| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Almanack Investment Partners, LLC. | 12.58M (61.19%) | 12.58M Increased by +100.00% | Jun 30, 24 |
| 2 | BlackRock Inc | 1.64M (7.98%) | -1.34K Decreased by -0.08% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 1.29M (6.27%) | 22.82K Increased by +1.77% | Mar 31, 25 |
| 4 | Renaissance Technologies Corp | 1.11M (5.41%) | 31.30K Increased by +2.81% | Mar 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.01M (4.92%) | -61.47K Decreased by -6.08% | Mar 31, 25 |
| 6 | Adirondack Retirement Specialists, INC. | 614.93K (2.99%) | 51.69K Increased by +8.41% | Sep 30, 23 |
| 7 | Royce & Associates, LP | 521.73K (2.54%) | -70.12K Decreased by -13.44% | Mar 31, 25 |
| 8 | Wealth Enhancement Advisory Services, LLC | 514.04K (2.50%) | 2.77K Increased by +0.54% | Mar 31, 25 |
| 9 | Geode Capital Management, LLC | 440.81K (2.14%) | 14.37K Increased by +3.26% | Mar 31, 25 |
| 10 | State Street Corp | 397.53K (1.93%) | -8.52K Decreased by -2.14% | Mar 31, 25 |
| 11 | State Street Corporation | 385.34K (1.87%) | -36.74K Decreased by -9.53% | Dec 31, 23 |
| 12 | Kahn Brothers & CO Inc /DE/ | 365.54K (1.78%) | 126.66K Increased by +34.65% | Mar 31, 25 |
| 13 | D. E. Shaw & Co LP | 345.77K (1.68%) | -5.82K Decreased by -1.68% | Mar 31, 25 |
| 14 | Deutsche Bank AG | 329.54K (1.60%) | -1.07K Decreased by -0.33% | Mar 31, 25 |
| 15 | Orchard Capital Management, Llc | 282.47K (1.37%) | -3.16K Decreased by -1.12% | Jun 30, 24 |
| 16 | J. Goldman & Co LP | 260.74K (1.27%) | 260.74K Increased by +100.00% | Dec 31, 23 |
| 17 | Nuveen, LLC | 202.86K (0.99%) | 202.86K Increased by +100.00% | Mar 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 201.31K (0.98%) | 25.43K Increased by +12.63% | Mar 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 178.26K (0.87%) | 15.60K Increased by +8.75% | Mar 31, 25 |
| 20 | Northern Trust Corp | 164.63K (0.80%) | -4.11K Decreased by -2.50% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 648.08K (3.15%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 647.13K (3.15%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 407.15K (1.98%) | 2.83K Increased by +0.69% | Jun 30, 25 |
| 4 | Royce Small-Cap Quality Value Composite | 345.43K (1.68%) | -102.71K Decreased by -29.73% | Mar 31, 25 |
| 5 | Royce Small-Cap Total Return Invmt | 345.43K (1.68%) | -102.71K Decreased by -29.73% | Mar 31, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 329.38K (1.60%) | 2.48K Increased by +0.75% | May 31, 25 |
| 7 | DWS Small Cap Core S | 315.34K (1.53%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | Small Cap Core Equity Composite | 315.34K (1.53%) | 0.00 Increased by 0.00% | May 31, 25 |
| 9 | First Trust SMID Cp Rising Div Achv ETF | 287.68K (1.40%) | 558.00 Increased by +0.19% | Jun 30, 25 |
| 10 | Orchard US Small Cap Value USD Instl 1 | 218.00K (1.06%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 11 | DFA US Micro Cap I | 195.99K (0.95%) | -11.34K Decreased by -5.78% | May 31, 25 |
| 12 | Orchard Select Small Cap Value | 192.46K (0.94%) | -25.54K Decreased by -13.27% | Feb 28, 25 |
| 13 | Orchard Small Cap Value ESG | 192.46K (0.94%) | -25.54K Decreased by -13.27% | Feb 28, 25 |
| 14 | DFA US Small Cap I | 189.57K (0.92%) | 0.00 Increased by 0.00% | May 31, 25 |
| 15 | DFA US Core Equity 2 I | 183.39K (0.89%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Fidelity Small Cap Index | 154.43K (0.75%) | 194.00 Increased by +0.13% | Apr 30, 25 |
| 17 | CREF Stock R3 | 152.53K (0.74%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | Fidelity® Small Cap Index | 149.94K (0.73%) | 3.92K Increased by +2.61% | Oct 31, 23 |
| 19 | DFA US Core Equity 1 I | 145.75K (0.71%) | 0.00 Increased by 0.00% | May 31, 25 |
| 20 | Fidelity Select Telecommunications Port | 134.20K (0.65%) | 0.00 Increased by 0.00% | May 31, 25 |