| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.18M (4.86%) | -7.95K Decreased by -0.36% | Jun 30, 25 |
| 2 | BlackRock Inc | 1.41M (3.15%) | -236.98K Decreased by -16.75% | Mar 31, 25 |
| 3 | Advisor Group Holdings, Inc. | 1.22M (2.72%) | 42.88K Increased by +3.51% | Mar 31, 25 |
| 4 | Geode Capital Management, LLC | 852.71K (1.90%) | -17.88K Decreased by -2.10% | Mar 31, 25 |
| 5 | Geneos Wealth Management Inc | 850.67K (1.89%) | 461.74K Increased by +54.28% | Mar 31, 25 |
| 6 | Sontag Advisory LLC | 479.52K (1.07%) | 81.14K Increased by +16.92% | Jun 30, 25 |
| 7 | State Street Corp | 280.31K (0.62%) | -7.20K Decreased by -2.57% | Mar 31, 25 |
| 8 | Commonwealth Equity Services Inc | 257.56K (0.57%) | 123.05K Increased by +47.77% | Mar 31, 25 |
| 9 | Morgan Stanley - Brokerage Accounts | 245.09K (0.55%) | -44.99K Decreased by -18.36% | Mar 31, 25 |
| 10 | Y-Intercept (Hong Kong) Ltd | 235.19K (0.52%) | 235.19K Increased by +100.00% | Mar 31, 25 |
| 11 | Sovran Advisors, LLC | 199.83K (0.44%) | 13.82K Increased by +6.91% | Mar 31, 25 |
| 12 | LPL Financial Corp | 193.48K (0.43%) | 54.55K Increased by +28.19% | Mar 31, 25 |
| 13 | Atria Wealth Solutions, Inc. | 186.00K (0.41%) | -21.10K Decreased by -11.34% | Mar 31, 25 |
| 14 | Vivaldi Capital Management, LLC | 172.44K (0.38%) | 116.81K Increased by +67.74% | Jun 30, 25 |
| 15 | Northern Trust Corp | 170.23K (0.38%) | -74.05K Decreased by -43.50% | Mar 31, 25 |
| 16 | State Street Corporation | 161.44K (0.36%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | RETIREMENT GUYS FORMULA LLC | 155.34K (0.35%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Soltis Investment Advisors, LLC | 140.75K (0.31%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 121.31K (0.27%) | 2.73K Increased by +2.25% | Jun 30, 25 |
| 20 | Cutter & CO Brokerage, Inc. | 115.49K (0.26%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.39M (3.08%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.25M (2.78%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 716.63K (1.60%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Fidelity Extended Market Index | 269.49K (0.60%) | -703.00 Decreased by -0.26% | Jun 30, 25 |
| 5 | Fidelity® Extended Market Index | 229.63K (0.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity Small Cap Index | 142.93K (0.32%) | -17.81K Decreased by -12.46% | May 31, 25 |
| 7 | BlackRock Extended Mkt Composite | 105.58K (0.24%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | iShares Russell 2000 Growth ETF | 103.67K (0.23%) | 0.00 Increased by 0.00% | May 31, 25 |
| 9 | iShares Micro-Cap ETF | 102.23K (0.23%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | BlackRock Extended Equity Market K | 92.01K (0.20%) | -39.00 Decreased by -0.04% | Sep 30, 24 |
| 11 | Extended Equity Market Fund K | 89.26K (0.20%) | -1.78K Decreased by -2.00% | Jun 30, 25 |
| 12 | Fidelity Total Market Index | 87.42K (0.19%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Fidelity Nasdaq Composite ETF | 79.23K (0.18%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 14 | iShares Russell 2000 Value ETF | 69.75K (0.16%) | 0.00 Increased by 0.00% | May 31, 25 |
| 15 | Fidelity Series Total Market Index | 69.68K (0.16%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Fidelity® Nasdaq Composite ETF | 69.41K (0.15%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | Fidelity Nasdaq Composite Index | 67.75K (0.15%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | iShares Russell 2000 ETF | 65.11K (0.14%) | -11.61K Decreased by -17.83% | Jun 30, 25 |
| 19 | Fidelity® Total Market Index | 63.34K (0.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | NT Ext Equity Mkt Idx Fd - L | 59.75K (0.13%) | 0.00 Increased by 0.00% | Jun 30, 25 |