Major holders
Currency in USDBreakdown
6.76% | % of shares held by all insiders |
38.26% | % of shares held by institutions |
41.03% | % of float held by institutions |
127 | Number of institutions holding shares |
Top institutional holders
Holder | Shares | Date reported | % out | Value |
---|
Royce & Associates LP | 2,042,490 | 30 Dec 2023 | 8.27% | 22,467,390 |
Blackrock Inc. | 1,793,129 | 30 Dec 2023 | 7.26% | 19,724,419 |
Vanguard Group Inc | 1,351,102 | 30 Dec 2023 | 5.47% | 14,862,122 |
Geode Capital Management, LLC | 510,244 | 30 Dec 2023 | 2.07% | 5,612,684 |
State Street Corporation | 446,912 | 30 Dec 2023 | 1.81% | 4,916,032 |
Putnam Investments LLC | 216,158 | 30 Dec 2023 | 0.87% | 2,377,738 |
Northern Trust Corporation | 200,870 | 30 Dec 2023 | 0.81% | 2,209,570 |
Charles Schwab Investment Management, Inc. | 183,702 | 30 Dec 2023 | 0.74% | 2,020,722 |
Bank Of New York Mellon Corporation | 180,926 | 30 Dec 2023 | 0.73% | 1,990,186 |
Barrett & Company, Inc. | 164,323 | 30 Mar 2024 | 0.67% | 1,807,553 |
Top mutual fund holders
Holder | Shares | Date reported | % out | Value |
---|
Royce Total Return Fund | 926,068 | 30 Dec 2023 | 3.75% | 10,186,748 |
Vanguard Total Stock Market Index Fund | 847,975 | 30 Dec 2023 | 3.43% | 9,327,725 |
iShares Russell 2000 ETF | 620,304 | 28 Feb 2024 | 2.51% | 6,823,344 |
Royce Micro Cap Trust | 378,975 | 30 Dec 2023 | 1.53% | 4,168,725 |
Vanguard Extended Market Index Fund | 350,859 | 30 Dec 2023 | 1.42% | 3,859,449 |
Royce Value Trust, Inc. | 336,358 | 30 Dec 2023 | 1.36% | 3,699,938 |
Pennsylvania Mutual Fund Inc | 313,177 | 30 Dec 2023 | 1.27% | 3,444,947 |
Fidelity Small Cap Index Fund | 239,848 | 30 Jan 2024 | 0.97% | 2,638,328 |
iShares Russell 2000 Value ETF | 226,093 | 28 Feb 2024 | 0.92% | 2,487,023 |
Putnam Small Cap Value Fund | 154,813 | 28 Feb 2024 | 0.63% | 1,702,943 |