| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.03M (7.87%) | 89.18K Increased by +4.39% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 1.86M (7.23%) | 14.42K Increased by +0.77% | Sep 30, 24 |
| 3 | Neuberger Berman Group LLC | 1.24M (4.83%) | -5.44K Decreased by -0.44% | Sep 30, 24 |
| 4 | Kayne Anderson Rudnick Investment Management LLC | 1.23M (4.79%) | -46.82K Decreased by -3.79% | Sep 30, 24 |
| 5 | Stock Yards Bank & Trust Co | 1.16M (4.50%) | -63.86K Decreased by -5.51% | Sep 30, 24 |
| 6 | Champlain Investment Partners, LLC | 1.03M (3.99%) | -120.76K Decreased by -11.73% | Sep 30, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 941.38K (3.65%) | 4.47K Increased by +0.47% | Sep 30, 24 |
| 8 | State Street Corp | 778.50K (3.02%) | 15.16K Increased by +1.95% | Sep 30, 24 |
| 9 | State Street Corporation | 749.52K (2.91%) | 14.17K Increased by +1.89% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 636.74K (2.47%) | 5.39K Increased by +0.85% | Sep 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 549.35K (2.13%) | -406.41K Decreased by -73.98% | Sep 30, 24 |
| 12 | Victory Capital Management Inc. | 488.06K (1.89%) | 488.06K Increased by +100.00% | Sep 30, 24 |
| 13 | Goldman Sachs Group Inc | 382.87K (1.48%) | 41.79K Increased by +10.91% | Sep 30, 24 |
| 14 | American Century Companies Inc | 271.90K (1.05%) | 129.44K Increased by +47.61% | Sep 30, 24 |
| 15 | Curi RMB Capital | 250.37K (0.97%) | 9.29K Increased by +3.71% | Sep 30, 24 |
| 16 | DePrince Race & Zollo Inc | 249.87K (0.97%) | 57.77K Increased by +23.12% | Sep 30, 24 |
| 17 | Northern Trust Corp | 242.77K (0.94%) | -12.51K Decreased by -5.15% | Sep 30, 24 |
| 18 | Manufacturers Life Insurance Co | 224.37K (0.87%) | -6.24K Decreased by -2.78% | Sep 30, 24 |
| 19 | Ameriprise Financial Inc | 220.26K (0.85%) | 1.54K Increased by +0.70% | Sep 30, 24 |
| 20 | Charles Schwab Investment Management Inc | 219.03K (0.85%) | 3.53K Increased by +1.61% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Neuberger Berman Genesis Inv | 1.00M (3.89%) | 181.91K Increased by +18.14% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 903.75K (3.50%) | 1.61K Increased by +0.18% | Dec 31, 24 |
| 3 | Victory Sycamore Small Company Opp R | 800.00K (3.10%) | 442.82K Increased by +55.35% | Dec 31, 24 |
| 4 | iShares Russell 2000 ETF | 722.39K (2.80%) | -2.77K Decreased by -0.38% | Dec 31, 24 |
| 5 | Champlain Small Company Fund, LLC | 630.55K (2.45%) | -22.27K Decreased by -3.53% | Dec 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 408.25K (1.58%) | -1.54K Decreased by -0.38% | Dec 31, 24 |
| 7 | Champlain Small Company Adv | 380.00K (1.47%) | -85.00K Decreased by -22.37% | Sep 30, 24 |
| 8 | Victory Small Cap Value CIT (Net 75) | 357.18K (1.39%) | 357.18K Increased by +100.00% | Sep 30, 24 |
| 9 | Virtus KAR Small-Cap Value I | 333.29K (1.29%) | -16.50K Decreased by -4.95% | Sep 30, 24 |
| 10 | Old Westbury Small & Mid Cap Strategies | 285.00K (1.11%) | 10.00K Increased by +3.51% | Oct 31, 24 |
| 11 | Fidelity® Small Cap Index | 264.21K (1.02%) | 7.82K Increased by +2.96% | Oct 31, 23 |
| 12 | Fidelity Small Cap Index | 262.20K (1.02%) | 960.00 Increased by +0.37% | Oct 31, 24 |
| 13 | iShares Russell 2000 Value ETF | 248.59K (0.96%) | -6.97K Decreased by -2.80% | Dec 31, 24 |
| 14 | iShares Russell 2000 Growth ETF | 205.81K (0.80%) | -239.00 Decreased by -0.12% | Mar 28, 24 |
| 15 | DFA US Micro Cap I | 194.59K (0.75%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | DFA US Small Cap I | 194.29K (0.75%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | Calvert Small-Cap A | 186.11K (0.72%) | 4.05K Increased by +2.18% | Nov 30, 24 |
| 18 | SPDR® S&P Regional Banking ETF | 185.59K (0.72%) | 440.00 Increased by +0.24% | Dec 31, 24 |
| 19 | Calvert US Small-Cap Strategy | 182.06K (0.71%) | -13.39K Decreased by -7.35% | Sep 30, 24 |
| 20 | Avantis US Small Cap Value ETF | 174.80K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 24 |