| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 284.17K (5.09%) | 653.00 Increased by +0.23% | Dec 31, 24 |
| 2 | BlackRock Inc | 273.16K (4.89%) | 5.21K Increased by +1.91% | Dec 31, 24 |
| 3 | Bandera Partners LLC | 251.85K (4.51%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Geode Capital Management, LLC | 132.30K (2.37%) | 909.00 Increased by +0.69% | Dec 31, 24 |
| 5 | U.S. Bancorp | 118.00K (2.11%) | -15.33K Decreased by -12.99% | Dec 31, 24 |
| 6 | Bank of New York Mellon Corp | 111.49K (2.00%) | 26.91K Increased by +24.14% | Dec 31, 24 |
| 7 | NewEdge Investment Solutions | 95.04K (1.70%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | NewEdge Wealth, LLC | 95.04K (1.70%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | State Street Corp | 75.75K (1.36%) | -100.00 Decreased by -0.13% | Dec 31, 24 |
| 10 | State Street Corporation | 73.28K (1.31%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | RMR Capital Management, LLC | 63.57K (1.14%) | -314.00 Decreased by -0.49% | Dec 31, 24 |
| 12 | Summit Trail Advisors, LLC | 62.63K (1.12%) | 4.00 Increased by +0.01% | Sep 30, 24 |
| 13 | Northern Trust Corp | 53.81K (0.96%) | 4.45K Increased by +8.27% | Dec 31, 24 |
| 14 | Creative Planning Inc | 29.80K (0.53%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | RBF LLC | 29.43K (0.53%) | -569.00 Decreased by -1.93% | Dec 31, 24 |
| 16 | Renaissance Technologies Corp | 21.80K (0.39%) | 21.80K Increased by +100.00% | Dec 31, 24 |
| 17 | JPMorgan Chase & Co | 20.94K (0.38%) | 1.07K Increased by +5.13% | Dec 31, 24 |
| 18 | Dimensional Fund Advisors, Inc. | 18.84K (0.34%) | 383.00 Increased by +2.03% | Dec 31, 24 |
| 19 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 18.36K (0.33%) | -974.00 Decreased by -5.31% | Dec 31, 24 |
| 20 | Citadel Advisors Llc | 18.00K (0.32%) | 416.00 Increased by +2.31% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 168.70K (3.02%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | Vanguard US Total Market Shares ETF | 168.70K (3.02%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 116.01K (2.08%) | -990.00 Decreased by -0.85% | Mar 31, 25 |
| 4 | WisdomTree US SmallCap Dividend ETF | 83.78K (1.50%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 64.59K (1.16%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | Fidelity Small Cap Index | 55.82K (1.00%) | -1.04K Decreased by -1.87% | Jan 31, 25 |
| 7 | Fidelity® Small Cap Index | 51.32K (0.92%) | 1.40K Increased by +2.72% | Oct 31, 23 |
| 8 | iShares Russell 2000 Growth ETF | 46.08K (0.83%) | -220.00 Decreased by -0.48% | Mar 31, 25 |
| 9 | Fidelity Extended Market Index | 30.78K (0.55%) | -196.00 Decreased by -0.64% | Feb 28, 25 |
| 10 | Fidelity® Extended Market Index | 29.48K (0.53%) | 1.12K Increased by +3.80% | Nov 30, 23 |
| 11 | Ancora/Thelen Small Cap Core | 26.37K (0.47%) | 26.37K Increased by +100.00% | Mar 31, 25 |
| 12 | Vanguard Russell 2000 ETF | 25.27K (0.45%) | 635.00 Increased by +2.51% | Feb 28, 25 |
| 13 | State St Russell Sm/Mid Cp® Indx NL Cl C | 22.95K (0.41%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx SL Cl I | 22.95K (0.41%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Schwab Small Cap Index | 14.51K (0.26%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | State St Russell Sm Cap® Indx SL Cl I | 13.80K (0.25%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | WisdomTree US SmallCap Qual Div Gr ETF | 13.38K (0.24%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | NT R2000 Index Fund - NL | 12.82K (0.23%) | -280.00 Decreased by -2.18% | Mar 31, 25 |
| 19 | iShares Micro-Cap ETF | 12.52K (0.22%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | NT R2000 Growth Index Fund - NL | 12.16K (0.22%) | 0.00 Increased by 0.00% | Dec 31, 24 |