| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Commonwealth Equity Services Inc | 4.04M (552.68%) | 3.61M Increased by +89.40% | Dec 31, 24 |
| 2 | HPM Partners LLC | 3.62M (495.75%) | 781.84K Increased by +21.58% | Dec 31, 24 |
| 3 | Arkadios Wealth Advisors | 1.11M (152.52%) | 1.11M Increased by +100.00% | Sep 30, 24 |
| 4 | Y.D. More Investments Ltd | 848.88K (116.14%) | 16.76K Increased by +1.97% | Dec 31, 24 |
| 5 | Vanguard Group Inc | 700.36K (95.82%) | -1.00 Decreased by -0.00% | Sep 30, 24 |
| 6 | Renaissance Technologies Corp | 695.91K (95.21%) | 643.53K Increased by +92.47% | Dec 31, 24 |
| 7 | Goldman Sachs Group Inc | 418.02K (57.19%) | -7.90K Decreased by -1.89% | Sep 30, 24 |
| 8 | CALDWELL SUTTER CAPITAL INC | 405.84K (55.52%) | -12.55K Decreased by -3.09% | Sep 30, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 389.00K (53.22%) | -55.32K Decreased by -14.22% | Sep 30, 23 |
| 10 | Citadel Advisors Llc | 345.58K (47.28%) | 313.55K Increased by +90.73% | Dec 31, 24 |
| 11 | Lineweaver Wealth Advisors, LLC | 282.40K (38.64%) | 282.40K Increased by +100.00% | Sep 30, 24 |
| 12 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 246.07K (33.67%) | 246.07K Increased by +100.00% | Mar 31, 25 |
| 13 | BlackRock Inc | 245.29K (33.56%) | -74.18K Decreased by -30.24% | Dec 31, 24 |
| 14 | Newbridge Financial Services Group, Inc. | 217.70K (29.78%) | 217.70K Increased by +100.00% | Dec 31, 24 |
| 15 | Jane Street Group LLC | 136.25K (18.64%) | 118.28K Increased by +86.81% | Dec 31, 24 |
| 16 | Sequoia Financial Advisors LLC | 132.50K (18.13%) | 132.50K Increased by +100.00% | Dec 31, 24 |
| 17 | LPL Financial Corp | 126.28K (17.28%) | 51.77K Increased by +40.99% | Dec 31, 24 |
| 18 | Harel Insurance Invests & Fin Srvcs Ltd | 114.60K (15.68%) | 114.60K Increased by +100.00% | Mar 31, 25 |
| 19 | Millennium Management LLC | 107.17K (14.66%) | 74.72K Increased by +69.72% | Dec 31, 24 |
| 20 | UBS Group AG | 105.70K (14.46%) | -170.85K Decreased by -161.63% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 487.25K (66.66%) | -1.00 Decreased by -0.00% | Sep 30, 24 |
| 2 | CIM Real Assets & Credit I | 396.17K (54.20%) | 7.83K Increased by +1.98% | Dec 31, 24 |
| 3 | First Foundation Total Return Y | 217.29K (29.73%) | -59.02K Decreased by -27.16% | Jun 30, 24 |
| 4 | Fidelity Extended Market Index | 87.24K (11.94%) | 40.70K Increased by +46.66% | Mar 31, 25 |
| 5 | Fidelity® Extended Market Index | 69.45K (9.50%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | First Foundation Fixed Income A | 67.94K (9.29%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 48.73K (6.67%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 8 | Fidelity® Total Market Index | 40.41K (5.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | DFA Real Estate Securities I | 32.30K (4.42%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Fidelity® Series Total Market Index | 21.53K (2.95%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Vanguard Instl Ttl Stck Mkt Idx Tr | 13.78K (1.88%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 13.78K (1.88%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | Fidelity Nasdaq Composite Index | 12.25K (1.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | Fidelity Series Total Market Index | 12.01K (1.64%) | 2.04K Increased by +17.03% | Mar 31, 25 |
| 15 | Northern Trust Extended Eq Market Idx | 11.68K (1.60%) | -1.00 Decreased by -0.01% | Sep 30, 24 |
| 16 | Spartan Extended Market Index Pool E | 8.21K (1.12%) | 296.00 Increased by +3.60% | Feb 28, 25 |
| 17 | Spartan Extended Market Index Pool F | 8.21K (1.12%) | 296.00 Increased by +3.60% | Feb 28, 25 |
| 18 | I.B.I Tracker Composite Isr RE Eq Mo IL | 7.89K (1.08%) | -876.00 Decreased by -11.11% | Oct 31, 24 |
| 19 | Russell 2500 Alpha Tilts Fund T | 6.64K (0.91%) | 2.23K Increased by +33.62% | Dec 31, 23 |
| 20 | SSgA U.S. Extended Market Index Class I | 5.00K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 23 |