| 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 | 4.33M (12.19%) | 9.24K Increased by +0.21% | Sep 30, 24 |
| 4 | BlackRock Inc | 2.99M (8.42%) | 13.74K Increased by +0.46% | Sep 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 | 846.56K (2.38%) | -230.37K Decreased by -27.21% | Sep 30, 24 |
| 10 | Blair William & Co | 833.82K (2.35%) | 9.32K Increased by +1.12% | Sep 30, 24 |
| 11 | Crestwood Advisors LLC | 826.39K (2.33%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Geode Capital Management, LLC | 820.93K (2.31%) | 70.14K Increased by +8.54% | Sep 30, 24 |
| 13 | Crawford Investment Counsel, Inc | 752.71K (2.12%) | 43.19K Increased by +5.74% | Sep 30, 24 |
| 14 | Acadian Asset Management LLC | 678.61K (1.91%) | -60.34K Decreased by -8.89% | Mar 31, 24 |
| 15 | State Street Corp | 578.22K (1.63%) | 17.80K Increased by +3.08% | Sep 30, 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 | Jb Capital Partners LP | 487.64K (1.37%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | GlobeFlex Capital, L.P. | 434.06K (1.22%) | -19.34K Decreased by -4.46% | Mar 31, 24 |
| 20 | Bank of New York Mellon Corp | 327.13K (0.92%) | -26.06K Decreased by -7.97% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.42M (4.01%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | iShares Russell 2000 ETF | 1.06M (2.97%) | -4.05K Decreased by -0.38% | Dec 31, 24 |
| 3 | Private Capital Management Value Focus | 833.65K (2.35%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Crawford Small Cap Dividend | 619.64K (1.75%) | 45.00K Increased by +7.26% | Nov 30, 24 |
| 5 | Crawford Small Cap Equity | 619.64K (1.75%) | 45.00K Increased by +7.26% | Dec 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 476.24K (1.34%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Private Capital Management Value I | 369.77K (1.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Private Capital Value Equity | 369.77K (1.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Fidelity Small Cap Index | 356.85K (1.01%) | -256.00 Decreased by -0.07% | Oct 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 | 321.04K (0.90%) | -8.99K Decreased by -2.80% | Dec 31, 24 |
| 12 | DFA US Targeted Value I | 298.72K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 13 | WisdomTree US SmallCap Dividend ETF | 268.09K (0.76%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | Dimensional US Targeted Value ETF | 266.55K (0.75%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | JPMorgan Small Cap Value I | 224.45K (0.63%) | -44.05K Decreased by -19.63% | Aug 31, 24 |
| 16 | Fidelity Extended Market Index | 204.25K (0.58%) | -1.35K Decreased by -0.66% | Nov 30, 24 |
| 17 | DFA US Small Cap I | 173.81K (0.49%) | -39.40K Decreased by -22.67% | Jun 30, 24 |
| 18 | Vanguard Russell 2000 ETF | 167.91K (0.47%) | 2.76K Increased by +1.64% | Dec 31, 24 |
| 19 | Fidelity® Extended Market Index | 160.71K (0.45%) | 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 |