| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thoroughbred Financial Services, LLC | 1.12M (12.45%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | BlackRock Inc | 547.13K (6.08%) | 20.73K Increased by +3.79% | Sep 30, 24 |
| 3 | Minerva Advisors LLC | 537.81K (5.97%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Group Inc | 506.46K (5.62%) | 9.08K Increased by +1.79% | Sep 30, 24 |
| 5 | North Star Investment Management Corp | 496.20K (5.51%) | -2.12K Decreased by -0.43% | Sep 30, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 458.48K (5.09%) | 12.00 Increased by +0.00% | Sep 30, 24 |
| 7 | Geode Capital Management, LLC | 213.42K (2.37%) | -7.65K Decreased by -3.59% | Sep 30, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 209.95K (2.33%) | -306.14K Decreased by -145.82% | Sep 30, 24 |
| 9 | Bank of New York Mellon Corp | 119.79K (1.33%) | -6.69K Decreased by -5.58% | Sep 30, 24 |
| 10 | State Street Corp | 114.36K (1.27%) | -3.88K Decreased by -3.39% | Sep 30, 24 |
| 11 | State Street Corporation | 113.01K (1.25%) | 1.08K Increased by +0.95% | Mar 31, 24 |
| 12 | Northern Trust Corp | 90.71K (1.01%) | -1.37K Decreased by -1.51% | Sep 30, 24 |
| 13 | Mork Capital Management | 80.00K (0.89%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | PEOPLES BANK NATIONAL ASSOCIATION | 70.63K (0.78%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Northstar Group Inc | 66.50K (0.74%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Inspire Advisors, LLC | 43.09K (0.48%) | 28.50K Increased by +66.14% | Sep 30, 24 |
| 17 | Bridgeway Capital Management, LLC | 39.71K (0.44%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | O'Shaughnessy Asset Management LLC | 34.95K (0.39%) | 3.41K Increased by +9.75% | Dec 31, 23 |
| 19 | Royal Bank of Canada | 33.95K (0.38%) | 208.00 Increased by +0.61% | Sep 30, 24 |
| 20 | Amvescap Plc. | 28.15K (0.31%) | -3.04K Decreased by -10.79% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 306.81K (3.41%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | iShares Russell 2000 ETF | 245.89K (2.73%) | -950.00 Decreased by -0.39% | Dec 31, 24 |
| 3 | North Star Micro Cap I | 238.00K (2.64%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | North Star Dividend I | 190.00K (2.11%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 127.33K (1.41%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 6 | Fidelity Small Cap Index | 102.02K (1.13%) | -73.00 Decreased by -0.07% | Oct 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 | 88.80K (0.99%) | -2.48K Decreased by -2.79% | Dec 31, 24 |
| 9 | VT De Lisle America B USD | 73.53K (0.82%) | -5.36K Decreased by -7.29% | Dec 31, 24 |
| 10 | DFA US Micro Cap I | 71.19K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 11 | WisdomTree US SmallCap Dividend ETF | 69.15K (0.77%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | EAM Ultra Micro Cap | 68.15K (0.76%) | 68.15K Increased by +100.00% | Nov 30, 23 |
| 13 | Argenta-Fund Lifestyle Dynamic R Cap | 60.52K (0.67%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | DFA US Small Cap I | 56.16K (0.62%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 15 | Fidelity® Extended Market Index | 48.13K (0.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Vanguard Russell 2000 ETF | 47.13K (0.52%) | 736.00 Increased by +1.56% | Dec 31, 24 |
| 17 | Fidelity Extended Market Index | 46.69K (0.52%) | -308.00 Decreased by -0.66% | Nov 30, 24 |
| 18 | DFA US Small Cap Value I | 44.22K (0.49%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 19 | Dimensional US Targeted Value ETF | 37.88K (0.42%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | DFA US Core Equity 2 I | 37.46K (0.42%) | 0.00 Increased by 0.00% | Nov 30, 24 |