| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Sound Income Strategies | 795.43K (6.11%) | 60.66K Increased by +7.63% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 793.06K (6.09%) | 40.30K Increased by +5.08% | Sep 30, 24 |
| 3 | BlackRock Inc | 744.58K (5.72%) | -15.37K Decreased by -2.06% | Jun 30, 24 |
| 4 | Heartland Advisors Inc | 632.75K (4.86%) | -2.10K Decreased by -0.33% | Sep 30, 24 |
| 5 | Goff John C | 534.85K (4.11%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Acadian Asset Management LLC | 458.37K (3.52%) | -19.64K Decreased by -4.28% | Sep 30, 24 |
| 7 | Franklin Resources Inc | 388.13K (2.98%) | -7.10K Decreased by -1.83% | Sep 30, 24 |
| 8 | Kennedy Capital Management Inc | 385.49K (2.96%) | -19.48K Decreased by -5.05% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 314.73K (2.42%) | -7.39K Decreased by -2.35% | Sep 30, 24 |
| 10 | Ancora Advisors LLC | 307.53K (2.36%) | 2.00K Increased by +0.65% | Sep 30, 24 |
| 11 | Keeley-Teton Advisors, LLC | 299.73K (2.30%) | -7.68K Decreased by -2.56% | Sep 30, 24 |
| 12 | Putnam Investments LLC | 279.56K (2.15%) | -16.66K Decreased by -5.96% | Dec 31, 23 |
| 13 | Putnam Investments, LLC., a Franklin Templeton company | 279.56K (2.15%) | -16.66K Decreased by -5.96% | Dec 31, 23 |
| 14 | Pacific Ridge Capital Partners, LLC | 278.93K (2.14%) | -20.51K Decreased by -7.35% | Sep 30, 24 |
| 15 | State Street Corp | 272.08K (2.09%) | 42.89K Increased by +15.76% | Sep 30, 24 |
| 16 | DePrince Race & Zollo Inc | 248.85K (1.91%) | -6.80K Decreased by -2.73% | Sep 30, 24 |
| 17 | State Street Corporation | 230.98K (1.77%) | 10.69K Increased by +4.63% | Mar 31, 24 |
| 18 | Deroy & Devereaux Private Invmt Coun Inc | 205.07K (1.58%) | -5.80K Decreased by -2.83% | Dec 31, 23 |
| 19 | State of New Jersey Common Pension Fd D | 188.70K (1.45%) | 15.00K Increased by +7.95% | Sep 30, 24 |
| 20 | Foundry Partners, LLC | 177.78K (1.37%) | -2.25K Decreased by -1.27% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Heartland Value Investor | 500.00K (3.84%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 467.07K (3.59%) | -18.37K Decreased by -3.93% | Oct 31, 24 |
| 3 | iShares Russell 2000 ETF | 351.20K (2.70%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 4 | Ancora/Thelen Small Mid Cap Core | 283.24K (2.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Pacific Ridge Capital Ptnrs Micro Cp Val | 277.75K (2.13%) | -16.05K Decreased by -5.78% | Mar 31, 24 |
| 6 | Foundry Partners Micro Cap Value | 264.35K (2.03%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | Keeley Small Cap Dividend Value I | 244.50K (1.88%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Kennedy Small Cap Value | 239.07K (1.84%) | 15.91K Increased by +6.66% | Sep 30, 24 |
| 9 | Franklin MicroCap Value A | 219.12K (1.68%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 214.50K (1.65%) | -1.92K Decreased by -0.89% | Oct 31, 24 |
| 11 | Putnam Small Cap Value A | 172.78K (1.33%) | 8.30K Increased by +4.80% | Oct 31, 24 |
| 12 | Putnam Small Cap Value Managed Account | 164.48K (1.26%) | -3.10K Decreased by -1.88% | Sep 30, 24 |
| 13 | Putnam U.S. Small Cap Value Equity | 164.48K (1.26%) | -3.10K Decreased by -1.88% | Sep 30, 24 |
| 14 | DeRoy & Devereaux Smid Cap Value | 151.14K (1.16%) | 144.64K Increased by +95.70% | Dec 31, 23 |
| 15 | Fidelity Small Cap Index | 150.07K (1.15%) | -909.00 Decreased by -0.61% | Sep 30, 24 |
| 16 | Russell Inv Tax-Managed US Mid&Sm Cap S | 146.69K (1.13%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 17 | Kennedy Micro Cap | 146.41K (1.12%) | -1.95K Decreased by -1.33% | Sep 30, 24 |
| 18 | Fidelity® Small Cap Index | 143.67K (1.10%) | 1.45K Increased by +1.01% | Oct 31, 23 |
| 19 | iShares Russell 2000 Value ETF | 122.78K (0.94%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 20 | Acuitas US Microcap Strategy | 116.32K (0.89%) | -500.00 Decreased by -0.43% | Mar 31, 24 |