| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 179.83K (10.82%) | 8.00 Increased by +0.00% | Sep 30, 24 |
| 2 | Nuveen Asset Management, LLC | 70.83K (4.26%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 54.81K (3.30%) | -1.13K Decreased by -2.06% | Sep 30, 24 |
| 4 | Neuberger Berman Group LLC | 26.11K (1.57%) | -11.21K Decreased by -42.94% | Sep 30, 24 |
| 5 | Northern Trust Corp | 24.82K (1.49%) | 341.00 Increased by +1.37% | Sep 30, 24 |
| 6 | Geode Capital Management, LLC | 24.15K (1.45%) | 5.56K Increased by +23.01% | Sep 30, 24 |
| 7 | Bridgeway Capital Management, LLC | 23.10K (1.39%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Factorial Partners, LLC | 21.98K (1.32%) | 21.98K Increased by +100.00% | Sep 30, 24 |
| 9 | BlackRock Inc | 4.01K (0.24%) | -321.00 Decreased by -8.01% | Jun 30, 24 |
| 10 | UBS Group AG | 1.14K (0.07%) | -3.61K Decreased by -315.75% | Sep 30, 24 |
| 11 | Advisor Group Holdings, Inc. | 1.00K (0.06%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | Tower Research Capital LLC | 547.00 (0.03%) | -422.00 Decreased by -77.15% | Sep 30, 24 |
| 13 | Bank of America Corp | 262.00 (0.02%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | Hanson Mcclain Inc | 163.00 (0.01%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Morgan Stanley - Brokerage Accounts | 100.00 (0.01%) | -100.00 Decreased by -100.00% | Sep 30, 24 |
| 16 | Capital Advisors, Ltd. LLC | 17.00 (0.00%) | 17.00 Increased by +100.00% | Jun 30, 24 |
| 17 | JPMorgan Chase & Co | 6.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | HARBOUR INVESTMENTS, INC. | 0.00 (0.00%) | -500.00 Decreased by N/A% | Jun 30, 23 |
| 19 | Millennium Management LLC | 0.00 (0.00%) | -10.13K Decreased by N/A% | Sep 30, 23 |
| 20 | Royal Bank of Canada | 0.00 (0.00%) | -167.00 Decreased by N/A% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | DFA US Micro Cap I | 72.95K (4.39%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Nuveen NASDAQ 100 Dynamic Overwrite | 70.83K (4.26%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 48.70K (2.93%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 4 | DFA US Small Cap I | 27.85K (1.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Bridgeway Ultra-Small Company Market | 21.90K (1.32%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | DFA US Small Cap Value I | 13.82K (0.83%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | DFA US Core Equity 2 I | 11.49K (0.69%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Fidelity Extended Market Index | 10.46K (0.63%) | 1.02K Increased by +9.71% | Sep 30, 24 |
| 9 | Fidelity® Extended Market Index | 8.53K (0.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Dimensional US Small Cap ETF | 6.01K (0.36%) | 0.00 Increased by 0.00% | Nov 28, 24 |
| 11 | DFA US Core Equity 1 I | 5.92K (0.36%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 5.86K (0.35%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Northern Small Cap Core K | 5.58K (0.34%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 14 | First Foundation Total Return Y | 5.50K (0.33%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | Northern Small Cap Core I | 4.75K (0.29%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | DFA US Vector Equity I | 4.11K (0.25%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | Fidelity Total Market Index | 3.90K (0.23%) | 3.76K Increased by +96.31% | Sep 30, 24 |
| 18 | iShares Micro-Cap ETF | 3.85K (0.23%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 19 | Fidelity Nasdaq Composite Index | 3.58K (0.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | Fidelity Nasdaq Composite ETF | 2.89K (0.17%) | 0.00 Increased by 0.00% | Jul 31, 24 |