| 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 | 149.52K (2.52%) | 8.41K Increased by +5.62% | Jun 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 | 91.39K (1.54%) | 2.34K Increased by +2.56% | Jun 30, 24 |
| 7 | State Street Corporation | 90.72K (1.53%) | 4.30K Increased by +4.74% | Mar 31, 24 |
| 8 | State Street Corp | 90.46K (1.53%) | -266.00 Decreased by -0.29% | Jun 30, 24 |
| 9 | Bank of New York Mellon Corp | 89.62K (1.51%) | 2.19K Increased by +2.44% | Jun 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 | 34.30K (0.58%) | -29.62K Decreased by -86.36% | Jun 30, 24 |
| 14 | Renaissance Technologies Corp | 28.43K (0.48%) | 700.00 Increased by +2.46% | Sep 30, 24 |
| 15 | Morgan Stanley - Brokerage Accounts | 26.26K (0.44%) | -4.70K Decreased by -17.90% | Jun 30, 24 |
| 16 | Arrowstreet Capital Limited Partnership | 25.62K (0.43%) | 1.46K Increased by +5.71% | Mar 31, 24 |
| 17 | Annex Advisory Services, LLC | 25.18K (0.42%) | 6.07K Increased by +24.10% | Sep 30, 24 |
| 18 | Ancora Advisors LLC | 24.41K (0.41%) | -40.62K Decreased by -166.42% | Sep 30, 23 |
| 19 | Janney Montgomery Scott LLC | 23.43K (0.40%) | 757.00 Increased by +3.23% | Sep 30, 24 |
| 20 | Acadian Asset Management LLC | 21.92K (0.37%) | 0.00 Increased by 0.00% | Mar 31, 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 | 135.73K (2.29%) | -308.00 Decreased by -0.23% | Oct 31, 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% | Sep 30, 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 | 63.05K (1.06%) | -699.00 Decreased by -1.11% | Aug 31, 24 |
| 7 | DFA US Micro Cap I | 60.63K (1.02%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | North Star Dividend I | 59.00K (1.00%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 9 | DFA US Small Cap I | 58.54K (0.99%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Fidelity® Small Cap Index | 56.07K (0.95%) | 1.98K Increased by +3.52% | Oct 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 53.70K (0.91%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Dimensional US Targeted Value ETF | 52.50K (0.89%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | WisdomTree US SmallCap Dividend ETF | 49.33K (0.83%) | 0.00 Increased by 0.00% | Oct 31, 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%) | 8.50K Increased by +21.25% | Jun 30, 24 |
| 18 | EA Bridgeway Omni Small-Cap Value ETF | 38.45K (0.65%) | 2.00K Increased by +5.20% | Oct 31, 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 |