| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Essex Equity Capital Management LLC | 14.22M (90.04%) | 15.69K Increased by +0.11% | Sep 30, 23 |
| 2 | Irenic Capital Management LP | 2.92M (18.49%) | 781.01K Increased by +26.75% | Sep 30, 23 |
| 3 | Federated Hermes Inc | 1.86M (11.81%) | 364.73K Increased by +19.56% | Dec 31, 23 |
| 4 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 1.33M (8.44%) | 188.64K Increased by +14.15% | Sep 30, 23 |
| 5 | SMH Capital Inc. | 1.18M (7.47%) | 219.23K Increased by +18.58% | Sep 30, 23 |
| 6 | BlackRock Inc | 1.18M (7.45%) | 115.55K Increased by +9.82% | Sep 30, 23 |
| 7 | Vanguard Group Inc | 1.06M (6.74%) | 2.12K Increased by +0.20% | Sep 30, 23 |
| 8 | Nantahala Capital Management, LLC | 986.33K (6.25%) | 986.33K Increased by +100.00% | Sep 30, 23 |
| 9 | Elliott Investment Management L.P. | 881.74K (5.58%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Awm Investment Company Inc | 701.66K (4.44%) | 91.77K Increased by +13.08% | Sep 30, 23 |
| 11 | Oaktree Capital Management LLC | 576.52K (3.65%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 538.09K (3.41%) | -16.18K Decreased by -3.01% | Sep 30, 23 |
| 13 | State Street Corporation | 334.14K (2.12%) | -1.17K Decreased by -0.35% | Sep 30, 23 |
| 14 | Northern Trust Corp | 189.63K (1.20%) | 7.54K Increased by +3.98% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 176.84K (1.12%) | 53.17K Increased by +30.07% | Sep 30, 23 |
| 16 | Two Sigma Advisers, LLC | 97.27K (0.62%) | 97.27K Increased by +100.00% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 92.34K (0.58%) | 1.21K Increased by +1.31% | Sep 30, 23 |
| 18 | M&T Bank Corp | 87.22K (0.55%) | 14.67K Increased by +16.82% | Sep 30, 23 |
| 19 | Boston Partners Global Investors, Inc | 79.37K (0.50%) | 12.07K Increased by +15.21% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 78.21K (0.50%) | 31.59K Increased by +40.39% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Federated Hermes Kaufmann Small Cap A | 1.86M (11.81%) | 364.73K Increased by +19.56% | Dec 31, 23 |
| 2 | Federated Hermes Kaufmann Small Cap Grow | 1.86M (11.81%) | 364.73K Increased by +19.56% | Dec 31, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 489.34K (3.10%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 4 | iShares Russell 2000 ETF | 480.11K (3.04%) | -8.78K Decreased by -1.83% | Jan 31, 24 |
| 5 | ArrowMark Small Cap Gro | 457.55K (2.90%) | -272.33K Decreased by -59.52% | Dec 31, 23 |
| 6 | Meridian Small Cap Growth Legacy | 457.55K (2.90%) | -272.33K Decreased by -59.52% | Dec 31, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 450.91K (2.86%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 8 | Fidelity Extended Market Index | 202.14K (1.28%) | 24.87K Increased by +12.30% | Dec 31, 23 |
| 9 | Fidelity Small Cap Index | 182.43K (1.16%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Fidelity® Small Cap Index | 180.07K (1.14%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Fidelity® Extended Market Index | 177.28K (1.12%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 161.40K (1.02%) | -306.00 Decreased by -0.19% | Jan 31, 24 |
| 13 | Cliens Global Småbolag B | 150.00K (0.95%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Russell Inv US Small Cap Equity E | 98.59K (0.62%) | 15.80K Increased by +16.02% | Dec 31, 23 |
| 15 | State St Russell Sm Cap® Indx SL Cl I | 72.49K (0.46%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 16 | Vanguard Russell 2000 ETF | 65.73K (0.42%) | 1.47K Increased by +2.24% | Jan 31, 24 |
| 17 | SEI Small Cap Growth F (SIMT) | 65.50K (0.41%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 18 | BlackRock Extended Mkt Composite | 62.65K (0.40%) | 347.00 Increased by +0.55% | Sep 30, 23 |
| 19 | NT R2000 Value Index Fund - NL | 59.88K (0.38%) | -167.00 Decreased by -0.28% | Dec 31, 23 |
| 20 | NT R2000 Index Fund - NL | 59.45K (0.38%) | -88.00 Decreased by -0.15% | Dec 31, 23 |