| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 576.68K (9.64%) | 9.21K Increased by +1.60% | Dec 31, 24 |
| 2 | BlackRock Inc | 429.90K (7.18%) | 16.54K Increased by +3.85% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 371.73K (6.21%) | 25.91K Increased by +6.97% | Dec 31, 24 |
| 4 | Geode Capital Management, LLC | 152.91K (2.56%) | -1.92K Decreased by -1.25% | Dec 31, 24 |
| 5 | Wellington Management Company LLP | 101.17K (1.69%) | -19.90K Decreased by -19.67% | Sep 30, 23 |
| 6 | Bridgeway Capital Management, LLC | 96.49K (1.61%) | 3.36K Increased by +3.48% | Dec 31, 24 |
| 7 | State Street Corp | 91.51K (1.53%) | 680.00 Increased by +0.74% | Dec 31, 24 |
| 8 | State Street Corporation | 90.72K (1.52%) | 4.30K Increased by +4.74% | Mar 31, 24 |
| 9 | Bank of New York Mellon Corp | 64.93K (1.09%) | -21.26K Decreased by -32.75% | Dec 31, 24 |
| 10 | Northern Trust Corp | 61.12K (1.02%) | 463.00 Increased by +0.76% | Dec 31, 24 |
| 11 | North Star Investment Management Corp | 59.33K (0.99%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Empowered Funds, LLC | 39.89K (0.67%) | 3.85K Increased by +9.65% | Dec 31, 24 |
| 13 | AMG National Trust Bank | 36.86K (0.62%) | 463.00 Increased by +1.26% | Dec 31, 24 |
| 14 | Annex Advisory Services, LLC | 34.43K (0.58%) | 9.24K Increased by +26.85% | Dec 31, 24 |
| 15 | Renaissance Technologies Corp | 28.43K (0.48%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Segall Bryant & Hamill | 27.24K (0.46%) | 27.24K Increased by +100.00% | Dec 31, 24 |
| 17 | Arrowstreet Capital Limited Partnership | 25.62K (0.43%) | 1.46K Increased by +5.71% | Mar 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 24.68K (0.41%) | 2.33K Increased by +9.42% | Dec 31, 24 |
| 19 | Ancora Advisors LLC | 24.41K (0.41%) | -40.62K Decreased by -166.42% | Sep 30, 23 |
| 20 | O'Shaughnessy Asset Management LLC | 24.21K (0.40%) | -131.00 Decreased by -0.54% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 208.99K (3.49%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | iShares Russell 2000 ETF | 135.31K (2.26%) | -1.61K Decreased by -1.19% | Feb 28, 25 |
| 3 | DFA US Small Cap Value I | 129.61K (2.17%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 117.27K (1.96%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | DFA US Targeted Value I | 79.85K (1.33%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 6 | Fidelity Small Cap Index | 62.19K (1.04%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | DFA US Micro Cap I | 60.63K (1.01%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 8 | North Star Dividend I | 59.00K (0.99%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 9 | DFA US Small Cap I | 57.79K (0.97%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 10 | Fidelity® Small Cap Index | 56.07K (0.94%) | 1.98K Increased by +3.52% | Oct 31, 23 |
| 11 | Dimensional US Targeted Value ETF | 54.38K (0.91%) | 8.00 Increased by +0.01% | Feb 28, 25 |
| 12 | iShares Russell 2000 Value ETF | 52.20K (0.87%) | -396.00 Decreased by -0.76% | Feb 28, 25 |
| 13 | WisdomTree US SmallCap Dividend ETF | 48.53K (0.81%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 14 | EA Bridgeway Omni Small-Cap Value ETF | 43.22K (0.72%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | Bridgeway Omni Small-Cap Value | 40.00K (0.67%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Bridgeway Omni Small-Cap Value N | 40.00K (0.67%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | Fidelity Extended Market Index | 39.22K (0.66%) | -596.00 Decreased by -1.52% | Jan 31, 25 |
| 18 | Pinnacle Value | 36.68K (0.61%) | -2.89K Decreased by -7.87% | Dec 31, 24 |
| 19 | ACM Small and Mid Cap Portfolio | 36.49K (0.61%) | 23.12K Increased by +63.36% | Jun 30, 24 |
| 20 | Fidelity® Extended Market Index | 36.26K (0.61%) | 0.00 Increased by 0.00% | Nov 30, 23 |