| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.56M (4.29%) | 37.60K Increased by +2.41% | Dec 31, 25 |
| 2 | Summit Financial LLC | 1.01M (2.78%) | 520.29K Increased by +51.47% | Dec 31, 25 |
| 3 | Summit Financial, LLC | 1.01M (2.78%) | 520.29K Increased by +51.47% | Dec 31, 25 |
| 4 | Cannell Capital LLC | 622.85K (1.71%) | 622.85K Increased by +100.00% | Dec 31, 23 |
| 5 | Citadel Advisors Llc | 616.24K (1.69%) | -100.05K Decreased by -16.24% | Dec 31, 25 |
| 6 | Renaissance Technologies Corp | 609.18K (1.67%) | -13.20K Decreased by -2.17% | Mar 31, 26 |
| 7 | BlackRock Inc | 437.38K (1.20%) | 7.45K Increased by +1.70% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 397.28K (1.09%) | 15.51K Increased by +3.90% | Dec 31, 25 |
| 9 | CI Private Wealth LLC | 336.51K (0.93%) | 101.83K Increased by +30.26% | Dec 31, 25 |
| 10 | Forum Financial Management, LP | 298.60K (0.82%) | 12.60K Increased by +4.22% | Sep 30, 24 |
| 11 | Penserra Capital Management, LLC | 265.79K (0.73%) | 49.60K Increased by +18.66% | Sep 30, 24 |
| 12 | Two Sigma Advisers, LLC | 228.64K (0.63%) | -65.70K Decreased by -28.74% | Dec 31, 25 |
| 13 | Significant Wealth Partners LLC | 207.83K (0.57%) | 207.83K Increased by +100.00% | Dec 31, 23 |
| 14 | Two Sigma Investments LLC | 206.39K (0.57%) | -54.37K Decreased by -26.35% | Dec 31, 25 |
| 15 | Millennium Management LLC | 171.75K (0.47%) | 171.75K Increased by +100.00% | Dec 31, 23 |
| 16 | Wolverine Asset Management LLC | 153.22K (0.42%) | -181.94K Decreased by -118.75% | Mar 31, 25 |
| 17 | QRG Capital Management, Inc. | 152.69K (0.42%) | 135.27K Increased by +88.59% | Dec 31, 25 |
| 18 | State Street Corp | 150.19K (0.41%) | 15.30K Increased by +10.19% | Dec 31, 25 |
| 19 | Hudson Bay Capital Management LP | 137.04K (0.38%) | 137.04K Increased by +100.00% | Jun 30, 25 |
| 20 | Northern Trust Corp | 116.02K (0.32%) | -403.00 Decreased by -0.35% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.07M (2.95%) | 78.13K Increased by +7.27% | Mar 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 905.18K (2.49%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 465.18K (1.28%) | 111.13K Increased by +23.89% | Mar 31, 26 |
| 4 | Fidelity Extended Market Index | 300.70K (0.83%) | 93.65K Increased by +31.14% | Mar 31, 26 |
| 5 | Hoya Capital High Dividend Yield ETF | 271.87K (0.75%) | 0.00 Increased by 0.00% | Nov 29, 24 |
| 6 | Fidelity® Extended Market Index | 154.61K (0.43%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 103.82K (0.29%) | 0.00 Increased by 0.00% | Feb 27, 25 |
| 8 | iShares Micro-Cap ETF | 92.72K (0.25%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 9 | BlackRock Extended Mkt Composite | 77.54K (0.21%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Blackrock Extended Mkt Fund CF | 77.54K (0.21%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | Extended Equity Market Fund B | 77.54K (0.21%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Extended Equity Market Fund E | 77.54K (0.21%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 13 | Fidelity Total Market Index | 71.74K (0.20%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | BlackRock Extended Equity Market K | 67.58K (0.19%) | -29.00 Decreased by -0.04% | Sep 30, 24 |
| 15 | BlackRock Extended Equity Market Fund K | 66.03K (0.18%) | -484.00 Decreased by -0.73% | Mar 31, 26 |
| 16 | Extended Equity Market Fund K | 66.03K (0.18%) | -484.00 Decreased by -0.73% | Mar 31, 26 |
| 17 | Winans Balanced 50/50 Composite | 59.70K (0.16%) | 3.20K Increased by +5.36% | Mar 31, 26 |
| 18 | Winans Corporate Income 100% Composite | 59.10K (0.16%) | 2.67K Increased by +4.53% | Mar 31, 26 |
| 19 | Fidelity Series Total Market Index | 57.23K (0.16%) | 4.88K Increased by +8.53% | Mar 31, 26 |
| 20 | Kingsbarn Dividend Opportunity ETF | 52.80K (0.15%) | 52.80K Increased by +100.00% | Jul 31, 25 |