| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 583.49K (10.43%) | 400.00 Increased by +0.07% | Dec 31, 25 |
| 2 | BlackRock Inc | 440.20K (7.87%) | -5.04K Decreased by -1.15% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 354.28K (6.33%) | -11.93K Decreased by -3.37% | Dec 31, 25 |
| 4 | Geode Capital Management, LLC | 152.79K (2.73%) | -176.00 Decreased by -0.12% | Dec 31, 25 |
| 5 | Wellington Management Company LLP | 101.17K (1.81%) | -19.90K Decreased by -19.67% | Sep 30, 23 |
| 6 | Bridgeway Capital Management, LLC | 100.61K (1.80%) | 2.23K Increased by +2.21% | Dec 31, 25 |
| 7 | State Street Corp | 98.29K (1.76%) | -2.49K Decreased by -2.54% | Sep 30, 25 |
| 8 | State Street Corporation | 90.72K (1.62%) | 4.30K Increased by +4.74% | Mar 31, 24 |
| 9 | Bank of New York Mellon Corp | 62.69K (1.12%) | 723.00 Increased by +1.15% | Sep 30, 25 |
| 10 | North Star Investment Management Corp | 59.33K (1.06%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 11 | Northern Trust Corp | 56.14K (1.00%) | -2.67K Decreased by -4.76% | Sep 30, 25 |
| 12 | Empowered Funds, LLC | 49.78K (0.89%) | 2.42K Increased by +4.86% | Sep 30, 25 |
| 13 | Associated Banc-Corp | 44.69K (0.80%) | 44.69K Increased by +100.00% | Sep 30, 25 |
| 14 | Segall Bryant & Hamill | 32.02K (0.57%) | 4.94K Increased by +15.41% | Jun 30, 25 |
| 15 | AMG National Trust Bank | 31.01K (0.55%) | 114.00 Increased by +0.37% | Dec 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 26.75K (0.48%) | -1.39K Decreased by -5.21% | Sep 30, 25 |
| 17 | Arrowstreet Capital Limited Partnership | 25.62K (0.46%) | 1.46K Increased by +5.71% | Mar 31, 24 |
| 18 | Total Wealth Planning & Management, Inc. | 24.79K (0.44%) | 24.79K Increased by +100.00% | Jun 30, 25 |
| 19 | Ancora Advisors LLC | 24.41K (0.44%) | -40.62K Decreased by -166.42% | Sep 30, 23 |
| 20 | Allspring Global Investments Holdings, LLC | 23.90K (0.43%) | 7.75K Increased by +32.44% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 208.99K (3.74%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 203.94K (3.65%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | iShares Russell 2000 ETF | 136.38K (2.44%) | 12.42K Increased by +9.11% | Feb 28, 26 |
| 4 | DFA US Small Cap Value I | 126.91K (2.27%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 5 | DFA US Targeted Value I | 79.51K (1.42%) | -342.00 Decreased by -0.43% | Jan 31, 26 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 67.48K (1.21%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | Fidelity Small Cap Index | 62.02K (1.11%) | -683.00 Decreased by -1.10% | Dec 31, 25 |
| 8 | North Star Dividend I | 59.00K (1.05%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 9 | Dimensional US Targeted Value ETF | 57.81K (1.03%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 10 | DFA US Small Cap I | 56.23K (1.01%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 11 | Fidelity® Small Cap Index | 56.07K (1.00%) | 1.98K Increased by +3.52% | Oct 31, 23 |
| 12 | DFA US Micro Cap I | 54.64K (0.98%) | -919.00 Decreased by -1.68% | Jan 31, 26 |
| 13 | EA Bridgeway Omni Small-Cap Value ETF | 53.79K (0.96%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 14 | iShares Russell 2000 Value ETF | 51.60K (0.92%) | -5.88K Decreased by -11.40% | Feb 28, 26 |
| 15 | WisdomTree US SmallCap Dividend ETF | 45.01K (0.80%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 16 | Bridgeway Omni Small-Cap Value | 40.00K (0.72%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Bridgeway Omni Small-Cap Value N | 40.00K (0.72%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 18 | Fidelity® Extended Market Index | 36.26K (0.65%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Dimensional US Small Cap Value ETF | 34.00K (0.61%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 20 | Pinnacle Value | 33.92K (0.61%) | -2.76K Decreased by -8.14% | Dec 31, 25 |