30.33% | % of Shares Held by All Insider |
27.62% | % of Shares Held by Institutions |
39.64% | % of Float Held by Institutions |
35 | Number of Institutions Holding Shares |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
Visionary Wealth Advisors | 586,806 | Dec 30, 2023 | 12.08% | 8,133,130 |
Dimensional Fund Advisors LP | 534,418 | Dec 30, 2023 | 11.00% | 7,407,033 |
Vanguard Group Inc | 404,626 | Dec 30, 2023 | 8.33% | 5,608,116 |
Renaissance Technologies, LLC | 324,726 | Dec 30, 2023 | 6.69% | 4,500,702 |
Envestnet Asset Management | 88,824 | Dec 30, 2023 | 1.83% | 1,231,100 |
Mercer Global Advisors, Inc./ADV | 88,778 | Dec 30, 2023 | 1.83% | 1,230,463 |
Bridgeway Capital Management, Inc. | 74,200 | Dec 30, 2023 | 1.53% | 1,028,411 |
Geode Capital Management, LLC | 66,716 | Dec 30, 2023 | 1.37% | 924,683 |
Navellier & Associates, Inc. | 64,408 | Dec 30, 2023 | 1.33% | 892,694 |
Integrated Wealth Concepts LLC | 60,944 | Dec 30, 2023 | 1.25% | 844,683 |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
Vanguard Total Stock Market Index Fund | 278,890 | Dec 30, 2023 | 5.74% | 3,865,415 |
DFA U.S. Small Cap Value Series | 232,922 | Jan 30, 2024 | 4.80% | 3,228,298 |
Vanguard Extended Market Index Fund | 116,128 | Dec 30, 2023 | 2.39% | 1,609,534 |
DFA U.S. Micro Cap Series | 99,782 | Jan 30, 2024 | 2.05% | 1,382,978 |
Bridgeway Funds Inc-Ultra Small Company Market Fund | 70,000 | Dec 30, 2023 | 1.44% | 970,199 |
DFA U.S. Small Cap Series | 54,624 | Jan 30, 2024 | 1.12% | 757,088 |
WisdomTree Tr-WisdomTree Small Cap Dividend Fd | 44,904 | Feb 28, 2024 | 0.92% | 622,369 |
Fidelity Extended Market Index Fund | 36,356 | Feb 28, 2024 | 0.75% | 503,894 |
DFA U.S. Targeted Value Portfolio | 20,576 | Jan 30, 2024 | 0.42% | 285,183 |
Dimensional ETF Tr-Dimensional U.S. Targeted Value ETF | 19,364 | Jan 30, 2024 | 0.40% | 268,385 |