| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Soltis Investment Advisors, LLC | 2.65M (30.70%) | 2.65M Increased by +100.00% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 370.70K (4.29%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | Hardy Reed LLC | 370.50K (4.29%) | 26.73K Increased by +7.22% | Dec 31, 24 |
| 4 | Bard Associates Inc | 364.82K (4.23%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | Melia Wealth LLC | 351.14K (4.07%) | 10.30K Increased by +2.93% | Dec 31, 24 |
| 6 | Portfolio Strategies, Inc. | 302.51K (3.50%) | 302.51K Increased by +100.00% | Mar 31, 24 |
| 7 | CARY STREET PARTNERS FINANCIAL LLC | 300.66K (3.48%) | 300.66K Increased by +100.00% | Dec 31, 24 |
| 8 | Avant Financial Advisors LLC | 290.28K (3.36%) | 290.28K Increased by +100.00% | Dec 31, 24 |
| 9 | Shufro Rose & CO LLC | 216.78K (2.51%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Renaissance Technologies Corp | 153.20K (1.77%) | -30.93K Decreased by -20.19% | Dec 31, 24 |
| 11 | Pinnacle Wealth Planning Services Inc | 147.35K (1.71%) | 10.19K Increased by +6.92% | Sep 30, 24 |
| 12 | International Assets Investment Management, LLC | 146.68K (1.70%) | 119.59K Increased by +81.53% | Sep 30, 24 |
| 13 | Moneta Group Investment Advisors Inc | 126.03K (1.46%) | 101.33K Increased by +80.40% | Sep 30, 24 |
| 14 | Fortress Financial Solutions, LLC | 122.27K (1.42%) | 122.27K Increased by +100.00% | Dec 31, 24 |
| 15 | Beese Fulmer Investment Management Inc | 120.80K (1.40%) | -21.80K Decreased by -18.05% | Mar 31, 25 |
| 16 | Geode Capital Management, LLC | 115.02K (1.33%) | 1.11K Increased by +0.96% | Dec 31, 24 |
| 17 | Bellwether Advisors, LLC | 105.58K (1.22%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Pds Planning Inc | 98.53K (1.14%) | 98.53K Increased by +100.00% | Mar 31, 24 |
| 19 | Atria Wealth Solutions, Inc. | 72.41K (0.84%) | 322.00 Increased by +0.44% | Jun 30, 24 |
| 20 | WADDELL & ASSOCIATES, LLC | 64.20K (0.74%) | -12.92K Decreased by -20.12% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 262.66K (3.04%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 97.42K (1.13%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | Fidelity Extended Market Index | 56.63K (0.66%) | -361.00 Decreased by -0.64% | Feb 28, 25 |
| 4 | DP Selección B FI | 54.87K (0.64%) | 54.87K Increased by +100.00% | Dec 31, 23 |
| 5 | Sigma Investment House Selección B FI | 54.87K (0.64%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 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% | Dec 31, 24 |
| 8 | Fidelity® Total Market Index | 23.83K (0.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Fidelity Total Market Index | 23.41K (0.27%) | -19.00 Decreased by -0.08% | Feb 28, 25 |
| 10 | iShares Micro-Cap ETF | 21.14K (0.24%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Bridgeway Ultra-Small Company | 15.22K (0.18%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Fidelity Series Total Market Index | 12.88K (0.15%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 13 | Fidelity® Series Total Market Index | 9.93K (0.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Fidelity Nasdaq Composite Index | 9.85K (0.11%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | Spartan Extended Market Index Pool E | 8.20K (0.10%) | 361.00 Increased by +4.40% | Feb 28, 25 |
| 16 | Schwab Total Stock Market Index | 7.73K (0.09%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | NT Ext Equity Mkt Idx Fd - L | 7.38K (0.09%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Northern Trust Extended Eq Market Idx | 7.38K (0.09%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | NT Ext Equity Mkt Idx Fd - NL | 7.00K (0.08%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Vanguard Instl Ttl Stck Mkt Idx Tr | 6.83K (0.08%) | 0.00 Increased by 0.00% | Dec 31, 24 |