| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Seros Financial, LLC | 6.50M (30.92%) | 6.50M Increased by +100.00% | Sep 30, 25 |
| 2 | Revolve Wealth Partners, LLC | 3.63M (17.29%) | 3.63M Increased by +100.00% | Dec 31, 24 |
| 3 | BlackRock Inc | 3.31M (15.75%) | -70.41K Decreased by -2.13% | Sep 30, 25 |
| 4 | FMR Inc | 1.72M (8.17%) | -356.55K Decreased by -20.76% | Dec 31, 25 |
| 5 | Vanguard Group Inc | 1.52M (7.22%) | -340.24K Decreased by -22.43% | Dec 31, 25 |
| 6 | State Street Corp | 1.39M (6.62%) | -18.63K Decreased by -1.34% | Sep 30, 25 |
| 7 | Harbor Advisors LLC | 1.39M (6.62%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 8 | State Street Corporation | 1.28M (6.07%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 9 | American Century Companies Inc | 1.19M (5.65%) | 138.53K Increased by +11.66% | Dec 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 1.10M (5.26%) | -33.44K Decreased by -3.03% | Dec 31, 25 |
| 11 | Goldman Sachs Group Inc | 830.73K (3.95%) | 58.20K Increased by +7.01% | Dec 31, 24 |
| 12 | JPMorgan Chase & Co | 785.58K (3.74%) | 347.68K Increased by +44.26% | Sep 30, 25 |
| 13 | Pure Financial Advisors, INC. | 738.86K (3.52%) | -671.52K Decreased by -90.89% | Mar 31, 26 |
| 14 | Geode Capital Management, LLC | 692.12K (3.29%) | -7.34K Decreased by -1.06% | Dec 31, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 444.02K (2.11%) | -36.84K Decreased by -8.30% | Sep 30, 25 |
| 16 | Putney Financial Group LLC | 411.47K (1.96%) | -26.47K Decreased by -6.43% | Mar 31, 25 |
| 17 | Nuveen Asset Management, LLC | 383.04K (1.82%) | 15.74K Increased by +4.11% | Dec 31, 24 |
| 18 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.64%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| 19 | Adirondack Retirement Specialists, INC. | 339.71K (1.62%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 20 | Austin Asset Management Co Inc | 334.83K (1.59%) | 20.91K Increased by +6.24% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adviser Dividend Income | 4.27M (20.30%) | 4.27M Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.31M (6.25%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 776.35K (3.69%) | -65.35K Decreased by -8.42% | Sep 30, 24 |
| 4 | Avantis US Small Cap Value ETF | 628.15K (2.99%) | 64.00 Increased by +0.01% | Mar 31, 26 |
| 5 | Fidelity Stock Selector Small Cap | 613.90K (2.92%) | 72.90K Increased by +11.87% | Jan 31, 26 |
| 6 | Fidelity® Series Small Cap Opps | 603.70K (2.87%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | Fidelity Series Small Cap Opps | 560.60K (2.67%) | 31.20K Increased by +5.57% | Jan 31, 26 |
| 8 | iShares Russell 2000 ETF | 541.10K (2.57%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 492.26K (2.34%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 10 | Shelton Muni Bond Portfolio Strategy | 351.69K (1.67%) | 351.69K Increased by +100.00% | Sep 30, 25 |
| 11 | Neumeier Poma Small Cap Value | 343.50K (1.63%) | 87.65K Increased by +25.52% | Mar 31, 26 |
| 12 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.62%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 13 | State Street® SPDR® S&PRgnllBkgETF | 294.74K (1.40%) | -259.00 Decreased by -0.09% | Mar 31, 26 |
| 14 | Fidelity® Stock Selector Small Cap | 264.20K (1.26%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | SPDR® S&P Regional Banking ETF | 261.15K (1.24%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | Fidelity® Small Cap Index | 258.34K (1.23%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 242.09K (1.15%) | -5.76K Decreased by -2.38% | Mar 31, 26 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (1.07%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | Fidelity Small Cap Index | 219.49K (1.04%) | -1.85K Decreased by -0.84% | Jan 31, 26 |
| 20 | American Century Small Cap Value Inv | 210.00K (1.00%) | -55.00K Decreased by -26.19% | Mar 31, 26 |