| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 264.00K (5.60%) | 56.79K Increased by +21.51% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 225.59K (4.79%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Renaissance Technologies Corp | 149.49K (3.17%) | 23.90K Increased by +15.99% | Sep 30, 24 |
| 4 | Bleichroeder LP | 101.59K (2.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 72.68K (1.54%) | 6.61K Increased by +9.10% | Sep 30, 24 |
| 6 | Morgan Stanley - Brokerage Accounts | 63.52K (1.35%) | -70.12K Decreased by -110.39% | Sep 30, 24 |
| 7 | Shufro Rose & CO LLC | 62.41K (1.32%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Geode Capital Management, LLC | 56.66K (1.20%) | 962.00 Increased by +1.70% | Sep 30, 24 |
| 9 | Overbrook Management Corp | 32.86K (0.70%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | Strategic Investment Advisors Inc | 31.00K (0.66%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Northern Trust Corp | 29.39K (0.62%) | 831.00 Increased by +2.83% | Sep 30, 24 |
| 12 | Perritt Capital Management Inc. | 27.03K (0.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Citadel Advisors Llc | 23.75K (0.50%) | 8.73K Increased by +36.75% | Jun 30, 24 |
| 14 | HighTower Advisors, LLC | 21.35K (0.45%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Susquehanna International Group, LLP | 20.84K (0.44%) | -4.37K Decreased by -20.96% | Jun 30, 24 |
| 16 | Prosperity Planning, Inc. | 16.00K (0.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | UBS Group AG | 15.94K (0.34%) | 13.27K Increased by +83.22% | Sep 30, 24 |
| 18 | BlackRock Inc | 13.76K (0.29%) | -1.09K Decreased by -7.93% | Jun 30, 24 |
| 19 | WEALTH EFFECTS LLC | 12.92K (0.27%) | -2.50K Decreased by -19.35% | Jun 30, 24 |
| 20 | Mesirow Fin Investmt Mgmt Intl Equity | 12.18K (0.26%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 158.96K (3.37%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 66.64K (1.41%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 3 | Fidelity Extended Market Index | 29.75K (0.63%) | 846.00 Increased by +2.84% | Sep 30, 24 |
| 4 | Fidelity® Extended Market Index | 27.71K (0.59%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Perritt Ultra MicroCap | 27.03K (0.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | DFA US Small Cap Value I | 24.41K (0.52%) | -4.17K Decreased by -17.07% | Sep 30, 24 |
| 7 | DFA US Targeted Value I | 15.44K (0.33%) | 3.70K Increased by +23.96% | Sep 30, 24 |
| 8 | Fidelity® Total Market Index | 13.85K (0.29%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Fidelity Total Market Index | 13.79K (0.29%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | iShares Micro-Cap ETF | 13.13K (0.28%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 11 | Dimensional US Targeted Value ETF | 11.28K (0.24%) | 0.00 Increased by 0.00% | Nov 28, 24 |
| 12 | Fidelity Series Total Market Index | 7.19K (0.15%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | Fidelity® Series Total Market Index | 7.19K (0.15%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | NT Ext Equity Mkt Idx Fd - NL | 4.03K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | NT Ext Equity Mkt Idx Fd - L | 3.94K (0.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Northern Trust Extended Eq Market Idx | 3.94K (0.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 3.24K (0.07%) | 10.00 Increased by +0.31% | Sep 30, 24 |
| 18 | DFA US Vector Equity I | 2.99K (0.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Northern Small Cap Core K | 2.48K (0.05%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | Spartan Extended Market Index Pool E | 2.44K (0.05%) | 116.00 Increased by +4.76% | Sep 30, 24 |