| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 308.85K (5.75%) | 54.00 Increased by +0.02% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 223.32K (4.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Legacy Financial Advisors, Inc. | 212.03K (3.95%) | 108.41K Increased by +51.13% | Sep 30, 24 |
| 4 | Hartland & Co | 123.68K (2.30%) | 123.68K Increased by +100.00% | Jun 30, 24 |
| 5 | Wilbanks, Smith & Thomas Asset Mgmt, LLC | 123.68K (2.30%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 6 | Royal Bank of Canada | 116.77K (2.17%) | -1.06K Decreased by -0.91% | Jun 30, 24 |
| 7 | Renaissance Technologies Corp | 86.90K (1.62%) | -2.40K Decreased by -2.76% | Sep 30, 24 |
| 8 | Geode Capital Management, LLC | 36.86K (0.69%) | -3.58K Decreased by -9.71% | Jun 30, 24 |
| 9 | RBF LLC | 32.49K (0.60%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | Bridgeway Capital Management, LLC | 27.60K (0.51%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 11 | Envestnet Asset Management Inc | 18.00K (0.33%) | 18.00K Increased by +100.00% | Jun 30, 24 |
| 12 | Mercer Global Advisors Inc. | 18.00K (0.33%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 13 | Hilltop Holdings Inc | 15.27K (0.28%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | BlackRock Inc | 10.81K (0.20%) | -5.76K Decreased by -53.32% | Jun 30, 24 |
| 15 | Tower Research Capital LLC | 3.42K (0.06%) | 809.00 Increased by +23.65% | Jun 30, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 3.38K (0.06%) | 500.00 Increased by +14.79% | Jun 30, 24 |
| 17 | Wells Fargo & Co | 1.00K (0.02%) | -40.00 Decreased by -4.00% | Jun 30, 24 |
| 18 | Geneos Wealth Management Inc | 176.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Bank of America Corp | 45.00 (0.00%) | 45.00 Increased by +100.00% | Jun 30, 24 |
| 20 | Advisor Group Holdings, Inc. | 25.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 122.06K (2.27%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | DFA US Small Cap Value I | 117.11K (2.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 101.26K (1.88%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | DFA US Targeted Value I | 54.97K (1.02%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Fidelity Extended Market Index | 28.21K (0.53%) | -3.44K Decreased by -12.19% | Sep 30, 24 |
| 6 | DFA US Micro Cap I | 27.97K (0.52%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Bridgeway Ultra-Small Company Market | 27.60K (0.51%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | DFA US Small Cap I | 19.30K (0.36%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Dimensional US Targeted Value ETF | 13.33K (0.25%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | iShares Micro-Cap ETF | 12.02K (0.22%) | -168.00 Decreased by -1.40% | May 30, 24 |
| 11 | Fidelity® Extended Market Index | 10.84K (0.20%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Dimensional US Marketwide Value ETF | 10.47K (0.19%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | DFA US Vector Equity I | 6.63K (0.12%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | DFA US Core Equity 2 I | 4.43K (0.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | NT Ext Equity Mkt Idx Fd - L | 4.29K (0.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Northern Trust Extended Eq Market Idx | 4.29K (0.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | DFA US Core Equity 1 I | 3.70K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | Fidelity Series Total Market Index | 3.67K (0.07%) | 1.27K Increased by +34.60% | Sep 30, 24 |
| 19 | Dimensional US Small Cap ETF | 3.53K (0.07%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 20 | DFA US Vector Equity Class F | 3.40K (0.06%) | 0.00 Increased by 0.00% | Aug 31, 24 |