| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Blair William & Co | 660.85K (27.01%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Westerly Capital Management LLC | 619.00K (25.30%) | 774.00 Increased by +0.13% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 297.34K (12.15%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Kent Lake PR LLC | 180.20K (7.37%) | -184.80K Decreased by -102.55% | Dec 31, 24 |
| 5 | Credit Suisse First Boston (CSFB) | 120.00K (4.90%) | -6.87K Decreased by -5.73% | Mar 31, 24 |
| 6 | UBS Asset Mgmt Americas Inc | 117.50K (4.80%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Krilogy Advisors LLC | 112.00K (4.58%) | -20.00K Decreased by -17.86% | Jun 30, 25 |
| 8 | Geode Capital Management, LLC | 65.49K (2.68%) | -4.87K Decreased by -7.43% | Mar 31, 25 |
| 9 | Kent Lake Capital LLC | 55.30K (2.26%) | 55.30K Increased by +100.00% | Jun 30, 24 |
| 10 | Renaissance Technologies Corp | 49.28K (2.01%) | -22.22K Decreased by -45.08% | Mar 31, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 45.99K (1.88%) | -2.02K Decreased by -4.39% | Jun 30, 25 |
| 12 | Acadian Asset Management LLC | 42.11K (1.72%) | 42.11K Increased by +100.00% | Mar 31, 25 |
| 13 | Bridgeway Capital Management, LLC | 40.85K (1.67%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | Northern Trust Corp | 33.42K (1.37%) | -2.16K Decreased by -6.46% | Mar 31, 25 |
| 15 | BlackRock Inc | 32.31K (1.32%) | -1.47K Decreased by -4.55% | Mar 31, 25 |
| 16 | Citadel Advisors Llc | 28.95K (1.18%) | 9.65K Increased by +33.34% | Jun 30, 24 |
| 17 | BMO Capital Markets Corp. | 28.00K (1.14%) | 28.00K Increased by +100.00% | Sep 30, 24 |
| 18 | Bank of Montreal | 28.00K (1.14%) | 28.00K Increased by +100.00% | Sep 30, 24 |
| 19 | Two Sigma Advisers, LLC | 19.50K (0.80%) | -300.00 Decreased by -1.54% | Jun 30, 24 |
| 20 | State Street Corp | 18.80K (0.77%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 194.04K (7.93%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 189.89K (7.76%) | -4.15K Decreased by -2.19% | Jul 31, 25 |
| 3 | Warburg Value B | 135.00K (5.52%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 4 | CS (Lux) Global Value Equity IB EUR | 117.50K (4.80%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 5 | White Fleet II SGVP Glbl Val Eq EB€Acc | 117.50K (4.80%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | White Fleet II – SGVP Gbl Val Eq IB EUR | 117.50K (4.80%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 69.65K (2.85%) | -31.74K Decreased by -45.57% | Jul 31, 25 |
| 8 | Fidelity® Extended Market Index | 29.98K (1.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Fidelity Extended Market Index | 29.97K (1.22%) | -246.00 Decreased by -0.82% | Jul 31, 25 |
| 10 | Bridgeway Ultra-Small Company Market | 20.00K (0.82%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | iShares Micro-Cap ETF | 14.93K (0.61%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 12 | Fidelity® Total Market Index | 11.21K (0.46%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Fidelity Total Market Index | 11.06K (0.45%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 14 | BlackRock Extended Mkt Composite | 9.14K (0.37%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Dimensional US Small Cap ETF | 9.01K (0.37%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 16 | Nationwide Bailard Cogntv Val M | 8.90K (0.36%) | 2.60K Increased by +29.21% | Jul 31, 24 |
| 17 | Bridgeway Ultra-Small Company | 8.25K (0.34%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Spartan Extended Market Index Pool F | 8.07K (0.33%) | 246.00 Increased by +3.05% | Jul 31, 25 |
| 19 | BlackRock Extended Equity Market K | 7.97K (0.33%) | -3.00 Decreased by -0.04% | Sep 30, 24 |
| 20 | Extended Equity Market Fund K | 7.73K (0.32%) | -154.00 Decreased by -1.99% | Jun 30, 25 |