| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 914.64K (5.27%) | -430.00K Decreased by -47.01% | Jun 30, 23 |
| 2 | JPMorgan Chase & Co | 773.05K (4.45%) | -116.00 Decreased by -0.02% | Mar 31, 25 |
| 3 | Macquarie Group Ltd | 716.46K (4.13%) | 34.35K Increased by +4.79% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 654.18K (3.77%) | 2.86K Increased by +0.44% | Mar 31, 25 |
| 5 | MGG Investment Group LP | 477.22K (2.75%) | 25.35K Increased by +5.31% | Sep 30, 24 |
| 6 | Clayton Partners, LLC | 463.33K (2.67%) | 20.26K Increased by +4.37% | Mar 31, 25 |
| 7 | BlackRock Inc | 249.64K (1.44%) | -235.00 Decreased by -0.09% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 163.52K (0.94%) | 4.13K Increased by +2.53% | Mar 31, 25 |
| 9 | Renaissance Technologies Corp | 138.82K (0.80%) | 2.00K Increased by +1.44% | Mar 31, 25 |
| 10 | Susquehanna International Group, LLP | 80.09K (0.46%) | 10.70K Increased by +13.36% | Mar 31, 25 |
| 11 | GSA Capital Partners LLP | 78.95K (0.45%) | 78.95K Increased by +100.00% | Dec 31, 23 |
| 12 | State Street Corp | 44.04K (0.25%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | State Street Corporation | 44.04K (0.25%) | -4.90K Decreased by -11.13% | Mar 31, 24 |
| 14 | Bridgeway Capital Management, LLC | 44.02K (0.25%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Amvescap Plc. | 33.67K (0.19%) | 33.67K Increased by +100.00% | Dec 31, 23 |
| 16 | Northern Trust Corp | 32.88K (0.19%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | T. Rowe Price Associates, Inc. | 32.64K (0.19%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 31.58K (0.18%) | -878.00 Decreased by -2.78% | Mar 31, 25 |
| 19 | Goldman Sachs Group Inc | 26.83K (0.15%) | -596.00 Decreased by -2.22% | Mar 31, 25 |
| 20 | Essex Financial Services, Inc. | 24.14K (0.14%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 432.46K (2.49%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 429.60K (2.47%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | BlackRock Extended Mkt Composite | 363.36K (2.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Delaware Ivy Natural Resources A | 280.49K (1.62%) | -1.08K Decreased by -0.38% | Sep 30, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 198.96K (1.15%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | Delaware Ivy VIP Energy II | 112.93K (0.65%) | 1.16K Increased by +1.02% | Dec 31, 23 |
| 7 | Delaware Ivy VIP Natural Resources II | 111.11K (0.64%) | 1.22K Increased by +1.10% | Dec 31, 23 |
| 8 | Macquarie Natural Resources A | 107.97K (0.62%) | -165.05K Decreased by -152.87% | Apr 30, 25 |
| 9 | Fidelity Extended Market Index | 88.63K (0.51%) | -847.00 Decreased by -0.96% | Apr 30, 25 |
| 10 | Macquarie VIP Energy Service | 69.44K (0.40%) | -106.16K Decreased by -152.88% | Apr 30, 25 |
| 11 | Destinations Real Assets Z | 55.07K (0.32%) | 55.07K Increased by +100.00% | Mar 31, 25 |
| 12 | Macquarie VIP Natural Resources Service | 46.91K (0.27%) | -71.71K Decreased by -152.86% | Apr 30, 25 |
| 13 | Bridgeway Ultra-Small Company Market | 44.02K (0.25%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | Bridgeway Ultra-Small Company | 42.96K (0.25%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | BlackRock Extended Equity Market K | 39.58K (0.23%) | -17.00 Decreased by -0.04% | Sep 30, 24 |
| 16 | Extended Equity Market Fund K | 39.17K (0.23%) | 120.00 Increased by +0.31% | Mar 31, 25 |
| 17 | iShares Micro-Cap ETF | 37.50K (0.22%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 33.45K (0.19%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 19 | Delaware Global Listed Real Assets A | 31.86K (0.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | Fidelity Total Market Index | 24.35K (0.14%) | 0.00 Increased by 0.00% | Apr 30, 25 |