| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thoroughbred Financial Services, LLC | 1.12M (12.45%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 2 | Minerva Advisors LLC | 537.81K (5.97%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 3 | BlackRock Inc | 510.94K (5.67%) | -23.99K Decreased by -4.70% | Mar 31, 24 |
| 4 | Vanguard Group Inc | 498.94K (5.54%) | 3.57K Increased by +0.72% | Mar 31, 24 |
| 5 | North Star Investment Management Corp | 483.91K (5.37%) | 25.00 Increased by +0.01% | Mar 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 457.10K (5.08%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | Geode Capital Management, LLC | 208.56K (2.32%) | 8.66K Increased by +4.15% | Mar 31, 24 |
| 8 | Bank of New York Mellon Corp | 125.40K (1.39%) | 174.00 Increased by +0.14% | Mar 31, 24 |
| 9 | State Street Corporation | 113.01K (1.25%) | 1.08K Increased by +0.95% | Mar 31, 24 |
| 10 | Northern Trust Corp | 92.46K (1.03%) | 775.00 Increased by +0.84% | Mar 31, 24 |
| 11 | Mork Capital Management | 80.00K (0.89%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | PEOPLES BANK NATIONAL ASSOCIATION | 70.63K (0.78%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | Northstar Group Inc | 66.50K (0.74%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | Bridgeway Capital Management, LLC | 39.71K (0.44%) | 1.50K Increased by +3.78% | Mar 31, 24 |
| 15 | Prosperity Consulting Group, LLC | 35.21K (0.39%) | 35.21K Increased by +100.00% | Mar 31, 24 |
| 16 | O'Shaughnessy Asset Management LLC | 34.95K (0.39%) | 3.41K Increased by +9.75% | Dec 31, 23 |
| 17 | Royal Bank of Canada | 33.02K (0.37%) | 2.74K Increased by +8.31% | Mar 31, 24 |
| 18 | Amvescap Plc. | 31.19K (0.35%) | 5.84K Increased by +18.72% | Mar 31, 24 |
| 19 | LPL Financial Corp | 27.02K (0.30%) | -757.00 Decreased by -2.80% | Mar 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 26.57K (0.29%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 306.81K (3.41%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | North Star Micro Cap I | 238.00K (2.64%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 3 | iShares Russell 2000 ETF | 222.78K (2.47%) | 19.57K Increased by +8.79% | Jun 28, 24 |
| 4 | North Star Dividend I | 190.00K (2.11%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 127.33K (1.41%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 6 | Fidelity Small Cap Index | 98.07K (1.09%) | -1.03K Decreased by -1.05% | Apr 30, 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 | 88.27K (0.98%) | 8.93K Increased by +10.12% | Jun 28, 24 |
| 9 | VT De Lisle America B USD | 78.89K (0.88%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | DFA US Micro Cap I | 71.19K (0.79%) | 0.00 Increased by 0.00% | May 31, 24 |
| 11 | WisdomTree US SmallCap Dividend ETF | 68.51K (0.76%) | 0.00 Increased by 0.00% | Jun 28, 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% | Mar 31, 24 |
| 14 | DFA US Small Cap I | 56.16K (0.62%) | 0.00 Increased by 0.00% | May 31, 24 |
| 15 | Fidelity Extended Market Index | 50.53K (0.56%) | -142.00 Decreased by -0.28% | May 31, 24 |
| 16 | Fidelity® Extended Market Index | 48.13K (0.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | DFA US Small Cap Value I | 44.22K (0.49%) | 0.00 Increased by 0.00% | May 31, 24 |
| 18 | Dimensional US Targeted Value ETF | 37.86K (0.42%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 19 | DFA US Core Equity 2 I | 37.46K (0.42%) | 0.00 Increased by 0.00% | May 31, 24 |
| 20 | Vanguard Russell 2000 ETF | 37.24K (0.41%) | -494.00 Decreased by -1.33% | Jun 30, 24 |