| 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 | 478.00K (3.67%) | 478.00K Increased by +100.00% | Jun 30, 24 |
| 7 | Kennedy Capital Management Inc | 404.96K (3.11%) | 24.49K Increased by +6.05% | Jun 30, 24 |
| 8 | Franklin Resources Inc | 395.23K (3.04%) | -79.92K Decreased by -20.22% | Jun 30, 24 |
| 9 | Geode Capital Management, LLC | 322.11K (2.47%) | -962.00 Decreased by -0.30% | Jun 30, 24 |
| 10 | Keeley-Teton Advisors, LLC | 307.41K (2.36%) | 19.75K Increased by +6.43% | Jun 30, 24 |
| 11 | Ancora Advisors LLC | 305.53K (2.35%) | -16.23K Decreased by -5.31% | Jun 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 | DePrince Race & Zollo Inc | 255.65K (1.96%) | -3.88K Decreased by -1.52% | Jun 30, 24 |
| 16 | State Street Corporation | 230.98K (1.77%) | 10.69K Increased by +4.63% | Mar 31, 24 |
| 17 | State Street Corp | 229.19K (1.76%) | -1.78K Decreased by -0.78% | Jun 30, 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% | Sep 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 | 323.79K (2.49%) | -728.00 Decreased by -0.22% | Oct 31, 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%) | -7.68K Decreased by -3.14% | Aug 31, 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 | 216.42K (1.66%) | 11.03K Increased by +5.10% | Sep 30, 24 |
| 11 | Putnam Small Cap Value A | 164.48K (1.26%) | 0.00 Increased by 0.00% | Sep 30, 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 | Franklin Mutual Small-Mid Cap Val A | 156.41K (1.20%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | DeRoy & Devereaux Smid Cap Value | 151.14K (1.16%) | 144.64K Increased by +95.70% | Dec 31, 23 |
| 16 | Fidelity Small Cap Index | 150.98K (1.16%) | -3.26K Decreased by -2.16% | Aug 31, 24 |
| 17 | Russell Inv Tax-Managed US Mid&Sm Cap S | 146.69K (1.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | Kennedy Micro Cap | 146.41K (1.12%) | -1.95K Decreased by -1.33% | Sep 30, 24 |
| 19 | Fidelity® Small Cap Index | 143.67K (1.10%) | 1.45K Increased by +1.01% | Oct 31, 23 |
| 20 | iShares Russell 2000 Value ETF | 119.31K (0.92%) | 0.00 Increased by 0.00% | Oct 31, 24 |