Ownership Summary
Top Holders
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| BlackRock Institutional Trust Company, N.A. | 2,679,042 | 16.57 | 33,909 | 12/31/23 |
| The Vanguard Group, Inc. | 1,269,735 | 7.86 | 29,960 | 12/31/23 |
| State Street Global Advisors (US) | 651,915 | 4.03 | 42,283 | 12/31/23 |
| JP Morgan Asset Management | 547,603 | 3.39 | 114,748 | 12/31/23 |
| Manulife Investment Management (North America) Limited | 488,461 | 3.02 | 83,980 | 12/31/23 |
| Renaissance Technologies LLC | 468,351 | 2.90 | -7,900 | 12/31/23 |
| Aristotle Capital Boston, LLC | 455,578 | 2.82 | -1,931 | 12/31/23 |
| Dimensional Fund Advisors, L.P. | 436,061 | 2.70 | -751 | 12/31/23 |
| Boston Trust Walden Company | 399,258 | 2.47 | -1,975 | 3/31/24 |
| Geode Capital Management, L.L.C. | 346,282 | 2.14 | 19,074 | 12/31/23 |
Top Holders: Mutual Funds
| Fund | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,091,423 | 6.75 | -6,033 | 3/31/24 |
| Vanguard Total Stock Market Index Fund | 502,458 | 3.11 | 779 | 3/31/24 |
| John Hancock Small Cap Core Fund | 445,675 | 2.76 | -- | 2/29/24 |
| iShares Russell 2000 ETF | 376,844 | 2.33 | 5,978 | 3/31/24 |
| iShares US Infrastructure ETF | 309,655 | 1.92 | 792 | 3/31/24 |
| Vanguard Extended Market Index Fund | 227,908 | 1.41 | -22,541 | 3/31/24 |
| Fidelity Small Cap Index Fund | 163,283 | 1.01 | 3,113 | 1/31/24 |
| Boston Trust Walden Small Cap Fund | 159,879 | 0.99 | -1,475 | 2/29/24 |
| SPDR Portfolio Small Cap ETF (SPSM) | 144,519 | 0.89 | -345 | 3/31/24 |
| Vanguard Tax-Managed Small-Cap Fund | 125,889 | 0.78 | -2,901 | 3/31/24 |
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