| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 583.91K (10.32%) | 3.22K Increased by +0.55% | Jun 30, 25 |
| 2 | BlackRock Inc | 429.50K (7.59%) | -398.00 Decreased by -0.09% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 363.41K (6.42%) | -8.74K Decreased by -2.41% | Jun 30, 25 |
| 4 | Geode Capital Management, LLC | 157.97K (2.79%) | 5.06K Increased by +3.20% | Mar 31, 25 |
| 5 | Wellington Management Company LLP | 101.17K (1.79%) | -19.90K Decreased by -19.67% | Sep 30, 23 |
| 6 | State Street Corp | 94.79K (1.67%) | 3.28K Increased by +3.46% | Mar 31, 25 |
| 7 | Bridgeway Capital Management, LLC | 91.78K (1.62%) | -4.71K Decreased by -5.14% | Mar 31, 25 |
| 8 | State Street Corporation | 90.72K (1.60%) | 4.30K Increased by +4.74% | Mar 31, 24 |
| 9 | Bank of New York Mellon Corp | 62.36K (1.10%) | -2.58K Decreased by -4.13% | Mar 31, 25 |
| 10 | Northern Trust Corp | 59.39K (1.05%) | -1.73K Decreased by -2.91% | Mar 31, 25 |
| 11 | North Star Investment Management Corp | 59.33K (1.05%) | 0.00 Increased by 0.00% | 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 | Renaissance Technologies Corp | 27.63K (0.49%) | -800.00 Decreased by -2.90% | Mar 31, 25 |
| 16 | O'Shaughnessy Asset Management LLC | 26.71K (0.47%) | 11.45K Increased by +42.85% | Jun 30, 25 |
| 17 | Arrowstreet Capital Limited Partnership | 25.62K (0.45%) | 1.46K Increased by +5.71% | Mar 31, 24 |
| 18 | Ancora Advisors LLC | 24.41K (0.43%) | -40.62K Decreased by -166.42% | Sep 30, 23 |
| 19 | Allspring Global Investments Holdings, LLC | 23.90K (0.42%) | 7.75K Increased by +32.44% | Mar 31, 25 |
| 20 | Annex Advisory Services, LLC | 23.20K (0.41%) | -11.22K Decreased by -48.37% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 208.99K (3.69%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 208.99K (3.69%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 131.77K (2.33%) | -2.52K Decreased by -1.91% | Jul 31, 25 |
| 4 | DFA US Small Cap Value I | 129.01K (2.28%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 104.53K (1.85%) | -16.49K Decreased by -15.78% | Jun 30, 25 |
| 6 | DFA US Targeted Value I | 79.85K (1.41%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Fidelity Small Cap Index | 61.42K (1.09%) | 467.00 Increased by +0.76% | May 31, 25 |
| 8 | North Star Dividend I | 59.00K (1.04%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Dimensional US Targeted Value ETF | 57.77K (1.02%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | DFA US Micro Cap I | 57.27K (1.01%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | DFA US Small Cap I | 56.69K (1.00%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Fidelity® Small Cap Index | 56.07K (0.99%) | 1.98K Increased by +3.52% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 53.16K (0.94%) | 39.00 Increased by +0.07% | Jul 31, 25 |
| 14 | EA Bridgeway Omni Small-Cap Value ETF | 48.70K (0.86%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 15 | WisdomTree US SmallCap Dividend ETF | 47.19K (0.83%) | -168.00 Decreased by -0.36% | Jul 31, 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% | Mar 31, 25 |
| 18 | Fidelity Extended Market Index | 39.35K (0.70%) | -103.00 Decreased by -0.26% | Jun 30, 25 |
| 19 | Pinnacle Value | 36.68K (0.65%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | ACM Small and Mid Cap Portfolio | 36.49K (0.64%) | 23.12K Increased by +63.36% | Jun 30, 24 |