| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.08M (3.20%) | -34.18K Decreased by -3.15% | Dec 31, 25 |
| 2 | Smith, Salley & Associates, LLC | 367.65K (1.08%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Geode Capital Management, LLC | 305.74K (0.90%) | 12.14K Increased by +3.97% | Dec 31, 25 |
| 4 | Beacon Pointe Advisors, LLC | 247.06K (0.73%) | 147.06K Increased by +59.52% | Jun 30, 25 |
| 5 | Comprehensive Portfolio Management, LLC | 208.19K (0.61%) | 69.01K Increased by +33.15% | Dec 31, 25 |
| 6 | UBS Group AG | 192.55K (0.57%) | -6.71K Decreased by -3.49% | Sep 30, 25 |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | 175.19K (0.52%) | -800.00 Decreased by -0.46% | Dec 31, 25 |
| 8 | O'Shaughnessy Asset Management LLC | 139.18K (0.41%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | Stifel Financial Corp | 100.00K (0.30%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 10 | Spectrum Asset Management Inc | 94.40K (0.28%) | 20.00K Increased by +21.19% | Dec 31, 25 |
| 11 | BlackRock Inc | 90.04K (0.27%) | 1.84K Increased by +2.04% | Sep 30, 25 |
| 12 | State Street Corp | 78.37K (0.23%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 13 | Cannon Financial Strategists, INC. | 72.79K (0.21%) | -5.95K Decreased by -8.18% | Dec 31, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 70.62K (0.21%) | -2.10K Decreased by -2.98% | Sep 30, 25 |
| 15 | State Street Corporation | 65.27K (0.19%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Sigma Planning Corp | 61.65K (0.18%) | 19.25K Increased by +31.22% | Dec 31, 25 |
| 17 | Pasadena Private Wealth, LLC | 60.55K (0.18%) | 1.85K Increased by +3.06% | Sep 30, 24 |
| 18 | Advisory Research Inc | 50.00K (0.15%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | Northern Trust Corp | 49.52K (0.15%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 20 | D'Orazio & Associates Inc | 48.99K (0.14%) | 16.00K Increased by +32.66% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 753.40K (2.22%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 291.04K (0.86%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | Fidelity Extended Market Index | 148.60K (0.44%) | -617.00 Decreased by -0.42% | Jan 31, 26 |
| 4 | Fidelity® Extended Market Index | 103.71K (0.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Blackrock Extended Mkt Fund CF | 89.36K (0.26%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Extended Equity Market Fund K | 76.64K (0.23%) | 58.10K Increased by +75.81% | Dec 31, 25 |
| 7 | iShares Micro-Cap ETF | 70.28K (0.21%) | 70.28K Increased by +100.00% | Feb 28, 26 |
| 8 | Fidelity Total Market Index | 44.85K (0.13%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 9 | Fidelity Series Total Market Index | 38.51K (0.11%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 10 | Spartan Extended Market Index Pool F | 35.68K (0.11%) | 617.00 Increased by +1.73% | Jan 31, 26 |
| 11 | NT Ext Equity Mkt Idx Fd - L | 34.25K (0.10%) | 8.90K Increased by +25.99% | Dec 31, 25 |
| 12 | Fidelity® Series Total Market Index | 30.67K (0.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Fidelity® Total Market Index | 30.41K (0.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Northern Trust Extended Eq Market Idx | 25.35K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 15 | Vanguard Balanced Index Inv | 23.59K (0.07%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 16 | NT Ext Equity Mkt Idx Fd - NL | 22.85K (0.07%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Spartan Extended Market Index Pool E | 21.99K (0.06%) | 1.06K Increased by +4.82% | Mar 31, 25 |
| 18 | Spartan Total Market Index Pool G | 21.96K (0.06%) | 483.00 Increased by +2.20% | Jan 31, 26 |
| 19 | BlackRock Extended Mkt Composite | 21.63K (0.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | BlackRock Extended Equity Market K | 18.85K (0.06%) | -8.00 Decreased by -0.04% | Sep 30, 24 |