| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thoroughbred Financial Services, LLC | 1.12M (12.45%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | BlackRock Inc | 552.86K (6.14%) | 5.73K Increased by +1.04% | Dec 31, 24 |
| 3 | Minerva Advisors LLC | 537.81K (5.97%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 501.64K (5.57%) | -4.82K Decreased by -0.96% | Dec 31, 24 |
| 5 | North Star Investment Management Corp | 497.71K (5.53%) | 1.51K Increased by +0.30% | Dec 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 456.71K (5.07%) | -1.76K Decreased by -0.39% | Dec 31, 24 |
| 7 | Geode Capital Management, LLC | 213.45K (2.37%) | 34.00 Increased by +0.02% | Dec 31, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 154.34K (1.71%) | -55.61K Decreased by -36.03% | Dec 31, 24 |
| 9 | Bank of New York Mellon Corp | 127.45K (1.42%) | 7.66K Increased by +6.01% | Dec 31, 24 |
| 10 | State Street Corp | 113.86K (1.26%) | -500.00 Decreased by -0.44% | Dec 31, 24 |
| 11 | State Street Corporation | 113.01K (1.25%) | 1.08K Increased by +0.95% | Mar 31, 24 |
| 12 | Northern Trust Corp | 90.79K (1.01%) | 76.00 Increased by +0.08% | Dec 31, 24 |
| 13 | Mork Capital Management | 80.00K (0.89%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | PEOPLES BANK NATIONAL ASSOCIATION | 67.13K (0.75%) | -3.51K Decreased by -5.22% | Dec 31, 24 |
| 15 | Northstar Group Inc | 66.50K (0.74%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Inspire Advisors, LLC | 41.10K (0.46%) | -1.99K Decreased by -4.83% | Dec 31, 24 |
| 17 | Bridgeway Capital Management, LLC | 39.71K (0.44%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | JPMorgan Chase & Co | 37.47K (0.42%) | -354.00 Decreased by -0.94% | Dec 31, 24 |
| 19 | Royal Bank of Canada | 34.97K (0.39%) | 1.02K Increased by +2.91% | Dec 31, 24 |
| 20 | O'Shaughnessy Asset Management LLC | 34.95K (0.39%) | 3.41K Increased by +9.75% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 306.81K (3.41%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | North Star Micro Cap I | 238.00K (2.64%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | iShares Russell 2000 ETF | 234.45K (2.60%) | -2.77K Decreased by -1.18% | Feb 28, 25 |
| 4 | North Star Dividend I | 190.00K (2.11%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 127.33K (1.41%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | Fidelity Small Cap Index | 102.02K (1.13%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Fidelity® Small Cap Index | 91.35K (1.01%) | 1.43K Increased by +1.56% | Oct 31, 23 |
| 8 | iShares Russell 2000 Value ETF | 85.85K (0.95%) | -649.00 Decreased by -0.76% | Feb 28, 25 |
| 9 | VT De Lisle America B USD | 73.53K (0.82%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | DFA US Micro Cap I | 69.15K (0.77%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 11 | EAM Ultra Micro Cap | 68.15K (0.76%) | 68.15K Increased by +100.00% | Nov 30, 23 |
| 12 | WisdomTree US SmallCap Dividend ETF | 67.47K (0.75%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 13 | Argenta-Fund Lifestyle Dynamic R Cap | 60.52K (0.67%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 14 | DFA US Small Cap I | 56.16K (0.62%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 15 | Fidelity® Extended Market Index | 48.13K (0.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Fidelity Extended Market Index | 45.62K (0.51%) | -693.00 Decreased by -1.52% | Jan 31, 25 |
| 17 | Vanguard Russell 2000 ETF | 45.33K (0.50%) | 1.02K Increased by +2.24% | Feb 28, 25 |
| 18 | DFA US Small Cap Value I | 44.22K (0.49%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 19 | Dimensional US Targeted Value ETF | 38.97K (0.43%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | DFA US Core Equity 2 I | 37.46K (0.42%) | 0.00 Increased by 0.00% | Jan 31, 25 |