| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 3.45M (15.64%) | 46.44K Increased by +1.35% | Sep 30, 24 |
| 2 | BlackRock Inc | 1.21M (5.51%) | 7.45K Increased by +0.61% | Jun 30, 24 |
| 3 | Vanguard Group Inc | 1.15M (5.21%) | 48.88K Increased by +4.26% | Sep 30, 24 |
| 4 | Hudson Bay Capital Management LP | 1.13M (5.15%) | 1.13M Increased by +100.00% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 577.04K (2.62%) | 19.60K Increased by +3.40% | Sep 30, 24 |
| 6 | Gilman Hill Asset Management, LLC | 565.36K (2.57%) | 4.26K Increased by +0.75% | Sep 30, 24 |
| 7 | Morgan Stanley - Brokerage Accounts | 548.89K (2.49%) | -406.81K Decreased by -74.12% | Sep 30, 24 |
| 8 | North Star Investment Management Corp | 493.29K (2.24%) | 5.70K Increased by +1.16% | Sep 30, 24 |
| 9 | Uniplan Investment Counsel, Inc. | 490.19K (2.23%) | -27.34K Decreased by -5.58% | Sep 30, 24 |
| 10 | State Street Corporation | 482.39K (2.19%) | 25.26K Increased by +5.24% | Mar 31, 24 |
| 11 | State Street Corp | 477.09K (2.17%) | 9.39K Increased by +1.97% | Sep 30, 24 |
| 12 | Foundry Partners, LLC | 330.76K (1.50%) | 3.21K Increased by +0.97% | Sep 30, 24 |
| 13 | Stifel Financial Corp | 312.03K (1.42%) | -42.86K Decreased by -13.73% | Sep 30, 24 |
| 14 | Nuveen Asset Management, LLC | 301.22K (1.37%) | 108.16K Increased by +35.91% | Sep 30, 24 |
| 15 | Loomis, Sayles & Company LP | 285.32K (1.30%) | -11.68K Decreased by -4.09% | Sep 30, 24 |
| 16 | Renaissance Technologies Corp | 253.25K (1.15%) | -14.18K Decreased by -5.60% | Sep 30, 24 |
| 17 | Dimensional Fund Advisors, Inc. | 243.41K (1.10%) | 19.00K Increased by +7.80% | Sep 30, 24 |
| 18 | Penn Capital Management Company LLC | 236.18K (1.07%) | 1.82K Increased by +0.77% | Sep 30, 24 |
| 19 | Ancora Advisors LLC | 230.16K (1.04%) | 55.89K Increased by +24.28% | Jun 30, 24 |
| 20 | ELEQUIN CAPITAL LP | 229.37K (1.04%) | 229.37K Increased by +100.00% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Real Estate Income | 878.50K (3.99%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 2 | Fidelity® Real Estate Income | 878.50K (3.99%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 3 | Fidelity Advisor Stock Selec Mid Cp I | 810.68K (3.68%) | 49.35K Increased by +6.09% | Sep 30, 24 |
| 4 | Fidelity Advisor® Stock Selec Mid Cp I | 728.63K (3.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 678.12K (3.08%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | FIAM Small Cap Core CIT Cl B | 664.20K (3.01%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | FIAM Small Cap Core Composite | 657.52K (2.98%) | 35.32K Increased by +5.37% | Jun 30, 24 |
| 8 | Foundry Partners Micro Cap Value | 488.07K (2.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | iShares Russell 2000 ETF | 470.37K (2.14%) | -980.00 Decreased by -0.21% | Nov 27, 24 |
| 10 | Fidelity Tactical High Income Sr F8 | 381.87K (1.73%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 299.84K (1.36%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Fidelity Small Cap Index | 260.76K (1.18%) | -138.00 Decreased by -0.05% | Sep 30, 24 |
| 13 | Fidelity Advisor Multi-Asset Income I | 233.19K (1.06%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 14 | Fidelity Advisor® Multi-Asset Income I | 224.09K (1.02%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Fidelity® Small Cap Index | 209.47K (0.95%) | 4.58K Increased by +2.19% | Oct 31, 23 |
| 16 | North Star Dividend I | 196.00K (0.89%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 17 | Strategic Advisers Fidelity US TtlStk | 186.26K (0.85%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | North Star Micro Cap I | 163.00K (0.74%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 158.37K (0.72%) | -4.70K Decreased by -2.97% | Oct 31, 24 |
| 20 | Nuveen Real Asset Income | 157.48K (0.71%) | 70.37K Increased by +44.68% | Sep 30, 24 |