| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mariner Wealth Advisors LLC | 1.17M (33.47%) | 1.17M Increased by +100.00% | Dec 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 357.82K (10.26%) | -2.33K Decreased by -0.65% | Dec 31, 25 |
| 3 | BlackRock Inc | 287.48K (8.24%) | -13.06K Decreased by -4.54% | Sep 30, 25 |
| 4 | Vanguard Group Inc | 225.44K (6.46%) | -417.00 Decreased by -0.18% | Dec 31, 25 |
| 5 | Renaissance Technologies Corp | 131.80K (3.78%) | -6.60K Decreased by -5.01% | Dec 31, 25 |
| 6 | American Century Companies Inc | 131.15K (3.76%) | 8.64K Increased by +6.59% | Dec 31, 25 |
| 7 | RBF LLC | 110.00K (3.15%) | 55.00K Increased by +50.00% | Dec 31, 25 |
| 8 | Punch & Associates Inv Mgmt Inc | 90.98K (2.61%) | 17.48K Increased by +19.21% | Dec 31, 25 |
| 9 | Geode Capital Management, LLC | 89.27K (2.56%) | -1.31K Decreased by -1.47% | Dec 31, 25 |
| 10 | State Street Corp | 79.69K (2.28%) | -1.62K Decreased by -2.04% | Sep 30, 25 |
| 11 | Acadian Asset Management LLC | 76.00K (2.18%) | 74.40K Increased by +97.90% | Sep 30, 25 |
| 12 | North Star Investment Management Corp | 64.40K (1.85%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 13 | Bridgeway Capital Management, LLC | 64.17K (1.84%) | -2.23K Decreased by -3.48% | Dec 31, 25 |
| 14 | Bank of New York Mellon Corp | 45.07K (1.29%) | -2.12K Decreased by -4.71% | Sep 30, 25 |
| 15 | Northern Trust Corp | 44.14K (1.27%) | -2.21K Decreased by -5.02% | Sep 30, 25 |
| 16 | Arrowstreet Capital Limited Partnership | 43.33K (1.24%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | D. E. Shaw & Co LP | 43.28K (1.24%) | 30.78K Increased by +71.12% | Dec 31, 25 |
| 18 | Los Angeles Capital Management LLC | 42.94K (1.23%) | 4.84K Increased by +11.27% | Jun 30, 25 |
| 19 | JPMorgan Chase & Co | 40.77K (1.17%) | 23.26K Increased by +57.05% | Sep 30, 25 |
| 20 | Millennium Management LLC | 40.50K (1.16%) | -32.61K Decreased by -80.52% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | MIAM Total Return Value Strategy | 232.89K (6.68%) | 26.57K Increased by +11.41% | Dec 31, 23 |
| 2 | Vanguard US Total Market Shares ETF | 141.93K (4.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 138.55K (3.97%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Avantis US Small Cap Value ETF | 118.30K (3.39%) | 253.00 Increased by +0.21% | Feb 28, 26 |
| 5 | GVIC Total Return Value Strategy | 104.94K (3.01%) | -137.21K Decreased by -130.75% | Sep 30, 24 |
| 6 | DFA US Small Cap Value I | 102.64K (2.94%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 7 | iShares Russell 2000 ETF | 85.39K (2.45%) | 85.39K Increased by +100.00% | Feb 28, 26 |
| 8 | North Star Dividend I | 54.00K (1.55%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 40.19K (1.15%) | 1.46K Increased by +3.64% | Feb 28, 26 |
| 10 | DFA US Targeted Value I | 40.14K (1.15%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 11 | Dimensional US Targeted Value ETF | 37.15K (1.07%) | 36.00 Increased by +0.10% | Feb 27, 26 |
| 12 | Fidelity Small Cap Index | 34.77K (1.00%) | -2.47K Decreased by -7.09% | Dec 31, 25 |
| 13 | iShares Russell 2000 Value ETF | 30.37K (0.87%) | 30.37K Increased by +100.00% | Feb 28, 26 |
| 14 | EA Bridgeway Omni Small-Cap Value ETF | 29.84K (0.86%) | 27.00 Increased by +0.09% | Feb 27, 26 |
| 15 | EAM Ultra Micro Cap | 28.21K (0.81%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | GVIC Concentrated Equity Value Strategy | 27.93K (0.80%) | 35.00 Increased by +0.13% | Jun 30, 24 |
| 17 | iShares Core S&P Total US Stock Mkt ETF | 27.24K (0.78%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 18 | MIAM Concentrated Equity Value Strategy | 26.43K (0.76%) | -1.03K Decreased by -3.92% | Dec 31, 23 |
| 19 | WisdomTree US SmallCap Dividend ETF | 26.06K (0.75%) | 1.53K Increased by +5.86% | Feb 27, 26 |
| 20 | DFA US Small Cap I | 26.04K (0.75%) | 0.00 Increased by 0.00% | Jan 31, 26 |