| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Seros Financial, LLC | 6.50M (31.23%) | 6.50M Increased by +100.00% | Sep 30, 25 |
| 2 | Revolve Wealth Partners, LLC | 3.63M (17.47%) | 3.63M Increased by +100.00% | Dec 31, 24 |
| 3 | BlackRock Inc | 3.16M (15.18%) | -113.89K Decreased by -3.60% | Mar 31, 26 |
| 4 | FMR Inc | 1.96M (9.40%) | 239.12K Increased by +12.22% | Mar 31, 26 |
| 5 | Vanguard Group Inc | 1.52M (7.29%) | -340.24K Decreased by -22.43% | Dec 31, 25 |
| 6 | Harbor Advisors LLC | 1.39M (6.69%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 7 | State Street Corp | 1.33M (6.39%) | 33.95K Increased by +2.56% | Mar 31, 26 |
| 8 | State Street Corporation | 1.28M (6.14%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 9 | American Century Companies Inc | 1.14M (5.47%) | -49.90K Decreased by -4.38% | Mar 31, 26 |
| 10 | Dimensional Fund Advisors, Inc. | 1.09M (5.25%) | -11.26K Decreased by -1.03% | Mar 31, 26 |
| 11 | Goldman Sachs Group Inc | 830.73K (3.99%) | 58.20K Increased by +7.01% | Dec 31, 24 |
| 12 | Vanguard Capital Management, LLC | 750.16K (3.61%) | 750.16K Increased by +100.00% | Mar 31, 26 |
| 13 | Pure Financial Advisors, INC. | 738.86K (3.55%) | -671.52K Decreased by -90.89% | Mar 31, 26 |
| 14 | Geode Capital Management, LLC | 699.75K (3.36%) | 7.63K Increased by +1.09% | Mar 31, 26 |
| 15 | Earnest Partners LLC | 573.51K (2.76%) | 573.51K Increased by +100.00% | Mar 31, 26 |
| 16 | Vanguard Portfolio Management, LLC | 436.44K (2.10%) | 436.44K Increased by +100.00% | Mar 31, 26 |
| 17 | Putney Financial Group LLC | 411.47K (1.98%) | -26.47K Decreased by -6.43% | Mar 31, 25 |
| 18 | Nuveen Asset Management, LLC | 383.04K (1.84%) | 15.74K Increased by +4.11% | Dec 31, 24 |
| 19 | Neumeier Investment Counsel LLC | 356.20K (1.71%) | 92.10K Increased by +25.86% | Mar 31, 26 |
| 20 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.66%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adviser Dividend Income | 4.27M (20.50%) | 4.27M Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.32M (6.33%) | 0.00 Increased by 0.00% | May 29, 26 |
| 3 | Vanguard US Total Market Shares ETF | 776.35K (3.73%) | -65.35K Decreased by -8.42% | Sep 30, 24 |
| 4 | Avantis US Small Cap Value ETF | 642.53K (3.09%) | 44.00 Increased by +0.01% | May 30, 26 |
| 5 | Fidelity Stock Selector Small Cap | 617.50K (2.97%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Fidelity® Series Small Cap Opps | 603.70K (2.90%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | Fidelity Series Small Cap Opps | 555.50K (2.67%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 8 | iShares Russell 2000 ETF | 531.70K (2.56%) | 0.00 Increased by 0.00% | May 29, 26 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 492.26K (2.37%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 10 | Shelton Muni Bond Portfolio Strategy | 351.69K (1.69%) | 351.69K Increased by +100.00% | Sep 30, 25 |
| 11 | Neumeier Poma Small Cap Value | 343.50K (1.65%) | 87.65K Increased by +25.52% | Mar 31, 26 |
| 12 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.64%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 13 | State Street® SPDR® S&PRgnllBkgETF | 284.41K (1.37%) | -8.87K Decreased by -3.12% | May 29, 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 (1.24%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 245.54K (1.18%) | 3.45K Increased by +1.41% | Apr 30, 26 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (1.08%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | Fidelity Small Cap Index | 216.27K (1.04%) | -5.71K Decreased by -2.64% | Mar 31, 26 |
| 20 | American Century Small Cap Value Inv | 210.00K (1.01%) | -55.00K Decreased by -26.19% | Mar 31, 26 |