| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bank of America Corp | 13.03M (21.04%) | 13.03M Increased by +100.00% | Jun 30, 25 |
| 2 | Angel Oak Capital Advisors, LLC | 3.29M (5.31%) | 3.14M Increased by +95.45% | Dec 31, 25 |
| 3 | BlackRock Inc | 2.62M (4.24%) | 455.39K Increased by +17.35% | Sep 30, 25 |
| 4 | Vanguard Group Inc | 1.77M (2.85%) | 480.83K Increased by +27.21% | Dec 31, 25 |
| 5 | Geode Capital Management, LLC | 1.21M (1.95%) | 162.61K Increased by +13.45% | Sep 30, 25 |
| 6 | Curated Wealth Partners LLC | 881.30K (1.42%) | -50.00K Decreased by -5.67% | Dec 31, 25 |
| 7 | Northern Trust Corp | 713.90K (1.15%) | 151.15K Increased by +21.17% | Sep 30, 25 |
| 8 | State Street Corp | 589.00K (0.95%) | 197.67K Increased by +33.56% | Sep 30, 25 |
| 9 | Northern Trust Investments N A | 562.76K (0.91%) | 562.76K Increased by +100.00% | Jun 30, 25 |
| 10 | Miracle Mile Advisors, INC. | 434.75K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 11 | HighTower Advisors, LLC | 298.17K (0.48%) | 11.50K Increased by +3.86% | Sep 30, 25 |
| 12 | Lido Advisors, LLC | 275.38K (0.44%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 13 | Axxcess Wealth Management, LLC | 213.33K (0.34%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 14 | Nuveen, LLC | 208.91K (0.34%) | 24.83K Increased by +11.89% | Dec 31, 25 |
| 15 | Charles Schwab Investment Management Inc | 168.91K (0.27%) | 42.75K Increased by +25.31% | Dec 31, 25 |
| 16 | CALDWELL SUTTER CAPITAL INC | 148.40K (0.24%) | -2.00K Decreased by -1.35% | Mar 31, 25 |
| 17 | Silvercrest Asset Management Group LLC | 126.60K (0.20%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Rinkey Investments | 121.83K (0.20%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | Morgan Stanley - Brokerage Accounts | 118.49K (0.19%) | 116.99K Increased by +98.73% | Jun 30, 25 |
| 20 | Elyxium Wealth, LLC | 115.84K (0.19%) | 95.08K Increased by +82.08% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Angel Oak Financial Strats Income Term | 3.29M (5.31%) | 3.14M Increased by +95.45% | Dec 31, 25 |
| 2 | iShares Russell 2000 ETF | 1.44M (2.32%) | 1.44M Increased by +100.00% | Feb 28, 26 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 870.81K (1.41%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 4 | Russell Inv Tax-Managed US Mid&Sm Cap S | 680.37K (1.10%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 5 | Fidelity Small Cap Index | 605.51K (0.98%) | 147.20K Increased by +24.31% | Dec 31, 25 |
| 6 | iShares Russell 2000 Growth ETF | 551.49K (0.89%) | 551.49K Increased by +100.00% | Feb 28, 26 |
| 7 | Fidelity Extended Market Index | 420.54K (0.68%) | -1.75K Decreased by -0.42% | Jan 31, 26 |
| 8 | Vanguard Russell 2000 ETF | 326.90K (0.53%) | -10.88K Decreased by -3.33% | Jan 31, 26 |
| 9 | iShares Micro-Cap ETF | 184.07K (0.30%) | 178.24K Increased by +96.83% | Feb 28, 26 |
| 10 | Schwab Small Cap Index | 168.91K (0.27%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 11 | State St Russell Sm Cap® Indx SL Cl I | 153.30K (0.25%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | NT R2000 Index Fund - NL | 153.24K (0.25%) | 30.20K Increased by +19.71% | Dec 31, 25 |
| 13 | Fidelity Total Market Index | 143.94K (0.23%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 14 | Blackrock Extended Mkt Fund CF | 134.69K (0.22%) | 134.69K Increased by +100.00% | Jan 31, 26 |
| 15 | CREF Total Global Stock Account R3 | 126.62K (0.20%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | NT R2000 Index Fund - DC - NL - 3 | 122.09K (0.20%) | 25.10K Increased by +20.56% | Dec 31, 25 |
| 17 | Extended Equity Market Fund K | 115.52K (0.19%) | 75.00 Increased by +0.06% | Dec 31, 25 |
| 18 | Fidelity Series Total Market Index | 111.36K (0.18%) | 4.46K Increased by +4.01% | Jan 31, 26 |
| 19 | Spartan Extended Market Index Pool F | 96.20K (0.16%) | 1.75K Increased by +1.81% | Jan 31, 26 |
| 20 | NT Ext Equity Mkt Idx Fd - L | 94.58K (0.15%) | 32.27K Increased by +34.12% | Dec 31, 25 |