Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Gendell Jeffrey L 2025-06-30 9.9016 0.132 1635677 0 0
Dimensional Fund Advisors, Inc. 2025-06-30 7.06 0.0008 1166256 3551 0.3054
West Chester Capital Advisors Inc 2025-06-30 5.7103 1.4175 943301 40946 4.5377
Vanguard Group Inc 2025-06-30 4.7274 0 780935 58554 8.1057
Renaissance Technologies Corp 2025-06-30 3.5279 0.0024 582776 12602 2.2102
Oppenheimer & Close Inc 2025-06-30 2.1344 0.8213 352583 0 0
EWA, LLC 2025-06-30 1.4457 0.2286 238822 238822 0
Bridgeway Capital Management, LLC 2025-06-30 1.2481 0.0149 206177 1594 0.7791
BlackRock Inc 2025-06-30 0.8468 0 139888 -2413 -1.6957
Geode Capital Management, LLC 2025-06-30 0.8451 0 139606 1566 1.1345
Empowered Funds, LLC 2025-06-30 0.6223 0.0035 102806 1594 1.5749
Angel Oak Capital Advisors, LLC 2025-06-30 0.6054 0.4296 100000 0 0
Lesa Sroufe & Company Inc 2025-06-30 0.6054 0.2793 100000 0 0
John G Ullman & Associates Inc 2025-06-30 0.407 0.0303 67226 -162760 -70.7695
Minerva Advisors LLC 2025-06-30 0.3523 0.1144 58200 0 0
Abacus Planning Group Inc 2025-06-30 0.2574 0.0192 42513 0 0
Susquehanna International Group, LLP 2025-06-30 0.211 0 34854 -14278 -29.0605
Northern Trust Corp 2025-06-30 0.185 0 30560 -121 -0.3944
JPMorgan Chase & Co 2025-06-30 0.1513 0 25000 0 0
State Street Corp 2025-06-30 0.115 0 18990 0 0

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2025-07-31 2.714 0.0001 448326 -9798 -2.1387
DFA US Small Cap Value I 2025-07-31 1.9662 0.0058 324794 0 0
DFA US Small Cap I 2025-07-31 1.1902 0.0034 196617 0 0
Vanguard Institutional Extnd Mkt Idx Tr 2025-07-31 0.9746 0.0006 161001 -73363 -31.303
DFA US Targeted Value I 2025-07-31 0.7748 0.0028 127994 0 0
DFA US Micro Cap I 2025-07-31 0.6737 0.0048 111291 0 0
EA Bridgeway Omni Small-Cap Value ETF 2025-08-29 0.6251 0.0181 103258 0 0
Dimensional US Targeted Value ETF 2025-08-29 0.5675 0.0024 93747 0 0
Fidelity Extended Market Index 2025-07-31 0.5102 0.0006 84277 -693 -0.8156
Vanguard Balanced Index Inv 2025-07-31 0.4997 0.0004 82552 0 0
Bridgeway Omni Small-Cap Value N 2025-06-30 0.4716 0.0221 77900 0 0
Bridgeway Omni Small-Cap Value 2025-06-30 0.4716 0.0221 77900 0 0
Dimensional US Small Cap ETF 2025-08-29 0.2428 0.0011 40106 0 0
Dimensional US Marketwide Value ETF 2025-08-29 0.1875 0.0008 30968 0 0
iShares Micro-Cap ETF 2025-08-31 0.1858 0.0101 30699 0 0
Bridgeway Ultra-Small Company Market 2025-06-30 0.1463 0.0688 24171 0 0
DFA US Core Equity 2 I 2025-07-31 0.1321 0.0002 21821 0 0
Fidelity Series Total Market Index 2025-07-31 0.1285 0.0001 21222 0 0
Blackrock US Eq Mkt Fund CF 2025-06-30 0.1071 0.0002 17692 0 0
Dimensional US Small Cap Value ETF 2025-08-29 0.1015 0.0009 16773 0 0

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Jeffrey A Stopko 2025-03-13 Purchase 3000 2.42
Jeffrey A Stopko 2024-11-07 Purchase 3000 2.85
Jeffrey A Stopko 2024-08-13 Purchase 2000 2.29
Jeffrey A Stopko 2024-08-01 Purchase 47 2.5

Major Indices