30.33% | % of Shares Held by All Insider |
27.96% | % of Shares Held by Institutions |
40.13% | % 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% | 8,359,051 |
Dimensional Fund Advisors LP | 534,418 | Dec 30, 2023 | 11.00% | 7,612,784 |
Vanguard Group Inc | 404,626 | Dec 30, 2023 | 8.33% | 5,763,897 |
Renaissance Technologies, LLC | 324,726 | Dec 30, 2023 | 6.69% | 4,625,721 |
Envestnet Asset Management | 88,824 | Dec 30, 2023 | 1.83% | 1,265,297 |
Mercer Global Advisors, Inc./ADV | 88,778 | Dec 30, 2023 | 1.83% | 1,264,642 |
Bridgeway Capital Management, Inc. | 74,200 | Dec 30, 2023 | 1.53% | 1,056,978 |
Geode Capital Management, LLC | 66,716 | Dec 30, 2023 | 1.37% | 950,369 |
Navellier & Associates, Inc. | 64,408 | Dec 30, 2023 | 1.33% | 917,491 |
Integrated Wealth Concepts LLC | 60,944 | Dec 30, 2023 | 1.25% | 868,147 |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
Vanguard Total Stock Market Index Fund | 278,890 | Dec 30, 2023 | 5.74% | 3,972,788 |
DFA U.S. Small Cap Value Series | 232,922 | Jan 30, 2024 | 4.80% | 3,317,973 |
Vanguard Extended Market Index Fund | 116,128 | Dec 30, 2023 | 2.39% | 1,654,243 |
DFA U.S. Micro Cap Series | 99,782 | Jan 30, 2024 | 2.05% | 1,421,394 |
Bridgeway Funds Inc-Ultra Small Company Market Fund | 70,000 | Dec 30, 2023 | 1.44% | 997,149 |
DFA U.S. Small Cap Series | 54,624 | Jan 30, 2024 | 1.12% | 778,118 |
WisdomTree Tr-WisdomTree Small Cap Dividend Fd | 44,904 | Feb 28, 2024 | 0.92% | 639,657 |
Fidelity Extended Market Index Fund | 36,356 | Feb 28, 2024 | 0.75% | 517,891 |
DFA U.S. Targeted Value Portfolio | 20,576 | Jan 30, 2024 | 0.42% | 293,105 |
Dimensional ETF Tr-Dimensional U.S. Targeted Value ETF | 19,364 | Jan 30, 2024 | 0.40% | 275,840 |