| 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 | 204.97K (1.96%) | 43.40K Increased by +21.17% | Jun 30, 25 |
| 6 | Geode Capital Management, LLC | 139.58K (1.33%) | -1.17K Decreased by -0.83% | Jun 30, 25 |
| 7 | LPL Financial Corp | 104.16K (1.00%) | -1.15K Decreased by -1.10% | Jun 30, 25 |
| 8 | BlackRock Inc | 86.74K (0.83%) | -28.02K Decreased by -32.30% | Jun 30, 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 | Morgan Stanley - Brokerage Accounts | 68.51K (0.66%) | 14.54K Increased by +21.23% | Jun 30, 25 |
| 14 | Dimensional Fund Advisors, Inc. | 59.10K (0.57%) | 3.23K Increased by +5.47% | Jun 30, 25 |
| 15 | AlphaCentric Advisors, LLC | 50.72K (0.49%) | 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 | Cetera Investment Advisers | 45.55K (0.44%) | 27.91K Increased by +61.28% | Jun 30, 25 |
| 18 | O'Shaughnessy Asset Management LLC | 40.28K (0.39%) | 15.93K Increased by +39.56% | Jun 30, 25 |
| 19 | Commonwealth Equity Services Inc | 36.31K (0.35%) | -520.00 Decreased by -1.43% | Dec 31, 23 |
| 20 | T. Rowe Price Associates, Inc. | 33.40K (0.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 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 | Fidelity Extended Market Index | 69.00K (0.66%) | -567.00 Decreased by -0.82% | Jul 31, 25 |
| 8 | AlphaCentric Real Income I | 50.00K (0.48%) | -20.72K Decreased by -41.44% | Jun 30, 25 |
| 9 | DFA Real Estate Securities I | 43.98K (0.42%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Commonwealth Real Estate Securities | 39.00K (0.37%) | 0.00 Increased by 0.00% | Jul 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 | 27.81K (0.27%) | -59.00 Decreased by -0.21% | Jul 31, 25 |
| 13 | FT Income & Treasury 3 CA | 26.81K (0.26%) | -22.00 Decreased by -0.08% | Aug 29, 25 |
| 14 | Perritt MicroCap Opportunities Investor | 25.00K (0.24%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Perritt Ultra MicroCap | 25.00K (0.24%) | -5.00K Decreased by -20.00% | Jun 30, 24 |
| 16 | iShares Micro-Cap ETF | 24.36K (0.23%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 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%) | -13.43K Decreased by -67.24% | Jul 31, 25 |
| 20 | Fidelity Series Total Market Index | 18.00K (0.17%) | 1.58K Increased by +8.77% | Jul 31, 25 |