| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kovitz Investment Group Partners, LLC | 136.33K (4.65%) | 100.00K Increased by +73.35% | Mar 31, 25 |
| 2 | Zuckerman Investment Group, LLC | 50.00K (1.71%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 43.96K (1.50%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | State Street Corp | 40.35K (1.38%) | 40.35K Increased by +100.00% | Mar 31, 25 |
| 5 | TELEMUS CAPITAL, LLC | 34.83K (1.19%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 6 | Geode Capital Management, LLC | 30.87K (1.05%) | 11.11K Increased by +36.00% | Mar 31, 25 |
| 7 | Two Sigma Investments LLC | 21.58K (0.74%) | 21.58K Increased by +100.00% | Jun 30, 25 |
| 8 | TWO SIGMA SECURITIES, LLC | 10.59K (0.36%) | 10.59K Increased by +100.00% | Mar 31, 25 |
| 9 | HRT FINANCIAL LLC | 10.44K (0.36%) | 10.44K Increased by +100.00% | Mar 31, 25 |
| 10 | JPMorgan Chase & Co | 5.90K (0.20%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Tower Research Capital LLC | 1.29K (0.04%) | -176.00 Decreased by -13.60% | Jun 30, 25 |
| 12 | Bank of America Corp | 194.00 (0.01%) | 11.00 Increased by +5.67% | Mar 31, 25 |
| 13 | FMR Inc | 1.00 (0.00%) | 1.00 Increased by +100.00% | Jun 30, 25 |
| 14 | Advisor Group Holdings, Inc. | 0.00 (0.00%) | -1.03K Decreased by N/A% | Sep 30, 23 |
| 15 | Citadel Advisors Llc | 0.00 (0.00%) | -22.99K Decreased by N/A% | Jun 30, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 0.00 (0.00%) | -3.00 Decreased by N/A% | Dec 31, 23 |
| 17 | Plante Moran Financial Advisors LP | 0.00 (0.00%) | -125.00 Decreased by N/A% | Jun 30, 23 |
| 18 | Renaissance Technologies Corp | 0.00 (0.00%) | -12.20K Decreased by N/A% | Mar 31, 25 |
| 19 | SBI Securities Co Ltd | 0.00 (0.00%) | -162.00 Decreased by N/A% | Mar 31, 25 |
| 20 | UBS Group AG | 0.00 (0.00%) | -3.46K Decreased by N/A% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Institutional Extnd Mkt Idx Tr | 30.20K (1.03%) | -13.76K Decreased by -45.56% | Jul 31, 25 |
| 2 | Fidelity Extended Market Index | 18.58K (0.63%) | -131.00 Decreased by -0.71% | Jul 31, 25 |
| 3 | Fidelity® Extended Market Index | 7.62K (0.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Fidelity Series Total Market Index | 4.85K (0.17%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 5 | Fidelity Nasdaq Composite Index | 3.61K (0.12%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 6 | Spartan Extended Market Index Pool F | 3.44K (0.12%) | 131.00 Increased by +3.81% | Jul 31, 25 |
| 7 | Spartan Extended Market Index Pool E | 3.13K (0.11%) | 89.00 Increased by +2.85% | Mar 31, 25 |
| 8 | DFA US Small Cap I | 2.77K (0.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Spartan Total Market Index Pool G | 1.98K (0.07%) | 713.00 Increased by +36.01% | Jul 31, 25 |
| 10 | Dimensional US Core Equity 1 ETF | 1.94K (0.07%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 11 | Dimensional US Core Equity 2 ETF | 1.01K (0.03%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 12 | NT Ext Equity Mkt Idx Fd - L | 708.00 (0.02%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Northern Trust Extended Eq Market Idx | 708.00 (0.02%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | SSgA U.S. Extended Market Index Class I | 384.00 (0.01%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | State St US Extended Mkt Indx NL Cl C | 384.00 (0.01%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 200.00 (0.01%) | 30.00 Increased by +15.00% | Jun 30, 25 |
| 17 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 169.00 (0.01%) | 169.00 Increased by +100.00% | Dec 31, 24 |
| 18 | NT Ext Eq Mkt Indx Fd DC Lend T4 | 169.00 (0.01%) | 169.00 Increased by +100.00% | Dec 31, 24 |
| 19 | SSgA U.S. Total Market Index Strategy | 161.00 (0.01%) | 3.00 Increased by +1.86% | Mar 31, 25 |
| 20 | Blackstone Alternative Multi-Strategy I | 33.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 24 |