| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.09M (8.56%) | 49.87K Increased by +2.38% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 1.38M (5.66%) | -38.30K Decreased by -2.77% | Dec 31, 24 |
| 3 | Geode Capital Management, LLC | 584.54K (2.39%) | 10.93K Increased by +1.87% | Dec 31, 24 |
| 4 | State Street Corp | 486.33K (1.99%) | 11.91K Increased by +2.45% | Dec 31, 24 |
| 5 | State Street Corporation | 469.82K (1.92%) | 19.91K Increased by +4.24% | Jun 30, 24 |
| 6 | Royce & Associates, LP | 447.46K (1.83%) | -303.83K Decreased by -67.90% | Dec 31, 24 |
| 7 | Goldman Sachs Group Inc | 309.81K (1.27%) | 155.50K Increased by +50.19% | Dec 31, 24 |
| 8 | Bank of New York Mellon Corp | 279.00K (1.14%) | 113.26K Increased by +40.60% | Dec 31, 24 |
| 9 | Marshall Wace Asset Management Ltd | 260.96K (1.07%) | -32.72K Decreased by -12.54% | Dec 31, 24 |
| 10 | Wellington Management Company LLP | 253.63K (1.04%) | 100.99K Increased by +39.82% | Dec 31, 24 |
| 11 | Franklin Resources Inc | 250.07K (1.02%) | 31.21K Increased by +12.48% | Jun 30, 24 |
| 12 | Amvescap Plc. | 223.14K (0.91%) | -150.58K Decreased by -67.48% | Sep 30, 23 |
| 13 | Putnam Investments LLC | 216.16K (0.88%) | -7.20K Decreased by -3.33% | Dec 31, 23 |
| 14 | Putnam Investments, LLC., a Franklin Templeton company | 216.16K (0.88%) | -7.20K Decreased by -3.33% | Dec 31, 23 |
| 15 | Northern Trust Corp | 210.10K (0.86%) | 18.41K Increased by +8.76% | Dec 31, 24 |
| 16 | Acadian Asset Management LLC | 204.35K (0.84%) | 204.35K Increased by +100.00% | Jun 30, 24 |
| 17 | Charles Schwab Investment Management Inc | 192.07K (0.79%) | 4.76K Increased by +2.48% | Jun 30, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 188.36K (0.77%) | -7.25K Decreased by -3.85% | Dec 31, 24 |
| 19 | Jacobs Asset Management, LLC | 176.20K (0.72%) | 176.20K Increased by +100.00% | Jun 30, 24 |
| 20 | Citadel Advisors Llc | 167.11K (0.68%) | 151.62K Increased by +90.73% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 849.11K (3.47%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | iShares Russell 2000 ETF | 677.47K (2.77%) | -7.96K Decreased by -1.17% | Feb 28, 25 |
| 3 | Royce Small-Cap Quality Value Composite | 490.17K (2.00%) | -547.55K Decreased by -111.71% | Jun 30, 24 |
| 4 | Royce Small-Cap Total Return Invmt | 490.17K (2.00%) | -547.55K Decreased by -111.71% | Jun 30, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 352.60K (1.44%) | 971.00 Increased by +0.28% | Feb 28, 25 |
| 6 | Royce Value Trust | 336.36K (1.38%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | Royce Small-Cap Trust | 314.89K (1.29%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Royce Pennsylvania Mutual Invmt | 313.18K (1.28%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | Fidelity Small Cap Index | 243.64K (1.00%) | 2.06K Increased by +0.85% | Dec 31, 24 |
| 10 | Fidelity® Small Cap Index | 228.59K (0.93%) | 5.02K Increased by +2.20% | Oct 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 220.85K (0.90%) | -1.67K Decreased by -0.76% | Feb 28, 25 |
| 12 | Putnam Small Cap Value A | 175.21K (0.72%) | -27.80K Decreased by -15.87% | Aug 31, 24 |
| 13 | Putnam Small Cap Value Managed Account | 174.01K (0.71%) | 22.30K Increased by +12.82% | Jun 30, 24 |
| 14 | Putnam U.S. Small Cap Value Equity | 174.01K (0.71%) | 22.30K Increased by +12.82% | Jun 30, 24 |
| 15 | Russell Inv Tax-Managed US Mid&Sm Cap S | 171.05K (0.70%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 16 | State St Russell Sm/Mid Cp® Indx NL Cl C | 149.60K (0.61%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 17 | Royce Small-Cap Fund Invmt | 146.85K (0.60%) | -166.33K Decreased by -113.26% | Mar 31, 24 |
| 18 | Fidelity Extended Market Index | 137.71K (0.56%) | -2.09K Decreased by -1.52% | Jan 31, 25 |
| 19 | Opus Small Cap Value Plus ETF | 128.99K (0.53%) | 902.00 Increased by +0.70% | Feb 29, 24 |
| 20 | Fidelity® Extended Market Index | 128.61K (0.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |