| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 914.64K (6.24%) | -430.00K Decreased by -47.01% | Jun 30, 23 |
| 2 | JPMorgan Chase & Co | 773.05K (5.27%) | -2.00 Decreased by -0.00% | Jun 30, 25 |
| 3 | Macquarie Group Ltd | 716.46K (4.89%) | 34.35K Increased by +4.79% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 654.18K (4.46%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | MGG Investment Group LP | 477.22K (3.26%) | 25.35K Increased by +5.31% | Sep 30, 24 |
| 6 | Clayton Partners, LLC | 463.33K (3.16%) | 20.26K Increased by +4.37% | Mar 31, 25 |
| 7 | BlackRock Inc | 249.93K (1.71%) | 292.00 Increased by +0.12% | Jun 30, 25 |
| 8 | Geode Capital Management, LLC | 161.99K (1.11%) | -1.53K Decreased by -0.94% | Jun 30, 25 |
| 9 | Renaissance Technologies Corp | 141.82K (0.97%) | 3.00K Increased by +2.12% | Jun 30, 25 |
| 10 | GSA Capital Partners LLP | 78.95K (0.54%) | 78.95K Increased by +100.00% | Dec 31, 23 |
| 11 | State Street Corp | 44.04K (0.30%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | State Street Corporation | 44.04K (0.30%) | -4.90K Decreased by -11.13% | Mar 31, 24 |
| 13 | Bridgeway Capital Management, LLC | 44.02K (0.30%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | Amvescap Plc. | 33.67K (0.23%) | 33.67K Increased by +100.00% | Dec 31, 23 |
| 15 | Susquehanna International Group, LLP | 32.88K (0.22%) | -47.21K Decreased by -143.56% | Jun 30, 25 |
| 16 | Northern Trust Corp | 32.88K (0.22%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | T. Rowe Price Associates, Inc. | 32.29K (0.22%) | -345.00 Decreased by -1.07% | Jun 30, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 31.90K (0.22%) | 312.00 Increased by +0.98% | Jun 30, 25 |
| 19 | Essex Financial Services, Inc. | 24.14K (0.16%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Goldman Sachs Group Inc | 22.29K (0.15%) | -4.54K Decreased by -20.36% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 429.60K (2.93%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 423.21K (2.89%) | -9.25K Decreased by -2.19% | Jul 31, 25 |
| 3 | BlackRock Extended Mkt Composite | 363.36K (2.48%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Delaware Ivy Natural Resources A | 280.49K (1.91%) | -1.08K Decreased by -0.38% | Sep 30, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 136.68K (0.93%) | -62.28K Decreased by -45.57% | Jul 31, 25 |
| 6 | Delaware Ivy VIP Energy II | 112.93K (0.77%) | 1.16K Increased by +1.02% | Dec 31, 23 |
| 7 | Delaware Ivy VIP Natural Resources II | 111.11K (0.76%) | 1.22K Increased by +1.10% | Dec 31, 23 |
| 8 | Macquarie Natural Resources A | 107.97K (0.74%) | -165.05K Decreased by -152.87% | Apr 30, 25 |
| 9 | Fidelity Extended Market Index | 87.29K (0.60%) | -718.00 Decreased by -0.82% | Jul 31, 25 |
| 10 | Macquarie VIP Energy Service | 69.44K (0.47%) | -106.16K Decreased by -152.88% | Apr 30, 25 |
| 11 | Destinations Real Assets Z | 55.07K (0.38%) | 55.07K Increased by +100.00% | Mar 31, 25 |
| 12 | Macquarie VIP Natural Resources Service | 46.91K (0.32%) | -71.71K Decreased by -152.86% | Apr 30, 25 |
| 13 | Bridgeway Ultra-Small Company Market | 44.02K (0.30%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | Bridgeway Ultra-Small Company | 42.96K (0.29%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | iShares Micro-Cap ETF | 40.64K (0.28%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | BlackRock Extended Equity Market K | 39.58K (0.27%) | -17.00 Decreased by -0.04% | Sep 30, 24 |
| 17 | Extended Equity Market Fund K | 38.40K (0.26%) | -766.00 Decreased by -1.99% | Jun 30, 25 |
| 18 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 33.45K (0.23%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 19 | Delaware Global Listed Real Assets A | 31.86K (0.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | Fidelity Total Market Index | 24.35K (0.17%) | 0.00 Increased by 0.00% | Jul 31, 25 |