64.10% | % of shares held by all insiders |
26.26% | % of shares held by institutions |
73.13% | % of float held by institutions |
24 | Number of institutions holding shares |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
Dynamic Advisor Solutions LLC | 4,309,154 | 30 Mar 2024 | 18.92% | 5,774,266 |
Williams & Novak, LLC | 4,172,888 | 30 Mar 2024 | 18.32% | 5,591,670 |
Renaissance Technologies, LLC | 783,521 | 30 Dec 2023 | 3.44% | 1,049,918 |
Vanguard Group Inc | 506,647 | 30 Dec 2023 | 2.22% | 678,906 |
Geode Capital Management, LLC | 99,968 | 30 Dec 2023 | 0.44% | 133,957 |
Bridgeway Capital Management, Inc. | 75,204 | 30 Dec 2023 | 0.33% | 100,773 |
Blackrock Inc. | 60,137 | 30 Dec 2023 | 0.26% | 80,583 |
Dimensional Fund Advisors LP | 52,032 | 30 Dec 2023 | 0.23% | 69,722 |
Barlow Wealth Partners, Inc. | 25,000 | 30 Mar 2024 | 0.11% | 33,500 |
State Street Corporation | 20,219 | 30 Dec 2023 | 0.09% | 27,093 |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
Vanguard Total Stock Market Index Fund | 311,226 | 30 Dec 2023 | 1.37% | 417,042 |
Vanguard Extended Market Index Fund | 191,121 | 30 Dec 2023 | 0.84% | 256,102 |
Fidelity Extended Market Index Fund | 62,145 | 28 Feb 2024 | 0.27% | 83,274 |
Bridgeway Funds Inc-Ultra Small Company Market Fund | 59,404 | 30 Dec 2023 | 0.26% | 79,601 |
iShares Micro Cap ETF | 25,243 | 30 Mar 2024 | 0.11% | 33,825 |
DFA U.S. Vector Equity Portfolio | 12,526 | 30 Jan 2024 | 0.06% | 16,784 |
Fidelity Total Market Index Fund | 11,882 | 28 Feb 2024 | 0.05% | 15,921 |
Fidelity Series Total Market Index Fund | 11,199 | 28 Feb 2024 | 0.05% | 15,006 |
Fidelity NASDAQ Composite Index Fund | 6,622 | 28 Feb 2024 | 0.03% | 8,873 |
DFA U.S. Core Equity 1 Portfolio | 5,139 | 30 Jan 2024 | 0.02% | 6,886 |