| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Needham Investment Management, LLC | 805.00K (12.76%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Ameriprise Financial Inc | 561.39K (8.90%) | 4.53K Increased by +0.81% | Dec 31, 24 |
| 3 | Renaissance Technologies Corp | 222.54K (3.53%) | -2.60K Decreased by -1.17% | Dec 31, 24 |
| 4 | Whittier Trust Co | 92.00K (1.46%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Bridgeway Capital Management, LLC | 72.70K (1.15%) | -1.00K Decreased by -1.38% | Dec 31, 24 |
| 6 | Vanguard Group Inc | 64.78K (1.03%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Geode Capital Management, LLC | 60.50K (0.96%) | 105.00 Increased by +0.17% | Dec 31, 24 |
| 8 | Ridgewood Investments LLC | 60.34K (0.96%) | 37.02K Increased by +61.35% | Dec 31, 24 |
| 9 | Perritt Capital Management Inc. | 25.09K (0.40%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | VISTA INVESTMENT PARTNERS LLC | 25.00K (0.40%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Raymond James Finl Svs Advisors, Inc. | 24.62K (0.39%) | 500.00 Increased by +2.03% | Sep 30, 24 |
| 12 | Dimensional Fund Advisors, Inc. | 22.75K (0.36%) | 1.89K Increased by +8.30% | Dec 31, 24 |
| 13 | UBS Group AG | 21.38K (0.34%) | -322.00 Decreased by -1.51% | Dec 31, 24 |
| 14 | State Street Corp | 15.48K (0.25%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | State Street Corporation | 15.48K (0.25%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Northern Trust Corp | 12.94K (0.21%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | Millennium Management LLC | 11.36K (0.18%) | -4.83K Decreased by -42.46% | Mar 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 6.32K (0.10%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | Tower Research Capital LLC | 3.02K (0.05%) | 1.19K Increased by +39.45% | Dec 31, 24 |
| 20 | Mccormack Advisors International | 908.00 (0.01%) | 908.00 Increased by +100.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Needham Aggressive Growth Retail | 805.00K (12.76%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Columbia Small Cap Value I | 390.08K (6.18%) | -2.40K Decreased by -0.62% | Mar 31, 25 |
| 3 | Columbia Small Cap Value I A | 390.08K (6.18%) | -3.40K Decreased by -0.87% | Mar 31, 25 |
| 4 | Columbia VP Small Cap Value 1 | 110.42K (1.75%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 64.78K (1.03%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Bridgeway Ultra-Small Company | 55.70K (0.88%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Hussman Strategic Growth | 35.00K (0.55%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 32.91K (0.52%) | 845.00 Increased by +2.57% | Mar 31, 25 |
| 9 | Fidelity® Extended Market Index | 32.62K (0.52%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Fidelity Extended Market Index | 31.26K (0.50%) | -2.28K Decreased by -7.28% | Mar 31, 25 |
| 11 | Perritt Ultra MicroCap | 25.09K (0.40%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | Bridgeway Ultra-Small Company Market | 16.40K (0.26%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Fidelity Series Total Market Index | 7.33K (0.12%) | 666.00 Increased by +9.09% | Mar 31, 25 |
| 14 | Fidelity Nasdaq Composite Index | 7.08K (0.11%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Fidelity® Series Total Market Index | 7.00K (0.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | DFA US Core Equity 1 I | 5.76K (0.09%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Spartan Extended Market Index Pool E | 5.50K (0.09%) | 292.00 Increased by +5.31% | Mar 31, 25 |
| 18 | Dimensional US Small Cap ETF | 5.45K (0.09%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | Spartan Extended Market Index Pool F | 5.21K (0.08%) | 214.00 Increased by +4.11% | Feb 28, 25 |
| 20 | NT Ext Equity Mkt Idx Fd - L | 5.17K (0.08%) | 0.00 Increased by 0.00% | Mar 31, 25 |