| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 364.95K (10.44%) | -2.67K Decreased by -0.73% | Jun 30, 25 |
| 2 | BlackRock Inc | 300.54K (8.60%) | -44.60K Decreased by -14.84% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 225.15K (6.44%) | -4.15K Decreased by -1.84% | Jun 30, 25 |
| 4 | Renaissance Technologies Corp | 164.07K (4.69%) | -12.23K Decreased by -7.45% | Jun 30, 25 |
| 5 | American Century Companies Inc | 118.08K (3.38%) | 1.72K Increased by +1.45% | Jun 30, 25 |
| 6 | Geode Capital Management, LLC | 90.46K (2.59%) | -8.06K Decreased by -8.91% | Jun 30, 25 |
| 7 | Millennium Management LLC | 90.05K (2.58%) | 46.32K Increased by +51.44% | Jun 30, 25 |
| 8 | State Street Corp | 81.32K (2.33%) | 1.10K Increased by +1.35% | Jun 30, 25 |
| 9 | North Star Investment Management Corp | 64.40K (1.84%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Bridgeway Capital Management, LLC | 63.11K (1.81%) | 2.30K Increased by +3.64% | Jun 30, 25 |
| 11 | Punch & Associates Inv Mgmt Inc | 60.00K (1.72%) | 17.14K Increased by +28.56% | Jun 30, 25 |
| 12 | RBF LLC | 55.00K (1.57%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Acadian Asset Management LLC | 51.60K (1.48%) | 51.60K Increased by +100.00% | Mar 31, 25 |
| 14 | Bank of New York Mellon Corp | 47.20K (1.35%) | -621.00 Decreased by -1.32% | Jun 30, 25 |
| 15 | Northern Trust Corp | 46.36K (1.33%) | -6.48K Decreased by -13.98% | Jun 30, 25 |
| 16 | Los Angeles Capital Management LLC | 42.94K (1.23%) | 4.84K Increased by +11.27% | Jun 30, 25 |
| 17 | FMR Inc | 41.45K (1.19%) | 401.00 Increased by +0.97% | Mar 31, 25 |
| 18 | Arrowstreet Capital Limited Partnership | 36.22K (1.04%) | -2.33K Decreased by -6.45% | Jun 30, 25 |
| 19 | Marion Wealth Management | 32.64K (0.93%) | 593.00 Increased by +1.82% | Jun 30, 25 |
| 20 | Wealth Enhancement Advisory Services, LLC | 30.36K (0.87%) | 30.36K Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | MIAM Total Return Value Strategy | 232.89K (6.66%) | 26.57K Increased by +11.41% | Dec 31, 23 |
| 2 | Vanguard US Total Market Shares ETF | 141.93K (4.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 138.88K (3.97%) | -3.06K Decreased by -2.20% | Jul 31, 25 |
| 4 | GVIC Total Return Value Strategy | 104.94K (3.00%) | -137.21K Decreased by -130.75% | Sep 30, 24 |
| 5 | DFA US Small Cap Value I | 103.17K (2.95%) | -2.10K Decreased by -2.03% | Jul 31, 25 |
| 6 | Avantis US Small Cap Value ETF | 102.55K (2.93%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 7 | iShares Russell 2000 ETF | 95.12K (2.72%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | North Star Dividend I | 64.00K (1.83%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | DFA US Targeted Value I | 40.14K (1.15%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 37.66K (1.08%) | -17.16K Decreased by -45.56% | Jul 31, 25 |
| 11 | Fidelity Small Cap Index | 37.31K (1.07%) | -10.09K Decreased by -27.04% | Jun 30, 25 |
| 12 | Dimensional US Targeted Value ETF | 37.06K (1.06%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 13 | iShares Russell 2000 Value ETF | 32.02K (0.92%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | EA Bridgeway Omni Small-Cap Value ETF | 29.06K (0.83%) | 18.00 Increased by +0.06% | Aug 29, 25 |
| 15 | Fidelity Enhanced Small Cap ETF | 28.98K (0.83%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | EAM Ultra Micro Cap | 28.21K (0.81%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | GVIC Concentrated Equity Value Strategy | 27.93K (0.80%) | 35.00 Increased by +0.13% | Jun 30, 24 |
| 18 | iShares Core S&P Total US Stock Mkt ETF | 27.24K (0.78%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 19 | MIAM Concentrated Equity Value Strategy | 26.43K (0.76%) | -1.03K Decreased by -3.92% | Dec 31, 23 |
| 20 | DFA US Small Cap I | 26.04K (0.74%) | -1.65K Decreased by -6.35% | Jul 31, 25 |