| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kovitz Investment Group Partners, LLC | 171.38K (5.85%) | 2.64K Increased by +1.54% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 43.96K (1.50%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | TELEMUS CAPITAL, LLC | 34.83K (1.19%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 4 | Geode Capital Management, LLC | 32.49K (1.11%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | State Street Corp | 31.59K (1.08%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 6 | DRW Securities, LLC | 29.90K (1.02%) | 29.90K Increased by +100.00% | Sep 30, 25 |
| 7 | HRT FINANCIAL LLC | 22.04K (0.75%) | 22.04K Increased by +100.00% | Dec 31, 25 |
| 8 | Two Sigma Investments LLC | 18.27K (0.62%) | 2.42K Increased by +13.24% | Dec 31, 25 |
| 9 | JPMorgan Chase & Co | 11.81K (0.40%) | 5.90K Increased by +50.00% | Sep 30, 25 |
| 10 | Renaissance Technologies Corp | 11.40K (0.39%) | 11.40K Increased by +100.00% | Dec 31, 25 |
| 11 | Advisor Group Holdings, Inc. | 10.00K (0.34%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Tower Research Capital LLC | 2.03K (0.07%) | -559.00 Decreased by -27.48% | Dec 31, 25 |
| 13 | Bank of America Corp | 196.00 (0.01%) | -6.00 Decreased by -3.06% | Sep 30, 25 |
| 14 | Barclays PLC | 15.00 (0.00%) | 15.00 Increased by +100.00% | Sep 30, 25 |
| 15 | Citigroup Inc | 1.00 (0.00%) | 1.00 Increased by +100.00% | Sep 30, 25 |
| 16 | Citadel Advisors Llc | 0.00 (0.00%) | -22.99K Decreased by N/A% | Jun 30, 25 |
| 17 | FMR Inc | 0.00 (0.00%) | -1.00 Decreased by N/A% | Dec 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 0.00 (0.00%) | -3.00 Decreased by N/A% | Dec 31, 23 |
| 19 | Plante Moran Financial Advisors LP | 0.00 (0.00%) | -125.00 Decreased by N/A% | Jun 30, 23 |
| 20 | SBI Securities Co Ltd | 0.00 (0.00%) | -162.00 Decreased by N/A% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Institutional Extnd Mkt Idx Tr | 30.20K (1.03%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 2 | Fidelity Extended Market Index | 18.27K (0.62%) | -63.00 Decreased by -0.34% | Jan 31, 26 |
| 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% | Jan 31, 26 |
| 5 | Spartan Extended Market Index Pool F | 3.74K (0.13%) | 63.00 Increased by +1.68% | Jan 31, 26 |
| 6 | Fidelity Nasdaq Composite Index | 3.61K (0.12%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 7 | Dimensional US Sustainability Core 1 ETF | 3.42K (0.12%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 8 | Spartan Extended Market Index Pool E | 3.13K (0.11%) | 89.00 Increased by +2.85% | Mar 31, 25 |
| 9 | DFA US Small Cap I | 2.77K (0.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Spartan Total Market Index Pool G | 2.02K (0.07%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 11 | Dimensional US Core Equity 1 ETF | 1.94K (0.07%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 12 | DFA US Sustainability Core 1 | 1.44K (0.05%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 13 | Dimensional US Core Equity 2 ETF | 1.01K (0.03%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 14 | NT Ext Equity Mkt Idx Fd - L | 708.00 (0.02%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | Northern Trust Extended Eq Market Idx | 708.00 (0.02%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 16 | SSgA U.S. Extended Market Index Class I | 384.00 (0.01%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | State St US Extended Mkt Indx NL Cl C | 384.00 (0.01%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 18 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 277.00 (0.01%) | 78.00 Increased by +28.16% | Dec 31, 25 |
| 19 | DFA US Social Core Equity 2 Portfolio | 204.00 (0.01%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 20 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 169.00 (0.01%) | 169.00 Increased by +100.00% | Dec 31, 24 |