| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Needham Investment Management, LLC | 805.00K (12.76%) | 55.00K Increased by +6.83% | Sep 30, 24 |
| 2 | Ameriprise Financial Inc | 556.85K (8.83%) | 4.79K Increased by +0.86% | Sep 30, 24 |
| 3 | Renaissance Technologies Corp | 225.15K (3.57%) | -7.10K Decreased by -3.15% | Sep 30, 24 |
| 4 | Whittier Trust Co | 92.00K (1.46%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Bridgeway Capital Management, LLC | 73.70K (1.17%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Vanguard Group Inc | 64.78K (1.03%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Geode Capital Management, LLC | 60.39K (0.96%) | 1.22K Increased by +2.02% | Sep 30, 24 |
| 8 | Perritt Capital Management Inc. | 25.09K (0.40%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | VISTA INVESTMENT PARTNERS LLC | 25.00K (0.40%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Raymond James Finl Svs Advisors, Inc. | 24.62K (0.39%) | 500.00 Increased by +2.03% | Sep 30, 24 |
| 11 | Ridgewood Investments LLC | 23.32K (0.37%) | -22.28K Decreased by -95.54% | Sep 30, 24 |
| 12 | UBS Group AG | 21.70K (0.34%) | 9.90K Increased by +45.63% | Sep 30, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 20.86K (0.33%) | 1.04K Increased by +4.99% | Sep 30, 24 |
| 14 | State Street Corp | 15.48K (0.25%) | 0.00 Increased by 0.00% | Sep 30, 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%) | -2.25K Decreased by -17.36% | Sep 30, 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%) | -6.32K Decreased by -100.00% | Sep 30, 24 |
| 19 | Tower Research Capital LLC | 1.83K (0.03%) | -1.86K Decreased by -101.59% | Sep 30, 24 |
| 20 | Hantz Financial Services, INC. | 800.00 (0.01%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Needham Aggressive Growth Retail | 805.00K (12.76%) | 55.00K Increased by +6.83% | Sep 30, 24 |
| 2 | Columbia Small Cap Value I | 387.18K (6.14%) | 13.60K Increased by +3.51% | Sep 30, 24 |
| 3 | Columbia Small Cap Value I A | 387.18K (6.14%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 4 | Columbia VP Small Cap Value 1 | 120.53K (1.91%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 64.78K (1.03%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | Bridgeway Ultra-Small Company | 55.70K (0.88%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Hussman Strategic Growth | 35.00K (0.55%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Fidelity Extended Market Index | 34.77K (0.55%) | -780.00 Decreased by -2.24% | Oct 31, 24 |
| 9 | Fidelity® Extended Market Index | 32.62K (0.52%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Perritt Ultra MicroCap | 25.09K (0.40%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | Bridgeway Ultra-Small Company Market | 16.40K (0.26%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Fidelity Series Total Market Index | 7.37K (0.12%) | 363.00 Increased by +4.93% | Oct 31, 24 |
| 13 | Fidelity Nasdaq Composite Index | 7.08K (0.11%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | Fidelity® Series Total Market Index | 7.00K (0.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | DFA US Core Equity 1 I | 5.76K (0.09%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | Dimensional US Small Cap ETF | 5.45K (0.09%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | NT Ext Equity Mkt Idx Fd - L | 5.17K (0.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | Northern Trust Extended Eq Market Idx | 5.17K (0.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Fidelity Total Market Index | 5.16K (0.08%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 20 | Fidelity® Total Market Index | 5.16K (0.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |