| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Ibex Investors LLC | 1.44M (19.78%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | Bleichroeder LP | 1.39M (19.10%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 376.75K (5.17%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 4 | Morgan Stanley - Brokerage Accounts | 250.47K (3.44%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 5 | HighTower Advisors, LLC | 156.25K (2.15%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 6 | Geode Capital Management, LLC | 95.56K (1.31%) | 171.00 Increased by +0.18% | Dec 31, 25 |
| 7 | Wells Fargo & Co | 57.78K (0.79%) | 57.78K Increased by +100.00% | Sep 30, 25 |
| 8 | State Street Corp | 40.64K (0.56%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 9 | BlackRock Inc | 20.00K (0.27%) | 6.87K Increased by +34.33% | Sep 30, 25 |
| 10 | Virtu Financial LLC | 18.25K (0.25%) | 18.25K Increased by +100.00% | Sep 30, 25 |
| 11 | Marathon Capital Management LLC | 15.38K (0.21%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Northern Trust Corp | 10.46K (0.14%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 13 | UBS Group AG | 5.65K (0.08%) | -15.91K Decreased by -281.43% | Sep 30, 25 |
| 14 | Financial Consulate, Inc | 2.74K (0.04%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | Tower Research Capital LLC | 1.96K (0.03%) | 1.41K Increased by +72.29% | Dec 31, 25 |
| 16 | Bank of America Corp | 336.00 (0.00%) | -92.00 Decreased by -27.38% | Sep 30, 25 |
| 17 | Royal Bank of Canada | 74.00 (0.00%) | -52.00 Decreased by -70.27% | Jun 30, 24 |
| 18 | Abound Wealth Management | 0.00 (0.00%) | -76.00 Decreased by N/A% | Mar 31, 24 |
| 19 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 0.00 (0.00%) | -10.00K Decreased by N/A% | Jun 30, 24 |
| 20 | Goss Wealth Management LLC | 0.00 (0.00%) | -513.00 Decreased by N/A% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 249.92K (3.43%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | Vanguard US Total Market Shares ETF | 233.78K (3.21%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 83.37K (1.14%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | Fidelity Extended Market Index | 46.83K (0.64%) | -194.00 Decreased by -0.41% | Jan 31, 26 |
| 5 | Fidelity® Extended Market Index | 23.90K (0.33%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | NT Ext Equity Mkt Idx Fd - L | 19.82K (0.27%) | 15.67K Increased by +79.08% | Dec 31, 25 |
| 7 | iShares Micro-Cap ETF | 17.76K (0.24%) | 17.76K Increased by +100.00% | Feb 28, 26 |
| 8 | Fidelity Total Market Index | 17.43K (0.24%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 9 | Fidelity Series Total Market Index | 11.80K (0.16%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 10 | Spartan Extended Market Index Pool F | 7.95K (0.11%) | 194.00 Increased by +2.44% | Jan 31, 26 |
| 11 | Fidelity Nasdaq Composite Index | 7.83K (0.11%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 12 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 7.77K (0.11%) | 6.60K Increased by +84.94% | Dec 31, 25 |
| 13 | Spartan Extended Market Index Pool E | 5.95K (0.08%) | 394.00 Increased by +6.63% | Mar 31, 25 |
| 14 | NT Ext Equity Mkt Idx Fd - NL | 5.79K (0.08%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | Vanguard Instl Ttl Stck Mkt Idx Tr | 5.46K (0.07%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 16 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 4.56K (0.06%) | 34.00 Increased by +0.75% | Dec 31, 25 |
| 17 | Spartan Total Market Index Pool G | 4.22K (0.06%) | 549.00 Increased by +13.00% | Jan 31, 26 |
| 18 | Northern Trust Extended Eq Market Idx | 4.15K (0.06%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 19 | Fidelity® Total Market Index | 3.17K (0.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Fidelity® Series Total Market Index | 3.09K (0.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |