| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | 4.31M (41.07%) | 134.80K Increased by +3.13% | Mar 31, 24 |
| 2 | Williams & Novak LLC | 2.13M (20.33%) | -89.00K Decreased by -4.17% | Mar 31, 26 |
| 3 | Renaissance Technologies Corp | 646.66K (6.16%) | -32.56K Decreased by -5.04% | Mar 31, 26 |
| 4 | Vanguard Group Inc | 589.25K (5.62%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | Vanguard Capital Management, LLC | 516.70K (4.92%) | 516.70K Increased by +100.00% | Mar 31, 26 |
| 6 | Marex Group PLC | 259.79K (2.48%) | 259.79K Increased by +100.00% | Mar 31, 26 |
| 7 | SEI Investments Co | 177.03K (1.69%) | 177.03K Increased by +100.00% | Mar 31, 26 |
| 8 | Geode Capital Management, LLC | 156.57K (1.49%) | 8.64K Increased by +5.52% | Mar 31, 26 |
| 9 | The Informed Momentum Company (formerly EAM Investors) | 145.42K (1.39%) | 145.42K Increased by +100.00% | Mar 31, 26 |
| 10 | Citadel Advisors Llc | 112.57K (1.07%) | 81.42K Increased by +72.33% | Mar 31, 26 |
| 11 | Apis Capital Advisors, LLC | 106.35K (1.01%) | -646.00 Decreased by -0.61% | Sep 30, 23 |
| 12 | Vanguard Fiduciary Trust Co | 68.25K (0.65%) | 68.25K Increased by +100.00% | Mar 31, 26 |
| 13 | Bridgeway Capital Management, LLC | 65.20K (0.62%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | BlackRock Inc | 62.76K (0.60%) | -957.00 Decreased by -1.52% | Mar 31, 26 |
| 15 | LPL Financial Corp | 59.50K (0.57%) | 59.50K Increased by +100.00% | Mar 31, 26 |
| 16 | Dimensional Fund Advisors, Inc. | 56.29K (0.54%) | 13.97K Increased by +24.83% | Mar 31, 26 |
| 17 | Belvedere Trading LLC | 49.03K (0.47%) | -6.37K Decreased by -12.98% | Mar 31, 25 |
| 18 | State Street Corp | 43.74K (0.42%) | 23.53K Increased by +53.78% | Mar 31, 26 |
| 19 | BARLOW WEALTH PARTNERS Inc | 25.00K (0.24%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | Northern Trust Corp | 22.30K (0.21%) | 6.79K Increased by +30.43% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 385.40K (3.67%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 2 | Vanguard US Total Market Shares ETF | 365.53K (3.48%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | IMC US Ultra Micro Cap | 177.03K (1.69%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 134.59K (1.28%) | 3.30K Increased by +2.45% | Apr 30, 26 |
| 5 | Pleiades Small Cap Equity A | 88.52K (0.84%) | 88.52K Increased by +100.00% | Mar 31, 26 |
| 6 | Fidelity Extended Market Index | 70.94K (0.68%) | -259.00 Decreased by -0.37% | Apr 30, 26 |
| 7 | Fidelity® Extended Market Index | 62.60K (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Bridgeway Ultra-Small Company Market | 59.40K (0.57%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | iShares Micro-Cap ETF | 30.38K (0.29%) | 0.00 Increased by 0.00% | May 29, 26 |
| 10 | Blackrock US Eq Mkt Fund CF | 30.30K (0.29%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 11 | U.S. Equity Market Fund | 30.30K (0.29%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | U.S. Equity Market Fund B | 30.30K (0.29%) | 30.30K Increased by +100.00% | Dec 31, 25 |
| 13 | Fidelity Total Market Index | 27.16K (0.26%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | BlackRock U.S. Equity Market F | 26.28K (0.25%) | -3.00 Decreased by -0.01% | Sep 30, 24 |
| 15 | BlackRock U.S. Equity Market Fund F | 26.27K (0.25%) | 47.00 Increased by +0.18% | Mar 31, 26 |
| 16 | U.S. Equity Market Fund F | 26.27K (0.25%) | 47.00 Increased by +0.18% | Mar 31, 26 |
| 17 | Fidelity Series Total Market Index | 19.41K (0.18%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 18 | Spartan Extended Market Index Pool F | 18.45K (0.18%) | 259.00 Increased by +1.40% | Apr 30, 26 |
| 19 | NT Ext Equity Mkt Idx Fd - L | 15.23K (0.15%) | 6.79K Increased by +44.55% | Mar 31, 26 |
| 20 | NT Ext Equity Mkt Index Fund - Lending | 15.23K (0.15%) | 6.79K Increased by +44.55% | Mar 31, 26 |