| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 583.91K (10.37%) | 3.22K Increased by +0.55% | Jun 30, 25 |
| 2 | BlackRock Inc | 445.24K (7.91%) | 15.74K Increased by +3.54% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 363.41K (6.45%) | -8.74K Decreased by -2.41% | Jun 30, 25 |
| 4 | Geode Capital Management, LLC | 160.19K (2.84%) | 2.22K Increased by +1.39% | Jun 30, 25 |
| 5 | Wellington Management Company LLP | 101.17K (1.80%) | -19.90K Decreased by -19.67% | Sep 30, 23 |
| 6 | State Street Corp | 100.79K (1.79%) | 5.99K Increased by +5.95% | Jun 30, 25 |
| 7 | Bridgeway Capital Management, LLC | 95.96K (1.70%) | 4.19K Increased by +4.36% | Jun 30, 25 |
| 8 | State Street Corporation | 90.72K (1.61%) | 4.30K Increased by +4.74% | Mar 31, 24 |
| 9 | Bank of New York Mellon Corp | 61.97K (1.10%) | -390.00 Decreased by -0.63% | Jun 30, 25 |
| 10 | North Star Investment Management Corp | 59.33K (1.05%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Northern Trust Corp | 58.81K (1.04%) | -582.00 Decreased by -0.99% | Jun 30, 25 |
| 12 | Empowered Funds, LLC | 47.36K (0.84%) | 4.19K Increased by +8.84% | Jun 30, 25 |
| 13 | AMG National Trust Bank | 36.18K (0.64%) | -580.00 Decreased by -1.60% | Jun 30, 25 |
| 14 | Segall Bryant & Hamill | 32.02K (0.57%) | 4.94K Increased by +15.41% | Jun 30, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 28.14K (0.50%) | 9.01K Increased by +32.02% | Jun 30, 25 |
| 16 | Renaissance Technologies Corp | 27.23K (0.48%) | -400.00 Decreased by -1.47% | Jun 30, 25 |
| 17 | O'Shaughnessy Asset Management LLC | 26.71K (0.47%) | 11.45K Increased by +42.85% | Jun 30, 25 |
| 18 | Arrowstreet Capital Limited Partnership | 25.62K (0.45%) | 1.46K Increased by +5.71% | Mar 31, 24 |
| 19 | Total Wealth Planning & Management, Inc. | 24.79K (0.44%) | 24.79K Increased by +100.00% | Jun 30, 25 |
| 20 | Ancora Advisors LLC | 24.41K (0.43%) | -40.62K Decreased by -166.42% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 208.99K (3.71%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 204.49K (3.63%) | -4.50K Decreased by -2.20% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 134.68K (2.39%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | DFA US Small Cap Value I | 129.01K (2.29%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 5 | DFA US Targeted Value I | 79.85K (1.42%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 74.07K (1.32%) | -30.46K Decreased by -41.13% | Jul 31, 25 |
| 7 | Fidelity Small Cap Index | 62.42K (1.11%) | 1.00K Increased by +1.61% | Jun 30, 25 |
| 8 | North Star Dividend I | 59.00K (1.05%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | Dimensional US Targeted Value ETF | 57.81K (1.03%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 10 | DFA US Small Cap I | 56.69K (1.01%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | Fidelity® Small Cap Index | 56.07K (1.00%) | 1.98K Increased by +3.52% | Oct 31, 23 |
| 12 | DFA US Micro Cap I | 55.99K (0.99%) | -1.27K Decreased by -2.28% | Jul 31, 25 |
| 13 | iShares Russell 2000 Value ETF | 53.47K (0.95%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | EA Bridgeway Omni Small-Cap Value ETF | 49.65K (0.88%) | 32.00 Increased by +0.06% | Aug 29, 25 |
| 15 | WisdomTree US SmallCap Dividend ETF | 46.48K (0.83%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 16 | Bridgeway Omni Small-Cap Value | 40.00K (0.71%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Bridgeway Omni Small-Cap Value N | 40.00K (0.71%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Fidelity Extended Market Index | 39.03K (0.69%) | -321.00 Decreased by -0.82% | Jul 31, 25 |
| 19 | Pinnacle Value | 36.68K (0.65%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | ACM Small and Mid Cap Portfolio | 36.49K (0.65%) | 23.12K Increased by +63.36% | Jun 30, 24 |