| 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 | Melia Wealth LLC | 378.53K (4.39%) | 17.61K Increased by +4.65% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 374.06K (4.33%) | 3.35K Increased by +0.90% | Jun 30, 25 |
| 4 | Bard Associates Inc | 356.77K (4.13%) | -6.55K Decreased by -1.83% | Jun 30, 25 |
| 5 | Hardy Reed LLC | 304.67K (3.53%) | -81.59K Decreased by -26.78% | Jun 30, 25 |
| 6 | Portfolio Strategies, Inc. | 302.51K (3.50%) | 302.51K Increased by +100.00% | Mar 31, 24 |
| 7 | Avant Financial Advisors LLC | 290.28K (3.36%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 8 | CARY STREET PARTNERS FINANCIAL LLC | 262.24K (3.04%) | -38.43K Decreased by -14.65% | Mar 31, 25 |
| 9 | Shufro Rose & CO LLC | 215.78K (2.50%) | -1.00K Decreased by -0.46% | Mar 31, 25 |
| 10 | Mercer Global Advisors Inc. | 209.65K (2.43%) | 209.65K Increased by +100.00% | Mar 31, 25 |
| 11 | Renaissance Technologies Corp | 149.93K (1.74%) | -3.27K Decreased by -2.18% | Mar 31, 25 |
| 12 | Pinnacle Wealth Planning Services Inc | 147.35K (1.71%) | 10.19K Increased by +6.92% | Sep 30, 24 |
| 13 | International Assets Investment Management, LLC | 146.68K (1.70%) | 119.59K Increased by +81.53% | Sep 30, 24 |
| 14 | Beese Fulmer Investment Management Inc | 122.49K (1.42%) | 1.69K Increased by +1.38% | Jun 30, 25 |
| 15 | Fortress Financial Solutions, LLC | 120.28K (1.39%) | 4.52K Increased by +3.76% | Jun 30, 25 |
| 16 | Moneta Group Investment Advisors Inc | 118.09K (1.37%) | 90.30K Increased by +76.46% | Mar 31, 25 |
| 17 | Geode Capital Management, LLC | 108.11K (1.25%) | -6.92K Decreased by -6.40% | Mar 31, 25 |
| 18 | Pds Planning Inc | 98.53K (1.14%) | 98.53K Increased by +100.00% | Mar 31, 24 |
| 19 | Bellwether Advisors, LLC | 82.89K (0.96%) | -22.70K Decreased by -27.39% | Mar 31, 25 |
| 20 | OLIO Financial Planning | 72.80K (0.84%) | 48.23K Increased by +66.25% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 266.01K (3.08%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 97.42K (1.13%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 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 | 53.00K (0.61%) | -138.00 Decreased by -0.26% | Jun 30, 25 |
| 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 | Fidelity® Total Market Index | 23.83K (0.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | iShares Micro-Cap ETF | 20.27K (0.23%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Fidelity Total Market Index | 18.08K (0.21%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Bridgeway Ultra-Small Company | 15.22K (0.18%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | Fidelity Series Total Market Index | 12.61K (0.15%) | 0.00 Increased by 0.00% | Jun 30, 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% | Jun 30, 25 |
| 15 | Spartan Extended Market Index Pool F | 9.32K (0.11%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Spartan Extended Market Index Pool E | 8.70K (0.10%) | 493.00 Increased by +5.67% | Mar 31, 25 |
| 17 | Schwab Total Stock Market Index | 7.73K (0.09%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | NT Ext Equity Mkt Idx Fd - L | 7.38K (0.09%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Northern Trust Extended Eq Market Idx | 7.38K (0.09%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | NT Ext Equity Mkt Idx Fd - NL | 7.00K (0.08%) | 0.00 Increased by 0.00% | Jun 30, 25 |