| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BMO Capital Markets Corp. | 982.50K (53.40%) | 396.56K Increased by +40.36% | Dec 31, 23 |
| 2 | Bank of Montreal | 982.50K (53.40%) | 396.56K Increased by +40.36% | Dec 31, 23 |
| 3 | Acuitas Investments, LLC | 521.88K (28.37%) | -140.01K Decreased by -26.83% | Sep 30, 23 |
| 4 | Verition Fund Managegment, LLC | 500.00K (27.18%) | 25.00K Increased by +5.00% | Mar 31, 24 |
| 5 | Junked Platinum Investment Management Ltd | 427.44K (23.23%) | -453.62K Decreased by -106.12% | Sep 30, 23 |
| 6 | TANG CAPITAL MANAGEMENT LLC | 372.00K (20.22%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Jacobs Levy Equity Management, Inc. | 358.68K (19.50%) | 153.09K Increased by +42.68% | Sep 30, 23 |
| 8 | Hongkou Capital LP | 194.73K (10.58%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | Millennium Management LLC | 176.00K (9.57%) | 58.14K Increased by +33.03% | Mar 31, 24 |
| 10 | Deerfield Management Co | 166.16K (9.03%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 11 | UBS Group AG | 156.25K (8.49%) | 78.27K Increased by +50.09% | Dec 31, 24 |
| 12 | Weil Company Inc | 138.20K (7.51%) | 20.00K Increased by +14.47% | Dec 31, 23 |
| 13 | ARCH VENTURE CORP | 126.63K (6.88%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | Bridgeway Capital Management, LLC | 121.50K (6.60%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 15 | State Street Corporation | 112.61K (6.12%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Renaissance Technologies Corp | 111.20K (6.04%) | -40.25K Decreased by -36.20% | Mar 31, 24 |
| 17 | Squarepoint Ops LLC | 101.85K (5.54%) | -18.23K Decreased by -17.90% | Mar 31, 24 |
| 18 | CRCM LP | 101.10K (5.50%) | 101.10K Increased by +100.00% | Sep 30, 24 |
| 19 | QVIDTVM Management LLC | 83.67K (4.55%) | 113.00 Increased by +0.14% | Dec 31, 24 |
| 20 | FMR Inc | 70.65K (3.84%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Extended Market Index | 249.22K (13.55%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | iShares Micro-Cap ETF | 118.89K (6.46%) | -1.65K Decreased by -1.39% | May 30, 24 |
| 3 | Bridgeway Ultra-Small Company Market | 107.60K (5.85%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 4 | Fidelity® Total Market Index | 78.33K (4.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Christopher Weil & Co Core Investment | 66.70K (3.63%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 6 | Fidelity® Series Total Market Index | 59.28K (3.22%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 39.34K (2.14%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | JPMorgan Small Cap Sustainable Ldrs R5 | 33.89K (1.84%) | -2.96K Decreased by -8.75% | Apr 30, 24 |
| 9 | BlackRock Extended Mkt Composite | 29.73K (1.62%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 21.64K (1.18%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | Blackrock Russell 2000 Alpha Tilts Fd A | 21.47K (1.17%) | -142.00 Decreased by -0.66% | Dec 31, 23 |
| 12 | Vanguard Instl Ttl Stck Mkt Idx Tr | 19.50K (1.06%) | -1.16M Decreased by -5.95 K% | Oct 31, 23 |
| 13 | Fidelity Extended Market Index | 10.11K (0.55%) | 781.00 Increased by +7.73% | Sep 30, 24 |
| 14 | SSgA U.S. Extended Market Index Class I | 4.50K (0.24%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | BlackRock Advantage Small Cap Core Instl | 4.35K (0.24%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 16 | NT US Market Cap Idx Fd - L | 3.54K (0.19%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Fidelity Total Market Index | 2.61K (0.14%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | Fidelity Series Total Market Index | 2.35K (0.13%) | 372.00 Increased by +15.84% | Sep 30, 24 |
| 19 | Northern Trust Extended Eq Market Idx | 2.02K (0.11%) | 743.00 Increased by +36.86% | Dec 31, 24 |
| 20 | NT Ext Equity Mkt Idx Fd - NL | 1.28K (0.07%) | -1.00 Decreased by -0.08% | Sep 30, 24 |