| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Castle Creek Capital Partners VI LP | 560.50K (7.85%) | 560.50K Increased by +100.00% | Dec 31, 23 |
| 2 | BlackRock Inc | 484.20K (6.78%) | 61.34K Increased by +12.67% | Dec 31, 23 |
| 3 | Vanguard Group Inc | 382.41K (5.36%) | 3.09K Increased by +0.81% | Dec 31, 23 |
| 4 | Geode Capital Management, LLC | 160.25K (2.24%) | 10.26K Increased by +6.40% | Dec 31, 23 |
| 5 | AllianceBernstein L.P. | 144.57K (2.03%) | -52.16K Decreased by -36.08% | Dec 31, 23 |
| 6 | State Street Corporation | 99.08K (1.39%) | 2.44K Increased by +2.47% | Dec 31, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 81.72K (1.14%) | -903.00 Decreased by -1.11% | Dec 31, 23 |
| 8 | Northern Trust Corp | 66.24K (0.93%) | 4.66K Increased by +7.04% | Dec 31, 23 |
| 9 | Bridgeway Capital Management, LLC | 49.52K (0.69%) | 1.34K Increased by +2.71% | Dec 31, 23 |
| 10 | Hartland & Co | 48.98K (0.69%) | -48.98K Decreased by -100.00% | Dec 31, 23 |
| 11 | Renaissance Technologies Corp | 39.51K (0.55%) | -300.00 Decreased by -0.76% | Dec 31, 23 |
| 12 | Fundamentun, LLC | 39.40K (0.55%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | Lineweaver Wealth Advisors, LLC | 38.50K (0.54%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 14 | Bank of New York Mellon Corp | 35.91K (0.50%) | 1.86K Increased by +5.17% | Dec 31, 23 |
| 15 | Huntington National Bank | 33.75K (0.47%) | -198.00 Decreased by -0.59% | Dec 31, 23 |
| 16 | REDMONT WEALTH ADVISORS LLC | 28.03K (0.39%) | -4.10K Decreased by -14.62% | Dec 31, 23 |
| 17 | UBS Group AG | 21.88K (0.31%) | 6.57K Increased by +30.03% | Dec 31, 23 |
| 18 | Charles Schwab Investment Management Inc | 21.42K (0.30%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | Bank of America Corp | 19.65K (0.28%) | 2.37K Increased by +12.06% | Dec 31, 23 |
| 20 | Riggs Asset Management Co Inc | 18.53K (0.26%) | -50.00 Decreased by -0.27% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 233.83K (3.28%) | 372.00 Increased by +0.16% | Mar 31, 24 |
| 2 | iShares Russell 2000 ETF | 173.91K (2.44%) | -1.36K Decreased by -0.78% | Apr 30, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 101.43K (1.42%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 4 | Fidelity Small Cap Index | 79.01K (1.11%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 5 | iShares Russell 2000 Value ETF | 72.55K (1.02%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 6 | Fidelity® Small Cap Index | 71.20K (1.00%) | 1.39K Increased by +1.96% | Oct 31, 23 |
| 7 | Fidelity Extended Market Index | 42.78K (0.60%) | 2.92K Increased by +6.83% | Mar 31, 24 |
| 8 | Fidelity® Extended Market Index | 37.81K (0.53%) | 531.00 Increased by +1.40% | Nov 30, 23 |
| 9 | Bridgeway Omni Small-Cap Value | 34.00K (0.48%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | Bridgeway Omni Small-Cap Value N | 34.00K (0.48%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | Vanguard Russell 2000 ETF | 29.43K (0.41%) | 906.00 Increased by +3.08% | Mar 31, 24 |
| 12 | State St Russell Sm Cap® Indx SL Cl I | 25.80K (0.36%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 13 | NT R2000 Value Index Fund - NL | 21.77K (0.30%) | -952.00 Decreased by -4.37% | Dec 31, 23 |
| 14 | NT R2000 Index Fund - NL | 21.61K (0.30%) | -916.00 Decreased by -4.24% | Dec 31, 23 |
| 15 | Schwab Small Cap Index | 17.97K (0.25%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | BlackRock Extended Mkt Composite | 17.48K (0.24%) | 138.00 Increased by +0.79% | Sep 30, 23 |
| 17 | NT R2000 Index Fund - DC - NL - 2 | 17.02K (0.24%) | -790.00 Decreased by -4.64% | Dec 31, 23 |
| 18 | iShares Micro-Cap ETF | 16.59K (0.23%) | -113.00 Decreased by -0.68% | Apr 30, 24 |
| 19 | EA Bridgeway Omni Small-Cap Value ETF | 15.81K (0.22%) | 7.00 Increased by +0.04% | Jan 31, 24 |
| 20 | NT R2000 Value Index Fund - L | 15.74K (0.22%) | 735.00 Increased by +4.67% | Dec 31, 23 |