| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Soltis Investment Advisors, LLC | 2.65M (30.75%) | 2.65M Increased by +100.00% | Sep 30, 24 |
| 2 | Melia Wealth LLC | 447.64K (5.20%) | 11.17K Increased by +2.50% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 393.00K (4.56%) | 9.61K Increased by +2.45% | Dec 31, 25 |
| 4 | Mercer Global Advisors Inc. | 356.98K (4.14%) | -6.59K Decreased by -1.85% | Dec 31, 25 |
| 5 | Beese Fulmer Investment Management Inc | 343.38K (3.99%) | 229.24K Increased by +66.76% | Dec 31, 25 |
| 6 | Hardy Reed LLC | 304.67K (3.54%) | -81.59K Decreased by -26.78% | Jun 30, 25 |
| 7 | Portfolio Strategies, Inc. | 302.51K (3.51%) | 302.51K Increased by +100.00% | Mar 31, 24 |
| 8 | Avant Financial Advisors LLC | 290.28K (3.37%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Shufro Rose & CO LLC | 217.78K (2.53%) | 2.50K Increased by +1.15% | Dec 31, 25 |
| 10 | Bard Associates Inc | 199.43K (2.31%) | -157.34K Decreased by -78.90% | Sep 30, 25 |
| 11 | Renaissance Technologies Corp | 181.73K (2.11%) | 7.90K Increased by +4.35% | Dec 31, 25 |
| 12 | Fortress Financial Solutions, LLC | 147.30K (1.71%) | -5.13K Decreased by -3.48% | Dec 31, 25 |
| 13 | International Assets Investment Management, LLC | 146.68K (1.70%) | 119.59K Increased by +81.53% | Sep 30, 24 |
| 14 | Moneta Group Investment Advisors Inc | 118.09K (1.37%) | 90.30K Increased by +76.46% | Mar 31, 25 |
| 15 | Geode Capital Management, LLC | 112.09K (1.30%) | 3.05K Increased by +2.72% | Dec 31, 25 |
| 16 | Pinnacle Wealth Planning Services Inc | 103.08K (1.20%) | 103.08K Increased by +100.00% | Dec 31, 25 |
| 17 | Kovitz Investment Group Partners, LLC | 100.00K (1.16%) | 100.00K Increased by +100.00% | Sep 30, 25 |
| 18 | Pds Planning Inc | 98.53K (1.14%) | 98.53K Increased by +100.00% | Mar 31, 24 |
| 19 | The Colony Group LLC | 96.43K (1.12%) | 96.43K Increased by +100.00% | Dec 31, 25 |
| 20 | Bellwether Advisors, LLC | 82.89K (0.96%) | -22.70K Decreased by -27.39% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 260.32K (3.02%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 76.25K (0.88%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | DP Selección B FI | 54.87K (0.64%) | 54.87K Increased by +100.00% | Dec 31, 23 |
| 4 | Sigma Investment House Selección B FI | 54.87K (0.64%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 5 | Fidelity Extended Market Index | 53.04K (0.62%) | -192.00 Decreased by -0.36% | Feb 28, 26 |
| 6 | Fidelity® Extended Market Index | 51.78K (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | RBC Microcap Value I | 38.70K (0.45%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | iShares Micro-Cap ETF | 24.27K (0.28%) | -161.00 Decreased by -0.66% | Mar 31, 26 |
| 9 | Fidelity® Total Market Index | 23.83K (0.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Bridgeway Ultra-Small Company | 19.52K (0.23%) | 4.30K Increased by +22.03% | Dec 31, 25 |
| 11 | Fidelity Total Market Index | 17.92K (0.21%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | Fidelity Series Total Market Index | 14.34K (0.17%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 13 | NT Ext Equity Mkt Idx Fd - L | 11.63K (0.13%) | 4.25K Increased by +36.51% | Dec 31, 25 |
| 14 | Spartan Extended Market Index Pool F | 10.90K (0.13%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 15 | Fidelity® Series Total Market Index | 9.93K (0.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Fidelity Nasdaq Composite Index | 9.85K (0.11%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 17 | Spartan Extended Market Index Pool E | 8.70K (0.10%) | 493.00 Increased by +5.67% | Mar 31, 25 |
| 18 | Schwab Total Stock Market Index | 7.73K (0.09%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 19 | Northern Trust Extended Eq Market Idx | 7.38K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 20 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 6.83K (0.08%) | 0.00 Increased by 0.00% | Feb 28, 26 |