| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Awm Investment Company Inc | 1.55M (28.03%) | 202.78K Increased by +13.11% | Jun 30, 24 |
| 2 | Raymond James Finl Svs Advisors, Inc. | 535.80K (9.71%) | 45.80K Increased by +8.55% | Sep 30, 24 |
| 3 | Dorsey & Whitney Trust CO LLC | 375.34K (6.80%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Baird Financial Group, Inc. | 323.94K (5.87%) | 11.37K Increased by +3.51% | Mar 31, 25 |
| 5 | Millennium Management LLC | 275.20K (4.99%) | 275.20K Increased by +100.00% | Jun 30, 24 |
| 6 | Vanguard Group Inc | 213.70K (3.87%) | 95.45K Increased by +44.66% | Mar 31, 25 |
| 7 | Clayton Partners, LLC | 143.48K (2.60%) | 143.48K Increased by +100.00% | Mar 31, 25 |
| 8 | Northern Trust Corp | 55.05K (1.00%) | 3.10K Increased by +5.64% | Jun 30, 24 |
| 9 | Virtu Financial LLC | 55.03K (1.00%) | 55.03K Increased by +100.00% | Jun 30, 24 |
| 10 | Geode Capital Management, LLC | 54.18K (0.98%) | 1.36K Increased by +2.52% | Mar 31, 25 |
| 11 | State Street Corp | 52.60K (0.95%) | 38.30K Increased by +72.81% | Jun 30, 24 |
| 12 | IEQ CAPITAL, LLC | 42.21K (0.77%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 13 | TIAA Trust National Association | 27.96K (0.51%) | 27.96K Increased by +100.00% | Dec 31, 23 |
| 14 | Mirador Capital Partners LP | 22.61K (0.41%) | -322.00 Decreased by -1.42% | Jun 30, 25 |
| 15 | ADAR1 Capital Management LLC | 19.15K (0.35%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Commonwealth Equity Services Inc | 18.00K (0.33%) | -3.00K Decreased by -16.67% | Jun 30, 24 |
| 17 | Charles Schwab Investment Management Inc | 16.75K (0.30%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | National Asset Management Inc | 13.00K (0.24%) | 2.00K Increased by +15.38% | Jun 30, 24 |
| 19 | State Street Corporation | 13.00K (0.24%) | 13.00K Increased by +100.00% | Sep 30, 23 |
| 20 | EP Wealth Advisors, Inc. | 10.45K (0.19%) | -21.96K Decreased by -210.21% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.23M (22.36%) | -1.00 Decreased by -0.00% | Sep 30, 24 |
| 2 | Fidelity® Extended Market Index | 206.20K (3.74%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 177.83K (3.22%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | iShares Micro-Cap ETF | 92.86K (1.68%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 5 | Fidelity® Total Market Index | 47.46K (0.86%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity® Series Total Market Index | 39.65K (0.72%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 34.20K (0.62%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Fidelity Extended Market Index | 28.82K (0.52%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Vanguard Instl Ttl Stck Mkt Idx Tr | 28.21K (0.51%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 28.21K (0.51%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 11 | Schwab Total Stock Market Index | 16.75K (0.30%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 12 | Fidelity Total Market Index | 10.59K (0.19%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Fidelity Series Total Market Index | 8.81K (0.16%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | 1290 VT Micro Cap K | 6.20K (0.11%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | NT Ext Equity Mkt Idx Fd - L | 5.84K (0.11%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Northern Trust Extended Eq Market Idx | 5.84K (0.11%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Spartan Extended Market Index Pool F | 5.51K (0.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Spartan Extended Market Index Pool E | 5.34K (0.10%) | 241.00 Increased by +4.51% | Mar 31, 25 |
| 19 | NT US Market Cap Idx Fd - L | 2.56K (0.05%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Spartan Total Market Index Pool E | 2.45K (0.04%) | 0.00 Increased by 0.00% | Mar 31, 25 |