| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS | 9.44M (82.84%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | BlackRock Inc | 594.00K (5.21%) | -31.39K Decreased by -5.28% | Mar 31, 26 |
| 3 | Vanguard Group Inc | 397.17K (3.49%) | -34.95K Decreased by -8.80% | Dec 31, 25 |
| 4 | Vanguard Capital Management, LLC | 309.48K (2.72%) | 309.48K Increased by +100.00% | Mar 31, 26 |
| 5 | Raymond James & Associates | 298.99K (2.62%) | -11.60K Decreased by -3.88% | Sep 30, 24 |
| 6 | Independent Financial Group, LLC | 276.60K (2.43%) | 38.47K Increased by +13.91% | Mar 31, 26 |
| 7 | Morgan Stanley - Brokerage Accounts | 191.75K (1.68%) | -2.52K Decreased by -1.32% | Mar 31, 26 |
| 8 | Geode Capital Management, LLC | 179.25K (1.57%) | 5.09K Increased by +2.84% | Mar 31, 26 |
| 9 | State Street Corp | 175.56K (1.54%) | 4.81K Increased by +2.74% | Mar 31, 26 |
| 10 | O'Shaughnessy Asset Management LLC | 155.72K (1.37%) | -1.99K Decreased by -1.27% | Mar 31, 26 |
| 11 | State Street Corporation | 149.79K (1.31%) | 7.45K Increased by +4.97% | Mar 31, 24 |
| 12 | Comprehensive Portfolio Management, LLC | 112.59K (0.99%) | 15.89K Increased by +14.11% | Mar 31, 26 |
| 13 | Copley Financial Group, Inc. | 110.51K (0.97%) | -12.80K Decreased by -11.58% | Mar 31, 26 |
| 14 | Raymond James Finl Svs Advisors, Inc. | 108.14K (0.95%) | -8.13K Decreased by -7.52% | Sep 30, 24 |
| 15 | Millennium Management LLC | 102.22K (0.90%) | 15.07K Increased by +14.74% | Mar 31, 26 |
| 16 | Acadian Asset Management LLC | 85.57K (0.75%) | -51.69K Decreased by -60.41% | Mar 31, 24 |
| 17 | Penserra Capital Management, LLC | 83.37K (0.73%) | 2.36K Increased by +2.83% | Mar 31, 26 |
| 18 | State of New Jersey Common Pension Fd D | 81.50K (0.72%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | Kennedy Capital Management Inc | 80.91K (0.71%) | -77.32K Decreased by -95.56% | Dec 31, 24 |
| 20 | 1776 Wealth LLC | 72.40K (0.64%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Highland Global Allocation A | 901.38K (7.91%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 2 | NexPoint Real Estate Strategies Z | 281.82K (2.47%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 241.45K (2.12%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 235.48K (2.07%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 5 | iShares Russell 2000 ETF | 218.91K (1.92%) | 2.03K Increased by +0.93% | May 29, 26 |
| 6 | Fuh Hwa FTSE Mortgage REITs ETF | 163.60K (1.44%) | 16.74K Increased by +10.23% | Dec 31, 24 |
| 7 | Hoya Capital High Dividend Yield ETF | 83.91K (0.74%) | 0.00 Increased by 0.00% | May 29, 26 |
| 8 | Kennedy Extended Small Cap | 80.91K (0.71%) | -77.32K Decreased by -95.56% | Dec 31, 24 |
| 9 | iShares Mortgage Real Estate Capped ETF | 80.26K (0.70%) | -160.00 Decreased by -0.20% | May 29, 26 |
| 10 | Fidelity® Small Cap Index | 79.69K (0.70%) | 1.41K Increased by +1.77% | Oct 31, 23 |
| 11 | Fidelity Small Cap Index | 74.26K (0.65%) | -7.44K Decreased by -10.02% | Mar 31, 26 |
| 12 | Empower Small Cap Value/Kennedy SP | 70.95K (0.62%) | -6.07K Decreased by -8.56% | Sep 30, 24 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 69.88K (0.61%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | iShares Russell 2000 Value ETF | 69.38K (0.61%) | 0.00 Increased by 0.00% | May 29, 26 |
| 15 | Russell 2000 Equity Index Fund B | 63.61K (0.56%) | -24.00 Decreased by -0.04% | Dec 31, 25 |
| 16 | State St Russell Sm/Mid Cp® Indx SL Cl I | 50.34K (0.44%) | 0.00 Increased by 0.00% | May 31, 26 |
| 17 | Fidelity® Extended Market Index | 46.19K (0.41%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Fidelity Extended Market Index | 45.67K (0.40%) | -167.00 Decreased by -0.37% | Apr 30, 26 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 39.13K (0.34%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | Vanguard Russell 2000 ETF | 33.81K (0.30%) | 738.00 Increased by +2.18% | Apr 30, 26 |