| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Winmill & Co Inc | 586.50K (5.59%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 494.29K (4.71%) | -19.45K Decreased by -3.93% | Dec 31, 25 |
| 3 | Bard Associates Inc | 334.05K (3.19%) | -292.28K Decreased by -87.50% | Sep 30, 25 |
| 4 | Marathon Capital Management LLC | 259.63K (2.48%) | -1.52K Decreased by -0.59% | Mar 31, 26 |
| 5 | BlackRock Inc | 235.68K (2.25%) | 80.69K Increased by +34.24% | Dec 31, 25 |
| 6 | Renaissance Technologies Corp | 216.18K (2.06%) | 1.35K Increased by +0.62% | Mar 31, 26 |
| 7 | Geode Capital Management, LLC | 144.14K (1.37%) | 2.87K Increased by +1.99% | Dec 31, 25 |
| 8 | Wells Fargo & Co | 130.92K (1.25%) | 128.92K Increased by +98.47% | Mar 31, 26 |
| 9 | Kestra Advisory Services, LLC | 75.37K (0.72%) | 1.50K Increased by +1.98% | Dec 31, 25 |
| 10 | Laffer Tengler Investments, Inc. | 72.59K (0.69%) | 72.59K Increased by +100.00% | Jun 30, 25 |
| 11 | Burgundy Asset Management Ltd | 70.74K (0.67%) | -186.50K Decreased by -263.64% | Dec 31, 23 |
| 12 | Financial Gravity Wealth, Inc. | 70.67K (0.67%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 66.20K (0.63%) | -3.42K Decreased by -5.16% | Dec 31, 25 |
| 14 | Dimensional Fund Advisors, Inc. | 61.13K (0.58%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 15 | Easterly Investment Partners. | 49.06K (0.47%) | 49.06K Increased by +100.00% | Dec 31, 25 |
| 16 | Towneley Capital Management Inc / DE | 48.38K (0.46%) | 682.00 Increased by +1.41% | Mar 31, 26 |
| 17 | STANSBERRY ASSET MANAGEMENT, LLC | 47.39K (0.45%) | -38.05K Decreased by -80.30% | Dec 31, 25 |
| 18 | Cetera Investment Advisers | 44.42K (0.42%) | -1.99K Decreased by -4.48% | Dec 31, 25 |
| 19 | LPL Financial Corp | 37.91K (0.36%) | -2.75K Decreased by -7.25% | Dec 31, 25 |
| 20 | Citadel Advisors Llc | 36.52K (0.35%) | -2.63K Decreased by -7.19% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 319.66K (3.05%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 312.82K (2.98%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 117.18K (1.12%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | RiverPark Strategic Income Institutional | 100.60K (0.96%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Fidelity® Extended Market Index | 71.93K (0.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity Extended Market Index | 68.48K (0.65%) | -299.00 Decreased by -0.44% | Mar 31, 26 |
| 7 | DFA Real Estate Securities I | 43.98K (0.42%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 8 | SAM Income | 42.31K (0.40%) | -36.22K Decreased by -85.59% | Dec 31, 25 |
| 9 | Commonwealth Real Estate Securities | 39.00K (0.37%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 10 | AlphaCentric Real Income I | 35.27K (0.34%) | 34.27K Increased by +97.16% | Dec 31, 25 |
| 11 | Fidelity® Total Market Index | 28.36K (0.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity Total Market Index | 27.58K (0.26%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 13 | iShares Micro-Cap ETF | 26.95K (0.26%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | FT Income & Treasury 3 CA | 26.95K (0.26%) | -85.00 Decreased by -0.32% | Apr 30, 26 |
| 15 | Perritt MicroCap Opportunities Investor | 25.00K (0.24%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Perritt Ultra MicroCap | 25.00K (0.24%) | -5.00K Decreased by -20.00% | Jun 30, 24 |
| 17 | Bailard Micrcap Value | 23.60K (0.23%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Bailard Small Cap Value | 23.60K (0.23%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | T. Rowe Price Extended Equity Market Idx | 19.97K (0.19%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | Fidelity Series Total Market Index | 18.00K (0.17%) | 0.00 Increased by 0.00% | Mar 31, 26 |