| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pathstone Family Office, LLC | 2.21M (6.50%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Pathstone Holdings LLC | 2.21M (6.50%) | 2.21M Increased by +100.00% | Dec 31, 23 |
| 3 | Vanguard Group Inc | 1.15M (3.38%) | 225.87K Increased by +19.68% | Jun 30, 24 |
| 4 | Awm Investment Company Inc | 650.00K (1.92%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 5 | Worth Venture Partners, LLC | 508.72K (1.50%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 6 | Alyeska Investment Group, L.P. | 500.00K (1.47%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | Timelo Investment Management Inc. | 361.40K (1.06%) | -119.28K Decreased by -33.01% | Jun 30, 24 |
| 8 | AIGH Capital Management, LLC | 300.77K (0.89%) | -1.60M Decreased by -530.81% | Jun 30, 24 |
| 9 | Corsair Capital Management LLC | 285.00K (0.84%) | 285.00K Increased by +100.00% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 244.77K (0.72%) | 59.57K Increased by +24.34% | Jun 30, 24 |
| 11 | HOHIMER WEALTH MANAGEMENT, LLC | 225.00K (0.66%) | 225.00K Increased by +100.00% | Mar 31, 24 |
| 12 | Perigon Wealth Management, LLC | 223.50K (0.66%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | American Financial Group Inc | 205.00K (0.60%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | CM Management, LLC | 200.00K (0.59%) | 25.00K Increased by +12.50% | Jun 30, 24 |
| 15 | Kestra Advisory Services, LLC | 188.43K (0.56%) | -11.00K Decreased by -5.84% | Jun 30, 24 |
| 16 | Sigma Planning Corp | 159.44K (0.47%) | 130.89K Increased by +82.09% | Mar 31, 24 |
| 17 | BlackRock Inc | 152.58K (0.45%) | 96.76K Increased by +63.42% | Jun 30, 24 |
| 18 | Carlson Capital LP | 140.00K (0.41%) | -74.00K Decreased by -52.85% | Jun 30, 24 |
| 19 | Mercer Global Advisors Inc. | 95.95K (0.28%) | 24.05K Increased by +25.06% | Jun 30, 24 |
| 20 | Twin Focus Capital Partners, LLC | 93.37K (0.28%) | 93.37K Increased by +100.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.01M (2.98%) | 95.00K Increased by +9.41% | Jul 31, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 200.58K (0.59%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 3 | Fidelity Extended Market Index | 153.21K (0.45%) | 2.86K Increased by +1.86% | Jul 31, 24 |
| 4 | Fidelity® Extended Market Index | 91.28K (0.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Bridgeway Ultra-Small Company Market | 76.70K (0.23%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 6 | iShares Micro-Cap ETF | 72.60K (0.21%) | 0.00 Increased by 0.00% | Aug 30, 24 |
| 7 | BlackRock Extended Equity Market K | 64.73K (0.19%) | 64.73K Increased by +100.00% | Jun 30, 24 |
| 8 | Fidelity Total Market Index | 30.56K (0.09%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 9 | NT Ext Equity Mkt Idx Fd - NL | 26.89K (0.08%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | Fidelity Series Total Market Index | 24.09K (0.07%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 11 | Fidelity® Series Total Market Index | 24.09K (0.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity® Total Market Index | 21.97K (0.06%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 21.60K (0.06%) | -9.00 Decreased by -0.04% | Jun 30, 24 |
| 14 | Fidelity Nasdaq Composite Index | 21.09K (0.06%) | 7.32K Increased by +34.73% | Jul 31, 24 |
| 15 | Vanguard Balanced Index Inv | 19.44K (0.06%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 16 | NT Ext Equity Mkt Idx Fd - L | 19.06K (0.06%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 17 | Northern Trust Extended Eq Market Idx | 19.06K (0.06%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 18 | Spartan Total Market Index Pool E | 15.49K (0.05%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 19 | Vanguard U.S. Eq Idx £ Acc | 12.63K (0.04%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 20 | Schwab Total Stock Market Index | 11.96K (0.04%) | 0.00 Increased by 0.00% | Jul 31, 24 |