| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | ADW Capital Management, LLC | 587.40K (10.61%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 218.18K (3.94%) | 3.14K Increased by +1.44% | Jun 30, 25 |
| 3 | Divisadero Street Capital Management, LP | 175.43K (3.17%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Advisor Group Holdings, Inc. | 109.86K (1.98%) | 52.03K Increased by +47.36% | Mar 31, 25 |
| 5 | Ridgewood Investments LLC | 48.49K (0.88%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Geode Capital Management, LLC | 43.48K (0.79%) | 43.48K Increased by +100.00% | Mar 31, 25 |
| 7 | Brookstone Capital Management LLC | 32.23K (0.58%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | TD Waterhouse Canada Inc | 24.00K (0.43%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | Citadel Advisors Llc | 23.97K (0.43%) | 23.97K Increased by +100.00% | Mar 31, 25 |
| 10 | Northern Trust Corp | 22.96K (0.41%) | -8.79K Decreased by -38.31% | Mar 31, 25 |
| 11 | Renaissance Technologies Corp | 22.10K (0.40%) | -1.00K Decreased by -4.52% | Mar 31, 25 |
| 12 | Legacy Financial Advisors, Inc. | 20.00K (0.36%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 13.12K (0.24%) | -200.00 Decreased by -1.52% | Jun 30, 25 |
| 14 | BlackRock Inc | 12.83K (0.23%) | -246.00 Decreased by -1.92% | Mar 31, 25 |
| 15 | Edmonds Duncan Registered Investment Advisors, LLC | 12.65K (0.23%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | SMH Capital Advisors, LLC | 11.16K (0.20%) | 11.16K Increased by +100.00% | Mar 31, 24 |
| 17 | Bleakley Financial Group LLC | 10.93K (0.20%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 18 | Sawtooth Asset Management, INC. | 10.93K (0.20%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | Simplicity Wealth,LLC | 10.93K (0.20%) | 10.93K Increased by +100.00% | Mar 31, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 5.97K (0.11%) | 442.00 Increased by +7.40% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 179.27K (3.24%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 178.25K (3.22%) | -3.90K Decreased by -2.19% | Jul 31, 25 |
| 3 | Fidelity® Total Market Index | 29.38K (0.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 24.76K (0.45%) | -11.28K Decreased by -45.56% | Jul 31, 25 |
| 5 | Fidelity Total Market Index | 20.78K (0.38%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | iShares Micro-Cap ETF | 13.88K (0.25%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 7 | Fidelity® Extended Market Index | 11.64K (0.21%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Fidelity Extended Market Index | 9.42K (0.17%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Spartan Total Market Index Pool E | 7.42K (0.13%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Spartan Total Market Index Pool G | 7.42K (0.13%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | NT Ext Equity Mkt Idx Fd - L | 6.63K (0.12%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Northern Trust Extended Eq Market Idx | 6.63K (0.12%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Timber Point Global Allocations Instl | 6.00K (0.11%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | Spartan Extended Market Index Pool F | 5.75K (0.10%) | 0.00 Increased by 0.00% | May 31, 25 |
| 15 | NT Ext Equity Mkt Idx Fd - NL | 4.25K (0.08%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Spartan Extended Market Index Pool E | 3.80K (0.07%) | -5.95K Decreased by -156.61% | Mar 31, 25 |
| 17 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 3.30K (0.06%) | -8.00 Decreased by -0.24% | Jun 30, 25 |
| 18 | Copeland Micro Cap Dividend Growth | 2.97K (0.05%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 1.87K (0.03%) | 278.00 Increased by +14.87% | Jun 30, 25 |
| 20 | SSgA U.S. Extended Market Index Class I | 1.70K (0.03%) | 0.00 Increased by 0.00% | Dec 31, 23 |