Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Almanack Investment Partners, LLC. | 12.58M (74.00%) | 12.58M Increased by +100.00% | Jun 30, 24 |
2 | BlackRock Inc | 1.37M (8.07%) | 18.56K Increased by +1.35% | Jun 30, 24 |
3 | Vanguard Group Inc | 1.26M (7.42%) | 35.87K Increased by +2.84% | Sep 30, 24 |
4 | Renaissance Technologies Corp | 1.12M (6.62%) | 18.34K Increased by +1.63% | Sep 30, 24 |
5 | Dimensional Fund Advisors, Inc. | 1.12M (6.57%) | -19.05K Decreased by -1.71% | Sep 30, 24 |
6 | Adirondack Retirement Specialists, INC. | 614.93K (3.62%) | 51.69K Increased by +8.41% | Sep 30, 23 |
7 | Royce & Associates, LP | 598.32K (3.52%) | -3.44K Decreased by -0.57% | Sep 30, 24 |
8 | Wealth Enhancement Advisory Services, LLC | 589.32K (3.47%) | 2.17K Increased by +0.37% | Sep 30, 24 |
9 | Geode Capital Management, LLC | 421.10K (2.48%) | 25.54K Increased by +6.07% | Sep 30, 24 |
10 | State Street Corp | 390.14K (2.29%) | 2.07K Increased by +0.53% | Sep 30, 24 |
11 | State Street Corporation | 385.34K (2.27%) | -36.74K Decreased by -9.53% | Dec 31, 23 |
12 | Kahn Brothers & CO Inc /DE/ | 330.23K (1.94%) | -1.28K Decreased by -0.39% | Sep 30, 24 |
13 | D. E. Shaw & Co LP | 329.06K (1.94%) | -11.56K Decreased by -3.51% | Sep 30, 24 |
14 | ALTA FOX CAPITAL MANAGEMENT, LLC | 309.09K (1.82%) | 166.34K Increased by +53.82% | Sep 30, 24 |
15 | Orchard Capital Management, Llc | 282.47K (1.66%) | -3.16K Decreased by -1.12% | Jun 30, 24 |
16 | J. Goldman & Co LP | 260.74K (1.53%) | 260.74K Increased by +100.00% | Dec 31, 23 |
17 | Deutsche Bank AG | 249.80K (1.47%) | -34.79K Decreased by -13.93% | Sep 30, 24 |
18 | Northern Trust Corp | 160.77K (0.95%) | 7.72K Increased by +4.80% | Sep 30, 24 |
19 | Charles Schwab Investment Management Inc | 157.81K (0.93%) | 6.18K Increased by +3.92% | Sep 30, 24 |
20 | Morgan Stanley - Brokerage Accounts | 157.04K (0.92%) | -185.58K Decreased by -118.18% | Sep 30, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard Total Stock Mkt Idx Inv | 648.08K (3.81%) | 951.00 Increased by +0.15% | Oct 31, 24 |
2 | Royce Small-Cap Quality Value Composite | 456.09K (2.68%) | -4.36K Decreased by -0.96% | Sep 30, 24 |
3 | Royce Small-Cap Total Return Invmt | 456.09K (2.68%) | -4.36K Decreased by -0.96% | Sep 30, 24 |
4 | iShares Russell 2000 ETF | 428.21K (2.52%) | 0.00 Increased by 0.00% | Nov 30, 24 |
5 | DWS Small Cap Core S | 315.34K (1.85%) | 75.84K Increased by +24.05% | Oct 31, 24 |
6 | Small Cap Core Equity Composite | 315.34K (1.85%) | 75.84K Increased by +24.05% | Oct 31, 24 |
7 | Vanguard Institutional Extnd Mkt Idx Tr | 310.70K (1.83%) | -1.07K Decreased by -0.34% | Oct 31, 24 |
8 | Orchard Select Small Cap Value | 263.96K (1.55%) | 260.45K Increased by +98.67% | Aug 31, 24 |
9 | Orchard Small Cap Value ESG | 263.96K (1.55%) | 260.45K Increased by +98.67% | Jul 31, 24 |
10 | Orchard US Small Cap Value USD Instl 1 | 263.96K (1.55%) | 0.00 Increased by 0.00% | Jul 31, 24 |
11 | DFA US Micro Cap I | 243.52K (1.43%) | 0.00 Increased by 0.00% | Oct 31, 24 |
12 | DFA US Small Cap I | 206.34K (1.21%) | 0.00 Increased by 0.00% | Oct 31, 24 |
13 | DFA US Core Equity 2 I | 204.73K (1.20%) | -12.65K Decreased by -6.18% | Oct 31, 24 |
14 | DFA US Core Equity 1 I | 174.43K (1.03%) | -3.77K Decreased by -2.16% | Oct 31, 24 |
15 | Fidelity Small Cap Index | 156.71K (0.92%) | 584.00 Increased by +0.37% | Sep 30, 24 |
16 | Fidelity® Small Cap Index | 149.94K (0.88%) | 3.92K Increased by +2.61% | Oct 31, 23 |
17 | Foundry Partners Micro Cap Value | 149.34K (0.88%) | -53.20K Decreased by -35.62% | Sep 30, 24 |
18 | Fidelity Extended Market Index | 111.30K (0.65%) | -9.54K Decreased by -8.57% | Oct 31, 24 |
19 | Fidelity® Extended Market Index | 108.72K (0.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 102.24K (0.60%) | 0.00 Increased by 0.00% | Nov 30, 24 |