| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.24M (5.69%) | 454.75K Increased by +36.58% | Dec 31, 25 |
| 2 | BlackRock Inc | 1.05M (4.79%) | 17.61K Increased by +1.68% | Sep 30, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 762.69K (3.49%) | 15.99K Increased by +2.10% | Sep 30, 25 |
| 4 | Flat Footed LLC | 664.43K (3.04%) | 664.43K Increased by +100.00% | Dec 31, 25 |
| 5 | Geode Capital Management, LLC | 557.60K (2.55%) | 199.32K Increased by +35.75% | Dec 31, 25 |
| 6 | Atlas Wealth LLC | 451.24K (2.07%) | -13.00 Decreased by -0.00% | Sep 30, 23 |
| 7 | Independent Advisor Alliance | 390.39K (1.79%) | 87.87K Increased by +22.51% | Dec 31, 25 |
| 8 | Riverbridge Partners LLC | 224.41K (1.03%) | 138.76K Increased by +61.83% | Dec 31, 25 |
| 9 | State Street Corp | 179.05K (0.82%) | -24.16K Decreased by -13.50% | Sep 30, 25 |
| 10 | Millennium Management LLC | 174.84K (0.80%) | 95.63K Increased by +54.70% | Mar 31, 24 |
| 11 | Acadian Asset Management LLC | 150.31K (0.69%) | -58.84K Decreased by -39.15% | Mar 31, 24 |
| 12 | Deschutes Portfolio Strategies, LLC | 142.00K (0.65%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 13 | Penserra Capital Management, LLC | 130.20K (0.60%) | 38.45K Increased by +29.53% | Dec 31, 25 |
| 14 | Northern Trust Corp | 128.32K (0.59%) | 7.83K Increased by +6.10% | Sep 30, 25 |
| 15 | Kore Advisors LP | 123.08K (0.56%) | 123.08K Increased by +100.00% | Dec 31, 23 |
| 16 | Lido Advisors, LLC | 123.02K (0.56%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | The Goldman Sachs Group Inc | 120.75K (0.55%) | 52.47K Increased by +43.45% | Dec 31, 25 |
| 18 | Charles Schwab Investment Management Inc | 112.80K (0.52%) | 69.86K Increased by +61.93% | Dec 31, 25 |
| 19 | Renaissance Technologies Corp | 109.72K (0.50%) | -4.91K Decreased by -4.47% | Dec 31, 25 |
| 20 | Susquehanna International Group, LLP | 73.71K (0.34%) | 57.42K Increased by +77.89% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 708.41K (3.24%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | iShares Russell 2000 ETF | 578.57K (2.65%) | -4.75K Decreased by -0.82% | Mar 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 483.51K (2.21%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Mortgage Real Estate Capped ETF | 260.47K (1.19%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | Fuh Hwa FTSE Mortgage REITs ETF | 255.87K (1.17%) | 26.17K Increased by +10.23% | Dec 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 237.81K (1.09%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | Fidelity Small Cap Index | 226.83K (1.04%) | -5.51K Decreased by -2.43% | Jan 31, 26 |
| 8 | iShares Russell 2000 Value ETF | 196.95K (0.90%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | Modern Capital Tactical Income A | 162.62K (0.74%) | 162.62K Increased by +100.00% | Sep 30, 25 |
| 10 | Hoya Capital High Dividend Yield ETF | 133.96K (0.61%) | 1.35K Increased by +1.01% | Mar 31, 26 |
| 11 | Fidelity Extended Market Index | 125.44K (0.57%) | -455.00 Decreased by -0.36% | Feb 28, 26 |
| 12 | Modern Capital Tactical Opports A | 117.73K (0.54%) | -700.00 Decreased by -0.59% | Jun 30, 23 |
| 13 | Vanguard Russell 2000 ETF | 109.24K (0.50%) | 3.88K Increased by +3.55% | Feb 28, 26 |
| 14 | Matisse Discounted Cl-End Fd Strat Instl | 100.00K (0.46%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 15 | Extended Equity Market Fund B | 77.98K (0.36%) | 39.72K Increased by +50.93% | Dec 31, 25 |
| 16 | Extended Equity Market Fund E | 77.98K (0.36%) | 39.72K Increased by +50.93% | Dec 31, 25 |
| 17 | State St Russell Sm Cap® Indx SL Cl I | 77.73K (0.36%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 18 | Blackrock Extended Mkt Fund CF | 77.70K (0.36%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 19 | Fidelity® Extended Market Index | 69.62K (0.32%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Extended Equity Market Fund K | 66.16K (0.30%) | -485.00 Decreased by -0.73% | Mar 31, 26 |