| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Almanack Investment Partners, LLC. | 12.58M (61.07%) | 12.58M Increased by +100.00% | Jun 30, 24 |
| 2 | BlackRock Inc | 1.76M (8.52%) | 116.25K Increased by +6.62% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 1.32M (6.40%) | 28.89K Increased by +2.19% | Jun 30, 25 |
| 4 | Renaissance Technologies Corp | 1.10M (5.34%) | -12.17K Decreased by -1.11% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 951.53K (4.62%) | -59.49K Decreased by -6.25% | Jun 30, 25 |
| 6 | Adirondack Retirement Specialists, INC. | 614.93K (2.98%) | 51.69K Increased by +8.41% | Sep 30, 23 |
| 7 | Royce & Associates, LP | 521.73K (2.53%) | -70.12K Decreased by -13.44% | Mar 31, 25 |
| 8 | State Street Corp | 504.22K (2.45%) | 106.69K Increased by +21.16% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 460.09K (2.23%) | 19.27K Increased by +4.19% | Jun 30, 25 |
| 10 | Kahn Brothers & CO Inc /DE/ | 396.56K (1.92%) | 31.03K Increased by +7.82% | Jun 30, 25 |
| 11 | State Street Corporation | 385.34K (1.87%) | -36.74K Decreased by -9.53% | Dec 31, 23 |
| 12 | D. E. Shaw & Co LP | 374.13K (1.82%) | 28.35K Increased by +7.58% | Jun 30, 25 |
| 13 | Deutsche Bank AG | 328.02K (1.59%) | -1.52K Decreased by -0.46% | Jun 30, 25 |
| 14 | First Trust Advisors L.P. | 323.12K (1.57%) | 323.12K Increased by +100.00% | Jun 30, 25 |
| 15 | Wealth Enhancement Advisory Services, LLC | 282.63K (1.37%) | -231.42K Decreased by -81.88% | Jun 30, 25 |
| 16 | Orchard Capital Management, Llc | 282.47K (1.37%) | -3.16K Decreased by -1.12% | Jun 30, 24 |
| 17 | Nuveen, LLC | 268.95K (1.31%) | 66.09K Increased by +24.58% | Jun 30, 25 |
| 18 | J. Goldman & Co LP | 260.74K (1.27%) | 260.74K Increased by +100.00% | Dec 31, 23 |
| 19 | Charles Schwab Investment Management Inc | 257.91K (1.25%) | 79.64K Increased by +30.88% | Jun 30, 25 |
| 20 | Morgan Stanley - Brokerage Accounts | 217.87K (1.06%) | 16.57K Increased by +7.60% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 647.13K (3.14%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 634.02K (3.08%) | -14.06K Decreased by -2.22% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 393.16K (1.91%) | 0.00 Increased by 0.00% | Aug 31, 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 | DWS Small Cap Core S | 315.34K (1.53%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 7 | Small Cap Core Equity Composite | 315.34K (1.53%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 8 | First Trust SMID Cp Rising Div Achv ETF | 291.96K (1.42%) | 310.00 Increased by +0.11% | Aug 28, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 221.19K (1.07%) | -98.45K Decreased by -44.51% | Jul 31, 25 |
| 10 | Orchard US Small Cap Value USD Instl 1 | 218.00K (1.06%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 11 | Orchard Select Small Cap Value | 192.46K (0.93%) | -25.54K Decreased by -13.27% | Feb 28, 25 |
| 12 | Orchard Small Cap Value ESG | 192.46K (0.93%) | -25.54K Decreased by -13.27% | Feb 28, 25 |
| 13 | DFA US Small Cap I | 189.57K (0.92%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 14 | DFA US Micro Cap I | 172.05K (0.84%) | -23.95K Decreased by -13.92% | Jul 31, 25 |
| 15 | Fidelity Small Cap Index | 163.25K (0.79%) | 6.94K Increased by +4.25% | Jun 30, 25 |
| 16 | DFA US Core Equity 2 I | 153.22K (0.74%) | -21.11K Decreased by -13.77% | Jul 31, 25 |
| 17 | Fidelity® Small Cap Index | 149.94K (0.73%) | 3.92K Increased by +2.61% | Oct 31, 23 |
| 18 | CREF Stock R3 | 138.73K (0.67%) | -13.80K Decreased by -9.95% | Jul 31, 25 |
| 19 | Foundry Partners Micro Cap Value | 126.50K (0.61%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | DFA US Core Equity 1 I | 126.44K (0.61%) | 0.00 Increased by 0.00% | Jul 31, 25 |