| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Zuckerman Investment Group, LLC | 50.00K (2.13%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 43.96K (1.87%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | State Street Corp | 40.35K (1.72%) | 40.35K Increased by +100.00% | Mar 31, 25 |
| 4 | Kovitz Investment Group Partners, LLC | 36.33K (1.55%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | TELEMUS CAPITAL, LLC | 34.83K (1.48%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 6 | Geode Capital Management, LLC | 30.87K (1.31%) | 11.11K Increased by +36.00% | Mar 31, 25 |
| 7 | HRT FINANCIAL LLC | 10.44K (0.44%) | 10.44K Increased by +100.00% | Mar 31, 25 |
| 8 | JPMorgan Chase & Co | 5.90K (0.25%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | UBS Group AG | 3.46K (0.15%) | 2.00K Increased by +57.81% | Dec 31, 24 |
| 10 | Tower Research Capital LLC | 1.47K (0.06%) | 1.47K Increased by +100.00% | Mar 31, 25 |
| 11 | Bank of America Corp | 194.00 (0.01%) | 11.00 Increased by +5.67% | Mar 31, 25 |
| 12 | Advisor Group Holdings, Inc. | 0.00 (0.00%) | -1.03K Decreased by N/A% | Sep 30, 23 |
| 13 | Citadel Advisors Llc | 0.00 (0.00%) | -12.14K Decreased by N/A% | Sep 30, 24 |
| 14 | FMR Inc | 0.00 (0.00%) | -26.00 Decreased by N/A% | Dec 31, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 0.00 (0.00%) | -3.00 Decreased by N/A% | Dec 31, 23 |
| 16 | Plante Moran Financial Advisors LP | 0.00 (0.00%) | -125.00 Decreased by N/A% | Jun 30, 23 |
| 17 | Renaissance Technologies Corp | 0.00 (0.00%) | -12.20K Decreased by N/A% | Mar 31, 25 |
| 18 | SBI Securities Co Ltd | 0.00 (0.00%) | -162.00 Decreased by N/A% | Mar 31, 25 |
| 19 | TWO SIGMA SECURITIES, LLC | 0.00 (0.00%) | -10.75K Decreased by N/A% | Dec 31, 23 |
| 20 | Wells Fargo & Co | 0.00 (0.00%) | -8.35K Decreased by N/A% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Institutional Extnd Mkt Idx Tr | 43.96K (1.87%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 2 | Fidelity Extended Market Index | 18.93K (0.81%) | 8.71K Increased by +46.00% | Mar 31, 25 |
| 3 | Fidelity® Extended Market Index | 7.62K (0.32%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Fidelity Nasdaq Composite Index | 4.02K (0.17%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Spartan Extended Market Index Pool E | 3.13K (0.13%) | 89.00 Increased by +2.85% | Mar 31, 25 |
| 6 | Spartan Extended Market Index Pool F | 3.13K (0.13%) | 89.00 Increased by +2.85% | Mar 31, 25 |
| 7 | Fidelity Series Total Market Index | 2.90K (0.12%) | 423.00 Increased by +14.59% | Mar 31, 25 |
| 8 | DFA US Small Cap I | 2.77K (0.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | NT Ext Equity Mkt Idx Fd - L | 708.00 (0.03%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Northern Trust Extended Eq Market Idx | 708.00 (0.03%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | SSgA U.S. Extended Market Index Class I | 384.00 (0.02%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | State St US Extended Mkt Indx NL Cl C | 384.00 (0.02%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 13 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 170.00 (0.01%) | 1.00 Increased by +0.59% | Mar 31, 25 |
| 14 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 169.00 (0.01%) | 169.00 Increased by +100.00% | Dec 31, 24 |
| 15 | NT Ext Eq Mkt Indx Fd DC Lend T4 | 169.00 (0.01%) | 169.00 Increased by +100.00% | Dec 31, 24 |
| 16 | SSgA U.S. Total Market Index Strategy | 161.00 (0.01%) | 3.00 Increased by +1.86% | Mar 31, 25 |
| 17 | Blackstone Alternative Multi-Strategy I | 33.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Vanguard Total Stock Mkt Idx Inv | 2.00 (0.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |