
| 17 | Fidelity® Small Cap Index | 149.94K (0.89%) | 3.92K Increased by +2.61% | Oct 31, 23 |
| 18 | Foundry Partners Micro Cap Value | 149.34K (0.88%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Fidelity Select Telecommunications Port | 119.60K (0.71%) | 58.30K Increased by +48.75% | Mar 31, 25 |
| 20 | Fidelity Extended Market Index | 114.18K (0.68%) | 1.61K Increased by +1.41% | Mar 31, 25 |