| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thoroughbred Financial Services, LLC | 1.12M (11.09%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Minerva Advisors LLC | 567.62K (5.61%) | 17.43K Increased by +3.07% | Dec 31, 25 |
| 3 | BlackRock Inc | 535.85K (5.30%) | -7.69K Decreased by -1.43% | Sep 30, 25 |
| 4 | Vanguard Group Inc | 510.02K (5.04%) | 2.24K Increased by +0.44% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 460.10K (4.55%) | -3.36K Decreased by -0.73% | Dec 31, 25 |
| 6 | North Star Investment Management Corp | 428.11K (4.23%) | -641.00 Decreased by -0.15% | Dec 31, 25 |
| 7 | Rehmann Capital Advisory Group, LLC | 309.21K (3.06%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 222.00K (2.20%) | 878.00 Increased by +0.40% | Dec 31, 25 |
| 9 | State Street Corp | 136.04K (1.35%) | -1.20K Decreased by -0.89% | Sep 30, 25 |
| 10 | Bank of New York Mellon Corp | 126.26K (1.25%) | -2.29K Decreased by -1.81% | Sep 30, 25 |
| 11 | State Street Corporation | 113.01K (1.12%) | 1.08K Increased by +0.95% | Mar 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 111.61K (1.10%) | -20.13K Decreased by -18.04% | Sep 30, 25 |
| 13 | Northern Trust Corp | 85.59K (0.85%) | 446.00 Increased by +0.52% | Sep 30, 25 |
| 14 | Mork Capital Management | 80.00K (0.79%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | PEOPLES BANK NATIONAL ASSOCIATION | 67.13K (0.66%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 16 | Northstar Group Inc | 66.50K (0.66%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Bridgeway Capital Management, LLC | 41.81K (0.41%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 18 | Royal Bank of Canada | 37.98K (0.38%) | 3.57K Increased by +9.40% | Jun 30, 25 |
| 19 | Inspire Advisors, LLC | 29.15K (0.29%) | -2.99K Decreased by -10.27% | Jun 30, 25 |
| 20 | Charles Schwab Investment Management Inc | 28.79K (0.28%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 306.81K (3.03%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 301.97K (2.99%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | iShares Russell 2000 ETF | 234.71K (2.32%) | 234.71K Increased by +100.00% | Feb 28, 26 |
| 4 | North Star Micro Cap I | 214.00K (2.12%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 5 | North Star Dividend I | 143.00K (1.41%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Fidelity Small Cap Index | 103.43K (1.02%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | Fidelity® Small Cap Index | 91.35K (0.90%) | 1.43K Increased by +1.56% | Oct 31, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 87.47K (0.87%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 9 | iShares Russell 2000 Value ETF | 77.41K (0.77%) | 77.41K Increased by +100.00% | Feb 28, 26 |
| 10 | VT De Lisle America B USD | 73.53K (0.73%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 11 | EAM Ultra Micro Cap | 68.15K (0.67%) | 68.15K Increased by +100.00% | Nov 30, 23 |
| 12 | WisdomTree US SmallCap Dividend ETF | 62.60K (0.62%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 13 | Argenta-Fund Lifestyle Dynamic R Cap | 60.52K (0.60%) | 0.00 Increased by 0.00% | Nov 30, 25 |
| 14 | DFA US Micro Cap I | 57.97K (0.57%) | -1.88K Decreased by -3.25% | Jan 31, 26 |
| 15 | DFA US Small Cap I | 56.16K (0.56%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 16 | Vanguard Russell 2000 ETF | 50.41K (0.50%) | 1.84K Increased by +3.64% | Feb 28, 26 |
| 17 | Fidelity® Extended Market Index | 48.13K (0.48%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | DFA US Small Cap Value I | 44.22K (0.44%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 19 | Fidelity Extended Market Index | 43.17K (0.43%) | -180.00 Decreased by -0.42% | Jan 31, 26 |
| 20 | Dimensional US Targeted Value ETF | 40.84K (0.40%) | 0.00 Increased by 0.00% | Feb 27, 26 |