| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Seros Financial, LLC | 6.50M (31.36%) | 6.50M Increased by +100.00% | Sep 30, 25 |
| 2 | Revolve Wealth Partners, LLC | 3.63M (17.54%) | 3.63M Increased by +100.00% | Dec 31, 24 |
| 3 | BlackRock Inc | 3.16M (15.25%) | -113.89K Decreased by -3.60% | Mar 31, 26 |
| 4 | FMR Inc | 1.96M (9.44%) | 239.12K Increased by +12.22% | Mar 31, 26 |
| 5 | Vanguard Group Inc | 1.52M (7.32%) | -340.24K Decreased by -22.43% | Dec 31, 25 |
| 6 | Harbor Advisors LLC | 1.39M (6.71%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 7 | State Street Corp | 1.33M (6.41%) | 33.95K Increased by +2.56% | Mar 31, 26 |
| 8 | State Street Corporation | 1.28M (6.16%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 9 | American Century Companies Inc | 1.14M (5.49%) | -49.90K Decreased by -4.38% | Mar 31, 26 |
| 10 | Dimensional Fund Advisors, Inc. | 1.09M (5.28%) | -11.26K Decreased by -1.03% | Mar 31, 26 |
| 11 | Goldman Sachs Group Inc | 830.73K (4.01%) | 58.20K Increased by +7.01% | Dec 31, 24 |
| 12 | Vanguard Capital Management, LLC | 750.16K (3.62%) | 750.16K Increased by +100.00% | Mar 31, 26 |
| 13 | Pure Financial Advisors, INC. | 738.86K (3.57%) | -671.52K Decreased by -90.89% | Mar 31, 26 |
| 14 | Geode Capital Management, LLC | 699.75K (3.38%) | 7.63K Increased by +1.09% | Mar 31, 26 |
| 15 | Earnest Partners LLC | 573.51K (2.77%) | 573.51K Increased by +100.00% | Mar 31, 26 |
| 16 | Vanguard Portfolio Management, LLC | 436.44K (2.11%) | 436.44K Increased by +100.00% | Mar 31, 26 |
| 17 | Putney Financial Group LLC | 411.47K (1.99%) | -26.47K Decreased by -6.43% | Mar 31, 25 |
| 18 | Nuveen Asset Management, LLC | 383.04K (1.85%) | 15.74K Increased by +4.11% | Dec 31, 24 |
| 19 | Neumeier Investment Counsel LLC | 356.20K (1.72%) | 92.10K Increased by +25.86% | Mar 31, 26 |
| 20 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.67%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adviser Dividend Income | 4.27M (20.59%) | 4.27M Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.27M (6.13%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 3 | Vanguard US Total Market Shares ETF | 776.35K (3.75%) | -65.35K Decreased by -8.42% | Sep 30, 24 |
| 4 | Avantis US Small Cap Value ETF | 650.28K (3.14%) | 288.00 Increased by +0.04% | Jun 30, 26 |
| 5 | Fidelity Stock Selector Small Cap | 617.50K (2.98%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 6 | Fidelity® Series Small Cap Opps | 603.70K (2.91%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | Fidelity Series Small Cap Opps | 555.50K (2.68%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 8 | iShares Russell 2000 ETF | 552.42K (2.67%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 471.96K (2.28%) | -20.30K Decreased by -4.30% | Jun 30, 26 |
| 10 | State Street® SPDR® S&PRgnllBkgETF | 356.14K (1.72%) | 7.33K Increased by +2.06% | Jun 30, 26 |
| 11 | Shelton Muni Bond Portfolio Strategy | 351.69K (1.70%) | 351.69K Increased by +100.00% | Sep 30, 25 |
| 12 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.65%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 13 | Neumeier Poma Small Cap Value | 320.80K (1.55%) | -22.70K Decreased by -7.08% | Jun 30, 26 |
| 14 | Fidelity® Stock Selector Small Cap | 264.20K (1.27%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | SPDR® S&P Regional Banking ETF | 261.15K (1.26%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | Fidelity® Small Cap Index | 258.34K (1.25%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 17 | American Century Small Cap Value Inv | 250.00K (1.21%) | 40.00K Increased by +16.00% | Jun 30, 26 |
| 18 | American Century U.S. Small Cap Value | 250.00K (1.21%) | 40.00K Increased by +16.00% | Jun 30, 26 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 242.32K (1.17%) | -3.87K Decreased by -1.60% | Jun 30, 26 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (1.09%) | 0.00 Increased by 0.00% | Apr 30, 24 |