| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 567.48K (9.57%) | 8.52K Increased by +1.50% | Sep 30, 24 |
| 2 | BlackRock Inc | 399.82K (6.74%) | -2.07K Decreased by -0.52% | Jun 30, 24 |
| 3 | Vanguard Group Inc | 345.82K (5.83%) | 5.76K Increased by +1.67% | Sep 30, 24 |
| 4 | Geode Capital Management, LLC | 154.83K (2.61%) | 5.31K Increased by +3.43% | Sep 30, 24 |
| 5 | Wellington Management Company LLP | 101.17K (1.71%) | -19.90K Decreased by -19.67% | Sep 30, 23 |
| 6 | Bridgeway Capital Management, LLC | 93.13K (1.57%) | 1.74K Increased by +1.87% | Sep 30, 24 |
| 7 | State Street Corp | 90.83K (1.53%) | 375.00 Increased by +0.41% | Sep 30, 24 |
| 8 | State Street Corporation | 90.72K (1.53%) | 4.30K Increased by +4.74% | Mar 31, 24 |
| 9 | Bank of New York Mellon Corp | 86.20K (1.45%) | -3.42K Decreased by -3.97% | Sep 30, 24 |
| 10 | Northern Trust Corp | 60.66K (1.02%) | 224.00 Increased by +0.37% | Sep 30, 24 |
| 11 | North Star Investment Management Corp | 59.33K (1.00%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | AMG National Trust Bank | 36.40K (0.61%) | -205.00 Decreased by -0.56% | Sep 30, 24 |
| 13 | Empowered Funds, LLC | 36.04K (0.61%) | 1.74K Increased by +4.83% | Sep 30, 24 |
| 14 | Renaissance Technologies Corp | 28.43K (0.48%) | 700.00 Increased by +2.46% | Sep 30, 24 |
| 15 | Arrowstreet Capital Limited Partnership | 25.62K (0.43%) | 1.46K Increased by +5.71% | Mar 31, 24 |
| 16 | Annex Advisory Services, LLC | 25.18K (0.42%) | 6.07K Increased by +24.10% | Sep 30, 24 |
| 17 | Ancora Advisors LLC | 24.41K (0.41%) | -40.62K Decreased by -166.42% | Sep 30, 23 |
| 18 | O'Shaughnessy Asset Management LLC | 24.34K (0.41%) | 5.35K Increased by +21.98% | Sep 30, 24 |
| 19 | Janney Montgomery Scott LLC | 23.43K (0.40%) | 757.00 Increased by +3.23% | Sep 30, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 22.36K (0.38%) | -3.90K Decreased by -17.45% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 208.99K (3.52%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 146.16K (2.47%) | -308.00 Decreased by -0.21% | Nov 27, 24 |
| 3 | DFA US Small Cap Value I | 127.87K (2.16%) | 700.00 Increased by +0.55% | Sep 30, 24 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 89.39K (1.51%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 5 | DFA US Targeted Value I | 79.85K (1.35%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Fidelity Small Cap Index | 63.31K (1.07%) | 265.00 Increased by +0.42% | Sep 30, 24 |
| 7 | DFA US Micro Cap I | 60.63K (1.02%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | iShares Russell 2000 Value ETF | 59.29K (1.00%) | 76.00 Increased by +0.13% | Nov 27, 24 |
| 9 | North Star Dividend I | 59.00K (1.00%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | DFA US Small Cap I | 58.54K (0.99%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Fidelity® Small Cap Index | 56.07K (0.95%) | 1.98K Increased by +3.52% | Oct 31, 23 |
| 12 | Dimensional US Targeted Value ETF | 52.67K (0.89%) | 0.00 Increased by 0.00% | Nov 28, 24 |
| 13 | WisdomTree US SmallCap Dividend ETF | 49.37K (0.83%) | 84.00 Increased by +0.17% | Nov 29, 24 |
| 14 | Fidelity Extended Market Index | 42.29K (0.71%) | 2.65K Increased by +6.26% | Sep 30, 24 |
| 15 | Pinnacle Value | 41.07K (0.69%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 16 | Bridgeway Omni Small-Cap Value | 40.00K (0.67%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | Bridgeway Omni Small-Cap Value N | 40.00K (0.67%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | EA Bridgeway Omni Small-Cap Value ETF | 38.95K (0.66%) | 42.00 Increased by +0.11% | Nov 27, 24 |
| 19 | ACM Small and Mid Cap Portfolio | 36.49K (0.62%) | 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 |