| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.05M (7.24%) | -24.62K Decreased by -2.35% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 758.40K (5.24%) | -1.38K Decreased by -0.18% | Mar 31, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 746.98K (5.16%) | -24.61K Decreased by -3.29% | Mar 31, 25 |
| 4 | Atlas Wealth LLC | 451.24K (3.12%) | -13.00 Decreased by -0.00% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 333.52K (2.30%) | 5.18K Increased by +1.55% | Mar 31, 25 |
| 6 | Independent Advisor Alliance | 280.40K (1.94%) | -11.93K Decreased by -4.26% | Mar 31, 25 |
| 7 | State Street Corp | 175.06K (1.21%) | -9.35K Decreased by -5.34% | Mar 31, 25 |
| 8 | Millennium Management LLC | 174.84K (1.21%) | 95.63K Increased by +54.70% | Mar 31, 24 |
| 9 | Susquehanna International Group, LLP | 164.64K (1.14%) | 77.43K Increased by +47.03% | Mar 31, 24 |
| 10 | Acadian Asset Management LLC | 150.31K (1.04%) | -58.84K Decreased by -39.15% | Mar 31, 24 |
| 11 | Deschutes Portfolio Strategies, LLC | 142.00K (0.98%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Kore Advisors LP | 123.08K (0.85%) | 123.08K Increased by +100.00% | Dec 31, 23 |
| 13 | Lido Advisors, LLC | 123.04K (0.85%) | 12.15K Increased by +9.88% | Mar 31, 25 |
| 14 | Renaissance Technologies Corp | 113.43K (0.78%) | 600.00 Increased by +0.53% | Mar 31, 25 |
| 15 | Northern Trust Corp | 99.80K (0.69%) | 1.43K Increased by +1.43% | Mar 31, 25 |
| 16 | Penserra Capital Management, LLC | 86.06K (0.59%) | 14.95K Increased by +17.38% | Mar 31, 25 |
| 17 | Goldman Sachs Group Inc | 78.07K (0.54%) | -24.56K Decreased by -31.45% | Mar 31, 25 |
| 18 | Claybrook Capital, LLC | 70.59K (0.49%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Arrowstreet Capital Limited Partnership | 66.84K (0.46%) | -111.90K Decreased by -167.41% | Jun 30, 24 |
| 20 | UBS Group AG | 63.38K (0.44%) | 19.80K Increased by +31.24% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 483.91K (3.34%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 483.51K (3.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 356.64K (2.46%) | 2.46K Increased by +0.69% | Jun 30, 25 |
| 4 | Fuh Hwa FTSE Mortgage REITs ETF | 255.87K (1.77%) | 26.17K Increased by +10.23% | Dec 31, 24 |
| 5 | iShares Mortgage Real Estate Capped ETF | 183.31K (1.27%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 180.97K (1.25%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Fidelity Small Cap Index | 139.76K (0.97%) | -3.13K Decreased by -2.24% | Apr 30, 25 |
| 8 | iShares Russell 2000 Value ETF | 129.49K (0.89%) | 465.00 Increased by +0.36% | Jun 30, 25 |
| 9 | Modern Capital Tactical Opports A | 117.73K (0.81%) | -700.00 Decreased by -0.59% | Jun 30, 23 |
| 10 | Matisse Discounted Cl-End Fd Strat Instl | 100.00K (0.69%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 11 | Hoya Capital High Dividend Yield ETF | 88.65K (0.61%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Fidelity Extended Market Index | 75.67K (0.52%) | -339.00 Decreased by -0.45% | May 31, 25 |
| 13 | Fidelity® Extended Market Index | 69.62K (0.48%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Vanguard Russell 2000 ETF | 64.33K (0.44%) | 583.00 Increased by +0.91% | May 31, 25 |
| 15 | State St Russell Sm Cap® Indx SL Cl I | 52.16K (0.36%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Bailard Micrcap Value | 45.81K (0.32%) | -12.69K Decreased by -27.70% | Mar 31, 25 |
| 17 | Bailard Small Cap Value | 45.81K (0.32%) | -12.69K Decreased by -27.70% | Mar 31, 25 |
| 18 | Nationwide Bailard Cogntv Val M | 45.81K (0.32%) | 5.90K Increased by +12.88% | Mar 31, 25 |
| 19 | Schwab Small Cap Index | 37.27K (0.26%) | 6.30K Increased by +16.90% | Jun 30, 25 |
| 20 | Modern Capital Tactical Income A | 36.94K (0.26%) | -27.39K Decreased by -74.15% | Sep 30, 24 |