| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Koch Industries Inc | 80.73M (39.98%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | Koch, Inc | 80.73M (39.98%) | 80.73M Increased by +100.00% | Dec 31, 24 |
| 3 | Neuberger Berman Group LLC | 74.18M (36.73%) | -4.10M Decreased by -5.53% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 10.23M (5.06%) | 698.83K Increased by +6.83% | Dec 31, 24 |
| 5 | The Carlyle Group Inc | 8.68M (4.30%) | -528.20K Decreased by -6.08% | Dec 31, 24 |
| 6 | BlackRock Inc | 6.02M (2.98%) | 83.83K Increased by +1.39% | Dec 31, 24 |
| 7 | Laird Norton Tyee Trust Co | 4.85M (2.40%) | -32.86K Decreased by -0.68% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 1.68M (0.83%) | 11.68K Increased by +0.70% | Dec 31, 24 |
| 9 | The Toronto-Dominion Bank | 1.65M (0.81%) | 1.65M Increased by +100.00% | Dec 31, 24 |
| 10 | State Street Corp | 1.48M (0.73%) | 5.90K Increased by +0.40% | Dec 31, 24 |
| 11 | Citadel Advisors Llc | 746.41K (0.37%) | 746.41K Increased by +100.00% | Dec 31, 24 |
| 12 | Northern Trust Corp | 713.84K (0.35%) | 20.75K Increased by +2.91% | Dec 31, 24 |
| 13 | UBS Group AG | 531.17K (0.26%) | 483.78K Increased by +91.08% | Dec 31, 24 |
| 14 | Charles Schwab Investment Management Inc | 527.95K (0.26%) | 2.96K Increased by +0.56% | Dec 31, 24 |
| 15 | Eulav Asset Management | 460.00K (0.23%) | -110.00K Decreased by -23.91% | Mar 31, 24 |
| 16 | BMO Capital Markets Corp. | 412.55K (0.20%) | 102.23K Increased by +24.78% | Dec 31, 23 |
| 17 | Bank of Montreal | 412.55K (0.20%) | 102.23K Increased by +24.78% | Dec 31, 23 |
| 18 | Goldman Sachs Group Inc | 402.33K (0.20%) | 180.52K Increased by +44.87% | Dec 31, 24 |
| 19 | Bank of New York Mellon Corp | 352.39K (0.17%) | 146.58K Increased by +41.60% | Dec 31, 24 |
| 20 | TD Waterhouse Canada Inc | 289.34K (0.14%) | 15.22K Increased by +5.26% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.87M (1.92%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 2 | Vanguard Small Cap Index | 3.08M (1.52%) | 3.60K Increased by +0.12% | Apr 30, 25 |
| 3 | iShares Russell 2000 ETF | 2.42M (1.20%) | 409.00 Increased by +0.02% | Apr 30, 25 |
| 4 | Vanguard Small Cap Value Index Inv | 2.00M (0.99%) | -1.53K Decreased by -0.08% | Apr 30, 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 | 1.01M (0.50%) | 0.00 Increased by 0.00% | Feb 28, 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 | 874.55K (0.43%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 715.97K (0.35%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 10 | Vanguard Russell 2000 ETF | 496.90K (0.25%) | 27.76K Increased by +5.59% | Apr 30, 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 | First Trust Small Cap Val AlphaDEX® ETF | 372.51K (0.18%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | State St Russell Sm Cap® Indx SL Cl I | 362.50K (0.18%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 15 | Fidelity Extended Market Index | 274.77K (0.14%) | 2.51K Increased by +0.91% | Mar 31, 25 |
| 16 | Schwab Small Cap Index | 245.79K (0.12%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | NT R2000 Index Fund - NL | 238.32K (0.12%) | 13.19K Increased by +5.53% | Mar 31, 25 |
| 18 | NT R2000 Growth Index Fund - NL | 236.15K (0.12%) | -21.83K Decreased by -9.25% | Dec 31, 24 |
| 19 | First Trust Small Cap Gr AlphaDEX® ETF | 232.46K (0.12%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | Schwab US Small-Cap ETF™ | 231.48K (0.11%) | -112.00 Decreased by -0.05% | Apr 30, 25 |