| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bard Associates Inc | 646.99K (6.18%) | -12.00K Decreased by -1.85% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 513.74K (4.91%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | Winmill & Co Inc | 459.76K (4.39%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Marathon Capital Management LLC | 373.34K (3.57%) | 612.00 Increased by +0.16% | Dec 31, 24 |
| 5 | Renaissance Technologies Corp | 165.38K (1.58%) | -8.90K Decreased by -5.38% | Dec 31, 24 |
| 6 | Geode Capital Management, LLC | 143.25K (1.37%) | -4.18K Decreased by -2.92% | Dec 31, 24 |
| 7 | LPL Financial Corp | 100.29K (0.96%) | -18.48K Decreased by -18.43% | Dec 31, 24 |
| 8 | BlackRock Inc | 96.45K (0.92%) | 165.00 Increased by +0.17% | Dec 31, 24 |
| 9 | STANSBERRY ASSET MANAGEMENT, LLC | 81.39K (0.78%) | 5.39K Increased by +6.62% | Dec 31, 24 |
| 10 | Laffer Tengler Investments, Inc. | 72.59K (0.69%) | -3.00K Decreased by -4.13% | Sep 30, 24 |
| 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. | 55.87K (0.53%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 53.97K (0.52%) | 1.00 Increased by +0.00% | Dec 31, 24 |
| 15 | AlphaCentric Advisors, LLC | 50.72K (0.48%) | 50.72K Increased by +100.00% | Dec 31, 24 |
| 16 | Towneley Capital Management Inc / DE | 45.08K (0.43%) | 623.00 Increased by +1.38% | Dec 31, 24 |
| 17 | Commonwealth Equity Services Inc | 36.31K (0.35%) | -520.00 Decreased by -1.43% | Dec 31, 23 |
| 18 | T. Rowe Price Associates, Inc. | 33.40K (0.32%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | 33.29K (0.32%) | 33.29K Increased by +100.00% | Mar 31, 24 |
| 20 | Envestnet Asset Management Inc | 32.64K (0.31%) | 32.64K Increased by +100.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 319.66K (3.05%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 170.57K (1.63%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | RiverPark Strategic Income Institutional | 100.60K (0.96%) | -427.00 Decreased by -0.42% | Dec 31, 24 |
| 4 | SAM Income | 73.94K (0.71%) | 4.91K Increased by +6.65% | Dec 31, 24 |
| 5 | Fidelity Extended Market Index | 73.89K (0.71%) | -471.00 Decreased by -0.64% | Feb 28, 25 |
| 6 | Fidelity® Extended Market Index | 71.93K (0.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | AlphaCentric Real Income I | 50.72K (0.48%) | 50.72K Increased by +100.00% | Dec 31, 24 |
| 8 | DFA Real Estate Securities I | 43.98K (0.42%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 9 | Commonwealth Real Estate Securities | 39.00K (0.37%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | T. Rowe Price Extended Equity Market Idx | 33.40K (0.32%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 11 | Fidelity® Total Market Index | 28.36K (0.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity Total Market Index | 27.87K (0.27%) | -22.00 Decreased by -0.08% | Feb 28, 25 |
| 13 | FT Income & Treasury 3 CA | 27.56K (0.26%) | -3.00 Decreased by -0.01% | Mar 31, 25 |
| 14 | Perritt MicroCap Opportunities Investor | 25.00K (0.24%) | 25.00K Increased by +100.00% | Dec 31, 24 |
| 15 | Perritt Ultra MicroCap | 25.00K (0.24%) | -5.00K Decreased by -20.00% | Jun 30, 24 |
| 16 | iShares Micro-Cap ETF | 23.76K (0.23%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Bailard Micrcap Value | 23.60K (0.23%) | 23.60K Increased by +100.00% | Dec 31, 24 |
| 18 | Bailard Small Cap Value | 23.60K (0.23%) | 23.60K Increased by +100.00% | Dec 31, 24 |
| 19 | Nationwide Bailard Cogntv Val M | 23.60K (0.23%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | Fidelity Series Total Market Index | 17.78K (0.17%) | 0.00 Increased by 0.00% | Feb 28, 25 |