Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Dimensional Fund Advisors, Inc. | 39.62K (1.79%) | 523.00 Increased by +1.32% | Dec 31, 24 |
2 | Fourthstone LLC | 37.03K (1.67%) | 37.03K Increased by +100.00% | Dec 31, 24 |
3 | Vanguard Group Inc | 32.73K (1.48%) | 0.00 Increased by 0.00% | Dec 31, 24 |
4 | Bridgeway Capital Management, LLC | 30.67K (1.38%) | 572.00 Increased by +1.87% | Dec 31, 24 |
5 | Aptus Capital Advisors, LLC | 27.49K (1.24%) | -900.00 Decreased by -3.27% | Dec 31, 24 |
6 | Geode Capital Management, LLC | 23.37K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 24 |
7 | IFG Advisory, LLC | 22.53K (1.02%) | 0.00 Increased by 0.00% | Dec 31, 24 |
8 | LPL Financial Corp | 19.62K (0.88%) | 19.62K Increased by +100.00% | Dec 31, 24 |
9 | BB&T Corp. | 19.55K (0.88%) | 0.00 Increased by 0.00% | Dec 31, 24 |
10 | Advisor Group Holdings, Inc. | 16.57K (0.75%) | 0.00 Increased by 0.00% | Sep 30, 24 |
11 | Lincoln National Corp (Philadelphia PA) | 16.48K (0.74%) | 16.48K Increased by +100.00% | Mar 31, 24 |
12 | Apexium Financial, LP | 15.72K (0.71%) | 0.00 Increased by 0.00% | Dec 31, 24 |
13 | Renaissance Technologies Corp | 15.61K (0.70%) | 400.00 Increased by +2.56% | Dec 31, 24 |
14 | JAMISON PRIVATE WEALTH MANAGEMENT INC | 12.70K (0.57%) | 4.00 Increased by +0.03% | Mar 31, 25 |
15 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 11.58K (0.52%) | 11.58K Increased by +100.00% | Dec 31, 24 |
16 | Empowered Funds, LLC | 11.17K (0.50%) | 572.00 Increased by +5.12% | Dec 31, 24 |
17 | RBF LLC | 10.00K (0.45%) | 0.00 Increased by 0.00% | Dec 31, 24 |
18 | CapTrust Financial Advisors | 9.28K (0.42%) | 59.00 Increased by +0.64% | Dec 31, 24 |
19 | BlackRock Inc | 5.92K (0.27%) | 1.00 Increased by +0.02% | Dec 31, 24 |
20 | Morgan Stanley - Brokerage Accounts | 4.75K (0.21%) | 868.00 Increased by +18.29% | Dec 31, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard Total Stock Mkt Idx Inv | 43.87K (1.98%) | 0.00 Increased by 0.00% | Mar 31, 25 |
2 | Vanguard Institutional Extnd Mkt Idx Tr | 29.65K (1.34%) | 0.00 Increased by 0.00% | Mar 31, 25 |
3 | DFA US Micro Cap I | 12.73K (0.57%) | 0.00 Increased by 0.00% | Feb 28, 25 |
4 | EA Bridgeway Omni Small-Cap Value ETF | 12.11K (0.55%) | 12.00 Increased by +0.10% | Mar 31, 25 |
5 | Bridgeway Omni Small-Cap Value | 12.00K (0.54%) | 0.00 Increased by 0.00% | Dec 31, 24 |
6 | Bridgeway Omni Small-Cap Value N | 12.00K (0.54%) | 0.00 Increased by 0.00% | Dec 31, 24 |
7 | Fidelity Extended Market Index | 11.95K (0.54%) | -76.00 Decreased by -0.64% | Feb 28, 25 |
8 | Fidelity® Extended Market Index | 11.85K (0.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
9 | Bridgeway Ultra-Small Company Market | 7.50K (0.34%) | 0.00 Increased by 0.00% | Dec 31, 24 |
10 | DFA US Core Equity 2 I | 6.20K (0.28%) | 0.00 Increased by 0.00% | Feb 28, 25 |
11 | State St US Extended Mkt Indx NL Cl C | 5.18K (0.23%) | 4.10K Increased by +79.12% | Mar 31, 24 |
12 | iShares Micro-Cap ETF | 5.15K (0.23%) | 0.00 Increased by 0.00% | Mar 31, 25 |
13 | Fidelity® Total Market Index | 4.89K (0.22%) | 0.00 Increased by 0.00% | Nov 30, 23 |
14 | Fidelity Total Market Index | 4.81K (0.22%) | 0.00 Increased by 0.00% | Feb 28, 25 |
15 | DFA US Small Cap I | 3.02K (0.14%) | 0.00 Increased by 0.00% | Feb 28, 25 |
16 | Fidelity Series Total Market Index | 2.95K (0.13%) | 0.00 Increased by 0.00% | Feb 28, 25 |
17 | Dimensional US Core Equity 2 ETF | 2.94K (0.13%) | 0.00 Increased by 0.00% | Mar 31, 25 |
18 | DFA US Vector Equity I | 2.72K (0.12%) | 0.00 Increased by 0.00% | Feb 28, 25 |
19 | DFA US Core Equity 1 I | 2.63K (0.12%) | 0.00 Increased by 0.00% | Feb 28, 25 |
20 | Fidelity® Series Total Market Index | 2.29K (0.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |