| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Legacy Financial Advisors, Inc. | 331.47K (5.80%) | 216.28K Increased by +65.25% | Jun 30, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 314.12K (5.49%) | 2.92K Increased by +0.93% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 246.73K (4.32%) | 13.41K Increased by +5.43% | Jun 30, 25 |
| 4 | Hartland & Co | 123.68K (2.16%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | Wilbanks, Smith & Thomas Asset Mgmt, LLC | 123.68K (2.16%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 6 | Royal Bank of Canada | 122.48K (2.14%) | -2.29K Decreased by -1.87% | Jun 30, 25 |
| 7 | Renaissance Technologies Corp | 94.22K (1.65%) | -1.98K Decreased by -2.10% | Jun 30, 25 |
| 8 | Gendell Jeffrey L | 67.95K (1.19%) | 22.95K Increased by +33.78% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 66.79K (1.17%) | 338.00 Increased by +0.51% | Jun 30, 25 |
| 10 | RBF LLC | 32.49K (0.57%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | State Street Corp | 31.07K (0.54%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Citadel Advisors Llc | 27.40K (0.48%) | 27.40K Increased by +100.00% | Mar 31, 25 |
| 13 | Prime Capital Investment Advisors, LLC | 25.53K (0.45%) | 25.53K Increased by +100.00% | Mar 31, 25 |
| 14 | Envestnet Asset Management Inc | 18.00K (0.31%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Mercer Global Advisors Inc. | 18.00K (0.31%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Hilltop Holdings Inc | 15.27K (0.27%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Susquehanna International Group, LLP | 13.70K (0.24%) | 680.00 Increased by +4.96% | Mar 31, 25 |
| 18 | Bridgeway Capital Management, LLC | 12.60K (0.22%) | -5.00K Decreased by -39.68% | Jun 30, 25 |
| 19 | BMO Capital Markets Corp. | 10.00K (0.17%) | 10.00K Increased by +100.00% | Dec 31, 24 |
| 20 | BlackRock Inc | 3.09K (0.05%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 142.35K (2.49%) | -3.11K Decreased by -2.19% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 122.06K (2.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | DFA US Small Cap Value I | 98.61K (1.72%) | -9.09K Decreased by -9.22% | Jul 31, 25 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 69.56K (1.22%) | -31.70K Decreased by -45.57% | Jul 31, 25 |
| 5 | DFA US Targeted Value I | 60.58K (1.06%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 6 | Fidelity Extended Market Index | 30.47K (0.53%) | -251.00 Decreased by -0.82% | Jul 31, 25 |
| 7 | DFA US Micro Cap I | 27.97K (0.49%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 8 | DFA US Small Cap I | 19.30K (0.34%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | Dimensional US Targeted Value ETF | 18.59K (0.33%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 10 | Fidelity Total Market Index | 18.53K (0.32%) | -39.00 Decreased by -0.21% | Jul 31, 25 |
| 11 | Bridgeway Ultra-Small Company Market | 12.60K (0.22%) | -5.00K Decreased by -39.68% | Jun 30, 25 |
| 12 | iShares Micro-Cap ETF | 12.02K (0.21%) | -168.00 Decreased by -1.40% | May 30, 24 |
| 13 | Fidelity® Extended Market Index | 10.84K (0.19%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Dimensional US Marketwide Value ETF | 10.47K (0.18%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 15 | Dimensional US Small Cap ETF | 8.43K (0.15%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 16 | Spartan Extended Market Index Pool F | 7.65K (0.13%) | 251.00 Increased by +3.28% | Jul 31, 25 |
| 17 | Fidelity Series Total Market Index | 7.55K (0.13%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | Spartan Extended Market Index Pool E | 7.04K (0.12%) | 3.27K Increased by +46.48% | Mar 31, 25 |
| 19 | DFA US Vector Equity I | 6.63K (0.12%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Dimensional US Core Equity 1 ETF | 5.30K (0.09%) | 0.00 Increased by 0.00% | Aug 29, 25 |