21.90% | % of Shares Held by All Insider |
98.64% | % of Shares Held by Institutions |
126.31% | % of Float Held by Institutions |
389 | Number of Institutions Holding Shares |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
Transform Wealth, LLC | 1,673,759 | Sep 29, 2024 | 13.96% | 425,653,647 |
Blackrock Inc. | 1,407,704 | Jun 29, 2024 | 11.74% | 357,993,200 |
Vanguard Group Inc | 648,002 | Jun 29, 2024 | 5.41% | 164,793,387 |
Dimensional Fund Advisors LP | 647,827 | Jun 29, 2024 | 5.40% | 164,748,882 |
Pacer Advisors, Inc. | 471,353 | Jun 29, 2024 | 3.93% | 119,869,780 |
Renaissance Technologies, LLC | 413,835 | Jun 29, 2024 | 3.45% | 105,242,377 |
First Trust Advisors LP | 404,694 | Jun 29, 2024 | 3.38% | 102,917,730 |
State Street Corporation | 359,314 | Jun 29, 2024 | 3.00% | 91,377,142 |
Morgan Stanley | 287,980 | Jun 29, 2024 | 2.40% | 73,236,193 |
Mirae Asset Global Etfs Holdings Ltd. | 275,707 | Jun 29, 2024 | 2.30% | 70,115,046 |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
iShares Core S&P Smallcap ETF | 595,802 | Sep 29, 2024 | 4.97% | 151,518,405 |
Pacer Small Cap U.S. Cash Cows 100 ETF | 464,689 | Jul 30, 2024 | 3.88% | 118,175,058 |
Vanguard Total Stock Market Index Fund | 282,996 | Jun 29, 2024 | 2.36% | 71,968,712 |
Global X Fds-Global X U.S. Infrastructure Development ETF | 266,540 | Sep 29, 2024 | 2.22% | 67,783,786 |
Avantis U.S. Small Cap Value ETF | 254,316 | Sep 29, 2024 | 2.12% | 64,675,101 |
iShares Russell 2000 ETF | 242,598 | Sep 29, 2024 | 2.02% | 61,695,096 |
Vanguard Extended Market Index Fund | 143,121 | Jun 29, 2024 | 1.19% | 36,397,101 |
DFA U.S. Targeted Value Portfolio | 126,502 | Jul 30, 2024 | 1.06% | 32,170,723 |
DFA U.S. Micro Cap Series | 112,544 | Jul 30, 2024 | 0.94% | 28,621,064 |
Fidelity Small Cap Index Fund | 98,307 | Jul 30, 2024 | 0.82% | 25,000,452 |