| 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 (4.16%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Fidelity® Small Cap Value | 1.76M (4.16%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 3 | Avantis US Small Cap Value ETF | 1.16M (2.75%) | 3.07K Increased by +0.26% | Aug 30, 25 |
| 4 | iShares Russell 2000 ETF | 1.06M (2.50%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | Delaware Small Cap Value A | 990.60K (2.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | CREF Stock R1 | 884.43K (2.09%) | 157.14K Increased by +17.77% | Feb 28, 25 |
| 7 | Macquarie Small Cap Value A | 862.24K (2.04%) | -129.06K Decreased by -14.97% | Jul 31, 25 |
| 8 | Thrivent Small Cap Stock A | 819.46K (1.93%) | 22.18K Increased by +2.71% | Jun 30, 25 |
| 9 | CREF Stock R3 | 699.76K (1.65%) | -65.45K Decreased by -9.35% | Jul 31, 25 |
| 10 | FIAM Small Cap Core CIT Cl B | 614.70K (1.45%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | FIAM Small Cap Core Composite | 614.70K (1.45%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | American Beacon Small Cp Val R5 | 525.53K (1.24%) | -7.30K Decreased by -1.39% | Aug 31, 25 |
| 13 | Fidelity® Small Cap Index | 486.89K (1.15%) | 13.73K Increased by +2.82% | Oct 31, 23 |
| 14 | Bridge Builder Small/Mid Cap Value | 473.02K (1.12%) | -2.95K Decreased by -0.62% | Jan 31, 24 |
| 15 | Fidelity Small Cap Index | 438.61K (1.04%) | -14.10K Decreased by -3.21% | Jun 30, 25 |
| 16 | Macquarie VIP Small Cap Value Series Std | 395.10K (0.93%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | iShares Russell 2000 Value ETF | 384.92K (0.91%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | Hotchkis & Wiley Small Cap Value I | 378.10K (0.89%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Invesco Main Street Small Cap R6 | 362.67K (0.86%) | 6.12K Increased by +1.69% | Jul 31, 25 |
| 20 | Invesco Small Cap Core | 356.55K (0.84%) | 11.94K Increased by +3.35% | Jun 30, 25 |