| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Koch Industries Inc | 80.73M (40.04%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | Koch, Inc | 80.73M (40.04%) | 80.73M Increased by +100.00% | Dec 31, 24 |
| 3 | Neuberger Berman Group LLC | 74.18M (36.79%) | -4.10M Decreased by -5.53% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 10.23M (5.07%) | 698.83K Increased by +6.83% | Dec 31, 24 |
| 5 | The Carlyle Group Inc | 8.68M (4.31%) | -528.20K Decreased by -6.08% | Dec 31, 24 |
| 6 | BlackRock Inc | 6.02M (2.99%) | 83.83K Increased by +1.39% | Dec 31, 24 |
| 7 | Laird Norton Tyee Trust Co | 4.85M (2.41%) | -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 (0.82%) | 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% | Feb 28, 25 |
| 2 | Vanguard Small Cap Index | 3.15M (1.56%) | 2.56K Increased by +0.08% | Feb 28, 25 |
| 3 | iShares Russell 2000 ETF | 2.59M (1.29%) | -22.50K Decreased by -0.87% | Mar 31, 25 |
| 4 | First Trust Small Cap Core AlphaDEX® ETF | 1.09M (0.54%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Vanguard Small Cap Value Index Inv | 1.04M (0.51%) | -1.33K Decreased by -0.13% | Feb 28, 25 |
| 6 | Fidelity Small Cap Index | 1.01M (0.50%) | -18.93K Decreased by -1.87% | Jan 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 | 871.44K (0.43%) | -4.14K Decreased by -0.48% | Mar 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 669.23K (0.33%) | 57.25K Increased by +8.55% | Feb 28, 25 |
| 10 | Value Line Capital Appreciation Investor | 460.00K (0.23%) | -110.00K Decreased by -23.91% | Mar 31, 24 |
| 11 | Vanguard Russell 2000 ETF | 458.56K (0.23%) | 10.67K Increased by +2.33% | Feb 28, 25 |
| 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% | Feb 28, 25 |
| 15 | Fidelity Extended Market Index | 272.26K (0.14%) | -1.73K Decreased by -0.64% | Feb 28, 25 |
| 16 | Schwab Small Cap Index | 245.79K (0.12%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 17 | NT R2000 Growth Index Fund - NL | 236.15K (0.12%) | -21.83K Decreased by -9.25% | Dec 31, 24 |
| 18 | First Trust Small Cap Gr AlphaDEX® ETF | 232.46K (0.12%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Schwab US Small-Cap ETF™ | 228.78K (0.11%) | 800.00 Increased by +0.35% | Mar 29, 25 |
| 20 | NT R2000 Index Fund - NL | 225.13K (0.11%) | -21.13K Decreased by -9.38% | Dec 31, 24 |