| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Awm Investment Company Inc | 1.80M (24.76%) | 900.00K Increased by +50.00% | Mar 31, 24 |
| 2 | Kanen Wealth Management LLC | 1.47M (20.20%) | 1.00M Increased by +68.10% | Sep 30, 23 |
| 3 | Acadian Asset Management LLC | 1.42M (19.50%) | 1.42M Increased by +100.00% | Jun 30, 24 |
| 4 | Baird Financial Group, Inc. | 671.86K (9.24%) | 300.79K Increased by +44.77% | Mar 31, 25 |
| 5 | Boston Partners Global Investors, Inc | 400.69K (5.51%) | -215.22K Decreased by -53.71% | Jun 30, 24 |
| 6 | Squarepoint Ops LLC | 288.29K (3.97%) | 189.12K Increased by +65.60% | Mar 31, 24 |
| 7 | State Street Corporation | 250.23K (3.44%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 8 | Qube Research & Technologies | 202.19K (2.78%) | -32.41K Decreased by -16.03% | Mar 31, 24 |
| 9 | Vanguard Group Inc | 201.62K (2.77%) | -3.39K Decreased by -1.68% | Mar 31, 25 |
| 10 | Northern Trust Corp | 197.57K (2.72%) | -252.00 Decreased by -0.13% | Jun 30, 24 |
| 11 | IEQ CAPITAL, LLC | 174.06K (2.39%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | TITLEIST ASSET MANAGEMENT, LLC | 167.55K (2.30%) | -500.00 Decreased by -0.30% | Jun 30, 24 |
| 13 | Goldman Sachs Group Inc | 102.60K (1.41%) | -9.30K Decreased by -9.06% | Jun 30, 24 |
| 14 | Kestra Advisory Services, LLC | 86.29K (1.19%) | -278.30K Decreased by -322.51% | Mar 31, 24 |
| 15 | Creative Planning Inc | 71.05K (0.98%) | 5.25K Increased by +7.39% | Jun 30, 24 |
| 16 | Geode Capital Management, LLC | 70.34K (0.97%) | 4.46K Increased by +6.34% | Mar 31, 25 |
| 17 | Millennium Management LLC | 67.61K (0.93%) | 67.61K Increased by +100.00% | Dec 31, 23 |
| 18 | T. Rowe Price Associates, Inc. | 59.70K (0.82%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Barclays PLC | 58.38K (0.80%) | 58.38K Increased by +100.00% | Sep 30, 23 |
| 20 | DORCHESTER WEALTH MANAGEMENT Co | 53.40K (0.73%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 2.95M (40.61%) | 3.00 Increased by +0.00% | Sep 30, 24 |
| 2 | Fidelity® Extended Market Index | 504.79K (6.94%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Philotimo Focused Growth and Income | 360.32K (4.96%) | -787.00 Decreased by -0.22% | Dec 31, 23 |
| 4 | Fidelity® Total Market Index | 230.73K (3.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Russell Inv US Small Cap Equity | 177.82K (2.45%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 6 | Russell Inv Small Cap Fund B | 162.68K (2.24%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | BlackRock Extended Mkt Composite | 161.54K (2.22%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 147.62K (2.03%) | 0.00 Increased by 0.00% | May 31, 25 |
| 9 | BlackRock Extended Equity Market K | 140.78K (1.94%) | -60.00 Decreased by -0.04% | Sep 30, 24 |
| 10 | Dunham Small Cap Value N | 112.70K (1.55%) | -134.99K Decreased by -119.77% | Jun 30, 24 |
| 11 | Vanguard Instl Ttl Stck Mkt Idx Tr | 93.46K (1.29%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 93.46K (1.29%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Russell Inv US Small Cap Equity E | 92.60K (1.27%) | -518.71K Decreased by -560.18% | Jul 31, 24 |
| 14 | Fidelity® Series Total Market Index | 85.86K (1.18%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | iShares Micro-Cap ETF | 85.52K (1.18%) | -126.16K Decreased by -147.51% | Jun 28, 24 |
| 16 | WPG Partners Micro Cap Opportunities | 77.53K (1.07%) | -345.28K Decreased by -445.32% | Jun 30, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 51.97K (0.71%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | Fidelity Extended Market Index | 38.75K (0.53%) | -371.00 Decreased by -0.96% | Apr 30, 25 |
| 19 | SSgA U.S. Extended Market Index Class I | 26.70K (0.37%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Fidelity Total Market Index | 11.44K (0.16%) | 0.00 Increased by 0.00% | Apr 30, 25 |