| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Black Diamond Capital Management LLC | 3.30M (27.50%) | 2.15K Increased by +0.07% | Mar 31, 24 |
| 2 | Needham Investment Management, LLC | 1.83M (15.22%) | -18.98K Decreased by -1.04% | Mar 31, 24 |
| 3 | Systematic Financial Management LP | 1.51M (12.60%) | -58.53K Decreased by -3.87% | Mar 31, 24 |
| 4 | BlackRock Inc | 1.26M (10.50%) | -40.80K Decreased by -3.24% | Mar 31, 24 |
| 5 | Vanguard Group Inc | 962.97K (8.02%) | 6.38K Increased by +0.66% | Mar 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 949.61K (7.91%) | -61.99K Decreased by -6.53% | Mar 31, 24 |
| 7 | Potomac Capital Management, Inc. | 699.20K (5.82%) | -15.05K Decreased by -2.15% | Dec 31, 23 |
| 8 | Kennedy Capital Management Inc | 441.25K (3.67%) | -113.17K Decreased by -25.65% | Mar 31, 24 |
| 9 | Geode Capital Management, LLC | 357.77K (2.98%) | 8.88K Increased by +2.48% | Mar 31, 24 |
| 10 | Roumell Asset Management, LLC | 331.65K (2.76%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Palogic Value Management LP | 320.00K (2.66%) | 51.28K Increased by +16.02% | Mar 31, 24 |
| 12 | AMH Equity Ltd | 250.00K (2.08%) | 162.95K Increased by +65.18% | Mar 31, 24 |
| 13 | Acuitas Investments, LLC | 223.44K (1.86%) | 64.47K Increased by +28.85% | Mar 31, 24 |
| 14 | State Street Corporation | 208.24K (1.73%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 15 | Northern Trust Corp | 179.45K (1.49%) | -7.84K Decreased by -4.37% | Mar 31, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 169.50K (1.41%) | 24.42K Increased by +14.41% | Mar 31, 24 |
| 17 | Renaissance Technologies Corp | 127.80K (1.06%) | -7.60K Decreased by -5.95% | Mar 31, 24 |
| 18 | Twin Focus Capital Partners, LLC | 111.45K (0.93%) | 111.45K Increased by +100.00% | Mar 31, 24 |
| 19 | Orion Portfolio Solutions, LLC | 92.17K (0.77%) | 10.68K Increased by +11.59% | Sep 30, 23 |
| 20 | Barclays PLC | 85.42K (0.71%) | 34.30K Increased by +40.16% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 623.13K (5.19%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | Needham Aggressive Growth Retail | 486.50K (4.05%) | -167.60K Decreased by -34.45% | Jun 30, 24 |
| 3 | iShares Russell 2000 ETF | 393.54K (3.28%) | 2.99K Increased by +0.76% | May 30, 24 |
| 4 | Needham Growth Retail | 389.30K (3.24%) | -97.72K Decreased by -25.10% | Jun 30, 24 |
| 5 | Needham Small Cap Growth Retail | 364.90K (3.04%) | -116.25K Decreased by -31.86% | Jun 30, 24 |
| 6 | Roumell Opportunistic Value Instl | 331.65K (2.76%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 220.33K (1.83%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | Kennedy Micro Cap | 206.73K (1.72%) | -230.04K Decreased by -111.28% | Jun 30, 24 |
| 9 | Camelot Event Driven A | 194.68K (1.62%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | Fidelity Small Cap Index | 181.07K (1.51%) | -1.83K Decreased by -1.01% | Apr 30, 24 |
| 11 | Fidelity® Small Cap Index | 177.30K (1.48%) | 5.39K Increased by +3.04% | Oct 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 166.25K (1.38%) | -220.00 Decreased by -0.13% | May 30, 24 |
| 13 | DFA US Small Cap Value I | 136.67K (1.14%) | -33.68K Decreased by -24.64% | May 31, 24 |
| 14 | DFA US Small Cap I | 115.06K (0.96%) | 0.00 Increased by 0.00% | May 31, 24 |
| 15 | Transamerica Small/Mid Cap Value A | 100.65K (0.84%) | -2.85K Decreased by -2.83% | Jun 30, 24 |
| 16 | DFA US Micro Cap I | 96.58K (0.80%) | -7.60K Decreased by -7.87% | May 31, 24 |
| 17 | Fidelity Extended Market Index | 82.91K (0.69%) | -233.00 Decreased by -0.28% | May 31, 24 |
| 18 | Transamerica Small/Mid Cap Value VP Init | 76.50K (0.64%) | -4.10K Decreased by -5.36% | Jun 30, 24 |
| 19 | Fidelity® Extended Market Index | 75.43K (0.63%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Dimensional US Targeted Value ETF | 74.25K (0.62%) | 0.00 Increased by 0.00% | Jun 28, 24 |