| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bard Associates Inc | 380.57K (4.40%) | -850.00 Decreased by -0.22% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 364.10K (4.21%) | 8.59K Increased by +2.36% | Sep 30, 23 |
| 3 | Hardy Reed LLC | 332.30K (3.85%) | 298.10K Increased by +89.71% | Sep 30, 23 |
| 4 | Shufro Rose & CO LLC | 219.38K (2.54%) | 400.00 Increased by +0.18% | Sep 30, 23 |
| 5 | Bellwether Advisors, LLC | 161.22K (1.87%) | 31.18K Increased by +19.34% | Sep 30, 23 |
| 6 | Renaissance Technologies Corp | 117.93K (1.36%) | -12.40K Decreased by -10.51% | Sep 30, 23 |
| 7 | Atria Wealth Solutions, Inc. | 111.18K (1.29%) | 11.68K Increased by +10.51% | Sep 30, 23 |
| 8 | WADDELL & ASSOCIATES, LLC | 102.77K (1.19%) | 14.88K Increased by +14.48% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 100.02K (1.16%) | 63.00 Increased by +0.06% | Sep 30, 23 |
| 10 | Soltis Investment Advisors, LLC | 81.10K (0.94%) | 81.10K Increased by +100.00% | Sep 30, 23 |
| 11 | Pinnacle Wealth Planning Services Inc | 51.06K (0.59%) | 9.55K Increased by +18.71% | Sep 30, 23 |
| 12 | TOBIAS FINANCIAL ADVISORS, INC. | 41.10K (0.48%) | -2.04K Decreased by -4.96% | Sep 30, 23 |
| 13 | Royal Bank of Canada | 38.77K (0.45%) | 5.30K Increased by +13.67% | Sep 30, 23 |
| 14 | BlackRock Inc | 29.59K (0.34%) | 5.43K Increased by +18.37% | Sep 30, 23 |
| 15 | Perritt Capital Management Inc. | 29.46K (0.34%) | 24.61K Increased by +83.52% | Sep 30, 23 |
| 16 | Clear Creek Investment Mgmt LLC | 27.81K (0.32%) | 1.08K Increased by +3.88% | Sep 30, 23 |
| 17 | State Street Corporation | 26.00K (0.30%) | -500.00 Decreased by -1.92% | Sep 30, 23 |
| 18 | Merriman Wealth Management, LLC | 25.82K (0.30%) | 25.82K Increased by +100.00% | Sep 30, 23 |
| 19 | National Asset Management Inc | 25.12K (0.29%) | 67.00 Increased by +0.27% | Jun 30, 23 |
| 20 | International Assets Investment Management, LLC | 23.05K (0.27%) | 3.45K Increased by +14.97% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 262.66K (3.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 97.34K (1.13%) | 6.16K Increased by +6.33% | Nov 30, 23 |
| 3 | DP Selección B FI | 54.87K (0.63%) | 54.87K Increased by +100.00% | Dec 31, 23 |
| 4 | Fidelity® Extended Market Index | 51.78K (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | RBC Microcap Value I | 38.70K (0.45%) | 6.00K Increased by +15.50% | Sep 30, 23 |
| 6 | Fidelity® Total Market Index | 23.83K (0.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | iShares Micro-Cap ETF | 19.37K (0.22%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 8 | Bridgeway Ultra-Small Company | 15.22K (0.18%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Fidelity® Series Total Market Index | 9.93K (0.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Fidelity Nasdaq Composite Index | 8.75K (0.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Schwab Total Stock Market Index | 7.73K (0.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | NT Ext Equity Mkt Idx Fd - L | 7.38K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Northern Trust Extended Eq Market Idx | 7.38K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | NT Ext Equity Mkt Idx Fd - NL | 7.00K (0.08%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Vanguard Instl Ttl Stck Mkt Idx Tr | 6.83K (0.08%) | -255.83K Decreased by -3.75 K% | Oct 31, 23 |
| 16 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 6.83K (0.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 5.61K (0.06%) | -278.00 Decreased by -4.95% | Sep 30, 23 |
| 18 | Vanguard U.S. Eq Idx £ Acc | 3.79K (0.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Spartan Total Market Index Pool E | 3.57K (0.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | SSgA U.S. Extended Market Index Class I | 3.00K (0.03%) | 0.00 Increased by 0.00% | Sep 30, 23 |