| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 536.37K (9.18%) | 11.01K Increased by +2.05% | Sep 30, 23 |
| 2 | BlackRock Inc | 392.70K (6.72%) | 18.08K Increased by +4.60% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 331.56K (5.68%) | 1.88K Increased by +0.57% | Sep 30, 23 |
| 4 | Geode Capital Management, LLC | 128.63K (2.20%) | 3.40K Increased by +2.64% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 101.17K (1.73%) | -19.90K Decreased by -19.67% | Sep 30, 23 |
| 6 | State Street Corporation | 81.40K (1.39%) | -800.00 Decreased by -0.98% | Sep 30, 23 |
| 7 | Bridgeway Capital Management, LLC | 81.09K (1.39%) | -619.00 Decreased by -0.76% | Sep 30, 23 |
| 8 | Bank of New York Mellon Corp | 70.89K (1.21%) | -3.13K Decreased by -4.42% | Sep 30, 23 |
| 9 | Northern Trust Corp | 60.15K (1.03%) | -168.00 Decreased by -0.28% | Sep 30, 23 |
| 10 | North Star Investment Management Corp | 59.63K (1.02%) | -1.40K Decreased by -2.35% | Sep 30, 23 |
| 11 | AMG National Trust Bank | 44.71K (0.77%) | -298.00 Decreased by -0.67% | Sep 30, 23 |
| 12 | Arrowstreet Capital Limited Partnership | 24.86K (0.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Ancora Advisors LLC | 24.41K (0.42%) | -40.62K Decreased by -166.42% | Sep 30, 23 |
| 14 | Empowered Funds, LLC | 24.00K (0.41%) | 1.90K Increased by +7.90% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 18.98K (0.32%) | 12.13K Increased by +63.92% | Sep 30, 23 |
| 16 | Royal Bank of Canada | 17.50K (0.30%) | 1.24K Increased by +7.07% | Sep 30, 23 |
| 17 | Janney Montgomery Scott LLC | 17.11K (0.29%) | 3.21K Increased by +18.76% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 17.09K (0.29%) | -32.00 Decreased by -0.19% | Sep 30, 23 |
| 19 | Acadian Asset Management LLC | 16.94K (0.29%) | -22.29K Decreased by -131.59% | Sep 30, 23 |
| 20 | Renaissance Technologies Corp | 16.93K (0.29%) | 1.50K Increased by +8.86% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 208.74K (3.57%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | iShares Russell 2000 ETF | 147.43K (2.52%) | 946.00 Increased by +0.64% | Dec 29, 23 |
| 3 | DFA US Small Cap Value I | 121.07K (2.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 87.75K (1.50%) | 2.05K Increased by +2.33% | Nov 30, 23 |
| 5 | DFA US Targeted Value I | 79.85K (1.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | DFA US Micro Cap I | 78.20K (1.34%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | DFA US Small Cap I | 59.17K (1.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | North Star Dividend I | 59.00K (1.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Fidelity® Small Cap Index | 56.07K (0.96%) | 1.98K Increased by +3.52% | Oct 31, 23 |
| 10 | iShares Russell 2000 Value ETF | 53.39K (0.91%) | 99.00 Increased by +0.19% | Dec 29, 23 |
| 11 | WisdomTree US SmallCap Dividend ETF | 51.09K (0.87%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 12 | Pinnacle Value | 41.07K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Fidelity® Extended Market Index | 36.26K (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Bridgeway Omni Small-Cap Value | 31.50K (0.54%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Bridgeway Omni Small-Cap Value N | 31.50K (0.54%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Dimensional US Targeted Value ETF | 29.93K (0.51%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | EA Bridgeway Omni Small-Cap Value ETF | 26.26K (0.45%) | 108.00 Increased by +0.41% | Dec 29, 23 |
| 18 | DFA US Core Equity 2 I | 25.42K (0.44%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Bridgeway Ultra-Small Company Market | 24.50K (0.42%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Russell Inv Tax-Managed US Mid&Sm Cap S | 21.99K (0.38%) | 0.00 Increased by 0.00% | Nov 30, 23 |