| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 225.59K (4.79%) | 9.27K Increased by +4.11% | Jun 30, 24 |
| 2 | Cresset Asset Management, LLC | 207.21K (4.40%) | 103.61K Increased by +50.00% | Jun 30, 24 |
| 3 | Renaissance Technologies Corp | 125.59K (2.66%) | 700.00 Increased by +0.56% | Jun 30, 24 |
| 4 | Bleichroeder LP | 101.59K (2.16%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 5 | Morgan Stanley - Brokerage Accounts | 66.82K (1.42%) | -62.62K Decreased by -93.71% | Jun 30, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 66.07K (1.40%) | 2.67K Increased by +4.04% | Jun 30, 24 |
| 7 | Shufro Rose & CO LLC | 62.41K (1.32%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | Geode Capital Management, LLC | 55.70K (1.18%) | 2.48K Increased by +4.46% | Jun 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% | Jun 30, 24 |
| 11 | Northern Trust Corp | 28.56K (0.61%) | -1.43K Decreased by -5.02% | Jun 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%) | -100.00 Decreased by -0.47% | Jun 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 | BlackRock Inc | 13.76K (0.29%) | -1.09K Decreased by -7.93% | Jun 30, 24 |
| 18 | WEALTH EFFECTS LLC | 12.92K (0.27%) | -2.50K Decreased by -19.35% | Jun 30, 24 |
| 19 | Mesirow Fin Investmt Mgmt Intl Equity | 12.18K (0.26%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | Essex Financial Services, Inc. | 11.00K (0.23%) | 0.00 Increased by 0.00% | Jun 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% | Aug 31, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 66.64K (1.41%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 3 | Fidelity Extended Market Index | 28.91K (0.61%) | -465.00 Decreased by -1.61% | Aug 31, 24 |
| 4 | DFA US Small Cap Value I | 28.58K (0.61%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 5 | Fidelity® Extended Market Index | 27.71K (0.59%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Perritt Ultra MicroCap | 27.03K (0.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Fidelity® Total Market Index | 13.85K (0.29%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Fidelity Total Market Index | 13.79K (0.29%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 9 | iShares Micro-Cap ETF | 13.22K (0.28%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | DFA US Targeted Value I | 11.74K (0.25%) | 1.53K Increased by +13.04% | Aug 31, 24 |
| 11 | Dimensional US Targeted Value ETF | 11.28K (0.24%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Fidelity Series Total Market Index | 7.19K (0.15%) | 0.00 Increased by 0.00% | Aug 31, 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% | Jun 30, 24 |
| 17 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 3.23K (0.07%) | -1.00 Decreased by -0.03% | Jun 30, 24 |
| 18 | DFA US Vector Equity I | 2.99K (0.06%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 19 | Northern Small Cap Core K | 2.48K (0.05%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | DFA US Core Equity Class F | 2.42K (0.05%) | 0.00 Increased by 0.00% | Jul 31, 24 |