| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Punch & Associates Inv Mgmt Inc | 711.19K (9.21%) | -36.84K Decreased by -5.18% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 363.52K (4.71%) | 2.23K Increased by +0.61% | Sep 30, 23 |
| 3 | Barclays PLC | 123.42K (1.60%) | 1.42K Increased by +1.15% | Sep 30, 23 |
| 4 | BlackRock Inc | 97.37K (1.26%) | -936.00 Decreased by -0.96% | Sep 30, 23 |
| 5 | Lindbrook Capital, LLC | 91.21K (1.18%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Acadian Asset Management LLC | 88.43K (1.14%) | 88.43K Increased by +100.00% | Sep 30, 23 |
| 7 | Benefit Street Partners L.L.C. | 76.16K (0.99%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 66.91K (0.87%) | 681.00 Increased by +1.02% | Sep 30, 23 |
| 9 | State Street Corporation | 33.26K (0.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Advisor Group Holdings, Inc. | 29.63K (0.38%) | -543.00 Decreased by -1.83% | Sep 30, 23 |
| 11 | T. Rowe Price Associates, Inc. | 24.39K (0.32%) | 1.13K Increased by +4.61% | Sep 30, 23 |
| 12 | Northern Trust Corp | 22.37K (0.29%) | -798.00 Decreased by -3.57% | Sep 30, 23 |
| 13 | Royal Bank of Canada | 13.74K (0.18%) | 10.00 Increased by +0.07% | Sep 30, 23 |
| 14 | Wiley Bros.-Aintree Capital, LLC | 11.84K (0.15%) | -3.17K Decreased by -26.80% | Sep 30, 23 |
| 15 | First Republic Inv Mgmt Inc | 11.54K (0.15%) | -1.47K Decreased by -12.70% | Sep 30, 23 |
| 16 | O'Shaughnessy Asset Management LLC | 10.53K (0.14%) | -1.52K Decreased by -14.45% | Sep 30, 23 |
| 17 | Sound View Wealth Advisors, LLC | 10.00K (0.13%) | 10.00K Increased by +100.00% | Sep 30, 23 |
| 18 | Citadel Advisors Llc | 7.93K (0.10%) | 7.93K Increased by +100.00% | Sep 30, 23 |
| 19 | Nisa Investment Advisors, L.L.C. | 2.80K (0.04%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Tower Research Capital LLC | 1.35K (0.02%) | -292.00 Decreased by -21.55% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 245.35K (3.18%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 103.94K (1.35%) | 2.46K Increased by +2.36% | Nov 30, 23 |
| 3 | Axonic Strategic Income I | 91.09K (1.18%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Fidelity® Extended Market Index | 37.24K (0.48%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | BlackRock Extended Mkt Composite | 31.22K (0.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | BlackRock Extended Equity Market K | 27.24K (0.35%) | -55.00 Decreased by -0.20% | Dec 31, 23 |
| 7 | Axonic Alternative Income | 17.31K (0.22%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | iShares Micro-Cap ETF | 17.30K (0.22%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 9 | T. Rowe Price Extended Equity Market Idx | 16.33K (0.21%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Fidelity® Total Market Index | 14.84K (0.19%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Series Total Market Index | 9.78K (0.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | T. Rowe Price U.S. Equities Tr | 8.06K (0.10%) | 1.13K Increased by +13.96% | Sep 30, 23 |
| 13 | Vanguard Instl Ttl Stck Mkt Idx Tr | 7.47K (0.10%) | -237.88K Decreased by -3.18 K% | Oct 31, 23 |
| 14 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 7.47K (0.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | NT Ext Equity Mkt Idx Fd - NL | 6.71K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | NT Ext Equity Mkt Idx Fd - L | 6.58K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Northern Trust Extended Eq Market Idx | 6.58K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Vanguard Balanced Index Inv | 5.44K (0.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 5.38K (0.07%) | -267.00 Decreased by -4.96% | Sep 30, 23 |
| 20 | SSgA U.S. Extended Market Index Class I | 4.70K (0.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |