| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Legacy Financial Advisors, Inc. | 331.47K (6.53%) | 216.28K Increased by +65.25% | Jun 30, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 311.19K (6.13%) | 2.25K Increased by +0.72% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 233.32K (4.60%) | 10.00K Increased by +4.29% | Mar 31, 25 |
| 4 | Royal Bank of Canada | 124.77K (2.46%) | 9.54K Increased by +7.64% | Mar 31, 25 |
| 5 | Hartland & Co | 123.68K (2.44%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Wilbanks, Smith & Thomas Asset Mgmt, LLC | 123.68K (2.44%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | Renaissance Technologies Corp | 96.20K (1.90%) | 11.80K Increased by +12.27% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 66.45K (1.31%) | 31.64K Increased by +47.61% | Mar 31, 25 |
| 9 | Gendell Jeffrey L | 45.00K (0.89%) | 30.00K Increased by +66.67% | Mar 31, 25 |
| 10 | RBF LLC | 32.49K (0.64%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | State Street Corp | 31.07K (0.61%) | 31.07K Increased by +100.00% | Mar 31, 25 |
| 12 | Citadel Advisors Llc | 27.40K (0.54%) | 27.40K Increased by +100.00% | Mar 31, 25 |
| 13 | Prime Capital Investment Advisors, LLC | 25.53K (0.50%) | 25.53K Increased by +100.00% | Mar 31, 25 |
| 14 | Envestnet Asset Management Inc | 18.00K (0.35%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Mercer Global Advisors Inc. | 18.00K (0.35%) | 18.00K Increased by +100.00% | Mar 31, 25 |
| 16 | Bridgeway Capital Management, LLC | 17.60K (0.35%) | -10.00K Decreased by -56.82% | Mar 31, 25 |
| 17 | Hilltop Holdings Inc | 15.27K (0.30%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Susquehanna International Group, LLP | 13.70K (0.27%) | 680.00 Increased by +4.96% | Mar 31, 25 |
| 19 | BMO Capital Markets Corp. | 10.00K (0.20%) | 10.00K Increased by +100.00% | Dec 31, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 5.05K (0.10%) | 3.48K Increased by +68.90% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 145.46K (2.87%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 122.06K (2.40%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | DFA US Small Cap Value I | 107.70K (2.12%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 101.26K (2.00%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | DFA US Targeted Value I | 60.58K (1.19%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Fidelity Extended Market Index | 30.72K (0.61%) | -80.00 Decreased by -0.26% | Jun 30, 25 |
| 7 | DFA US Micro Cap I | 27.97K (0.55%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | DFA US Small Cap I | 19.30K (0.38%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Dimensional US Targeted Value ETF | 18.67K (0.37%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Fidelity Total Market Index | 18.57K (0.37%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Bridgeway Ultra-Small Company Market | 17.60K (0.35%) | -10.00K Decreased by -56.82% | Mar 31, 25 |
| 12 | iShares Micro-Cap ETF | 12.02K (0.24%) | -168.00 Decreased by -1.40% | May 30, 24 |
| 13 | Fidelity® Extended Market Index | 10.84K (0.21%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Dimensional US Marketwide Value ETF | 10.47K (0.21%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 15 | Fidelity Series Total Market Index | 7.55K (0.15%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Spartan Extended Market Index Pool F | 7.40K (0.15%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Spartan Extended Market Index Pool E | 7.04K (0.14%) | 3.27K Increased by +46.48% | Mar 31, 25 |
| 18 | DFA US Vector Equity I | 6.63K (0.13%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Dimensional US Core Equity 1 ETF | 5.30K (0.10%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | NT Ext Equity Mkt Idx Fd - NL | 5.21K (0.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |