| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Awm Investment Company Inc | 1.55M (30.33%) | 202.78K Increased by +13.11% | Jun 30, 24 |
| 2 | Raymond James Finl Svs Advisors, Inc. | 535.80K (10.51%) | 45.80K Increased by +8.55% | Sep 30, 24 |
| 3 | Millennium Management LLC | 275.20K (5.40%) | 275.20K Increased by +100.00% | Jun 30, 24 |
| 4 | Northern Trust Corp | 55.05K (1.08%) | 3.10K Increased by +5.64% | Jun 30, 24 |
| 5 | State Street Corp | 52.60K (1.03%) | 38.30K Increased by +72.81% | Jun 30, 24 |
| 6 | IEQ CAPITAL, LLC | 42.21K (0.83%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | Dorsey & Whitney Trust CO LLC | 37.53K (0.74%) | -1.00 Decreased by -0.00% | Dec 31, 25 |
| 8 | TIAA Trust National Association | 27.96K (0.55%) | 27.96K Increased by +100.00% | Dec 31, 23 |
| 9 | Commonwealth Equity Services Inc | 18.00K (0.35%) | -3.00K Decreased by -16.67% | Jun 30, 24 |
| 10 | Charles Schwab Investment Management Inc | 16.75K (0.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | National Asset Management Inc | 13.00K (0.25%) | 2.00K Increased by +15.38% | Jun 30, 24 |
| 12 | State Street Corporation | 13.00K (0.25%) | 13.00K Increased by +100.00% | Sep 30, 23 |
| 13 | EP Wealth Advisors, Inc. | 10.45K (0.20%) | -21.96K Decreased by -210.21% | Jun 30, 24 |
| 14 | Advisor Group Holdings, Inc. | 1.66K (0.03%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Northwestern Mutual Wealth Management Co | 1.23K (0.02%) | -2.00 Decreased by -0.16% | Dec 31, 25 |
| 16 | Tower Research Capital LLC | 1.01K (0.02%) | 745.00 Increased by +73.69% | Dec 31, 25 |
| 17 | Wells Fargo & Co | 292.00 (0.01%) | 59.00 Increased by +20.21% | Sep 30, 23 |
| 18 | New Millennium Group LLC | 26.00 (0.00%) | 26.00 Increased by +100.00% | Dec 31, 25 |
| 19 | SBI Securities Co Ltd | 5.00 (0.00%) | -1.00 Decreased by -20.00% | Dec 31, 25 |
| 20 | EVOLUTION WEALTH MANAGEMENT INC. | 3.00 (0.00%) | 3.00 Increased by +100.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.23M (24.19%) | -1.00 Decreased by -0.00% | Sep 30, 24 |
| 2 | Fidelity® Extended Market Index | 206.20K (4.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 177.83K (3.49%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | iShares Micro-Cap ETF | 92.86K (1.82%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 5 | Fidelity® Total Market Index | 47.46K (0.93%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity® Series Total Market Index | 39.65K (0.78%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Instl Ttl Stck Mkt Idx Tr | 28.21K (0.55%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 8 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 28.21K (0.55%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 9 | Schwab Total Stock Market Index | 16.75K (0.33%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 10 | 1290 VT Micro Cap K | 6.20K (0.12%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 6.15K (0.12%) | 3.80K Increased by +61.81% | Feb 28, 26 |
| 12 | Northern Trust Extended Eq Market Idx | 5.84K (0.11%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 13 | Spartan Extended Market Index Pool F | 5.71K (0.11%) | 201.00 Increased by +3.52% | Jul 31, 25 |
| 14 | Spartan Extended Market Index Pool E | 5.34K (0.10%) | 241.00 Increased by +4.51% | Mar 31, 25 |
| 15 | Fidelity Extended Market Index | 4.65K (0.09%) | 1.44K Increased by +31.03% | Feb 28, 26 |
| 16 | Abante Quant Value FI | 3.99K (0.08%) | -290.00 Decreased by -7.27% | Jan 31, 26 |
| 17 | Spartan Total Market Index Pool E | 2.45K (0.05%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Vanguard Balanced Index Inv | 1.67K (0.03%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 19 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 1.39K (0.03%) | 1.39K Increased by +100.00% | Dec 31, 24 |
| 20 | NT Ext Eq Mkt Indx Fd DC Lend T4 | 1.39K (0.03%) | 1.39K Increased by +100.00% | Dec 31, 24 |