| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 372.29K (15.25%) | 881.00 Increased by +0.24% | Sep 30, 24 |
| 2 | Royce & Associates, LP | 304.64K (12.48%) | -5.05K Decreased by -1.66% | Sep 30, 24 |
| 3 | KeyBank National Association | 302.11K (12.38%) | 302.11K Increased by +100.00% | Sep 30, 24 |
| 4 | BlackRock Inc | 175.10K (7.17%) | -2.62K Decreased by -1.50% | Jun 30, 24 |
| 5 | HighTower Advisors, LLC | 158.77K (6.50%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Vanguard Group Inc | 69.88K (2.86%) | 7.83K Increased by +11.21% | Sep 30, 24 |
| 7 | Renaissance Technologies Corp | 65.90K (2.70%) | -700.00 Decreased by -1.06% | Sep 30, 24 |
| 8 | Geode Capital Management, LLC | 64.32K (2.63%) | -1.68K Decreased by -2.61% | Sep 30, 24 |
| 9 | State Street Corporation | 64.01K (2.62%) | 496.00 Increased by +0.77% | Mar 31, 24 |
| 10 | State Street Corp | 63.94K (2.62%) | -2.09K Decreased by -3.27% | Sep 30, 24 |
| 11 | Grantham, Mayo, Van Otterloo & Co., LLC | 58.26K (2.39%) | 7.33K Increased by +12.58% | Sep 30, 24 |
| 12 | LSV Asset Management | 51.81K (2.12%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | Amvescap Plc. | 41.03K (1.68%) | -2.28K Decreased by -5.55% | Sep 30, 24 |
| 14 | Northern Trust Corp | 35.30K (1.45%) | 70.00 Increased by +0.20% | Sep 30, 24 |
| 15 | Charles Schwab Investment Management Inc | 32.57K (1.33%) | 471.00 Increased by +1.45% | Sep 30, 24 |
| 16 | PNC Financial Services Group Inc | 27.96K (1.15%) | -15.00 Decreased by -0.05% | Sep 30, 24 |
| 17 | CM Management, LLC | 27.00K (1.11%) | 1.00K Increased by +3.70% | Sep 30, 24 |
| 18 | Bank of New York Mellon Corp | 25.48K (1.04%) | -1.91K Decreased by -7.47% | Sep 30, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 25.19K (1.03%) | 10.82K Increased by +42.96% | Jun 30, 24 |
| 20 | FMR Inc | 25.09K (1.03%) | 5.44K Increased by +21.69% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Royce Small-Cap Special Equity Invmt | 135.50K (5.55%) | 1.50K Increased by +1.11% | Sep 30, 24 |
| 2 | Royce Pennsylvania Mutual Invmt | 101.98K (4.18%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 3 | Royce Small-Cap Fund Invmt | 101.98K (4.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | DFA US Small Cap Value I | 93.97K (3.85%) | -2.79K Decreased by -2.96% | Oct 31, 24 |
| 5 | iShares Russell 2000 ETF | 67.97K (2.78%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 6 | DFA US Micro Cap I | 51.18K (2.10%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 7 | DFA US Targeted Value I | 47.29K (1.94%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | EIP All Cap Value | 42.21K (1.73%) | 15.43K Increased by +36.55% | Jun 30, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 41.33K (1.69%) | -256.00 Decreased by -0.62% | Oct 31, 24 |
| 10 | Royce Value Trust | 41.02K (1.68%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Invesco WilderHill Clean Energy ETF | 36.92K (1.51%) | -200.00 Decreased by -0.54% | Nov 29, 24 |
| 12 | DFA US Small Cap I | 35.18K (1.44%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Avantis US Small Cap Value ETF | 32.95K (1.35%) | 840.00 Increased by +2.55% | Nov 30, 24 |
| 14 | Royce Small-Cap Trust | 32.82K (1.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Dimensional US Targeted Value ETF | 28.72K (1.18%) | 16.00 Increased by +0.06% | Nov 29, 24 |
| 16 | Fidelity Small Cap Index | 24.50K (1.00%) | -791.00 Decreased by -3.23% | Sep 30, 24 |
| 17 | Fidelity® Small Cap Index | 24.13K (0.99%) | 702.00 Increased by +2.91% | Oct 31, 23 |
| 18 | Royce Capital Small-Cap Inv | 23.27K (0.95%) | -2.02K Decreased by -8.67% | Mar 31, 24 |
| 19 | iShares Russell 2000 Value ETF | 22.29K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 20 | GMO Small Cap Quality Fund Class VI | 19.41K (0.80%) | 612.00 Increased by +3.15% | Oct 31, 24 |