| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Gamco Investors, Inc. Et Al | 421.46K (8.66%) | -28.45K Decreased by -6.75% | Sep 30, 23 |
| 2 | Dimensional Fund Advisors, Inc. | 374.27K (7.69%) | 4.29K Increased by +1.15% | Sep 30, 23 |
| 3 | BlackRock Inc | 346.58K (7.12%) | 2.51K Increased by +0.72% | Sep 30, 23 |
| 4 | Vanguard Group Inc | 269.36K (5.53%) | 1.20K Increased by +0.45% | Sep 30, 23 |
| 5 | Renaissance Technologies Corp | 261.95K (5.38%) | 9.10K Increased by +3.48% | Sep 30, 23 |
| 6 | Heartland Advisors Inc | 182.48K (3.75%) | -31.48K Decreased by -17.25% | Sep 30, 23 |
| 7 | Diamond Hill Capital Management Inc | 125.76K (2.58%) | 39.62K Increased by +31.50% | Sep 30, 23 |
| 8 | Royce & Associates, LP | 103.90K (2.13%) | 74.40K Increased by +71.61% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 98.69K (2.03%) | 5.06K Increased by +5.13% | Sep 30, 23 |
| 10 | State Street Corporation | 90.57K (1.86%) | 7.54K Increased by +8.32% | Sep 30, 23 |
| 11 | Gabelli Funds LLC | 85.40K (1.75%) | -1.00K Decreased by -1.17% | Sep 30, 23 |
| 12 | Needham Investment Management, LLC | 82.80K (1.70%) | 11.55K Increased by +13.95% | Sep 30, 23 |
| 13 | Foundry Partners, LLC | 77.98K (1.60%) | -14.33K Decreased by -18.38% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 71.86K (1.48%) | -2.92K Decreased by -4.07% | Sep 30, 23 |
| 15 | North Star Investment Management Corp | 69.01K (1.42%) | -16.96K Decreased by -24.58% | Sep 30, 23 |
| 16 | Hillsdale Investment Management Inc. | 63.60K (1.31%) | 13.10K Increased by +20.60% | Sep 30, 23 |
| 17 | Bard Associates Inc | 62.45K (1.28%) | -875.00 Decreased by -1.40% | Sep 30, 23 |
| 18 | Northern Trust Corp | 52.32K (1.07%) | -160.00 Decreased by -0.31% | Sep 30, 23 |
| 19 | Amvescap Plc. | 49.92K (1.03%) | 1.93K Increased by +3.87% | Sep 30, 23 |
| 20 | Wells Fargo & Co | 47.28K (0.97%) | -22.51K Decreased by -47.60% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 1290 VT GAMCO Small Company Value IB | 386.00K (7.93%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 162.62K (3.34%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Heartland Value Plus Investor | 141.66K (2.91%) | -13.34K Decreased by -9.41% | Dec 31, 23 |
| 4 | iShares Russell 2000 ETF | 127.58K (2.62%) | 817.00 Increased by +0.64% | Dec 29, 23 |
| 5 | Foundry Partners Micro Cap Value | 111.63K (2.29%) | -19.40K Decreased by -17.38% | Sep 30, 23 |
| 6 | DFA US Small Cap Value I | 92.70K (1.90%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Royce Small-Cap Special Equity Invmt | 91.30K (1.88%) | 65.40K Increased by +71.63% | Sep 30, 23 |
| 8 | Diamond Hill Small Cap Equity | 83.93K (1.72%) | -7.01K Decreased by -8.35% | Dec 31, 23 |
| 9 | Needham Aggressive Growth Retail | 82.80K (1.70%) | 11.55K Increased by +13.95% | Sep 30, 23 |
| 10 | Diamond Hill Small Cap Inv | 79.69K (1.64%) | -7.29K Decreased by -9.15% | Dec 31, 23 |
| 11 | Gabelli Small Cap Growth AAA | 71.70K (1.47%) | -300.00 Decreased by -0.42% | Sep 30, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 70.99K (1.46%) | 1.36K Increased by +1.92% | Nov 30, 23 |
| 13 | North Star Dividend I | 68.50K (1.41%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Avantis US Small Cap Value ETF | 57.91K (1.19%) | 396.00 Increased by +0.68% | Dec 30, 23 |
| 15 | DFA US Micro Cap I | 56.73K (1.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | DFA US Targeted Value I | 54.88K (1.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Fidelity® Small Cap Index | 47.61K (0.98%) | 1.32K Increased by +2.77% | Oct 31, 23 |
| 18 | Invesco Dorsey Wright SmallCap Momt ETF | 40.14K (0.82%) | 264.00 Increased by +0.66% | Dec 29, 23 |
| 19 | iShares Russell 2000 Value ETF | 34.59K (0.71%) | 63.00 Increased by +0.18% | Dec 29, 23 |
| 20 | Dimensional US Targeted Value ETF | 30.44K (0.63%) | 0.00 Increased by 0.00% | Dec 29, 23 |