| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Krilogy Advisors LLC | 2.82M (18.05%) | 312.54K Increased by +11.10% | Jun 30, 25 |
| 2 | Nantahala Capital Management, LLC | 1.92M (12.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Wittenberg Investment Management Inc | 1.14M (7.28%) | -90.58K Decreased by -7.98% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 796.92K (5.11%) | 34.88K Increased by +4.38% | Jun 30, 25 |
| 5 | Renaissance Technologies Corp | 573.29K (3.68%) | -11.80K Decreased by -2.06% | Jun 30, 25 |
| 6 | Citadel Advisors Llc | 511.59K (3.28%) | 13.47K Increased by +2.63% | Jun 30, 25 |
| 7 | Yacktman Asset Management Co | 385.00K (2.47%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Almitas Capital LLC | 320.58K (2.06%) | -52.39K Decreased by -16.34% | Sep 30, 23 |
| 9 | Gamco Investors, Inc. Et Al | 281.10K (1.80%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | MASSMUTUAL TRUST CO FSB/ADV | 268.45K (1.72%) | 268.45K Increased by +100.00% | Dec 31, 24 |
| 11 | Acuitas Investments, LLC | 226.08K (1.45%) | -3.00 Decreased by -0.00% | Sep 30, 23 |
| 12 | Wells Fargo & Co | 223.41K (1.43%) | -3.13K Decreased by -1.40% | Jun 30, 25 |
| 13 | Geode Capital Management, LLC | 210.28K (1.35%) | -2.24K Decreased by -1.07% | Jun 30, 25 |
| 14 | Dimensional Fund Advisors, Inc. | 183.59K (1.18%) | -54.36K Decreased by -29.61% | Jun 30, 25 |
| 15 | Teton Advisors Inc | 161.50K (1.04%) | -2.20K Decreased by -1.36% | Jun 30, 25 |
| 16 | Susquehanna International Group, LLP | 90.45K (0.58%) | -22.30K Decreased by -24.65% | Jun 30, 25 |
| 17 | Gabelli Funds LLC | 60.50K (0.39%) | 3.00K Increased by +4.96% | Jun 30, 25 |
| 18 | BlackRock Inc | 58.89K (0.38%) | -35.80K Decreased by -60.79% | Jun 30, 25 |
| 19 | Northern Trust Corp | 47.95K (0.31%) | -346.00 Decreased by -0.72% | Jun 30, 25 |
| 20 | Marquette Asset Management Inc. | 46.77K (0.30%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 3.84M (24.62%) | 3.84M Increased by +99.98% | Jun 30, 24 |
| 2 | Vanguard US Total Market Shares ETF | 508.47K (3.26%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 497.59K (3.19%) | -10.88K Decreased by -2.19% | Jul 31, 25 |
| 4 | 1290 VT GAMCO Small Company Value IB | 240.00K (1.54%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 5 | AMG Yacktman Global I | 230.00K (1.47%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 174.19K (1.12%) | -79.37K Decreased by -45.57% | Jul 31, 25 |
| 7 | TETON Westwood Mighty Mites AAA | 162.71K (1.04%) | -995.00 Decreased by -0.61% | Jun 30, 25 |
| 8 | AMG Yacktman Special Opportunities Z | 95.00K (0.61%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Fidelity® Extended Market Index | 94.55K (0.61%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 10 | Fidelity Extended Market Index | 92.72K (0.59%) | -763.00 Decreased by -0.82% | Jul 31, 25 |
| 11 | DFA US Micro Cap I | 71.45K (0.46%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 12 | BlackRock Extended Mkt Composite | 50.11K (0.32%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | BlackRock Extended Equity Market K | 43.67K (0.28%) | -19.00 Decreased by -0.04% | Sep 30, 24 |
| 14 | Extended Equity Market Fund K | 42.37K (0.27%) | -846.00 Decreased by -2.00% | Jun 30, 25 |
| 15 | Dimensional US Small Cap ETF | 41.94K (0.27%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 16 | Spartan Extended Market Index Pool F | 38.73K (0.25%) | 763.00 Increased by +1.97% | Jul 31, 25 |
| 17 | Spartan Extended Market Index Pool E | 36.86K (0.24%) | 835.00 Increased by +2.27% | Mar 31, 25 |
| 18 | iShares Micro-Cap ETF | 36.33K (0.23%) | 0.00 Increased by 0.00% | May 31, 25 |
| 19 | Vanguard U.S. Eq Idx £ Acc | 34.88K (0.22%) | 1.67K Increased by +4.77% | Jul 31, 25 |
| 20 | Gabelli Small Cap Growth AAA | 33.25K (0.21%) | 3.25K Increased by +9.76% | Jun 30, 25 |