Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Private Capital Management, LLC | 5.01M (14.21%) | 81.89K Increased by +1.63% | Dec 31, 23 |
2 | BP WEALTH MANAGEMENT, LLC | 4.83M (13.70%) | 0.00 Increased by 0.00% | Sep 30, 23 |
3 | HPM Partners LLC | 4.32M (12.24%) | 29.00 Increased by +0.00% | Dec 31, 23 |
4 | BlackRock Inc | 2.70M (7.65%) | 176.80K Increased by +6.55% | Dec 31, 23 |
5 | JPMorgan Chase & Co | 2.63M (7.45%) | -127.50K Decreased by -4.85% | Dec 31, 23 |
6 | Vanguard Group Inc | 2.15M (6.10%) | 13.14K Increased by +0.61% | Dec 31, 23 |
7 | Renaissance Technologies Corp | 1.56M (4.43%) | -23.60K Decreased by -1.51% | Dec 31, 23 |
8 | Dimensional Fund Advisors, Inc. | 1.50M (4.25%) | 88.86K Increased by +5.92% | Dec 31, 23 |
9 | LSV Asset Management | 1.42M (4.02%) | -2.30K Decreased by -0.16% | Dec 31, 23 |
10 | Crestwood Advisors LLC | 826.39K (2.34%) | 0.00 Increased by 0.00% | Dec 31, 23 |
11 | Blair William & Co | 766.64K (2.17%) | 22.00K Increased by +2.87% | Dec 31, 23 |
12 | Acadian Asset Management LLC | 738.95K (2.09%) | -58.14K Decreased by -7.87% | Dec 31, 23 |
13 | Geode Capital Management, LLC | 704.69K (2.00%) | 22.73K Increased by +3.23% | Dec 31, 23 |
14 | Crawford Investment Counsel, Inc | 621.19K (1.76%) | 39.33K Increased by +6.33% | Dec 31, 23 |
15 | State Street Corporation | 562.49K (1.59%) | 8.32K Increased by +1.48% | Dec 31, 23 |
16 | Jb Capital Partners LP | 487.64K (1.38%) | 0.00 Increased by 0.00% | Dec 31, 23 |
17 | GlobeFlex Capital, L.P. | 453.41K (1.29%) | 0.00 Increased by 0.00% | Dec 31, 23 |
18 | Northern Trust Corp | 338.41K (0.96%) | -26.55K Decreased by -7.85% | Dec 31, 23 |
19 | Bank of New York Mellon Corp | 331.56K (0.94%) | -95.09K Decreased by -28.68% | Dec 31, 23 |
20 | Goldman Sachs Group Inc | 239.01K (0.68%) | 114.59K Increased by +47.95% | Dec 31, 23 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard Total Stock Mkt Idx Inv | 1.42M (4.03%) | 1.89K Increased by +0.13% | Mar 31, 24 |
2 | Private Capital Management Value Focus | 833.65K (2.36%) | 0.00 Increased by 0.00% | Dec 31, 23 |
3 | iShares Russell 2000 ETF | 828.45K (2.35%) | -6.58K Decreased by -0.79% | Apr 30, 24 |
4 | JPMorgan Small Cap Value I | 565.49K (1.60%) | -37.48K Decreased by -6.63% | Mar 31, 24 |
5 | Crawford Small Cap Dividend | 534.64K (1.52%) | 38.28K Increased by +7.16% | Mar 31, 24 |
6 | Crawford Small Cap Equity | 534.64K (1.52%) | 67.28K Increased by +12.58% | Mar 31, 24 |
7 | Vanguard Institutional Extnd Mkt Idx Tr | 476.24K (1.35%) | 0.00 Increased by 0.00% | Mar 31, 24 |
8 | Private Capital Management Value I | 369.77K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 23 |
9 | Private Capital Value Equity | 369.77K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 23 |
10 | Fidelity Small Cap Index | 343.95K (0.98%) | 0.00 Increased by 0.00% | Feb 29, 24 |
11 | Fidelity® Small Cap Index | 341.75K (0.97%) | 7.09K Increased by +2.07% | Oct 31, 23 |
12 | JPMorgan US Small Company L | 329.08K (0.93%) | -36.38K Decreased by -11.06% | Mar 31, 24 |
13 | DFA US Small Cap I | 255.74K (0.73%) | -9.62K Decreased by -3.76% | Mar 31, 24 |
14 | DFA US Targeted Value I | 221.60K (0.63%) | -5.50K Decreased by -2.48% | Mar 31, 24 |
15 | DFA US Micro Cap I | 206.97K (0.59%) | 0.00 Increased by 0.00% | Mar 31, 24 |
16 | LSV Small Cap Value Institutional | 182.75K (0.52%) | 0.00 Increased by 0.00% | Mar 31, 24 |
17 | VALIC Company I Small Cap Value | 178.54K (0.51%) | -21.85K Decreased by -12.24% | Mar 31, 24 |
18 | Fidelity Extended Market Index | 174.89K (0.50%) | 0.00 Increased by 0.00% | Mar 31, 24 |
19 | Fidelity® Extended Market Index | 160.71K (0.46%) | 0.00 Increased by 0.00% | Nov 30, 23 |
20 | iShares Russell 2000 Growth ETF | 160.29K (0.45%) | -384.00 Decreased by -0.24% | Apr 30, 24 |