| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 230.53K (4.38%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Renaissance Technologies Corp | 199.94K (3.80%) | 50.86K Increased by +25.44% | Dec 31, 24 |
| 3 | BlackRock Inc | 104.94K (2.00%) | -768.00 Decreased by -0.73% | Dec 31, 24 |
| 4 | Catalytic Wealth RIA LLC | 97.11K (1.85%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | TCW Group Inc | 86.65K (1.65%) | 86.65K Increased by +100.00% | Dec 31, 24 |
| 6 | Bridgeway Capital Management, LLC | 72.80K (1.38%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 61.26K (1.17%) | -2.27K Decreased by -3.70% | Dec 31, 24 |
| 8 | Citadel Advisors Llc | 54.67K (1.04%) | 24.62K Increased by +45.03% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 49.18K (0.94%) | -1.39K Decreased by -2.83% | Dec 31, 24 |
| 10 | Susquehanna International Group, LLP | 45.78K (0.87%) | 16.75K Increased by +36.59% | Jun 30, 24 |
| 11 | Seascape Capital Management,llc | 43.44K (0.83%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Bailard Inc | 24.15K (0.46%) | -7.00K Decreased by -28.98% | Jun 30, 24 |
| 13 | PNC Financial Services Group Inc | 20.91K (0.40%) | 2.81K Increased by +13.45% | Dec 31, 24 |
| 14 | Virtu Financial LLC | 20.32K (0.39%) | 20.32K Increased by +100.00% | Dec 31, 24 |
| 15 | Royal Bank of Canada | 19.79K (0.38%) | -5.54K Decreased by -27.98% | Sep 30, 23 |
| 16 | Advisory Services Network, LLC | 18.00K (0.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 17.50K (0.33%) | 5.00K Increased by +28.57% | Dec 31, 24 |
| 18 | Bard Associates Inc | 14.21K (0.27%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | RBF LLC | 14.14K (0.27%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | LAKE STREET ADVISORS GROUP, LLC | 13.97K (0.27%) | -7.07K Decreased by -50.62% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 153.22K (2.91%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 141.59K (2.69%) | -11.63K Decreased by -8.22% | Mar 31, 25 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 77.30K (1.47%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Bridgeway Ultra-Small Company | 70.80K (1.35%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | Fidelity® Extended Market Index | 27.33K (0.52%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity Extended Market Index | 25.37K (0.48%) | -162.00 Decreased by -0.64% | Feb 28, 25 |
| 7 | Bailard Micrcap Value | 24.15K (0.46%) | -7.00K Decreased by -28.98% | Jun 30, 24 |
| 8 | Bailard Small Cap Value | 24.15K (0.46%) | -7.00K Decreased by -28.98% | Jun 30, 24 |
| 9 | BlackRock Extended Mkt Composite | 20.02K (0.38%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | BlackRock Extended Equity Market K | 17.45K (0.33%) | -7.00 Decreased by -0.04% | Sep 30, 24 |
| 11 | Extended Equity Market Fund K | 17.26K (0.33%) | 53.00 Increased by +0.31% | Mar 31, 25 |
| 12 | RBC Microcap Value I | 15.40K (0.29%) | -4.30K Decreased by -27.92% | Dec 31, 23 |
| 13 | DFA US Targeted Value I | 14.08K (0.27%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 14 | Dimensional US Targeted Value ETF | 13.43K (0.26%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | BlackRock U.S. Equity Market F | 11.08K (0.21%) | -1.00 Decreased by -0.01% | Sep 30, 24 |
| 16 | U.S. Equity Market Fund F | 11.06K (0.21%) | -16.00 Decreased by -0.14% | Mar 31, 25 |
| 17 | Fidelity Total Market Index | 7.95K (0.15%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | Fidelity® Total Market Index | 7.95K (0.15%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Fidelity® Series Total Market Index | 7.41K (0.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Nationwide Bailard Cogntv Val M | 6.50K (0.12%) | -17.65K Decreased by -271.60% | Jul 31, 24 |