| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Almanack Investment Partners, LLC. | 12.58M (61.22%) | 12.58M Increased by +100.00% | Jun 30, 24 |
| 2 | BlackRock Inc | 1.71M (8.31%) | -49.06K Decreased by -2.87% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 1.30M (6.32%) | -9.52K Decreased by -0.73% | Dec 31, 25 |
| 4 | Renaissance Technologies Corp | 974.81K (4.74%) | -77.70K Decreased by -7.97% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 806.27K (3.92%) | -56.12K Decreased by -6.96% | Dec 31, 25 |
| 6 | First Trust Advisors L.P. | 642.30K (3.13%) | 319.18K Increased by +49.69% | Sep 30, 25 |
| 7 | Adirondack Retirement Specialists, INC. | 614.93K (2.99%) | 51.69K Increased by +8.41% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 559.85K (2.72%) | 101.27K Increased by +18.09% | Dec 31, 25 |
| 9 | State Street Corp | 530.64K (2.58%) | 26.42K Increased by +4.98% | Sep 30, 25 |
| 10 | Acadian Asset Management LLC | 393.60K (1.92%) | 307.69K Increased by +78.17% | Sep 30, 25 |
| 11 | Kahn Brothers & CO Inc /DE/ | 392.01K (1.91%) | -346.00 Decreased by -0.09% | Dec 31, 25 |
| 12 | Cooke & Bieler LP | 391.13K (1.90%) | 391.13K Increased by +100.00% | Dec 31, 25 |
| 13 | State Street Corporation | 385.34K (1.88%) | -36.74K Decreased by -9.53% | Dec 31, 23 |
| 14 | Deutsche Bank AG | 374.65K (1.82%) | 44.73K Increased by +11.94% | Dec 31, 25 |
| 15 | Wealth Enhancement Advisory Services, LLC | 330.46K (1.61%) | 5.36K Increased by +1.62% | Dec 31, 25 |
| 16 | Charles Schwab Investment Management Inc | 299.72K (1.46%) | 10.35K Increased by +3.45% | Dec 31, 25 |
| 17 | Jacobs Levy Equity Management, Inc. | 292.60K (1.42%) | 123.45K Increased by +42.19% | Dec 31, 25 |
| 18 | Orchard Capital Management, Llc | 282.47K (1.37%) | -3.16K Decreased by -1.12% | Jun 30, 24 |
| 19 | Millennium Management LLC | 274.62K (1.34%) | -42.10K Decreased by -15.33% | Dec 31, 25 |
| 20 | J. Goldman & Co LP | 260.74K (1.27%) | 260.74K Increased by +100.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 647.13K (3.15%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 632.10K (3.08%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | iShares Russell 2000 ETF | 394.57K (1.92%) | -3.24K Decreased by -0.82% | Mar 31, 26 |
| 4 | DWS Small Cap Core S | 359.24K (1.75%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | Small Cap Core Equity Composite | 359.24K (1.75%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | First Trust SMID Cp Rising Div Achv ETF | 291.96K (1.42%) | 310.00 Increased by +0.11% | Aug 28, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 223.61K (1.09%) | 2.33K Increased by +1.04% | Feb 28, 26 |
| 8 | Orchard US Small Cap Value USD Instl 1 | 218.00K (1.06%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 9 | Orchard Select Small Cap Value | 192.46K (0.94%) | -25.54K Decreased by -13.27% | Feb 28, 25 |
| 10 | Orchard Small Cap Value ESG | 192.46K (0.94%) | -25.54K Decreased by -13.27% | Feb 28, 25 |
| 11 | CS McKee Micro Cap Value | 165.91K (0.81%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | DFA US Small Cap I | 165.63K (0.81%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 13 | Fidelity Small Cap Index | 157.70K (0.77%) | -1.92K Decreased by -1.22% | Jan 31, 26 |
| 14 | Fidelity® Small Cap Index | 149.94K (0.73%) | 3.92K Increased by +2.61% | Oct 31, 23 |
| 15 | Royce Small-Cap Quality Value Composite | 142.46K (0.69%) | 114.48K Increased by +80.36% | Dec 31, 25 |
| 16 | Royce Small-Cap Total Return Invmt | 142.46K (0.69%) | 114.48K Increased by +80.36% | Dec 31, 25 |
| 17 | CREF Stock R3 | 138.73K (0.68%) | -13.80K Decreased by -9.95% | Jul 31, 25 |
| 18 | DFA US Micro Cap I | 128.73K (0.63%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 19 | Foundry Partners Micro Cap Value | 126.50K (0.62%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Nuveen Quant Small Cap Equity R6 | 123.55K (0.60%) | 0.00 Increased by 0.00% | Jan 31, 26 |