| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.16M (4.08%) | 1.06M Increased by +25.52% | Sep 30, 23 |
| 2 | Baird Financial Group, Inc. | 4.13M (4.04%) | -363.05K Decreased by -8.80% | Sep 30, 23 |
| 3 | IEQ CAPITAL, LLC | 2.96M (2.90%) | 184.64K Increased by +6.24% | Sep 30, 23 |
| 4 | Kanen Wealth Management LLC | 1.47M (1.44%) | 1.00M Increased by +68.10% | Sep 30, 23 |
| 5 | BlackRock Inc | 1.21M (1.19%) | 41.74K Increased by +3.45% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 960.37K (0.94%) | 160.98K Increased by +16.76% | Sep 30, 23 |
| 7 | Awm Investment Company Inc | 900.00K (0.88%) | 900.00K Increased by +100.00% | Sep 30, 23 |
| 8 | Boston Partners Global Investors, Inc | 618.66K (0.61%) | 524.89K Increased by +84.84% | Sep 30, 23 |
| 9 | Kestra Advisory Services, LLC | 561.25K (0.55%) | 527.71K Increased by +94.02% | Sep 30, 23 |
| 10 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 402.84K (0.39%) | -19.91K Decreased by -4.94% | Sep 30, 23 |
| 11 | Goldman Sachs Group Inc | 291.80K (0.29%) | 279.90K Increased by +95.92% | Sep 30, 23 |
| 12 | State Street Corporation | 250.23K (0.25%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Northern Trust Corp | 197.82K (0.19%) | 76.25K Increased by +38.54% | Sep 30, 23 |
| 14 | TITLEIST ASSET MANAGEMENT, LLC | 170.05K (0.17%) | 17.50K Increased by +10.29% | Sep 30, 23 |
| 15 | Susquehanna International Group, LLP | 101.34K (0.10%) | -5.75K Decreased by -5.67% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 74.40K (0.07%) | 22.49K Increased by +30.23% | Sep 30, 23 |
| 17 | Creative Planning Inc | 65.80K (0.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | T. Rowe Price Associates, Inc. | 59.70K (0.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | UBS Group AG | 58.55K (0.06%) | 27.40K Increased by +46.80% | Sep 30, 23 |
| 20 | Barclays PLC | 58.38K (0.06%) | 58.38K Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.95M (2.89%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 1.04M (1.02%) | 15.73K Increased by +1.52% | Nov 30, 23 |
| 3 | Russell Inv US Small Cap Equity E | 611.31K (0.60%) | 241.10K Increased by +39.44% | Nov 30, 23 |
| 4 | Fidelity® Extended Market Index | 504.79K (0.49%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | WPG Partners Micro Cap Opportunities | 435.04K (0.43%) | 435.04K Increased by +100.00% | Sep 30, 23 |
| 6 | Philotimo Focused Growth and Income | 361.11K (0.35%) | 244.00K Increased by +67.57% | Sep 30, 23 |
| 7 | Fidelity® Total Market Index | 230.73K (0.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | iShares Micro-Cap ETF | 218.56K (0.21%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 9 | Russell Inv Small Cap Fund B | 162.68K (0.16%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | BlackRock Extended Mkt Composite | 161.54K (0.16%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | BlackRock Extended Equity Market K | 140.93K (0.14%) | -284.00 Decreased by -0.20% | Dec 31, 23 |
| 12 | Russell Inv US Small Cap Equity | 133.82K (0.13%) | 53.58K Increased by +40.04% | Nov 30, 23 |
| 13 | NT Ext Equity Mkt Idx Fd - NL | 105.87K (0.10%) | 46.30K Increased by +43.73% | Sep 30, 23 |
| 14 | Vanguard Balanced Index Inv | 95.20K (0.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Vanguard Instl Ttl Stck Mkt Idx Tr | 93.46K (0.09%) | -1.80M Decreased by -1.92 K% | Oct 31, 23 |
| 16 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 93.46K (0.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | NT Ext Equity Mkt Idx Fd - L | 86.05K (0.08%) | 29.95K Increased by +34.81% | Sep 30, 23 |
| 18 | Northern Trust Extended Eq Market Idx | 86.05K (0.08%) | 29.95K Increased by +34.81% | Sep 30, 23 |
| 19 | Fidelity® Series Total Market Index | 85.86K (0.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 84.87K (0.08%) | 34.75K Increased by +40.94% | Sep 30, 23 |