| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.24M (11.41%) | 101.97K Increased by +1.95% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.84M (6.18%) | -5.84K Decreased by -0.21% | Mar 31, 25 |
| 3 | CURA WEALTH ADVISORS, LLC | 1.47M (3.19%) | 210.41K Increased by +14.35% | Mar 31, 25 |
| 4 | Arete Wealth Advisors, LLC | 1.35M (2.94%) | 104.87K Increased by +7.76% | Jun 30, 24 |
| 5 | Hotchkis & Wiley Capital Management LLC | 1.26M (2.74%) | -30.54K Decreased by -2.42% | Mar 31, 25 |
| 6 | Geode Capital Management, LLC | 1.18M (2.56%) | -24.78K Decreased by -2.11% | Mar 31, 25 |
| 7 | EPIQ PARTNERS, LLC | 1.17M (2.54%) | -74.65K Decreased by -6.40% | Jun 30, 25 |
| 8 | State Street Corporation | 1.12M (2.45%) | 25.15K Increased by +2.24% | Mar 31, 24 |
| 9 | State Street Corp | 1.12M (2.44%) | -11.79K Decreased by -1.05% | Mar 31, 25 |
| 10 | GRATIA CAPITAL, LLC | 800.00K (1.74%) | 100.00K Increased by +12.50% | Mar 31, 25 |
| 11 | Morgan Stanley - Brokerage Accounts | 761.29K (1.66%) | -406.98K Decreased by -53.46% | Mar 31, 25 |
| 12 | Relative Value Partners Group LLC | 658.15K (1.43%) | 41.39K Increased by +6.29% | Mar 31, 24 |
| 13 | Acadian Asset Management LLC | 602.37K (1.31%) | 596.22K Increased by +98.98% | Mar 31, 25 |
| 14 | Prudential Financial Inc | 552.12K (1.20%) | -48.28K Decreased by -8.74% | Mar 31, 25 |
| 15 | Millennium Management LLC | 532.02K (1.16%) | -940.13K Decreased by -176.71% | Dec 31, 23 |
| 16 | Northern Trust Corp | 501.39K (1.09%) | -25.07K Decreased by -5.00% | Mar 31, 25 |
| 17 | Balyasny Asset Management LLC | 498.44K (1.09%) | -323.74K Decreased by -64.95% | Dec 31, 24 |
| 18 | Two Sigma Investments LLC | 411.58K (0.90%) | -9.64K Decreased by -2.34% | Dec 31, 23 |
| 19 | Charles Schwab Investment Management Inc | 402.79K (0.88%) | -171.43K Decreased by -42.56% | Mar 31, 25 |
| 20 | Camelot Funds, LLC | 375.85K (0.82%) | -20.14K Decreased by -5.36% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.60M (3.47%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.58M (3.43%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | iShares Russell 2000 ETF | 1.29M (2.80%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Fuh Hwa FTSE Mortgage REITs ETF | 1.01M (2.19%) | 103.06K Increased by +10.23% | Dec 31, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 665.16K (1.45%) | -206.61K Decreased by -31.06% | Jun 30, 25 |
| 6 | iShares Mortgage Real Estate Capped ETF | 651.92K (1.42%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Purpose Credit Opportunities Series F | 606.09K (1.32%) | -8.39K Decreased by -1.39% | Jun 30, 25 |
| 8 | Schwab Fundamental US Small Company ETF | 566.36K (1.23%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 9 | Fidelity® Small Cap Index | 511.81K (1.11%) | 16.60K Increased by +3.24% | Oct 31, 23 |
| 10 | Fidelity Small Cap Index | 509.42K (1.11%) | -6.60K Decreased by -1.30% | May 31, 25 |
| 11 | iShares Russell 2000 Value ETF | 476.83K (1.04%) | 0.00 Increased by 0.00% | May 31, 25 |
| 12 | Hotchkis & Wiley Sm Cp Divers Val I | 404.30K (0.88%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Multi-Manager Small Cap Eq Strat Inst | 394.83K (0.86%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 340.84K (0.74%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 15 | State St Russell Sm/Mid Cp® Indx SL Cl I | 340.84K (0.74%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Hoya Capital High Dividend Yield ETF | 325.97K (0.71%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 17 | CREF Stock R1 | 323.23K (0.70%) | -68.64K Decreased by -21.24% | Feb 29, 24 |
| 18 | iShares U.S. Small-Cap Eq Fac ETF | 309.95K (0.68%) | 0.00 Increased by 0.00% | Jul 30, 25 |
| 19 | Fidelity® Extended Market Index | 299.87K (0.65%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 288.52K (0.63%) | 0.00 Increased by 0.00% | Jan 31, 25 |