| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.39M (4.88%) | 727.95K Increased by +52.39% | Sep 30, 24 |
| 2 | Nierenberg Investment Management Co | 1.25M (4.39%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 3 | Masters Capital Management LLC | 475.00K (1.67%) | -25.00K Decreased by -5.26% | Jun 30, 24 |
| 4 | BB&T Corp. | 235.71K (0.83%) | 32.83K Increased by +13.93% | Sep 30, 24 |
| 5 | BlackRock Inc | 175.10K (0.62%) | 40.82K Increased by +23.31% | Jun 30, 24 |
| 6 | Geode Capital Management, LLC | 142.99K (0.50%) | 6.68K Increased by +4.67% | Jun 30, 24 |
| 7 | Disciplined Growth Investors Inc | 123.65K (0.43%) | -1.86K Decreased by -1.51% | Sep 30, 23 |
| 8 | Dimensional Fund Advisors, Inc. | 85.17K (0.30%) | 48.55K Increased by +57.00% | Sep 30, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 82.90K (0.29%) | 67.05K Increased by +80.88% | Jun 30, 24 |
| 10 | Northern Trust Corp | 61.67K (0.22%) | 7.47K Increased by +12.12% | Sep 30, 24 |
| 11 | Segment Wealth Management, LLC | 61.42K (0.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Bridgeway Capital Management, LLC | 57.66K (0.20%) | 10.00K Increased by +17.34% | Jun 30, 24 |
| 13 | Delta Investment Management, LLC | 55.24K (0.19%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | State Street Corp | 38.41K (0.14%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 15 | State Street Corporation | 38.41K (0.14%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Bank of New York Mellon Corp | 37.05K (0.13%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 17 | Citadel Advisors Llc | 34.93K (0.12%) | 23.56K Increased by +67.45% | Jun 30, 24 |
| 18 | Kennedy Capital Management Inc | 32.23K (0.11%) | 32.23K Increased by +100.00% | Jun 30, 24 |
| 19 | SMH Capital Inc. | 27.53K (0.10%) | 27.53K Increased by +100.00% | Sep 30, 24 |
| 20 | AlTi Global Inc | 25.83K (0.09%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 840.75K (2.96%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 501.87K (1.76%) | 317.80K Increased by +63.32% | Sep 30, 24 |
| 3 | Kennedy Micro Cap | 374.93K (1.32%) | 345.57K Increased by +92.17% | Sep 30, 24 |
| 4 | Fidelity Extended Market Index | 172.30K (0.61%) | 72.50K Increased by +42.08% | Sep 30, 24 |
| 5 | Fidelity® Extended Market Index | 66.46K (0.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity Total Market Index | 54.92K (0.19%) | 34.72K Increased by +63.22% | Sep 30, 24 |
| 7 | Bridgeway Ultra-Small Company Market | 51.42K (0.18%) | 10.00K Increased by +19.45% | Jun 30, 24 |
| 8 | BlackRock Extended Equity Market K | 50.71K (0.18%) | 33.71K Increased by +66.48% | Sep 30, 24 |
| 9 | Kennedy Micro Cap Opportunities | 44.85K (0.16%) | 42.05K Increased by +93.74% | Sep 30, 24 |
| 10 | iShares Micro-Cap ETF | 40.51K (0.14%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | Fidelity Series Total Market Index | 39.83K (0.14%) | 14.56K Increased by +36.55% | Sep 30, 24 |
| 12 | Dimensional US Core Equity 2 ETF | 39.43K (0.14%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | DFA US Targeted Value I | 32.90K (0.12%) | 9.02K Increased by +27.40% | Sep 30, 24 |
| 14 | DFA US Core Equity 1 I | 32.61K (0.11%) | 0.00 Increased by 0.00% | May 31, 24 |
| 15 | Ancora/Thelen Small Cap Core | 30.37K (0.11%) | 30.37K Increased by +100.00% | Sep 30, 24 |
| 16 | NT Ext Equity Mkt Idx Fd - L | 30.14K (0.11%) | 8.35K Increased by +27.70% | Sep 30, 24 |
| 17 | Northern Trust Extended Eq Market Idx | 30.14K (0.11%) | 8.35K Increased by +27.70% | Sep 30, 24 |
| 18 | DFA US Core Equity 2 I | 27.76K (0.10%) | -12.03K Decreased by -43.32% | May 31, 24 |
| 19 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 21.37K (0.08%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 20 | BlackRock Extended Mkt Composite | 19.50K (0.07%) | -1.00 Decreased by -0.01% | Sep 30, 23 |