| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 224.29K (5.84%) | -1.15K Decreased by -0.51% | Sep 30, 23 |
| 2 | Renaissance Technologies Corp | 84.55K (2.20%) | -1.20K Decreased by -1.42% | Sep 30, 23 |
| 3 | Next Capital Management LLC | 54.80K (1.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 38.91K (1.01%) | -3.12K Decreased by -8.01% | Sep 30, 23 |
| 5 | Creative Planning Inc | 31.10K (0.81%) | 15.50K Increased by +49.84% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 27.93K (0.73%) | 1.19K Increased by +4.24% | Sep 30, 23 |
| 7 | Teton Advisors Inc | 23.00K (0.60%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Gabelli Funds LLC | 20.00K (0.52%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Clearview Wealth Advisors LLC | 15.57K (0.41%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | State Street Corporation | 14.11K (0.37%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Goss Wealth Management LLC | 12.92K (0.34%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | James Investment Research, Inc. | 12.92K (0.34%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | BlackRock Inc | 11.95K (0.31%) | -681.00 Decreased by -5.70% | Sep 30, 23 |
| 14 | T. Rowe Price Associates, Inc. | 10.85K (0.28%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 7.38K (0.19%) | 200.00 Increased by +2.71% | Sep 30, 23 |
| 16 | U.S. Bancorp | 2.70K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Wells Fargo & Co | 2.51K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Tower Research Capital LLC | 1.91K (0.05%) | 213.00 Increased by +11.15% | Sep 30, 23 |
| 19 | Advisor Group Holdings, Inc. | 1.63K (0.04%) | -100.00 Decreased by -6.14% | Sep 30, 23 |
| 20 | Bank of America Corp | 1.60K (0.04%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | CI Disciplined Growth Private | 298.73K (7.78%) | 8.59K Increased by +2.88% | Dec 31, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 152.43K (3.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 72.11K (1.88%) | 244.00 Increased by +0.34% | Nov 30, 23 |
| 4 | TETON Westwood Mighty Mites AAA | 23.00K (0.60%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Gabelli Small Cap Growth AAA | 20.00K (0.52%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Fidelity® Extended Market Index | 14.44K (0.38%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | T. Rowe Price Extended Equity Market Idx | 10.85K (0.28%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | iShares Micro-Cap ETF | 10.15K (0.26%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 9 | VT De Lisle America B USD | 10.00K (0.26%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | Fidelity® Total Market Index | 6.46K (0.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | DFA US Core Equity 2 I | 6.26K (0.16%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | NT Ext Equity Mkt Idx Fd - NL | 4.49K (0.12%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Fidelity® Series Total Market Index | 4.33K (0.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | DFA US Small Cap Value I | 4.14K (0.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | DFA US Micro Cap I | 3.87K (0.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 3.60K (0.09%) | -178.00 Decreased by -4.95% | Sep 30, 23 |
| 17 | SSgA U.S. Extended Market Index Class I | 3.41K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | State St US Extended Mkt Indx NL Cl C | 3.41K (0.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Dimensional US Targeted Value ETF | 3.10K (0.08%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | NT Ext Equity Mkt Idx Fd - L | 2.53K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |