| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Oracle Investment Management Inc | 1.37M (18.57%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Staley Capital Advisers Inc | 1.10M (14.95%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 775.14K (10.54%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Elser Financial Planning, Inc | 558.62K (7.60%) | 558.62K Increased by +100.00% | Dec 31, 24 |
| 5 | Canton Hathaway, LLC | 245.50K (3.34%) | 150.00 Increased by +0.06% | Jun 30, 25 |
| 6 | Geode Capital Management, LLC | 169.02K (2.30%) | -967.00 Decreased by -0.57% | Mar 31, 25 |
| 7 | BlackRock Inc | 88.87K (1.21%) | -888.00 Decreased by -1.00% | Mar 31, 25 |
| 8 | Caprock Group Inc | 86.78K (1.18%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Grey Street Capital, LLC | 86.78K (1.18%) | -10.00K Decreased by -11.52% | Mar 31, 24 |
| 10 | State Street Corp | 53.86K (0.73%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | State Street Corporation | 53.86K (0.73%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | Aufman Associates Inc | 52.66K (0.72%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Renaissance Technologies Corp | 35.60K (0.48%) | 299.00 Increased by +0.84% | Mar 31, 25 |
| 14 | Northern Trust Corp | 35.24K (0.48%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | JPMorgan Chase & Co | 30.04K (0.41%) | -3.05K Decreased by -10.16% | Mar 31, 25 |
| 16 | Susquehanna International Group, LLP | 28.89K (0.39%) | -8.67K Decreased by -30.02% | Jun 30, 25 |
| 17 | Dimensional Fund Advisors, Inc. | 18.63K (0.25%) | 487.00 Increased by +2.61% | Jun 30, 25 |
| 18 | Pathstone Family Office, LLC | 17.64K (0.24%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 17.39K (0.24%) | -76.00 Decreased by -0.44% | Jun 30, 25 |
| 20 | Raymond James Finl Svs Advisors, Inc. | 16.16K (0.22%) | -11.32K Decreased by -70.03% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 507.76K (6.90%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 496.90K (6.76%) | -10.86K Decreased by -2.19% | Jul 31, 25 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 157.47K (2.14%) | -71.75K Decreased by -45.57% | Jul 31, 25 |
| 4 | Fidelity® Extended Market Index | 91.08K (1.24%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Fidelity Extended Market Index | 83.13K (1.13%) | -684.00 Decreased by -0.82% | Jul 31, 25 |
| 6 | BlackRock Extended Mkt Composite | 41.05K (0.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | BlackRock Extended Equity Market K | 35.78K (0.49%) | -15.00 Decreased by -0.04% | Sep 30, 24 |
| 8 | Extended Equity Market Fund K | 34.71K (0.47%) | -693.00 Decreased by -2.00% | Jun 30, 25 |
| 9 | iShares Micro-Cap ETF | 33.24K (0.45%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 10 | Fidelity® Series Total Market Index | 20.46K (0.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Total Market Index | 20.35K (0.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity Total Market Index | 20.14K (0.27%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | Fidelity Nasdaq Composite Index | 18.66K (0.25%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 14 | Fidelity Series Total Market Index | 18.58K (0.25%) | -351.00 Decreased by -1.89% | Jul 31, 25 |
| 15 | NT Ext Equity Mkt Idx Fd - L | 18.31K (0.25%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Northern Trust Extended Eq Market Idx | 18.31K (0.25%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Spartan Extended Market Index Pool F | 16.69K (0.23%) | 684.00 Increased by +4.10% | Jul 31, 25 |
| 18 | Vanguard Balanced Index Inv | 16.60K (0.23%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | NT Ext Equity Mkt Idx Fd - NL | 15.69K (0.21%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Spartan Extended Market Index Pool E | 15.02K (0.20%) | 757.00 Increased by +5.04% | Mar 31, 25 |