Major holders
Currency in USDBreakdown
6.51% | % of shares held by all insiders |
37.09% | % of shares held by institutions |
39.68% | % of float held by institutions |
130 | Number of institutions holding shares |
Top institutional holders
Holder | Shares | Date reported | % out | Value |
---|
Royce & Associates LP | 2,042,490 | 30 Dec 2023 | 7.97% | 22,630,789 |
Blackrock Inc. | 1,793,129 | 30 Dec 2023 | 6.99% | 19,867,869 |
Vanguard Group Inc | 1,351,102 | 30 Dec 2023 | 5.27% | 14,970,210 |
Geode Capital Management, LLC | 510,244 | 30 Dec 2023 | 1.99% | 5,653,503 |
State Street Corporation | 446,912 | 30 Dec 2023 | 1.74% | 4,951,784 |
Putnam Investments LLC | 216,158 | 30 Dec 2023 | 0.84% | 2,395,030 |
Northern Trust Corporation | 200,870 | 30 Dec 2023 | 0.78% | 2,225,639 |
Charles Schwab Investment Management, Inc. | 183,702 | 30 Dec 2023 | 0.72% | 2,035,418 |
Bank Of New York Mellon Corporation | 177,413 | 30 Mar 2024 | 0.69% | 1,965,736 |
Barrett & Company, Inc. | 164,323 | 30 Mar 2024 | 0.64% | 1,820,698 |
Top mutual fund holders
Holder | Shares | Date reported | % out | Value |
---|
Royce Total Return Fund | 926,068 | 30 Dec 2023 | 3.61% | 10,260,833 |
Vanguard Total Stock Market Index Fund | 847,975 | 30 Dec 2023 | 3.31% | 9,395,562 |
iShares Russell 2000 ETF | 611,223 | 30 Mar 2024 | 2.38% | 6,772,350 |
Royce Micro Cap Trust | 378,975 | 30 Dec 2023 | 1.48% | 4,199,042 |
Vanguard Extended Market Index Fund | 350,859 | 30 Dec 2023 | 1.37% | 3,887,517 |
Royce Value Trust, Inc. | 336,358 | 30 Dec 2023 | 1.31% | 3,726,846 |
Pennsylvania Mutual Fund Inc | 313,177 | 30 Dec 2023 | 1.22% | 3,470,001 |
Fidelity Small Cap Index Fund | 244,640 | 28 Feb 2024 | 0.95% | 2,710,611 |
iShares Russell 2000 Value ETF | 223,821 | 30 Mar 2024 | 0.87% | 2,479,936 |
Putnam Small Cap Value Fund | 154,813 | 28 Feb 2024 | 0.60% | 1,715,328 |