Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 1.01M (7.78%) | 230.29K Increased by +22.74% | Dec 31, 24 |
2 | Sound Income Strategies | 950.54K (7.31%) | 83.62K Increased by +8.80% | Mar 31, 25 |
3 | Vanguard Group Inc | 733.80K (5.64%) | -59.26K Decreased by -8.08% | Dec 31, 24 |
4 | Heartland Advisors Inc | 630.75K (4.85%) | -2.00K Decreased by -0.32% | Dec 31, 24 |
5 | Goff John C | 534.85K (4.11%) | 0.00 Increased by 0.00% | Sep 30, 23 |
6 | Kennedy Capital Management Inc | 372.05K (2.86%) | -13.44K Decreased by -3.61% | Dec 31, 24 |
7 | Acadian Asset Management LLC | 332.99K (2.56%) | -125.38K Decreased by -37.65% | Dec 31, 24 |
8 | Geode Capital Management, LLC | 310.02K (2.38%) | -4.71K Decreased by -1.52% | Dec 31, 24 |
9 | Ancora Advisors LLC | 307.53K (2.36%) | 2.00K Increased by +0.65% | Sep 30, 24 |
10 | Pacific Ridge Capital Partners, LLC | 297.22K (2.28%) | 18.29K Increased by +6.15% | Dec 31, 24 |
11 | Keeley-Teton Advisors, LLC | 285.61K (2.20%) | -14.12K Decreased by -4.94% | Dec 31, 24 |
12 | State Street Corp | 281.23K (2.16%) | 9.14K Increased by +3.25% | Dec 31, 24 |
13 | Putnam Investments LLC | 279.56K (2.15%) | -16.66K Decreased by -5.96% | Dec 31, 23 |
14 | Putnam Investments, LLC., a Franklin Templeton company | 279.56K (2.15%) | -16.66K Decreased by -5.96% | Dec 31, 23 |
15 | Franklin Resources Inc | 235.22K (1.81%) | -152.91K Decreased by -65.01% | Dec 31, 24 |
16 | State Street Corporation | 230.98K (1.78%) | 10.69K Increased by +4.63% | Mar 31, 24 |
17 | Deroy & Devereaux Private Invmt Coun Inc | 205.07K (1.58%) | -5.80K Decreased by -2.83% | Dec 31, 23 |
18 | Arrowstreet Capital Limited Partnership | 198.91K (1.53%) | 26.30K Increased by +13.22% | Dec 31, 24 |
19 | DePrince Race & Zollo Inc | 198.85K (1.53%) | -50.00K Decreased by -25.14% | Dec 31, 24 |
20 | State of New Jersey Common Pension Fd D | 188.70K (1.45%) | 0.00 Increased by 0.00% | Dec 31, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard US Total Market Shares ETF | 485.44K (3.73%) | 11.95K Increased by +2.46% | Sep 30, 24 |
2 | Vanguard Total Stock Mkt Idx Inv | 465.78K (3.58%) | 0.00 Increased by 0.00% | Mar 31, 25 |
3 | Heartland Value Investor | 422.98K (3.25%) | 0.00 Increased by 0.00% | Mar 31, 25 |
4 | iShares Russell 2000 ETF | 307.88K (2.37%) | 52.00 Increased by +0.02% | Apr 30, 25 |
5 | Ancora/Thelen Small Mid Cap Core | 283.24K (2.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
6 | Pacific Ridge Capital Ptnrs Micro Cp Val | 277.75K (2.13%) | -16.05K Decreased by -5.78% | Mar 31, 24 |
7 | Foundry Partners Micro Cap Value | 264.35K (2.03%) | 0.00 Increased by 0.00% | Jun 30, 24 |
8 | Keeley Small Cap Dividend Value I | 233.60K (1.80%) | 0.00 Increased by 0.00% | Feb 28, 25 |
9 | Franklin MicroCap Value A | 219.12K (1.68%) | 0.00 Increased by 0.00% | Feb 29, 24 |
10 | Kennedy Small Cap Value | 197.23K (1.52%) | -28.78K Decreased by -14.59% | Mar 31, 25 |
11 | Vanguard Institutional Extnd Mkt Idx Tr | 196.94K (1.51%) | 11.66K Increased by +5.92% | Mar 31, 25 |
12 | Putnam Small Cap Value A | 154.63K (1.19%) | -1.94K Decreased by -1.26% | Mar 31, 25 |
13 | Putnam Small Cap Value Managed Account | 154.63K (1.19%) | -12.95K Decreased by -8.37% | Mar 31, 25 |
14 | Putnam U.S. Small Cap Value Equity | 154.63K (1.19%) | -12.95K Decreased by -8.37% | Mar 31, 25 |
15 | DeRoy & Devereaux Smid Cap Value | 151.14K (1.16%) | 144.64K Increased by +95.70% | Dec 31, 23 |
16 | Fidelity® Small Cap Index | 143.67K (1.10%) | 1.45K Increased by +1.01% | Oct 31, 23 |
17 | Fidelity Small Cap Index | 143.29K (1.10%) | 0.00 Increased by 0.00% | Feb 28, 25 |
18 | Kennedy Micro Cap | 139.60K (1.07%) | -3.24K Decreased by -2.32% | Mar 31, 25 |
19 | iShares Russell 2000 Value ETF | 124.20K (0.95%) | -420.00 Decreased by -0.34% | Apr 30, 25 |
20 | CREF Stock R1 | 122.35K (0.94%) | 0.00 Increased by 0.00% | Feb 28, 25 |