| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Awm Investment Company Inc | 1.80M (25.70%) | 900.00K Increased by +50.00% | Mar 31, 24 |
| 2 | Kanen Wealth Management LLC | 1.47M (20.96%) | 1.00M Increased by +68.10% | Sep 30, 23 |
| 3 | Acadian Asset Management LLC | 1.42M (20.24%) | 1.42M Increased by +100.00% | Jun 30, 24 |
| 4 | Boston Partners Global Investors, Inc | 400.69K (5.72%) | -215.22K Decreased by -53.71% | Jun 30, 24 |
| 5 | Baird Financial Group, Inc. | 371.07K (5.30%) | 371.07K Increased by +100.00% | Dec 31, 24 |
| 6 | Squarepoint Ops LLC | 288.29K (4.12%) | 189.12K Increased by +65.60% | Mar 31, 24 |
| 7 | State Street Corporation | 250.23K (3.57%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 8 | Vanguard Group Inc | 205.01K (2.93%) | 205.01K Increased by +100.00% | Dec 31, 24 |
| 9 | Qube Research & Technologies | 202.19K (2.89%) | -32.41K Decreased by -16.03% | Mar 31, 24 |
| 10 | Northern Trust Corp | 197.57K (2.82%) | -252.00 Decreased by -0.13% | Jun 30, 24 |
| 11 | IEQ CAPITAL, LLC | 174.06K (2.48%) | 174.06K Increased by +100.00% | Dec 31, 24 |
| 12 | TITLEIST ASSET MANAGEMENT, LLC | 167.55K (2.39%) | -500.00 Decreased by -0.30% | Jun 30, 24 |
| 13 | Goldman Sachs Group Inc | 102.60K (1.46%) | -9.30K Decreased by -9.06% | Jun 30, 24 |
| 14 | Kestra Advisory Services, LLC | 86.29K (1.23%) | -278.30K Decreased by -322.51% | Mar 31, 24 |
| 15 | Creative Planning Inc | 71.05K (1.01%) | 5.25K Increased by +7.39% | Jun 30, 24 |
| 16 | Millennium Management LLC | 67.61K (0.97%) | 67.61K Increased by +100.00% | Dec 31, 23 |
| 17 | Geode Capital Management, LLC | 65.88K (0.94%) | 65.88K Increased by +100.00% | Dec 31, 24 |
| 18 | T. Rowe Price Associates, Inc. | 59.70K (0.85%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Barclays PLC | 58.38K (0.83%) | 58.38K Increased by +100.00% | Sep 30, 23 |
| 20 | DORCHESTER WEALTH MANAGEMENT Co | 53.40K (0.76%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 2.95M (42.15%) | 3.00 Increased by +0.00% | Sep 30, 24 |
| 2 | Fidelity® Extended Market Index | 504.79K (7.21%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Philotimo Focused Growth and Income | 360.32K (5.14%) | -787.00 Decreased by -0.22% | Dec 31, 23 |
| 4 | Fidelity® Total Market Index | 230.73K (3.29%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Russell Inv US Small Cap Equity | 177.82K (2.54%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 6 | Russell Inv Small Cap Fund B | 162.68K (2.32%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | BlackRock Extended Mkt Composite | 161.54K (2.31%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 147.62K (2.11%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | BlackRock Extended Equity Market K | 140.78K (2.01%) | -60.00 Decreased by -0.04% | Sep 30, 24 |
| 10 | Dunham Small Cap Value N | 112.70K (1.61%) | -134.99K Decreased by -119.77% | Jun 30, 24 |
| 11 | Vanguard Balanced Index Inv | 95.20K (1.36%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Vanguard Instl Ttl Stck Mkt Idx Tr | 93.46K (1.33%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 93.46K (1.33%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | Russell Inv US Small Cap Equity E | 92.60K (1.32%) | -518.71K Decreased by -560.18% | Jul 31, 24 |
| 15 | Fidelity® Series Total Market Index | 85.86K (1.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | iShares Micro-Cap ETF | 85.52K (1.22%) | -126.16K Decreased by -147.51% | Jun 28, 24 |
| 17 | WPG Partners Micro Cap Opportunities | 77.53K (1.11%) | -345.28K Decreased by -445.32% | Jun 30, 24 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 51.97K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Fidelity Extended Market Index | 36.18K (0.52%) | -231.00 Decreased by -0.64% | Feb 28, 25 |
| 20 | SSgA U.S. Extended Market Index Class I | 26.70K (0.38%) | 0.00 Increased by 0.00% | Dec 31, 23 |