| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 580.70K (9.81%) | 4.01K Increased by +0.69% | Mar 31, 25 |
| 2 | BlackRock Inc | 429.50K (7.25%) | -398.00 Decreased by -0.09% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 372.16K (6.28%) | 431.00 Increased by +0.12% | Mar 31, 25 |
| 4 | Geode Capital Management, LLC | 157.97K (2.67%) | 5.06K Increased by +3.20% | Mar 31, 25 |
| 5 | Wellington Management Company LLP | 101.17K (1.71%) | -19.90K Decreased by -19.67% | Sep 30, 23 |
| 6 | State Street Corp | 94.79K (1.60%) | 3.28K Increased by +3.46% | Mar 31, 25 |
| 7 | Bridgeway Capital Management, LLC | 91.78K (1.55%) | -4.71K Decreased by -5.14% | Mar 31, 25 |
| 8 | State Street Corporation | 90.72K (1.53%) | 4.30K Increased by +4.74% | Mar 31, 24 |
| 9 | Bank of New York Mellon Corp | 62.36K (1.05%) | -2.58K Decreased by -4.13% | Mar 31, 25 |
| 10 | Northern Trust Corp | 59.39K (1.00%) | -1.73K Decreased by -2.91% | Mar 31, 25 |
| 11 | North Star Investment Management Corp | 59.33K (1.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | Empowered Funds, LLC | 43.17K (0.73%) | 3.29K Increased by +7.61% | Mar 31, 25 |
| 13 | AMG National Trust Bank | 36.76K (0.62%) | -100.00 Decreased by -0.27% | Mar 31, 25 |
| 14 | Renaissance Technologies Corp | 27.63K (0.47%) | -800.00 Decreased by -2.90% | Mar 31, 25 |
| 15 | Segall Bryant & Hamill | 27.09K (0.46%) | -152.00 Decreased by -0.56% | Mar 31, 25 |
| 16 | Arrowstreet Capital Limited Partnership | 25.62K (0.43%) | 1.46K Increased by +5.71% | Mar 31, 24 |
| 17 | Ancora Advisors LLC | 24.41K (0.41%) | -40.62K Decreased by -166.42% | Sep 30, 23 |
| 18 | O'Shaughnessy Asset Management LLC | 24.21K (0.41%) | -131.00 Decreased by -0.54% | Dec 31, 24 |
| 19 | Allspring Global Investments Holdings, LLC | 23.90K (0.40%) | 7.75K Increased by +32.44% | Mar 31, 25 |
| 20 | Annex Advisory Services, LLC | 23.20K (0.39%) | -11.22K Decreased by -48.37% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 208.99K (3.53%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 208.99K (3.53%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 140.89K (2.38%) | 984.00 Increased by +0.70% | Jun 30, 25 |
| 4 | DFA US Small Cap Value I | 129.01K (2.18%) | 0.00 Increased by 0.00% | May 31, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 121.02K (2.04%) | 1.84K Increased by +1.52% | May 31, 25 |
| 6 | DFA US Targeted Value I | 79.85K (1.35%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Fidelity Small Cap Index | 60.96K (1.03%) | -93.00 Decreased by -0.15% | Apr 30, 25 |
| 8 | North Star Dividend I | 59.00K (1.00%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Dimensional US Targeted Value ETF | 57.68K (0.97%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | DFA US Micro Cap I | 57.27K (0.97%) | -1.59K Decreased by -2.78% | May 31, 25 |
| 11 | DFA US Small Cap I | 56.69K (0.96%) | 0.00 Increased by 0.00% | May 31, 25 |
| 12 | Fidelity® Small Cap Index | 56.07K (0.95%) | 1.98K Increased by +3.52% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 54.80K (0.93%) | 195.00 Increased by +0.36% | Jun 30, 25 |
| 14 | WisdomTree US SmallCap Dividend ETF | 48.03K (0.81%) | -210.00 Decreased by -0.44% | Jun 30, 25 |
| 15 | EA Bridgeway Omni Small-Cap Value ETF | 47.30K (0.80%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Bridgeway Omni Small-Cap Value | 40.00K (0.68%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Bridgeway Omni Small-Cap Value N | 40.00K (0.68%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Fidelity Extended Market Index | 39.46K (0.67%) | -176.00 Decreased by -0.45% | May 31, 25 |
| 19 | Pinnacle Value | 36.68K (0.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | ACM Small and Mid Cap Portfolio | 36.49K (0.62%) | 23.12K Increased by +63.36% | Jun 30, 24 |