| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 3.52M (15.90%) | 71.86K Increased by +2.04% | Dec 31, 24 |
| 2 | BlackRock Inc | 1.38M (6.22%) | 185.17K Increased by +13.45% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 1.26M (5.67%) | 107.89K Increased by +8.59% | Dec 31, 24 |
| 4 | Hudson Bay Capital Management LP | 1.13M (5.12%) | 1.13M Increased by +100.00% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 571.15K (2.58%) | -5.89K Decreased by -1.03% | Dec 31, 24 |
| 6 | Gilman Hill Asset Management, LLC | 545.63K (2.47%) | -19.73K Decreased by -3.62% | Dec 31, 24 |
| 7 | State Street Corp | 492.00K (2.22%) | 14.91K Increased by +3.03% | Dec 31, 24 |
| 8 | North Star Investment Management Corp | 491.39K (2.22%) | -1.90K Decreased by -0.39% | Dec 31, 24 |
| 9 | Uniplan Investment Counsel, Inc. | 482.51K (2.18%) | -7.68K Decreased by -1.59% | Dec 31, 24 |
| 10 | State Street Corporation | 482.39K (2.18%) | 25.26K Increased by +5.24% | Mar 31, 24 |
| 11 | Foundry Partners, LLC | 401.06K (1.81%) | 70.30K Increased by +17.53% | Dec 31, 24 |
| 12 | Stifel Financial Corp | 327.94K (1.48%) | 15.91K Increased by +4.85% | Dec 31, 24 |
| 13 | Renaissance Technologies Corp | 321.85K (1.45%) | 68.60K Increased by +21.31% | Dec 31, 24 |
| 14 | Nuveen Asset Management, LLC | 302.13K (1.37%) | 916.00 Increased by +0.30% | Dec 31, 24 |
| 15 | Loomis, Sayles & Company LP | 285.32K (1.29%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 264.03K (1.19%) | -284.86K Decreased by -107.89% | Dec 31, 24 |
| 17 | Ancora Advisors LLC | 256.72K (1.16%) | 25.89K Increased by +10.08% | Dec 31, 24 |
| 18 | Dimensional Fund Advisors, Inc. | 250.66K (1.13%) | 7.25K Increased by +2.89% | Dec 31, 24 |
| 19 | Penn Capital Management Company LLC | 236.18K (1.07%) | 1.82K Increased by +0.77% | Sep 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 (3.97%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Fidelity® Real Estate Income | 878.50K (3.97%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 3 | Fidelity Advisor Stock Selec Mid Cp I | 869.18K (3.93%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 4 | Fidelity Advisor® Stock Selec Mid Cp I | 728.63K (3.29%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 701.62K (3.17%) | 23.50K Increased by +3.35% | Feb 28, 25 |
| 6 | FIAM Small Cap Core CIT Cl B | 664.20K (3.00%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | FIAM Small Cap Core Composite | 664.20K (3.00%) | 6.68K Increased by +1.01% | Sep 30, 24 |
| 8 | Foundry Partners Micro Cap Value | 594.85K (2.69%) | 106.78K Increased by +17.95% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 400.76K (1.81%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | iShares Russell 2000 ETF | 393.14K (1.78%) | -4.60K Decreased by -1.17% | Feb 28, 25 |
| 11 | Fidelity Tactical High Income Sr F8 | 356.77K (1.61%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Fidelity Small Cap Index | 257.04K (1.16%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Fidelity Advisor Multi-Asset Income I | 233.19K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | Fidelity Advisor® Multi-Asset Income I | 224.09K (1.01%) | 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% | Feb 28, 25 |
| 17 | Strategic Advisers Fidelity US TtlStk | 186.26K (0.84%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 18 | Zacks Small Cap Equity Strategy | 165.51K (0.75%) | 165.51K Increased by +100.00% | Dec 31, 24 |
| 19 | Nuveen Real Asset Income I | 163.73K (0.74%) | 1.70K Increased by +1.04% | Jan 31, 25 |
| 20 | North Star Micro Cap I | 163.00K (0.74%) | 0.00 Increased by 0.00% | Feb 28, 25 |