| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thoroughbred Financial Services, LLC | 1.12M (11.09%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | BlackRock Inc | 543.54K (5.38%) | 574.00 Increased by +0.11% | Jun 30, 25 |
| 3 | Minerva Advisors LLC | 537.81K (5.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 510.67K (5.05%) | 3.96K Increased by +0.78% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 466.83K (4.62%) | -140.00 Decreased by -0.03% | Jun 30, 25 |
| 6 | North Star Investment Management Corp | 449.35K (4.44%) | -48.43K Decreased by -10.78% | Jun 30, 25 |
| 7 | Rehmann Capital Advisory Group, LLC | 309.21K (3.06%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Geode Capital Management, LLC | 221.46K (2.19%) | 4.46K Increased by +2.01% | Jun 30, 25 |
| 9 | State Street Corp | 137.24K (1.36%) | 17.57K Increased by +12.81% | Jun 30, 25 |
| 10 | Morgan Stanley - Brokerage Accounts | 131.75K (1.30%) | -1.35K Decreased by -1.02% | Jun 30, 25 |
| 11 | Bank of New York Mellon Corp | 128.54K (1.27%) | 5.92K Increased by +4.61% | Jun 30, 25 |
| 12 | State Street Corporation | 113.01K (1.12%) | 1.08K Increased by +0.95% | Mar 31, 24 |
| 13 | Northern Trust Corp | 85.15K (0.84%) | -2.37K Decreased by -2.78% | Jun 30, 25 |
| 14 | Mork Capital Management | 80.00K (0.79%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | PEOPLES BANK NATIONAL ASSOCIATION | 67.13K (0.66%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Northstar Group Inc | 66.50K (0.66%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | O'Shaughnessy Asset Management LLC | 46.12K (0.46%) | -4.16K Decreased by -9.02% | Jun 30, 25 |
| 18 | Bridgeway Capital Management, LLC | 40.81K (0.40%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Royal Bank of Canada | 37.98K (0.38%) | 3.57K Increased by +9.40% | Jun 30, 25 |
| 20 | JPMorgan Chase & Co | 37.47K (0.37%) | -354.00 Decreased by -0.94% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 306.81K (3.03%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 302.83K (2.99%) | -6.67K Decreased by -2.20% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 231.80K (2.29%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | North Star Micro Cap I | 214.00K (2.12%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 5 | North Star Dividend I | 166.00K (1.64%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 6 | Fidelity Small Cap Index | 102.97K (1.02%) | 2.98K Increased by +2.89% | Jun 30, 25 |
| 7 | Fidelity® Small Cap Index | 91.35K (0.90%) | 1.43K Increased by +1.56% | Oct 31, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 87.47K (0.87%) | -39.86K Decreased by -45.57% | Jul 31, 25 |
| 9 | iShares Russell 2000 Value ETF | 80.24K (0.79%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 10 | VT De Lisle America B USD | 73.53K (0.73%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 11 | EAM Ultra Micro Cap | 68.15K (0.67%) | 68.15K Increased by +100.00% | Nov 30, 23 |
| 12 | WisdomTree US SmallCap Dividend ETF | 64.63K (0.64%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 13 | DFA US Micro Cap I | 64.62K (0.64%) | -1.56K Decreased by -2.41% | Jul 31, 25 |
| 14 | Argenta-Fund Lifestyle Dynamic R Cap | 60.52K (0.60%) | 0.00 Increased by 0.00% | May 31, 25 |
| 15 | DFA US Small Cap I | 56.16K (0.56%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | Vanguard Russell 2000 ETF | 48.27K (0.48%) | -3.16K Decreased by -6.55% | Jul 31, 25 |
| 17 | Fidelity® Extended Market Index | 48.13K (0.48%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Fidelity Extended Market Index | 44.48K (0.44%) | -366.00 Decreased by -0.82% | Jul 31, 25 |
| 19 | DFA US Small Cap Value I | 44.22K (0.44%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Dimensional US Targeted Value ETF | 40.84K (0.40%) | 0.00 Increased by 0.00% | Aug 29, 25 |