| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 283.51K (5.15%) | 5.33K Increased by +1.88% | Sep 30, 24 |
| 2 | BlackRock Inc | 256.94K (4.67%) | 2.67K Increased by +1.04% | Jun 30, 24 |
| 3 | Bandera Partners LLC | 251.85K (4.58%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | U.S. Bancorp | 133.33K (2.42%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 5 | Geode Capital Management, LLC | 126.39K (2.30%) | 10.29K Increased by +8.14% | Jun 30, 24 |
| 6 | NewEdge Wealth, LLC | 95.04K (1.73%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Bank of New York Mellon Corp | 90.11K (1.64%) | 772.00 Increased by +0.86% | Jun 30, 24 |
| 8 | State Street Corp | 75.35K (1.37%) | 2.07K Increased by +2.75% | Jun 30, 24 |
| 9 | State Street Corporation | 73.28K (1.33%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | RMR Capital Management, LLC | 63.89K (1.16%) | -11.44K Decreased by -17.91% | Sep 30, 24 |
| 11 | Summit Trail Advisors, LLC | 62.63K (1.14%) | 4.00 Increased by +0.01% | Sep 30, 24 |
| 12 | Northern Trust Corp | 49.36K (0.90%) | 1.69K Increased by +3.43% | Sep 30, 24 |
| 13 | Creative Planning Inc | 34.75K (0.63%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | RBF LLC | 30.00K (0.55%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 15 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 19.33K (0.35%) | -1.97K Decreased by -10.21% | Sep 30, 24 |
| 16 | Dimensional Fund Advisors, Inc. | 18.46K (0.34%) | -1.51K Decreased by -8.20% | Sep 30, 24 |
| 17 | Charles Schwab Investment Management Inc | 16.23K (0.30%) | 2.26K Increased by +13.90% | Sep 30, 24 |
| 18 | BB&T Corp. | 15.45K (0.28%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Citadel Advisors Llc | 14.34K (0.26%) | 14.34K Increased by +100.00% | Jun 30, 24 |
| 20 | O'Shaughnessy Asset Management LLC | 14.34K (0.26%) | 1.43K Increased by +10.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 168.70K (3.07%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 113.83K (2.07%) | -252.00 Decreased by -0.22% | Oct 31, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 64.59K (1.17%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | WisdomTree US SmallCap Dividend ETF | 63.73K (1.16%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 5 | Fidelity Small Cap Index | 56.94K (1.04%) | -193.00 Decreased by -0.34% | Aug 31, 24 |
| 6 | Fidelity® Small Cap Index | 51.32K (0.93%) | 1.40K Increased by +2.72% | Oct 31, 23 |
| 7 | iShares Russell 2000 Growth ETF | 46.41K (0.84%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | Fidelity Extended Market Index | 32.62K (0.59%) | 1.87K Increased by +5.73% | Sep 30, 24 |
| 9 | Fidelity® Extended Market Index | 29.48K (0.54%) | 1.12K Increased by +3.80% | Nov 30, 23 |
| 10 | Vanguard Russell 2000 ETF | 25.20K (0.46%) | -170.00 Decreased by -0.67% | Oct 31, 24 |
| 11 | State St Russell Sm/Mid Cp® Indx NL Cl C | 23.65K (0.43%) | -1.10K Decreased by -4.65% | Oct 31, 24 |
| 12 | NT R2000 Growth Index Fund - NL | 16.15K (0.29%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | Schwab Small Cap Index | 14.51K (0.26%) | 2.26K Increased by +15.55% | Sep 30, 24 |
| 14 | State St Russell Sm Cap® Indx SL Cl I | 13.80K (0.25%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | NT R2000 Index Fund - NL | 13.12K (0.24%) | 1.50K Increased by +11.46% | Sep 30, 24 |
| 16 | iShares Micro-Cap ETF | 12.61K (0.23%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 17 | Global X Russell 2000 Covered Call ETF | 10.87K (0.20%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | Fidelity Total Market Index | 10.70K (0.19%) | 2.51K Increased by +23.44% | Sep 30, 24 |
| 19 | NT R2000 Index Fund - DC - NL - 2 | 10.50K (0.19%) | 1.31K Increased by +12.50% | Sep 30, 24 |
| 20 | WisdomTree US SmallCap Qual Div Gr ETF | 10.35K (0.19%) | 0.00 Increased by 0.00% | Oct 31, 24 |