| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Financial Gravity Companies Inc | 0.00 (0.00%) | -33.00 Decreased by N/A% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Small Cap Value Fund | 1.76M (4.47%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 2 | Fidelity® Small Cap Value | 1.76M (4.47%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 3 | Avantis US Small Cap Value ETF | 1.32M (3.36%) | 496.00 Increased by +0.04% | Mar 31, 26 |
| 4 | iShares Russell 2000 ETF | 1.02M (2.60%) | -8.37K Decreased by -0.82% | Mar 31, 26 |
| 5 | Delaware Small Cap Value A | 990.60K (2.51%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | CREF Stock R1 | 884.43K (2.24%) | 157.14K Increased by +17.77% | Feb 28, 25 |
| 7 | Delaware Sm-Cap Val Eq | 862.24K (2.19%) | -129.06K Decreased by -14.97% | Sep 30, 25 |
| 8 | Macquarie Small Cap Value A | 862.24K (2.19%) | -129.06K Decreased by -14.97% | Jul 31, 25 |
| 9 | Thrivent Small Cap Stock A | 819.46K (2.08%) | 22.18K Increased by +2.71% | Jun 30, 25 |
| 10 | Nomura Small Cap Value A | 815.94K (2.07%) | -11.00K Decreased by -1.35% | Jan 31, 26 |
| 11 | CREF Stock R3 | 699.76K (1.78%) | -65.45K Decreased by -9.35% | Jul 31, 25 |
| 12 | FIAM Small Cap Core CIT Cl B | 614.70K (1.56%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 13 | FIAM Small Cap Core Composite | 614.70K (1.56%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Fidelity® Small Cap Index | 486.89K (1.24%) | 13.73K Increased by +2.82% | Oct 31, 23 |
| 15 | Bridge Builder Small/Mid Cap Value | 473.02K (1.20%) | -2.95K Decreased by -0.62% | Jan 31, 24 |
| 16 | Invesco Main Street Small Cap R6 | 410.54K (1.04%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 17 | Invesco Small Cap Core | 410.54K (1.04%) | 35.51K Increased by +8.65% | Dec 31, 25 |
| 18 | Fidelity Small Cap Index | 403.82K (1.02%) | -5.89K Decreased by -1.46% | Jan 31, 26 |
| 19 | Nomura VIP Small Cap Value Series Std | 401.05K (1.02%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 20 | CREF Total Global Stock Account R3 | 398.57K (1.01%) | 0.00 Increased by 0.00% | Jan 31, 26 |