| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.12M (4.51%) | 295.38K Increased by +26.41% | Jun 30, 25 |
| 2 | Smith, Salley & Associates, LLC | 367.65K (1.48%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Geode Capital Management, LLC | 247.37K (1.00%) | 5.53K Increased by +2.24% | Mar 31, 25 |
| 4 | Beacon Pointe Advisors, LLC | 247.06K (1.00%) | 147.06K Increased by +59.52% | Jun 30, 25 |
| 5 | UBS Group AG | 203.04K (0.82%) | 43.03K Increased by +21.20% | Mar 31, 25 |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | 142.65K (0.58%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Comprehensive Portfolio Management, LLC | 139.18K (0.56%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | O'Shaughnessy Asset Management LLC | 139.18K (0.56%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Stifel Financial Corp | 100.00K (0.40%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | State Street Corp | 78.37K (0.32%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Spectrum Asset Management Inc | 74.40K (0.30%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Sigma Planning Corp | 73.85K (0.30%) | 400.00 Increased by +0.54% | Jun 30, 25 |
| 13 | BlackRock Inc | 73.81K (0.30%) | -957.00 Decreased by -1.30% | Mar 31, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 72.72K (0.29%) | 66.67K Increased by +91.67% | Mar 31, 25 |
| 15 | Cannon Financial Strategists, INC. | 68.74K (0.28%) | -11.65K Decreased by -16.95% | Jun 30, 25 |
| 16 | State Street Corporation | 65.27K (0.26%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | Pasadena Private Wealth, LLC | 60.55K (0.24%) | 1.85K Increased by +3.06% | Sep 30, 24 |
| 18 | Advisory Research Inc | 50.00K (0.20%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Northern Trust Corp | 49.52K (0.20%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Susquehanna International Group, LLP | 38.47K (0.16%) | -20.29K Decreased by -52.75% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 591.68K (2.39%) | -12.93K Decreased by -2.19% | Jul 31, 25 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 332.84K (1.34%) | -151.66K Decreased by -45.57% | Jul 31, 25 |
| 3 | Fidelity Extended Market Index | 129.69K (0.52%) | 7.81K Increased by +6.02% | Jul 31, 25 |
| 4 | Fidelity® Extended Market Index | 103.71K (0.42%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | iShares Micro-Cap ETF | 58.35K (0.24%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 6 | Fidelity Total Market Index | 38.35K (0.15%) | -82.00 Decreased by -0.21% | Jul 31, 25 |
| 7 | Spartan Extended Market Index Pool F | 32.59K (0.13%) | 1.07K Increased by +3.27% | Jul 31, 25 |
| 8 | Fidelity Series Total Market Index | 31.30K (0.13%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | Fidelity® Series Total Market Index | 30.67K (0.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Fidelity® Total Market Index | 30.41K (0.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | NT Ext Equity Mkt Idx Fd - L | 25.35K (0.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Northern Trust Extended Eq Market Idx | 25.35K (0.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | NT Ext Equity Mkt Idx Fd - NL | 22.85K (0.09%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | Spartan Extended Market Index Pool E | 21.99K (0.09%) | 1.06K Increased by +4.82% | Mar 31, 25 |
| 15 | BlackRock Extended Mkt Composite | 21.63K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | BlackRock Extended Equity Market K | 18.85K (0.08%) | -8.00 Decreased by -0.04% | Sep 30, 24 |
| 17 | Extended Equity Market Fund K | 18.29K (0.07%) | -365.00 Decreased by -2.00% | Jun 30, 25 |
| 18 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 17.74K (0.07%) | -44.00 Decreased by -0.25% | Jun 30, 25 |
| 19 | Fidelity Nasdaq Composite Index | 16.48K (0.07%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Vanguard Balanced Index Inv | 15.97K (0.06%) | 0.00 Increased by 0.00% | Jul 31, 25 |