Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Dimensional Fund Advisors, Inc. | 368.91K (14.56%) | -3.38K Decreased by -0.92% | Dec 31, 24 |
2 | Royce & Associates, LP | 314.09K (12.39%) | 9.46K Increased by +3.01% | Dec 31, 24 |
3 | KeyBank National Association | 302.11K (11.92%) | 302.11K Increased by +100.00% | Sep 30, 24 |
4 | BlackRock Inc | 175.66K (6.93%) | -3.54K Decreased by -2.02% | Dec 31, 24 |
5 | HighTower Advisors, LLC | 158.77K (6.26%) | 0.00 Increased by 0.00% | Dec 31, 24 |
6 | Vanguard Group Inc | 67.88K (2.68%) | -2.00K Decreased by -2.95% | Dec 31, 24 |
7 | State Street Corp | 66.06K (2.61%) | 2.12K Increased by +3.22% | Dec 31, 24 |
8 | Geode Capital Management, LLC | 64.70K (2.55%) | 381.00 Increased by +0.59% | Dec 31, 24 |
9 | Renaissance Technologies Corp | 64.22K (2.53%) | -1.68K Decreased by -2.62% | Dec 31, 24 |
10 | State Street Corporation | 64.01K (2.53%) | 496.00 Increased by +0.77% | Mar 31, 24 |
11 | Grantham, Mayo, Van Otterloo & Co., LLC | 59.80K (2.36%) | 1.54K Increased by +2.58% | Dec 31, 24 |
12 | American Century Companies Inc | 49.06K (1.94%) | 30.25K Increased by +61.65% | Dec 31, 24 |
13 | LSV Asset Management | 45.77K (1.81%) | -6.04K Decreased by -13.19% | Dec 31, 24 |
14 | Amvescap Plc. | 41.20K (1.63%) | 172.00 Increased by +0.42% | Dec 31, 24 |
15 | Northern Trust Corp | 35.73K (1.41%) | 429.00 Increased by +1.20% | Dec 31, 24 |
16 | Charles Schwab Investment Management Inc | 32.76K (1.29%) | 186.00 Increased by +0.57% | Dec 31, 24 |
17 | PNC Financial Services Group Inc | 27.96K (1.10%) | 0.00 Increased by 0.00% | Dec 31, 24 |
18 | Goldman Sachs Group Inc | 27.13K (1.07%) | 12.87K Increased by +47.42% | Dec 31, 24 |
19 | CM Management, LLC | 27.00K (1.07%) | 0.00 Increased by 0.00% | Dec 31, 24 |
20 | Morgan Stanley - Brokerage Accounts | 25.19K (0.99%) | 10.82K Increased by +42.96% | Jun 30, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Global X US Infrastructure Dev ETF | 208.18K (8.21%) | -380.00 Decreased by -0.18% | Feb 28, 25 |
2 | Royce Small-Cap Special Equity Invmt | 135.50K (5.35%) | 0.00 Increased by 0.00% | Dec 31, 24 |
3 | Royce Pennsylvania Mutual Invmt | 101.98K (4.02%) | 0.00 Increased by 0.00% | Mar 31, 24 |
4 | Royce Small-Cap Fund Invmt | 101.98K (4.02%) | 0.00 Increased by 0.00% | Dec 31, 24 |
5 | DFA US Small Cap Value I | 92.79K (3.66%) | -835.00 Decreased by -0.90% | Jan 31, 25 |
6 | iShares Russell 2000 ETF | 57.21K (2.26%) | -657.00 Decreased by -1.15% | Feb 28, 25 |
7 | Avantis US Small Cap Value ETF | 56.41K (2.23%) | 462.00 Increased by +0.82% | Feb 28, 25 |
8 | DFA US Micro Cap I | 51.18K (2.02%) | 0.00 Increased by 0.00% | Jan 31, 25 |
9 | DFA US Targeted Value I | 47.29K (1.87%) | 0.00 Increased by 0.00% | Jan 31, 25 |
10 | Vanguard Institutional Extnd Mkt Idx Tr | 43.56K (1.72%) | 96.00 Increased by +0.22% | Feb 28, 25 |
11 | EIP All Cap Value | 42.21K (1.67%) | 15.43K Increased by +36.55% | Jun 30, 24 |
12 | Royce Value Trust | 41.02K (1.62%) | 0.00 Increased by 0.00% | Mar 31, 24 |
13 | Invesco WilderHill Clean Energy ETF | 36.87K (1.45%) | -350.00 Decreased by -0.95% | Feb 28, 25 |
14 | DFA US Small Cap I | 35.18K (1.39%) | 0.00 Increased by 0.00% | Jan 31, 25 |
15 | Royce Small-Cap Trust | 32.82K (1.29%) | 0.00 Increased by 0.00% | Dec 31, 24 |
16 | Dimensional US Targeted Value ETF | 29.14K (1.15%) | 13.00 Increased by +0.04% | Feb 28, 25 |
17 | Fidelity Small Cap Index | 24.91K (0.98%) | 0.00 Increased by 0.00% | Dec 31, 24 |
18 | Fidelity® Small Cap Index | 24.13K (0.95%) | 702.00 Increased by +2.91% | Oct 31, 23 |
19 | Royce Capital Small-Cap Inv | 23.27K (0.92%) | -2.02K Decreased by -8.67% | Mar 31, 24 |
20 | Royce Micro Cap Trust | 20.09K (0.79%) | 9.51K Increased by +47.35% | Dec 31, 24 |