| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | 3.62M (12.46%) | 94.40K Increased by +2.61% | Mar 31, 25 |
| 2 | Legacy Investment Solutions, LLC | 3.53M (12.13%) | 43.10K Increased by +1.22% | Dec 31, 24 |
| 3 | BlackRock Inc | 456.54K (1.57%) | 4.95K Increased by +1.08% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 411.47K (1.42%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Geode Capital Management, LLC | 320.67K (1.10%) | 12.05K Increased by +3.76% | Mar 31, 25 |
| 6 | BIP Wealth, LLC | 226.22K (0.78%) | 7.12K Increased by +3.15% | Mar 31, 25 |
| 7 | Sovran Advisors, LLC | 166.67K (0.57%) | 44.67K Increased by +26.80% | Mar 31, 25 |
| 8 | UBS Group AG | 153.69K (0.53%) | 150.66K Increased by +98.03% | Mar 31, 25 |
| 9 | State Street Corporation | 143.21K (0.49%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | Northern Trust Corp | 123.56K (0.42%) | -4.44K Decreased by -3.59% | Mar 31, 25 |
| 11 | Rossby Financial, LCC | 115.00K (0.40%) | 33.50K Increased by +29.13% | Mar 31, 25 |
| 12 | Goldman Sachs Group Inc | 113.62K (0.39%) | 113.62K Increased by +100.00% | Dec 31, 24 |
| 13 | State Street Corp | 110.26K (0.38%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | Jane Street Group LLC | 62.26K (0.21%) | -16.08K Decreased by -25.83% | Mar 31, 25 |
| 15 | AE Wealth Management LLC | 61.20K (0.21%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | Arlington Financial Advisors, LLC | 58.00K (0.20%) | 58.00K Increased by +100.00% | Mar 31, 25 |
| 17 | Bridgeway Capital Management, LLC | 52.20K (0.18%) | 52.20K Increased by +100.00% | Mar 31, 25 |
| 18 | Bank of America Corp | 46.13K (0.16%) | 45.83K Increased by +99.35% | Dec 31, 24 |
| 19 | Schonfeld Strategic Advisors LLC | 35.54K (0.12%) | 35.54K Increased by +100.00% | Dec 31, 24 |
| 20 | Marshall Wace Asset Management Ltd | 32.13K (0.11%) | 32.13K Increased by +100.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Institutional Extnd Mkt Idx Tr | 402.66K (1.38%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Fidelity Extended Market Index | 155.65K (0.54%) | -695.00 Decreased by -0.45% | May 31, 25 |
| 3 | iShares Micro-Cap ETF | 64.29K (0.22%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | BlackRock Extended Mkt Composite | 56.51K (0.19%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Bridgeway Ultra-Small Company | 52.20K (0.18%) | 52.20K Increased by +100.00% | Mar 31, 25 |
| 6 | Fidelity Total Market Index | 51.12K (0.18%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | BlackRock Extended Equity Market K | 49.25K (0.17%) | -21.00 Decreased by -0.04% | Sep 30, 24 |
| 8 | Extended Equity Market Fund K | 47.78K (0.16%) | -954.00 Decreased by -2.00% | Jun 30, 25 |
| 9 | Fidelity Series Total Market Index | 41.69K (0.14%) | 1.55K Increased by +3.71% | May 31, 25 |
| 10 | Spartan Extended Market Index Pool F | 34.16K (0.12%) | 332.00 Increased by +0.97% | May 31, 25 |
| 11 | Spartan Extended Market Index Pool E | 32.33K (0.11%) | 5.31K Increased by +16.44% | Mar 31, 25 |
| 12 | NT Ext Equity Mkt Idx Fd - L | 32.26K (0.11%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Northern Trust Extended Eq Market Idx | 32.26K (0.11%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | NT Ext Equity Mkt Idx Fd - NL | 25.87K (0.09%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Fidelity Nasdaq Composite Index | 21.74K (0.07%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 20.09K (0.07%) | -50.00 Decreased by -0.25% | Jun 30, 25 |
| 17 | Spartan Total Market Index Pool G | 18.77K (0.06%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | Spartan Total Market Index Pool E | 17.30K (0.06%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Schwab Total Stock Market Index | 12.96K (0.04%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 9.10K (0.03%) | 1.35K Increased by +14.88% | Jun 30, 25 |