| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | 3.72M (30.73%) | 3.72M Increased by +100.00% | Jun 30, 23 |
| 2 | Renaissance Technologies Corp | 780.82K (6.45%) | -5.20K Decreased by -0.67% | Jun 30, 23 |
| 3 | Vanguard Group Inc | 480.88K (3.98%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 4 | Apis Capital Advisors, LLC | 107.00K (0.88%) | 1.00K Increased by +0.93% | Jun 30, 23 |
| 5 | Bridgeway Capital Management, LLC | 100.20K (0.83%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 6 | Geode Capital Management, LLC | 99.88K (0.83%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 62.47K (0.52%) | -619.00 Decreased by -0.99% | Jun 30, 23 |
| 8 | BlackRock Inc | 62.17K (0.51%) | -1.16K Decreased by -1.87% | Jun 30, 23 |
| 9 | Northern Trust Corp | 20.94K (0.17%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 10 | State Street Corporation | 20.22K (0.17%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 11 | Citadel Advisors Llc | 11.81K (0.10%) | 634.00 Increased by +5.37% | Jun 30, 23 |
| 12 | Group One Trading, LP | 5.46K (0.05%) | -14.53K Decreased by -266.34% | Jun 30, 23 |
| 13 | Tower Research Capital LLC | 4.58K (0.04%) | -1.31K Decreased by -28.58% | Jun 30, 23 |
| 14 | SIMPLEX TRADING, LLC | 3.63K (0.03%) | 3.63K Increased by +100.00% | Jun 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 900.00 (0.01%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 16 | Bank of America Corp | 300.00 (0.00%) | 300.00 Increased by +100.00% | Jun 30, 23 |
| 17 | Royal Bank of Canada | 297.00 (0.00%) | 297.00 Increased by +100.00% | Jun 30, 23 |
| 18 | Wells Fargo & Co | 85.00 (0.00%) | 4.00 Increased by +4.71% | Jun 30, 23 |
| 19 | Advisor Group Holdings, Inc. | 1.00 (0.00%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 20 | Goss Wealth Management LLC | 1.00 (0.00%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 286.23K (2.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 190.46K (1.57%) | 100.00 Increased by +0.05% | Nov 30, 23 |
| 3 | Bridgeway Ultra-Small Company Market | 84.40K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Fidelity® Extended Market Index | 62.60K (0.52%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | iShares Micro-Cap ETF | 25.91K (0.21%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 6 | BlackRock U.S. Equity Market F | 25.14K (0.21%) | 45.00 Increased by +0.18% | Dec 31, 23 |
| 7 | DFA US Vector Equity I | 12.53K (0.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Fidelity® Total Market Index | 11.88K (0.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Fidelity® Series Total Market Index | 11.20K (0.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | NT Ext Equity Mkt Idx Fd - L | 8.45K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Northern Trust Extended Eq Market Idx | 8.45K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Fidelity Nasdaq Composite Index | 6.62K (0.05%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | NT Ext Equity Mkt Idx Fd - NL | 6.59K (0.05%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 5.29K (0.04%) | -262.00 Decreased by -4.96% | Sep 30, 23 |
| 15 | DFA US Core Equity 1 I | 5.14K (0.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | DFA US Vector Equity Class F | 5.11K (0.04%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | Spartan Total Market Index Pool E | 4.94K (0.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Vanguard U.S. Eq Idx £ Acc | 4.30K (0.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | DFA US Social Core Equity 2 Portfolio | 4.02K (0.03%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Dimensional Global Core Equity USD Acc | 3.82K (0.03%) | 0.00 Increased by 0.00% | Nov 30, 23 |