| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Private Capital Management, LLC | 5.58M (15.72%) | 159.14K Increased by +2.85% | Sep 30, 24 |
| 2 | BP WEALTH MANAGEMENT, LLC | 4.83M (13.61%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | HPM Partners LLC | 4.32M (12.17%) | 617.00 Increased by +0.01% | Jun 30, 24 |
| 4 | BlackRock Inc | 2.97M (8.38%) | 207.32K Increased by +6.97% | Jun 30, 24 |
| 5 | Vanguard Group Inc | 2.17M (6.12%) | 29.55K Increased by +1.36% | Sep 30, 24 |
| 6 | Renaissance Technologies Corp | 1.49M (4.19%) | -25.90K Decreased by -1.74% | Sep 30, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 1.38M (3.90%) | -21.50K Decreased by -1.55% | Sep 30, 24 |
| 8 | LSV Asset Management | 1.26M (3.54%) | -110.10K Decreased by -8.76% | Sep 30, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 1.08M (3.03%) | 606.02K Increased by +56.27% | Jun 30, 24 |
| 10 | JPMorgan Chase & Co | 923.42K (2.60%) | -1.10M Decreased by -119.12% | Jun 30, 24 |
| 11 | Crestwood Advisors LLC | 826.39K (2.33%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Blair William & Co | 824.50K (2.32%) | 11.06K Increased by +1.34% | Jun 30, 24 |
| 13 | Geode Capital Management, LLC | 750.79K (2.11%) | 20.37K Increased by +2.71% | Jun 30, 24 |
| 14 | Crawford Investment Counsel, Inc | 709.52K (2.00%) | 10.93K Increased by +1.54% | Jun 30, 24 |
| 15 | Acadian Asset Management LLC | 678.61K (1.91%) | -60.34K Decreased by -8.89% | Mar 31, 24 |
| 16 | Brown Brothers Harriman & Co | 566.44K (1.60%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | State Street Corporation | 562.03K (1.58%) | -464.00 Decreased by -0.08% | Mar 31, 24 |
| 18 | State Street Corp | 560.42K (1.58%) | -1.60K Decreased by -0.29% | Jun 30, 24 |
| 19 | Jb Capital Partners LP | 487.64K (1.37%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | GlobeFlex Capital, L.P. | 434.06K (1.22%) | -19.34K Decreased by -4.46% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.42M (4.01%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 1.01M (2.85%) | -2.27K Decreased by -0.22% | Oct 31, 24 |
| 3 | Private Capital Management Value Focus | 833.65K (2.35%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 4 | Crawford Small Cap Dividend | 574.64K (1.62%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Crawford Small Cap Equity | 574.64K (1.62%) | 40.00K Increased by +6.96% | Sep 30, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 476.24K (1.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Private Capital Management Value I | 369.77K (1.04%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | Private Capital Value Equity | 369.77K (1.04%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | Fidelity Small Cap Index | 357.30K (1.01%) | -1.21K Decreased by -0.34% | Aug 31, 24 |
| 10 | Fidelity® Small Cap Index | 341.75K (0.96%) | 7.09K Increased by +2.07% | Oct 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 322.11K (0.91%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | DFA US Targeted Value I | 287.08K (0.81%) | 3.53K Increased by +1.23% | Sep 30, 24 |
| 13 | Dimensional US Targeted Value ETF | 264.98K (0.75%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | JPMorgan Small Cap Value I | 224.45K (0.63%) | -44.05K Decreased by -19.63% | Aug 31, 24 |
| 15 | Fidelity Extended Market Index | 210.20K (0.59%) | 30.63K Increased by +14.57% | Sep 30, 24 |
| 16 | DFA US Small Cap I | 173.81K (0.49%) | -39.40K Decreased by -22.67% | Jun 30, 24 |
| 17 | Vanguard Russell 2000 ETF | 160.72K (0.45%) | -986.00 Decreased by -0.61% | Oct 31, 24 |
| 18 | Fidelity® Extended Market Index | 160.71K (0.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | iShares Russell 2000 Growth ETF | 160.29K (0.45%) | -384.00 Decreased by -0.24% | Apr 30, 24 |
| 20 | AST Small Cap Value | 158.53K (0.45%) | -12.17K Decreased by -7.67% | Dec 31, 23 |