| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Punch & Associates Inv Mgmt Inc | 711.19K (10.14%) | -36.84K Decreased by -5.18% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 363.52K (5.18%) | 2.23K Increased by +0.61% | Sep 30, 23 |
| 3 | Barclays PLC | 123.42K (1.76%) | 1.42K Increased by +1.15% | Sep 30, 23 |
| 4 | BlackRock Inc | 97.37K (1.39%) | -936 Decreased by -0.96% | Sep 30, 23 |
| 5 | Lindbrook Capital, LLC | 91.21K (1.3%) | 0 Increased by 0% | Sep 30, 23 |
| 6 | Acadian Asset Management LLC | 88.43K (1.26%) | 88.43K Increased by +100% | Sep 30, 23 |
| 7 | Benefit Street Partners L.L.C. | 76.16K (1.09%) | 0 Increased by 0% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 66.91K (0.95%) | 681 Increased by +1.02% | Sep 30, 23 |
| 9 | Renaissance Technologies Corp | 60.29K (0.86%) | 60.29K Increased by +100% | Dec 31, 23 |
| 10 | State Street Corporation | 33.26K (0.47%) | 0 Increased by 0% | Sep 30, 23 |
| 11 | Advisor Group Holdings, Inc. | 29.63K (0.42%) | -543 Decreased by -1.83% | Sep 30, 23 |
| 12 | T. Rowe Price Associates, Inc. | 24.39K (0.35%) | 0 Increased by 0% | Dec 31, 23 |
| 13 | Northern Trust Corp | 22.37K (0.32%) | -798 Decreased by -3.57% | Sep 30, 23 |
| 14 | Royal Bank of Canada | 13.74K (0.2%) | 10 Increased by +0.07% | Sep 30, 23 |
| 15 | Wiley Bros.-Aintree Capital, LLC | 11.84K (0.17%) | -3.17K Decreased by -26.8% | Sep 30, 23 |
| 16 | First Republic Inv Mgmt Inc | 11.54K (0.16%) | -1.47K Decreased by -12.7% | Sep 30, 23 |
| 17 | O'Shaughnessy Asset Management LLC | 10.53K (0.15%) | -1.52K Decreased by -14.45% | Sep 30, 23 |
| 18 | Sound View Wealth Advisors, LLC | 10K (0.14%) | 10K Increased by +100% | Sep 30, 23 |
| 19 | Citadel Advisors Llc | 7.93K (0.11%) | 7.93K Increased by +100% | Sep 30, 23 |
| 20 | Nisa Investment Advisors, L.L.C. | 2.8K (0.04%) | 0 Increased by 0% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 245.35K (3.5%) | 0 Increased by 0% | Jan 31, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 103.94K (1.48%) | 0 Increased by 0% | Jan 31, 24 |
| 3 | Axonic Strategic Income I | 91.09K (1.3%) | 0 Increased by 0% | Nov 30, 23 |
| 4 | Fidelity® Extended Market Index | 37.24K (0.53%) | 0 Increased by 0% | Nov 30, 23 |
| 5 | Fidelity Extended Market Index | 37.15K (0.53%) | -93 Decreased by -0.25% | Dec 31, 23 |
| 6 | BlackRock Extended Mkt Composite | 31.22K (0.45%) | 0 Increased by 0% | Sep 30, 23 |
| 7 | BlackRock Extended Equity Market K | 27.24K (0.39%) | -55 Decreased by -0.2% | Dec 31, 23 |
| 8 | Axonic Alternative Income | 17.31K (0.25%) | 0 Increased by 0% | Nov 30, 23 |
| 9 | iShares Micro-Cap ETF | 17.3K (0.25%) | 0 Increased by 0% | Jan 31, 24 |
| 10 | T. Rowe Price Extended Equity Market Idx | 16.33K (0.23%) | 0 Increased by 0% | Dec 31, 23 |
| 11 | Fidelity Total Market Index | 14.84K (0.21%) | 0 Increased by 0% | Dec 31, 23 |
| 12 | Fidelity® Total Market Index | 14.84K (0.21%) | 0 Increased by 0% | Nov 30, 23 |
| 13 | Fidelity Series Total Market Index | 9.78K (0.14%) | 0 Increased by 0% | Dec 31, 23 |
| 14 | Fidelity® Series Total Market Index | 9.78K (0.14%) | 0 Increased by 0% | Nov 30, 23 |
| 15 | T. Rowe Price U.S. Equities Tr | 8.06K (0.11%) | 0 Increased by 0% | Dec 31, 23 |
| 16 | Vanguard Instl Ttl Stck Mkt Idx Tr | 7.47K (0.11%) | -237.88K Decreased by -3.18 K% | Oct 31, 23 |
| 17 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 7.47K (0.11%) | 0 Increased by 0% | Jan 31, 24 |
| 18 | NT Ext Equity Mkt Idx Fd - NL | 6.71K (0.1%) | 0 Increased by 0% | Dec 31, 23 |
| 19 | NT Ext Equity Mkt Idx Fd - L | 6.58K (0.09%) | 0 Increased by 0% | Dec 31, 23 |
| 20 | Northern Trust Extended Eq Market Idx | 6.58K (0.09%) | 0 Increased by 0% | Dec 31, 23 |