| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 277.63K (3.00%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | Watchman Group Inc | 182.80K (1.97%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Renaissance Technologies Corp | 165.86K (1.79%) | 16.60K Increased by +10.01% | Dec 31, 25 |
| 4 | Saber Capital Management, LLC | 155.89K (1.68%) | 155.89K Increased by +100.00% | Dec 31, 25 |
| 5 | Corsair Capital Management LLC | 148.40K (1.60%) | -15.15K Decreased by -10.21% | Dec 31, 25 |
| 6 | Geode Capital Management, LLC | 128.09K (1.38%) | -1.24K Decreased by -0.97% | Dec 31, 25 |
| 7 | True North Advisors LLC | 106.68K (1.15%) | 106.68K Increased by +100.00% | Dec 31, 25 |
| 8 | BlackRock Inc | 56.19K (0.61%) | 4.93K Increased by +8.77% | Sep 30, 25 |
| 9 | Citadel Advisors Llc | 51.86K (0.56%) | 26.71K Increased by +51.51% | Dec 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 36.10K (0.39%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 11 | Heron Bay Capital Management | 34.56K (0.37%) | 13.11K Increased by +37.94% | Sep 30, 23 |
| 12 | Susquehanna International Group, LLP | 30.28K (0.33%) | 380.00 Increased by +1.25% | Dec 31, 25 |
| 13 | Goss Wealth Management LLC | 29.95K (0.32%) | 13.95K Increased by +46.57% | Dec 31, 25 |
| 14 | State Street Corporation | 28.63K (0.31%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | State Street Corp | 27.64K (0.30%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 16 | Juncture Wealth Strategies, LLC | 24.13K (0.26%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Royal Bank of Canada | 21.28K (0.23%) | 21.28K Increased by +100.00% | Jun 30, 24 |
| 18 | Evergreen Capital Management LLC | 20.27K (0.22%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | LAKE STREET FINANCIAL LLC | 20.00K (0.22%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | Relative Value Partners Group LLC | 20.00K (0.22%) | 20.00K Increased by +100.00% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Institutional Extnd Mkt Idx Tr | 121.12K (1.31%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 99.23K (1.07%) | 4.00K Increased by +4.03% | Feb 28, 26 |
| 3 | Sustainable Smaller Companies ESG Fd II | 78.95K (0.85%) | 11.95K Increased by +15.14% | Sep 30, 24 |
| 4 | Vanguard US Total Market Shares ETF | 73.33K (0.79%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Perspektive Small- & MidCap Opp Fonds I | 68.95K (0.74%) | -10.00K Decreased by -14.50% | Dec 31, 24 |
| 6 | Fidelity Extended Market Index | 59.75K (0.64%) | -248.00 Decreased by -0.42% | Jan 31, 26 |
| 7 | Fidelity® Extended Market Index | 44.36K (0.48%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | AAC Multi Style Global S | 42.82K (0.46%) | 42.82K Increased by +100.00% | Jun 30, 23 |
| 9 | iShares Micro-Cap ETF | 28.40K (0.31%) | 28.40K Increased by +100.00% | Feb 28, 26 |
| 10 | Blackrock US Eq Mkt Fund CF | 25.98K (0.28%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 11 | Fidelity Total Market Index | 25.59K (0.28%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 12 | DFA US Micro Cap I | 23.76K (0.26%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 13 | BlackRock U.S. Equity Market F | 22.53K (0.24%) | -3.00 Decreased by -0.01% | Sep 30, 24 |
| 14 | U.S. Equity Market Fund F | 22.48K (0.24%) | 98.00 Increased by +0.44% | Dec 31, 25 |
| 15 | Fidelity® Series Total Market Index | 22.03K (0.24%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Fidelity Series Total Market Index | 16.39K (0.18%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 17 | NT Ext Equity Mkt Idx Fd - L | 13.90K (0.15%) | 7.51K Increased by +54.05% | Dec 31, 25 |
| 18 | Spartan Extended Market Index Pool F | 13.36K (0.14%) | 248.00 Increased by +1.86% | Jan 31, 26 |
| 19 | Spartan Extended Market Index Pool E | 10.66K (0.12%) | 592.00 Increased by +5.55% | Mar 31, 25 |
| 20 | Schwab Total Stock Market Index | 10.01K (0.11%) | 0.00 Increased by 0.00% | Feb 28, 26 |