Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Bard Associates Inc | 626.32K (5.99%) | -20.52K Decreased by -3.28% | Jun 30, 25 |
2 | Vanguard Group Inc | 513.74K (4.91%) | 0.00 Increased by 0.00% | Jun 30, 25 |
3 | Winmill & Co Inc | 479.04K (4.58%) | 19.28K Increased by +4.02% | Jun 30, 25 |
4 | Marathon Capital Management LLC | 333.41K (3.19%) | -35.50K Decreased by -10.65% | Jun 30, 25 |
5 | Renaissance Technologies Corp | 161.57K (1.54%) | -3.80K Decreased by -2.35% | Mar 31, 25 |
6 | Geode Capital Management, LLC | 140.74K (1.35%) | -2.50K Decreased by -1.78% | Mar 31, 25 |
7 | BlackRock Inc | 114.76K (1.10%) | 18.31K Increased by +15.95% | Mar 31, 25 |
8 | LPL Financial Corp | 105.31K (1.01%) | 5.02K Increased by +4.77% | Mar 31, 25 |
9 | STANSBERRY ASSET MANAGEMENT, LLC | 84.33K (0.81%) | 3.74K Increased by +4.44% | Jun 30, 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 (0.68%) | -186.50K Decreased by -263.64% | Dec 31, 23 |
12 | Financial Gravity Wealth, Inc. | 70.67K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 23 |
13 | Dimensional Fund Advisors, Inc. | 59.10K (0.56%) | 3.23K Increased by +5.47% | Jun 30, 25 |
14 | Morgan Stanley - Brokerage Accounts | 53.97K (0.52%) | 0.00 Increased by 0.00% | Mar 31, 25 |
15 | AlphaCentric Advisors, LLC | 50.72K (0.48%) | 50.72K Increased by +100.00% | Dec 31, 24 |
16 | Towneley Capital Management Inc / DE | 46.35K (0.44%) | 622.00 Increased by +1.34% | Jun 30, 25 |
17 | O'Shaughnessy Asset Management LLC | 40.28K (0.39%) | 15.93K Increased by +39.56% | Jun 30, 25 |
18 | Commonwealth Equity Services Inc | 36.31K (0.35%) | -520.00 Decreased by -1.43% | Dec 31, 23 |
19 | T. Rowe Price Associates, Inc. | 33.40K (0.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
20 | KESTRA PRIVATE WEALTH SERVICES, LLC | 33.29K (0.32%) | 33.29K Increased by +100.00% | Mar 31, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard US Total Market Shares ETF | 319.66K (3.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
2 | Vanguard Total Stock Mkt Idx Inv | 312.82K (2.99%) | -6.84K Decreased by -2.19% | Jul 31, 25 |
3 | Vanguard Institutional Extnd Mkt Idx Tr | 117.18K (1.12%) | -53.39K Decreased by -45.57% | Jul 31, 25 |
4 | RiverPark Strategic Income Institutional | 100.60K (0.96%) | 0.00 Increased by 0.00% | Mar 31, 25 |
5 | SAM Income | 78.38K (0.75%) | 4.35K Increased by +5.55% | Jun 30, 25 |
6 | Fidelity® Extended Market Index | 71.93K (0.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |
7 | AlphaCentric Real Income I | 70.72K (0.68%) | 20.00K Increased by +28.28% | Mar 31, 25 |
8 | Fidelity Extended Market Index | 69.57K (0.67%) | -182.00 Decreased by -0.26% | Jun 30, 25 |
9 | DFA Real Estate Securities I | 43.98K (0.42%) | 0.00 Increased by 0.00% | Jun 30, 25 |
10 | Commonwealth Real Estate Securities | 39.00K (0.37%) | 0.00 Increased by 0.00% | Jun 30, 25 |
11 | T. Rowe Price Extended Equity Market Idx | 33.40K (0.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
12 | Fidelity® Total Market Index | 28.36K (0.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
13 | Fidelity Total Market Index | 27.87K (0.27%) | 0.00 Increased by 0.00% | Jun 30, 25 |
14 | FT Income & Treasury 3 CA | 27.15K (0.26%) | 8.00 Increased by +0.03% | Jul 31, 25 |
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 | iShares Micro-Cap ETF | 24.55K (0.23%) | 0.00 Increased by 0.00% | Jul 31, 25 |
18 | Bailard Micrcap Value | 23.60K (0.23%) | 0.00 Increased by 0.00% | Mar 31, 25 |
19 | Bailard Small Cap Value | 23.60K (0.23%) | 0.00 Increased by 0.00% | Mar 31, 25 |
20 | Fidelity Series Total Market Index | 16.42K (0.16%) | 0.00 Increased by 0.00% | Jun 30, 25 |