| 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 | 203.55K (8.03%) | -110.00 Decreased by -0.05% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 111.50K (4.40%) | 111.50K Increased by +100.00% | Mar 31, 25 |
| 3 | Royce Small-Cap Special Equity Invmt | 107.50K (4.24%) | -28.00K Decreased by -26.05% | Mar 31, 25 |
| 4 | Royce Pennsylvania Mutual Invmt | 101.98K (4.02%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 5 | Royce Small-Cap Fund Invmt | 100.72K (3.97%) | -1.25K Decreased by -1.25% | Mar 31, 25 |
| 6 | DFA US Small Cap Value I | 91.37K (3.61%) | -1.42K Decreased by -1.55% | Feb 28, 25 |
| 7 | iShares Russell 2000 ETF | 61.92K (2.44%) | -550.00 Decreased by -0.89% | Mar 31, 25 |
| 8 | Avantis US Small Cap Value ETF | 59.41K (2.34%) | 120.00 Increased by +0.20% | Mar 29, 25 |
| 9 | DFA US Micro Cap I | 51.18K (2.02%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | DFA US Targeted Value I | 47.29K (1.87%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 44.93K (1.77%) | 1.37K Increased by +3.05% | Mar 31, 25 |
| 12 | EIP All Cap Value | 42.21K (1.67%) | 15.43K Increased by +36.55% | Jun 30, 24 |
| 13 | Royce Value Trust | 41.02K (1.62%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 14 | DFA US Small Cap I | 34.00K (1.34%) | -1.18K Decreased by -3.48% | Feb 28, 25 |
| 15 | Royce Small-Cap Trust | 32.82K (1.29%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Royce Value Trust Inc | 32.82K (1.29%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Dimensional US Targeted Value ETF | 29.56K (1.17%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Invesco WilderHill Clean Energy ETF | 28.56K (1.13%) | -5.18K Decreased by -18.16% | Mar 31, 25 |
| 19 | Fidelity Small Cap Index | 24.45K (0.96%) | -458.00 Decreased by -1.87% | Jan 31, 25 |
| 20 | Fidelity® Small Cap Index | 24.13K (0.95%) | 702.00 Increased by +2.91% | Oct 31, 23 |