| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bleichroeder LP | 6.82M (210.75%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | Catalytic Wealth RIA LLC | 4.63M (143.14%) | 1.20M Increased by +25.91% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 3.01M (93.15%) | -25.29K Decreased by -0.84% | Dec 31, 25 |
| 4 | Slate Path Capital LP | 2.40M (74.25%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Lion Point Capital, LP | 2.20M (68.08%) | 2.20M Increased by +100.00% | Dec 31, 25 |
| 6 | Geode Capital Management, LLC | 803.29K (24.83%) | 2.52K Increased by +0.31% | Dec 31, 25 |
| 7 | State Street Corporation | 759.79K (23.48%) | 76.10K Increased by +10.02% | Mar 31, 24 |
| 8 | BOOTHBAY FUND MANAGEMENT, LLC | 704.30K (21.77%) | 93.33K Increased by +13.25% | Dec 31, 25 |
| 9 | Robertson Stephens Wealth Management, LLC | 478.50K (14.79%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | BlackRock Inc | 449.16K (13.88%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 11 | Texas Capital Bank Wealth Management Services Inc | 440.67K (13.62%) | 407.57K Increased by +92.49% | Dec 31, 25 |
| 12 | Good Life Advisors, LLC | 400.00K (12.36%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | SMH Capital Inc. | 346.21K (10.70%) | 289.79K Increased by +83.70% | Sep 30, 23 |
| 14 | Bank of America Corp | 324.52K (10.03%) | -63.00 Decreased by -0.02% | Sep 30, 25 |
| 15 | ANGELES WEALTH MANAGEMENT, LLC | 310.00K (9.58%) | 190.00K Increased by +61.29% | Dec 31, 25 |
| 16 | Advisory Research Inc | 257.23K (7.95%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Monaco Asset Management | 253.19K (7.82%) | -81.56K Decreased by -32.21% | Jun 30, 24 |
| 18 | Renaissance Technologies Corp | 238.35K (7.37%) | 11.29K Increased by +4.74% | Dec 31, 25 |
| 19 | Dimensional Fund Advisors, Inc. | 214.09K (6.62%) | -217.22K Decreased by -101.46% | Jun 30, 24 |
| 20 | UBS Group AG | 199.16K (6.16%) | -93.42K Decreased by -46.91% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.52M (46.98%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 1.35M (41.63%) | -1.00 Decreased by -0.00% | Sep 30, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 937.43K (28.97%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | iShares Russell 2000 ETF | 789.09K (24.39%) | -8.77K Decreased by -1.11% | May 29, 24 |
| 5 | Fidelity Extended Market Index | 385.45K (11.91%) | -1.40K Decreased by -0.36% | Feb 28, 26 |
| 6 | Fidelity Small Cap Index | 364.20K (11.26%) | 10.43K Increased by +2.86% | Jun 30, 24 |
| 7 | Fidelity® Small Cap Index | 325.01K (10.04%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 8 | iShares Russell 2000 Growth ETF | 307.73K (9.51%) | 0.00 Increased by 0.00% | May 29, 24 |
| 9 | Fidelity® Extended Market Index | 234.07K (7.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | State St Russell Sm/Mid Cp® Indx NL Cl C | 183.32K (5.67%) | -86.78K Decreased by -47.34% | Jun 30, 24 |
| 11 | Fidelity Total Market Index | 139.86K (4.32%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | Vanguard Russell 2000 ETF | 136.23K (4.21%) | 464.00 Increased by +0.34% | Apr 30, 24 |
| 13 | State St Russell Sm Cap® Indx SL Cl I | 126.10K (3.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 14 | BlackRock Extended Mkt Composite | 119.47K (3.69%) | 605.00 Increased by +0.51% | Sep 30, 23 |
| 15 | Blackrock Extended Mkt Fund CF | 118.45K (3.66%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 16 | Extended Equity Market Fund B | 118.45K (3.66%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Extended Equity Market Fund E | 118.45K (3.66%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 18 | DFA US Micro Cap I | 109.11K (3.37%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 19 | Fidelity Series Total Market Index | 105.97K (3.27%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 20 | NT R2000 Growth Index Fund - NL | 103.76K (3.21%) | 0.00 Increased by 0.00% | Dec 31, 23 |