| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 823.01K (3.39%) | 59.31K Increased by +7.21% | Mar 31, 25 |
| 2 | Smith, Salley & Associates, LLC | 367.65K (1.51%) | 117.65K Increased by +32.00% | Mar 31, 25 |
| 3 | Geode Capital Management, LLC | 247.37K (1.02%) | 5.53K Increased by +2.24% | Mar 31, 25 |
| 4 | UBS Group AG | 160.00K (0.66%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | 142.65K (0.59%) | 38.30K Increased by +26.85% | Mar 31, 25 |
| 6 | Comprehensive Portfolio Management, LLC | 139.18K (0.57%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | O'Shaughnessy Asset Management LLC | 139.18K (0.57%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 8 | Beacon Pointe Advisors, LLC | 100.00K (0.41%) | -33.33K Decreased by -33.33% | Mar 31, 25 |
| 9 | Stifel Financial Corp | 100.00K (0.41%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Cannon Financial Strategists, INC. | 80.39K (0.33%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | State Street Corp | 78.37K (0.32%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | Spectrum Asset Management Inc | 74.40K (0.31%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | BlackRock Inc | 73.81K (0.30%) | -957.00 Decreased by -1.30% | Mar 31, 25 |
| 14 | Sigma Planning Corp | 73.45K (0.30%) | 73.45K Increased by +100.00% | Mar 31, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 72.72K (0.30%) | 66.67K Increased by +91.67% | Mar 31, 25 |
| 16 | State Street Corporation | 65.27K (0.27%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | Pasadena Private Wealth, LLC | 60.55K (0.25%) | 1.85K Increased by +3.06% | Sep 30, 24 |
| 18 | Susquehanna International Group, LLP | 58.77K (0.24%) | 15.17K Increased by +25.81% | Mar 31, 25 |
| 19 | Advisory Research Inc | 50.00K (0.21%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Northern Trust Corp | 49.52K (0.20%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 604.61K (2.49%) | 25.01K Increased by +4.14% | Apr 30, 25 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 247.43K (1.02%) | 33.30K Increased by +13.46% | Apr 30, 25 |
| 3 | Fidelity Extended Market Index | 122.75K (0.51%) | -1.17K Decreased by -0.96% | Apr 30, 25 |
| 4 | Fidelity® Extended Market Index | 103.71K (0.43%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | iShares Micro-Cap ETF | 45.50K (0.19%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | Fidelity Total Market Index | 38.44K (0.16%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 7 | Fidelity Series Total Market Index | 31.30K (0.13%) | 1.19K Increased by +3.79% | Apr 30, 25 |
| 8 | Fidelity® Series Total Market Index | 30.67K (0.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Fidelity® Total Market Index | 30.41K (0.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | NT Ext Equity Mkt Idx Fd - L | 25.35K (0.10%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Northern Trust Extended Eq Market Idx | 25.35K (0.10%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | Spartan Extended Market Index Pool F | 23.17K (0.10%) | 1.17K Increased by +5.07% | Apr 30, 25 |
| 13 | NT Ext Equity Mkt Idx Fd - NL | 22.85K (0.09%) | 0.00 Increased by 0.00% | Mar 31, 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 | 18.66K (0.08%) | 57.00 Increased by +0.31% | Mar 31, 25 |
| 18 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 17.79K (0.07%) | -324.00 Decreased by -1.82% | Mar 31, 25 |
| 19 | Fidelity Nasdaq Composite Index | 16.48K (0.07%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | Vanguard Balanced Index Inv | 15.97K (0.07%) | 0.00 Increased by 0.00% | Apr 30, 25 |