| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Oracle Investment Management Inc | 1.37M (17.77%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Staley Capital Advisers Inc | 1.10M (14.30%) | -400.00 Decreased by -0.04% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 775.14K (10.08%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Elser Financial Planning, Inc | 558.62K (7.27%) | 558.62K Increased by +100.00% | Dec 31, 24 |
| 5 | Canton Hathaway, LLC | 245.35K (3.19%) | -24.30K Decreased by -9.90% | Mar 31, 25 |
| 6 | Geode Capital Management, LLC | 169.02K (2.20%) | -967.00 Decreased by -0.57% | Mar 31, 25 |
| 7 | BlackRock Inc | 88.87K (1.16%) | -888.00 Decreased by -1.00% | Mar 31, 25 |
| 8 | Caprock Group Inc | 86.78K (1.13%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Grey Street Capital, LLC | 86.78K (1.13%) | -10.00K Decreased by -11.52% | Mar 31, 24 |
| 10 | State Street Corp | 53.86K (0.70%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | State Street Corporation | 53.86K (0.70%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | Aufman Associates Inc | 52.66K (0.69%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Susquehanna International Group, LLP | 37.56K (0.49%) | 37.56K Increased by +100.00% | Mar 31, 25 |
| 14 | Renaissance Technologies Corp | 35.60K (0.46%) | 299.00 Increased by +0.84% | Mar 31, 25 |
| 15 | Northern Trust Corp | 35.24K (0.46%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | JPMorgan Chase & Co | 30.04K (0.39%) | -3.05K Decreased by -10.16% | Mar 31, 25 |
| 17 | Citadel Advisors Llc | 20.00K (0.26%) | -2.23K Decreased by -11.17% | Dec 31, 24 |
| 18 | Dimensional Fund Advisors, Inc. | 18.14K (0.24%) | 2.55K Increased by +14.06% | Mar 31, 25 |
| 19 | Pathstone Family Office, LLC | 17.64K (0.23%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 17.46K (0.23%) | 91.00 Increased by +0.52% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 507.76K (6.61%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 507.76K (6.61%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 229.23K (2.98%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Fidelity® Extended Market Index | 91.08K (1.18%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Fidelity Extended Market Index | 84.40K (1.10%) | -807.00 Decreased by -0.96% | Apr 30, 25 |
| 6 | BlackRock Extended Mkt Composite | 41.05K (0.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | iShares Micro-Cap ETF | 38.54K (0.50%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | BlackRock Extended Equity Market K | 35.78K (0.47%) | -15.00 Decreased by -0.04% | Sep 30, 24 |
| 9 | Extended Equity Market Fund K | 35.40K (0.46%) | 108.00 Increased by +0.31% | Mar 31, 25 |
| 10 | Fidelity Series Total Market Index | 21.03K (0.27%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | Fidelity® Series Total Market Index | 20.46K (0.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity® Total Market Index | 20.35K (0.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Fidelity Total Market Index | 20.14K (0.26%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 14 | Fidelity Nasdaq Composite Index | 18.66K (0.24%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 15 | NT Ext Equity Mkt Idx Fd - L | 18.31K (0.24%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Northern Trust Extended Eq Market Idx | 18.31K (0.24%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Vanguard Balanced Index Inv | 16.60K (0.22%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | Spartan Extended Market Index Pool F | 15.83K (0.21%) | 807.00 Increased by +5.10% | Apr 30, 25 |
| 19 | NT Ext Equity Mkt Idx Fd - NL | 15.69K (0.20%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Spartan Extended Market Index Pool E | 15.02K (0.20%) | 757.00 Increased by +5.04% | Mar 31, 25 |