| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Magnolia Group, LLC | 2.43M (64.62%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | TCW Group Inc | 613.75K (16.35%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 338.22K (9.01%) | -13.92K Decreased by -4.12% | Sep 30, 24 |
| 4 | Renaissance Technologies Corp | 334.15K (8.90%) | -7.20K Decreased by -2.15% | Sep 30, 24 |
| 5 | Vanguard Group Inc | 260.94K (6.95%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Geode Capital Management, LLC | 72.67K (1.94%) | 17.18K Increased by +23.65% | Sep 30, 24 |
| 7 | Almitas Capital LLC | 63.00K (1.68%) | -33.33K Decreased by -52.90% | Sep 30, 24 |
| 8 | Pathstone Family Office, LLC | 60.00K (1.60%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Pathstone Holdings LLC | 60.00K (1.60%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Bridgeway Capital Management, LLC | 26.21K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Empowered Funds, LLC | 26.21K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Proficio Capital Partners LLC | 18.44K (0.49%) | 18.44K Increased by +100.00% | Sep 30, 24 |
| 13 | Sandia Investment Management LP | 18.44K (0.49%) | 18.44K Increased by +100.00% | Sep 30, 24 |
| 14 | RBF LLC | 17.99K (0.48%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Northern Trust Corp | 15.24K (0.41%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Alpha Cubed Investments LLC | 14.57K (0.39%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | Belpointe Asset Management LLC | 12.60K (0.34%) | 12.60K Increased by +100.00% | Jun 30, 24 |
| 18 | Fortis Capital Advisors LLC | 12.60K (0.34%) | 12.60K Increased by +100.00% | Jun 30, 24 |
| 19 | BlackRock Inc | 10.12K (0.27%) | 10.12K Increased by +100.00% | Jun 30, 24 |
| 20 | Advisor Group Holdings, Inc. | 3.40K (0.09%) | 2.90K Increased by +85.29% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 148.31K (3.95%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | DFA US Small Cap Value I | 138.26K (3.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 107.04K (2.85%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 4 | Fidelity® Extended Market Index | 54.60K (1.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | DFA US Micro Cap I | 52.81K (1.41%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | DFA US Targeted Value I | 43.40K (1.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Fidelity Extended Market Index | 37.16K (0.99%) | 1.56K Increased by +4.20% | Sep 30, 24 |
| 8 | DFA US Small Cap I | 33.22K (0.88%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | EA Bridgeway Omni Small-Cap Value ETF | 25.21K (0.67%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 10 | Fidelity Total Market Index | 13.99K (0.37%) | 9.97K Increased by +71.25% | Sep 30, 24 |
| 11 | DFA US Core Equity 2 I | 13.43K (0.36%) | -884.00 Decreased by -6.58% | Aug 31, 24 |
| 12 | DFA US Core Equity 1 I | 9.42K (0.25%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | iShares Micro-Cap ETF | 9.07K (0.24%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 14 | NT Ext Equity Mkt Idx Fd - NL | 8.75K (0.23%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Fidelity Series Total Market Index | 8.53K (0.23%) | 5.51K Increased by +64.60% | Sep 30, 24 |
| 16 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 7.05K (0.19%) | 22.00 Increased by +0.31% | Sep 30, 24 |
| 17 | DFA US Vector Equity I | 6.41K (0.17%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | Dimensional Global Trgtd Value USD Acc | 6.40K (0.17%) | 17.00 Increased by +0.27% | Oct 31, 24 |
| 19 | Schwab Total Stock Market Index | 6.03K (0.16%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 20 | NT Ext Equity Mkt Idx Fd - L | 6.00K (0.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |