Institutional Stock & Mutual Fund Ownership: 19.2%
Current Quarter
Previous Quarter
Institutional Share Purchases
26.3K
71.6K
Institutional Shares Sold
135.2K
128.0K
Net Institutional Shares Purchased
--108.90K
--56.40K
Change in Ownership
-14.95%
-7.19%
Top 10 Institutional Holdings by Shares Held
Name
Reporting Date
Total Holdings
Position Value
Outstanding Shares Owned
Vanguard Group Inc
12/31/23
173.4K
$1.9M
5.36%
Renaissance Technologies, LLC
12/31/23
131.1K
$1.4M
4.06%
Gsa Capital Partners Llp
12/31/23
69.0K
$748.2K
2.14%
Blackrock Inc.
12/31/23
58.3K
$631.7K
1.80%
Geode Capital Management, LLC
12/31/23
26.5K
$287.7K
0.82%
Dimensional Fund Advisors LP
12/31/23
26.4K
$286.5K
0.82%
Charles Schwab Investment Management, Inc.
12/31/23
22.3K
$242.0K
0.69%
Squarepoint Ops LLC
12/31/23
18.8K
$203.8K
0.58%
Metis Global Partners, LLC
12/31/23
17.2K
$186.4K
0.53%
Bridgeway Capital Management, Inc.
12/31/23
14.2K
$154.4K
0.44%
Mutual Fund Ownership Details
Institutional Mutual Fund & Mutual Fund (No 13F Form) Ownership: 9%
Current Quarter
Previous Quarter
Mutual Fund Share Purchases
17.7K
571.0
Mutual Fund Shares Sold
4.3K
13.1K
Net Mutual Fund Shares Purchased
13.3K
--12.50K
Change in Ownership
4.67%
-4.20%
Top 10 Mutual Fund Holdings by Shares Held
Name
Reporting Date
Total Holdings
Position Value
Outstanding Shares Owned
Vanguard Total Stock Market Index Fund (i)
12/31/23
133.1K
$1.4M
4.12%
Vanguard Extended Market Index Fund (i)
12/31/23
37.2K
$403.0K
1.15%
Schwab Capital Trust-Small Cap Equity Fund (i)
01/31/24
21.0K
$227.8K
0.65%
Nationwide Bailard Cognitive Value Fd (i)
01/31/24
17.7K
$191.5K
0.55%
Bridgeway Funds Inc-Ultra Small Company Market Fund (i)
12/31/23
14.0K
$151.8K
0.43%
Fidelity Extended Market Index Fund (i)
02/29/24
13.7K
$148.4K
0.42%
Invesco ETF Tr-Invesco FTSE RAFI US 1500 Small-Mid ETF (i)
02/29/24
9.2K
$100.2K
0.29%
DFA U.S. Core Equity 2 Portfolio (i)
01/31/24
7.4K
$80.7K
0.23%
Price (T.Rowe) Extended Equity Market Index Fund (i)
12/31/23
6.3K
$68.5K
0.20%
iShares Micro Cap ETF (i)
02/29/24
5.9K
$63.7K
0.18%
(i) Institutional Funds
Data provided by Vickers Stock Research Corporation, a subsidiary of the Argus Research Group, Inc. All rights reserved.
About Ownership Summary
The Ownership Summary indicates the percentage breakdown of a company's equity ownership by investor type, and is derived from multiple sources. Institutional ownership data is derived from filings of Form 13F, which investment managers must file quarterly if they manage at least $100,000,000 in equities. Institutional Mutual Funds are those funds that are connected with or a part of another 13F filer. Other Funds are those mutual funds that are not associated with a 13F filer. Mutual fund information is derived from forms NQ (quarterly) and NCSRs (annually). In addition, where possible, holdings information is obtained directly from mutual funds on a more frequent basis. Insider Ownership data, which reflects changes in ownership by directors, officers, and principal stakeholders, comes from filings of Forms 3 and 4. A Form 3 filing is an initial statement of ownership, whereas a Form 4 must be filed within two business days following a change in ownership by officers, directors and beneficial owners of a given company.
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Performance data shown represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. Yield and return will vary, therefore, you may have a gain or loss when you sell your shares.
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