| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 971.97K (8.23%) | -69.73K Decreased by -7.17% | Jun 30, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 930.35K (7.88%) | -44.77K Decreased by -4.81% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 926.85K (7.85%) | 17.20K Increased by +1.86% | Sep 30, 24 |
| 4 | FMR Inc | 802.26K (6.79%) | 271.97K Increased by +33.90% | Sep 30, 24 |
| 5 | Royce & Associates, LP | 767.87K (6.50%) | -67.99K Decreased by -8.85% | Sep 30, 24 |
| 6 | Needham Investment Management, LLC | 640.00K (5.42%) | 95.00K Increased by +14.84% | Jun 30, 24 |
| 7 | Renaissance Technologies Corp | 558.17K (4.73%) | -10.60K Decreased by -1.90% | Sep 30, 24 |
| 8 | Harvey Partners LLC | 503.50K (4.26%) | -500.00 Decreased by -0.10% | Jun 30, 24 |
| 9 | Wellington Management Company LLP | 488.41K (4.13%) | -4.60K Decreased by -0.94% | Jun 30, 24 |
| 10 | Barrow Hanley Mewhinney & Strauss LLC | 470.74K (3.98%) | 8.87K Increased by +1.88% | Sep 30, 23 |
| 11 | B. Riley Asset Management, LLC | 448.23K (3.79%) | -37.05K Decreased by -8.27% | Jun 30, 24 |
| 12 | Geode Capital Management, LLC | 308.10K (2.61%) | 13.23K Increased by +4.30% | Jun 30, 24 |
| 13 | State Street Corp | 303.42K (2.57%) | 5.49K Increased by +1.81% | Jun 30, 24 |
| 14 | State Street Corporation | 297.94K (2.52%) | 2.75K Increased by +0.92% | Mar 31, 24 |
| 15 | American Century Companies Inc | 259.00K (2.19%) | 66.34K Increased by +25.61% | Sep 30, 24 |
| 16 | LSV Asset Management | 216.00K (1.83%) | -119.06K Decreased by -55.12% | Jun 30, 24 |
| 17 | BOOTHBAY FUND MANAGEMENT, LLC | 212.34K (1.80%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 210.84K (1.78%) | -28.08K Decreased by -13.32% | Jun 30, 24 |
| 19 | Kennedy Capital Management Inc | 208.32K (1.76%) | -30.33K Decreased by -14.56% | Jun 30, 24 |
| 20 | Goldman Sachs Group Inc | 201.56K (1.71%) | 6.33K Increased by +3.14% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Needham Aggressive Growth Retail | 585.00K (4.95%) | 35.00K Increased by +5.98% | Sep 30, 24 |
| 2 | Strategic Advisers Fidelity US TtlStk | 365.49K (3.09%) | 11.43K Increased by +3.13% | Sep 30, 24 |
| 3 | Harvey Partners Small-Cap Opportunity | 361.56K (3.06%) | -86.00K Decreased by -23.79% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 348.52K (2.95%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 5 | iShares Russell 2000 ETF | 296.44K (2.51%) | -672.00 Decreased by -0.23% | Oct 31, 24 |
| 6 | Vanguard Information Technology ETF | 276.72K (2.34%) | 638.00 Increased by +0.23% | Oct 31, 24 |
| 7 | DFA US Small Cap Value I | 232.81K (1.97%) | -19.81K Decreased by -8.51% | Sep 30, 24 |
| 8 | Foundry Partners Micro Cap Value | 232.10K (1.96%) | 23.60K Increased by +10.17% | Sep 30, 24 |
| 9 | Avantis US Small Cap Value ETF | 220.21K (1.86%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | American Beacon Small Cp Val R5 | 216.31K (1.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Kennedy Micro Cap | 205.65K (1.74%) | -2.67K Decreased by -1.30% | Sep 30, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 202.33K (1.71%) | 5.00K Increased by +2.47% | Sep 30, 24 |
| 13 | Columbia Small Cap Value I A | 175.34K (1.48%) | 63.68K Increased by +36.32% | Oct 31, 24 |
| 14 | Strategic Advisers® Fidelity US TtlStk | 145.34K (1.23%) | 19.16K Increased by +13.18% | Nov 30, 23 |
| 15 | Royce Pennsylvania Mutual Invmt | 142.66K (1.21%) | 20.12K Increased by +14.11% | Dec 31, 23 |
| 16 | Royce Small-Cap Opportunity Invmt | 138.98K (1.18%) | 13.86K Increased by +9.97% | Sep 30, 24 |
| 17 | FTF Royce US Smaller Companies W Acc | 133.35K (1.13%) | -41.59K Decreased by -31.19% | Sep 30, 24 |
| 18 | DFA US Targeted Value I | 127.12K (1.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Fidelity Small Cap Index | 122.77K (1.04%) | -1.81K Decreased by -1.47% | Aug 31, 24 |
| 20 | Fidelity® Small Cap Index | 119.87K (1.01%) | 3.76K Increased by +3.14% | Oct 31, 23 |