| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Almanack Investment Partners, LLC. | 9.37M (55.88%) | 9.37M Increased by +100.00% | Jun 30, 23 |
| 2 | BlackRock Inc | 1.38M (8.25%) | -52.54K Decreased by -3.80% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.24M (7.39%) | 4.89K Increased by +0.40% | Sep 30, 23 |
| 4 | Renaissance Technologies Corp | 1.03M (6.16%) | 11.60K Increased by +1.12% | Sep 30, 23 |
| 5 | Vanguard Group Inc | 931.26K (5.56%) | -208.95K Decreased by -22.44% | Sep 30, 23 |
| 6 | Adirondack Retirement Specialists, INC. | 614.93K (3.67%) | 51.69K Increased by +8.41% | Sep 30, 23 |
| 7 | D. E. Shaw & Co LP | 463.51K (2.76%) | 32.20K Increased by +6.95% | Sep 30, 23 |
| 8 | State Street Corporation | 422.07K (2.52%) | -4.71K Decreased by -1.12% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 359.81K (2.15%) | 8.45K Increased by +2.35% | Sep 30, 23 |
| 10 | Kahn Brothers & CO Inc /DE/ | 349.06K (2.08%) | -4.05K Decreased by -1.16% | Sep 30, 23 |
| 11 | Orchard Capital Management, Llc | 268.00K (1.60%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Northern Trust Corp | 167.41K (1.00%) | 200.00 Increased by +0.12% | Sep 30, 23 |
| 13 | Deutsche Bank AG | 160.46K (0.96%) | 15.90K Increased by +9.91% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 150.03K (0.89%) | 61.20K Increased by +40.79% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 145.60K (0.87%) | 4.21K Increased by +2.89% | Sep 30, 23 |
| 16 | Foundry Partners, LLC | 137.29K (0.82%) | 13.40K Increased by +9.76% | Sep 30, 23 |
| 17 | FMR Inc | 122.73K (0.73%) | -11.91K Decreased by -9.70% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 103.63K (0.62%) | -78.22K Decreased by -75.48% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 99.98K (0.60%) | 1.28K Increased by +1.28% | Sep 30, 23 |
| 20 | Algert Global LLC | 99.78K (0.60%) | 47.67K Increased by +47.78% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 423.01K (2.52%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | iShares Russell 2000 ETF | 409.55K (2.44%) | 2.62K Increased by +0.64% | Dec 29, 23 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 301.64K (1.80%) | 568.00 Increased by +0.19% | Nov 30, 23 |
| 4 | Orchard Small Cap Value ESG | 249.49K (1.49%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Orchard US Small Cap Value USD Instl 1 | 249.49K (1.49%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | DFA US Core Equity 2 I | 243.74K (1.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | DFA US Micro Cap I | 243.52K (1.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | DFA US Small Cap I | 229.98K (1.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | DWS Small Cap Core S | 200.00K (1.19%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Foundry Partners Micro Cap Value | 187.49K (1.12%) | 21.50K Increased by +11.47% | Sep 30, 23 |
| 11 | DFA US Core Equity 1 I | 184.43K (1.10%) | -6.27K Decreased by -3.40% | Nov 30, 23 |
| 12 | Fidelity® Small Cap Index | 149.94K (0.89%) | 3.92K Increased by +2.61% | Oct 31, 23 |
| 13 | Fidelity Select Telecommunications Port | 123.00K (0.73%) | 3.30K Increased by +2.68% | Nov 30, 23 |
| 14 | Select Telecommunications Port | 119.70K (0.71%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Fidelity® Extended Market Index | 108.72K (0.65%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | iShares Russell 2000 Growth ETF | 103.49K (0.62%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 97.14K (0.58%) | 3.10K Increased by +3.19% | Dec 31, 23 |
| 18 | Schwab US Small-Cap ETF™ | 88.26K (0.53%) | 39.00 Increased by +0.04% | Dec 30, 23 |
| 19 | Dominion Global Trends - Managed EUR I | 85.88K (0.51%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Foundry Partners Micro Cap Value Plus | 72.13K (0.43%) | 9.25K Increased by +12.82% | Sep 30, 23 |