| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Koch Industries Inc | 80.73M (40.00%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | Koch, Inc | 80.73M (40.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | Neuberger Berman Group LLC | 74.18M (36.75%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 10.47M (5.19%) | 246.40K Increased by +2.35% | Mar 31, 25 |
| 5 | The Carlyle Group Inc | 6.23M (3.09%) | -2.45M Decreased by -39.30% | Mar 31, 25 |
| 6 | BlackRock Inc | 5.92M (2.93%) | -103.36K Decreased by -1.75% | Mar 31, 25 |
| 7 | Laird Norton Tyee Trust Co | 4.85M (2.40%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 8 | Invenomic Capital Management, LP | 2.69M (1.33%) | 2.69M Increased by +100.00% | Mar 31, 25 |
| 9 | JPMorgan Chase & Co | 1.69M (0.84%) | 1.65M Increased by +97.25% | Mar 31, 25 |
| 10 | The Toronto-Dominion Bank | 1.65M (0.82%) | 1.65M Increased by +100.00% | Dec 31, 24 |
| 11 | Geode Capital Management, LLC | 1.64M (0.81%) | -37.68K Decreased by -2.30% | Mar 31, 25 |
| 12 | First Trust Advisors L.P. | 1.52M (0.76%) | 1.31M Increased by +85.75% | Mar 31, 25 |
| 13 | State Street Corp | 1.45M (0.72%) | -25.56K Decreased by -1.76% | Mar 31, 25 |
| 14 | Quinn Opportunity Partners LLC | 1.45M (0.72%) | 1.45M Increased by +100.00% | Mar 31, 25 |
| 15 | Northern Trust Corp | 751.95K (0.37%) | 38.12K Increased by +5.07% | Mar 31, 25 |
| 16 | Citadel Advisors Llc | 746.41K (0.37%) | 746.41K Increased by +100.00% | Dec 31, 24 |
| 17 | UBS Group AG | 531.17K (0.26%) | 483.78K Increased by +91.08% | Dec 31, 24 |
| 18 | Charles Schwab Investment Management Inc | 475.03K (0.24%) | -52.92K Decreased by -11.14% | Mar 31, 25 |
| 19 | Eulav Asset Management | 460.00K (0.23%) | -110.00K Decreased by -23.91% | Mar 31, 24 |
| 20 | BMO Capital Markets Corp. | 412.55K (0.20%) | 102.23K Increased by +24.78% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.87M (1.92%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Vanguard Small Cap Index | 3.09M (1.53%) | 11.40K Increased by +0.37% | May 31, 25 |
| 3 | iShares Russell 2000 ETF | 2.45M (1.21%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Vanguard Small Cap Value Index Inv | 2.01M (0.99%) | 10.84K Increased by +0.54% | May 31, 25 |
| 5 | First Trust Small Cap Core AlphaDEX® ETF | 1.09M (0.54%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Fidelity Small Cap Index | 1.00M (0.50%) | -7.94K Decreased by -0.79% | Mar 31, 25 |
| 7 | Vanguard Small Cap Growth Index Inv | 888.18K (0.44%) | -164.00 Decreased by -0.02% | Feb 28, 25 |
| 8 | iShares Russell 2000 Growth ETF | 847.62K (0.42%) | 0.00 Increased by 0.00% | May 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 715.97K (0.35%) | 0.00 Increased by 0.00% | May 31, 25 |
| 10 | Vanguard Russell 2000 ETF | 501.41K (0.25%) | 4.50K Increased by +0.90% | May 31, 25 |
| 11 | Value Line Capital Appreciation Investor | 460.00K (0.23%) | -110.00K Decreased by -23.91% | Mar 31, 24 |
| 12 | Calvert Floating-Rate Advantage | 391.49K (0.19%) | 391.49K Increased by +100.00% | Sep 30, 23 |
| 13 | State St Russell Sm/Mid Cp® Indx SL Cl I | 381.26K (0.19%) | 159.63K Increased by +41.87% | May 31, 25 |
| 14 | First Trust Small Cap Val AlphaDEX® ETF | 372.51K (0.18%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | State St Russell Sm Cap® Indx SL Cl I | 362.50K (0.18%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Fidelity Extended Market Index | 272.17K (0.13%) | -2.60K Decreased by -0.96% | Apr 30, 25 |
| 17 | Schwab Small Cap Index | 245.79K (0.12%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | NT R2000 Index Fund - NL | 238.32K (0.12%) | 13.19K Increased by +5.53% | Mar 31, 25 |
| 19 | NT R2000 Growth Index Fund - NL | 236.15K (0.12%) | -21.83K Decreased by -9.25% | Dec 31, 24 |
| 20 | First Trust Small Cap Gr AlphaDEX® ETF | 232.46K (0.12%) | 0.00 Increased by 0.00% | Sep 30, 24 |