Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Gendell Jeffrey L | 2026-03-31 | 9.6419 | 0.0807 | 1635677 | 0 | 0 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 6.8008 | 0.0009 | 1153700 | -2846 | -0.2461 |
| West Chester Capital Advisors Inc | 2026-03-31 | 5.241 | 2.0544 | 889090 | 381 | 0.0429 |
| Vanguard Group Inc | 2025-12-31 | 4.4107 | 0 | 748240 | -8035 | -1.0624 |
| Renaissance Technologies Corp | 2026-03-31 | 3.3274 | 0.0032 | 564474 | -18600 | -3.19 |
| Oppenheimer & Close Inc | 2026-03-31 | 2.0784 | 0.8047 | 352583 | 0 | 0 |
| EWA, LLC | 2026-03-31 | 1.4478 | 0.2016 | 245612 | 2042 | 0.8384 |
| Bridgeway Capital Management, LLC | 2026-03-31 | 1.218 | 0.015 | 206629 | 0 | 0 |
| Geode Capital Management, LLC | 2026-03-31 | 0.8512 | 0 | 144393 | 1595 | 1.117 |
| BlackRock Inc | 2026-03-31 | 0.8268 | 0 | 140255 | 3669 | 2.6862 |
| Empowered Funds, LLC | 2026-03-31 | 0.6087 | 0.0024 | 103258 | 0 | 0 |
| Lesa Sroufe & Company Inc | 2026-03-31 | 0.5895 | 0.2464 | 100000 | 0 | 0 |
| Argyle Capital Management Inc. | 2026-03-31 | 0.5592 | 0.1116 | 94865 | 0 | 0 |
| Minerva Advisors LLC | 2026-03-31 | 0.3431 | 0.136 | 58200 | 0 | 0 |
| John G Ullman & Associates Inc | 2026-03-31 | 0.2711 | 0.0221 | 45985 | 0 | 0 |
| Abacus Planning Group Inc | 2026-03-31 | 0.2506 | 0.0207 | 42513 | 0 | 0 |
| Northern Trust Corp | 2026-03-31 | 0.1715 | 0 | 29101 | 0 | 0 |
| Acadian Asset Management LLC | 2026-03-31 | 0.1342 | 0.0001 | 22760 | 22760 | 0 |
| Citadel Advisors Llc | 2026-03-31 | 0.1318 | 0 | 22358 | 22358 | 0 |
| State Street Corp | 2026-03-31 | 0.1119 | 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 | 2026-04-30 | 2.6428 | 0.0001 | 448326 | 0 | 0 |
| DFA US Small Cap Value I | 2026-03-31 | 1.9146 | 0.0067 | 324794 | 0 | 0 |
| DFA US Small Cap I | 2026-03-31 | 1.159 | 0.0041 | 196617 | 0 | 0 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-04-30 | 0.9491 | 0.0007 | 161001 | 0 | 0 |
| DFA US Targeted Value I | 2026-03-31 | 0.7545 | 0.0031 | 127994 | 0 | 0 |
| DFA US Micro Cap I | 2026-03-31 | 0.656 | 0.0058 | 111291 | 0 | 0 |
| EA Bridgeway Omni Small-Cap Value ETF | 2026-04-30 | 0.6087 | 0.0179 | 103258 | 0 | 0 |
| Dimensional US Targeted Value ETF | 2026-04-30 | 0.5526 | 0.0027 | 93747 | 0 | 0 |
| Fidelity Extended Market Index | 2026-03-31 | 0.494 | 0.0008 | 83798 | -366 | -0.4349 |
| Bridgeway Omni Small-Cap Value N | 2026-03-31 | 0.4592 | 0.0235 | 77900 | 0 | 0 |
| Bridgeway Omni Small-Cap Value | 2026-03-31 | 0.4592 | 0.0235 | 77900 | 0 | 0 |
| Auer Growth | 2026-03-31 | 0.2947 | 0.2617 | 50000 | 0 | 0 |
| Vanguard Balanced Index Inv | 2026-04-30 | 0.2892 | 0.0003 | 49068 | 0 | 0 |
| Dimensional US Small Cap ETF | 2026-04-30 | 0.2364 | 0.0011 | 40106 | 0 | 0 |
| iShares Micro-Cap ETF | 2026-04-30 | 0.1951 | 0.0095 | 33090 | 0 | 0 |
| Dimensional US Marketwide Value ETF | 2026-04-30 | 0.1825 | 0.0009 | 30968 | 0 | 0 |
| Bridgeway Ultra-Small Company Market | 2026-03-31 | 0.1425 | 0.0711 | 24171 | 0 | 0 |
| Fidelity Series Total Market Index | 2026-03-31 | 0.1315 | 0.0001 | 22309 | 0 | 0 |
| DFA US Core Equity 2 I | 2026-03-31 | 0.1286 | 0.0002 | 21821 | 0 | 0 |
| Spartan Extended Market Index Pool F | 2026-03-31 | 0.1049 | 0.0006 | 17794 | 366 | 2.1001 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Jeffrey A Stopko | 2025-09-12 | Purchase | 678 | 2.89 |
| Jeffrey A Stopko | 2025-09-11 | Purchase | 1322 | 2.85 |
| Jeffrey A Stopko | 2025-08-28 | Purchase | 3000 | 3.04 |