| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.40M (5.35%) | -38.00K Decreased by -1.58% | Dec 31, 25 |
| 2 | GRATIA CAPITAL, LLC | 2.24M (4.98%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Vanguard Capital Management, LLC | 2.12M (4.71%) | 2.12M Increased by +100.00% | Mar 31, 26 |
| 4 | CURA WEALTH ADVISORS, LLC | 1.91M (4.24%) | 10.41K Increased by +0.55% | Mar 31, 26 |
| 5 | BlackRock Inc | 1.58M (3.51%) | 61.07K Increased by +3.87% | Mar 31, 26 |
| 6 | Hotchkis & Wiley Capital Management LLC | 1.49M (3.32%) | 220.96K Increased by +14.82% | Mar 31, 26 |
| 7 | Arete Wealth Advisors, LLC | 1.35M (3.01%) | 104.87K Increased by +7.76% | Jun 30, 24 |
| 8 | Acadian Asset Management LLC | 1.28M (2.85%) | 1.28M Increased by +100.00% | Mar 31, 26 |
| 9 | State Street Corporation | 1.12M (2.50%) | 25.15K Increased by +2.24% | Mar 31, 24 |
| 10 | EPIQ PARTNERS, LLC | 1.06M (2.37%) | -28.82K Decreased by -2.71% | Mar 31, 26 |
| 11 | Purpose Unlimited Inc | 867.67K (1.93%) | 867.67K Increased by +100.00% | Dec 31, 25 |
| 12 | D. E. Shaw & Co LP | 824.55K (1.83%) | 20.77K Increased by +2.52% | Mar 31, 26 |
| 13 | Relative Value Partners Group LLC | 658.15K (1.46%) | 41.39K Increased by +6.29% | Mar 31, 24 |
| 14 | Marshall Wace Asset Management Ltd | 634.20K (1.41%) | -214.91K Decreased by -33.89% | Mar 31, 26 |
| 15 | Geode Capital Management, LLC | 626.48K (1.39%) | 119.56K Increased by +19.08% | Mar 31, 26 |
| 16 | Prudential Financial Inc | 552.12K (1.23%) | -48.28K Decreased by -8.74% | Mar 31, 25 |
| 17 | Northern Trust Corp | 501.39K (1.12%) | -25.07K Decreased by -5.00% | Mar 31, 25 |
| 18 | Balyasny Asset Management LLC | 498.44K (1.11%) | -323.74K Decreased by -64.95% | Dec 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 483.62K (1.08%) | -26.17K Decreased by -5.41% | Mar 31, 26 |
| 20 | Two Sigma Investments LLC | 461.46K (1.03%) | 130.90K Increased by +28.37% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.60M (3.55%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.54M (3.42%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 3 | iShares Russell 2000 ETF | 1.29M (2.86%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Fuh Hwa FTSE Mortgage REITs ETF | 1.01M (2.24%) | 103.06K Increased by +10.23% | Dec 31, 24 |
| 5 | Purpose Credit Opportunities Class ETF | 724.09K (1.61%) | 724.09K Increased by +100.00% | Mar 31, 26 |
| 6 | Purpose Credit Opportunities Series F | 714.28K (1.59%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 7 | iShares Mortgage Real Estate Capped ETF | 651.92K (1.45%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | Schwab Fundamental US Small Company ETF | 566.36K (1.26%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 9 | Fidelity® Small Cap Index | 511.81K (1.14%) | 16.60K Increased by +3.24% | Oct 31, 23 |
| 10 | Fidelity Small Cap Index | 509.42K (1.13%) | -6.60K Decreased by -1.30% | May 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 508.54K (1.13%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 12 | iShares Russell 2000 Value ETF | 476.83K (1.06%) | 0.00 Increased by 0.00% | May 31, 25 |
| 13 | Hotchkis & Wiley Sm Cp Divers Val I | 379.40K (0.84%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | Fidelity Extended Market Index | 363.80K (0.81%) | -1.33K Decreased by -0.37% | Apr 30, 26 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 340.84K (0.76%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | State St Russell Sm/Mid Cp® Indx SL Cl I | 340.84K (0.76%) | 0.00 Increased by 0.00% | May 31, 25 |
| 17 | iShares U.S. Small-Cap Eq Fac ETF | 339.90K (0.76%) | 5.57K Increased by +1.64% | May 29, 26 |
| 18 | Hoya Capital High Dividend Yield ETF | 325.97K (0.73%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 19 | CREF Stock R1 | 323.23K (0.72%) | -68.64K Decreased by -21.24% | Feb 29, 24 |
| 20 | Fidelity® Extended Market Index | 299.87K (0.67%) | 0.00 Increased by 0.00% | Nov 30, 23 |