| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Commonwealth Equity Services Inc | 4.04M (158.61%) | 3.61M Increased by +89.40% | Dec 31, 24 |
| 2 | HPM Partners LLC | 3.62M (142.28%) | 781.84K Increased by +21.58% | Dec 31, 24 |
| 3 | Arkadios Wealth Advisors | 1.11M (43.77%) | 1.11M Increased by +100.00% | Sep 30, 24 |
| 4 | Y.D. More Investments Ltd | 848.88K (33.33%) | 16.76K Increased by +1.97% | Dec 31, 24 |
| 5 | Renaissance Technologies Corp | 695.91K (27.32%) | 643.53K Increased by +92.47% | Dec 31, 24 |
| 6 | Goldman Sachs Group Inc | 418.02K (16.41%) | -7.90K Decreased by -1.89% | Sep 30, 24 |
| 7 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 246.07K (9.66%) | 246.07K Increased by +100.00% | Mar 31, 25 |
| 8 | Newbridge Financial Services Group, Inc. | 217.70K (8.55%) | 217.70K Increased by +100.00% | Dec 31, 24 |
| 9 | Sequoia Financial Advisors LLC | 132.50K (5.20%) | 132.50K Increased by +100.00% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 104.30K (4.10%) | 42.30K Increased by +40.56% | Mar 31, 25 |
| 11 | Carnegie Capital Asset Management, LLC | 101.72K (3.99%) | 101.72K Increased by +100.00% | Sep 30, 24 |
| 12 | CoreCap Advisors, LLC | 101.72K (3.99%) | 101.72K Increased by +100.00% | Sep 30, 24 |
| 13 | RSM US WEALTH MANAGEMENT LLC | 101.72K (3.99%) | 101.72K Increased by +100.00% | Sep 30, 24 |
| 14 | Calton & Associates, INC. | 96.10K (3.77%) | 96.10K Increased by +100.00% | Sep 30, 24 |
| 15 | PFG Investments, LLC | 87.80K (3.45%) | 49.83K Increased by +56.75% | Mar 31, 25 |
| 16 | Keller Group Invmt Management Inc | 85.60K (3.36%) | -1.05K Decreased by -1.23% | Dec 31, 24 |
| 17 | Stonebridge Financial Planning Group, LLC | 81.85K (3.21%) | 1.62K Increased by +1.98% | Dec 31, 24 |
| 18 | Treasurer of the State of North Carolina | 79.69K (3.13%) | -1.00 Decreased by -0.00% | Mar 31, 25 |
| 19 | Two Sigma Investments LLC | 76.64K (3.01%) | 76.64K Increased by +100.00% | Mar 31, 25 |
| 20 | Samalin Investment Counsel, LLC | 73.50K (2.89%) | 72.00K Increased by +97.96% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 487.25K (19.13%) | -1.00 Decreased by -0.00% | Sep 30, 24 |
| 2 | First Foundation Total Return Y | 217.29K (8.53%) | -59.02K Decreased by -27.16% | Jun 30, 24 |
| 3 | Fidelity® Extended Market Index | 69.45K (2.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 48.73K (1.91%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | Fidelity® Total Market Index | 40.41K (1.59%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | DFA Real Estate Securities I | 32.30K (1.27%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Fidelity® Series Total Market Index | 21.53K (0.85%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Instl Ttl Stck Mkt Idx Tr | 13.78K (0.54%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 13.78K (0.54%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Fidelity Nasdaq Composite Index | 12.25K (0.48%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Northern Trust Extended Eq Market Idx | 11.68K (0.46%) | -1.00 Decreased by -0.01% | Sep 30, 24 |
| 12 | Spartan Extended Market Index Pool E | 8.21K (0.32%) | 296.00 Increased by +3.60% | Feb 28, 25 |
| 13 | I.B.I Tracker Composite Isr RE Eq Mo IL | 7.89K (0.31%) | -876.00 Decreased by -11.11% | Oct 31, 24 |
| 14 | First Foundation Fixed Income A | 6.79K (0.27%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Russell 2500 Alpha Tilts Fund T | 6.64K (0.26%) | 2.23K Increased by +33.62% | Dec 31, 23 |
| 16 | SSgA U.S. Extended Market Index Class I | 5.00K (0.20%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Fidelity Extended Market Index | 4.79K (0.19%) | 488.00 Increased by +10.20% | Feb 28, 26 |
| 18 | Dimensional US Real Estate ETF | 3.46K (0.14%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 2.78K (0.11%) | 2.78K Increased by +100.00% | Dec 31, 24 |
| 20 | NT Ext Eq Mkt Indx Fd DC Lend T4 | 2.78K (0.11%) | 2.78K Increased by +100.00% | Dec 31, 24 |