| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | 4.31M (41.36%) | 134.80K Increased by +3.13% | Mar 31, 24 |
| 2 | Williams & Novak LLC | 2.22M (21.33%) | -24.24K Decreased by -1.09% | Dec 31, 25 |
| 3 | Renaissance Technologies Corp | 679.22K (6.52%) | -13.43K Decreased by -1.98% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 589.25K (5.66%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | Geode Capital Management, LLC | 156.94K (1.51%) | 2.16K Increased by +1.38% | Sep 30, 25 |
| 6 | Apis Capital Advisors, LLC | 106.35K (1.02%) | -646.00 Decreased by -0.61% | Sep 30, 23 |
| 7 | Bridgeway Capital Management, LLC | 65.20K (0.63%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | BlackRock Inc | 62.35K (0.60%) | 667.00 Increased by +1.07% | Sep 30, 25 |
| 9 | Belvedere Trading LLC | 49.03K (0.47%) | -6.37K Decreased by -12.98% | Mar 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 42.32K (0.41%) | 2.80K Increased by +6.63% | Dec 31, 25 |
| 11 | BARLOW WEALTH PARTNERS Inc | 25.00K (0.24%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 12 | State Street Corp | 20.22K (0.19%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 13 | State Street Corporation | 20.22K (0.19%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 14 | Wolverine Trading LLC | 17.73K (0.17%) | 597.00 Increased by +3.37% | Dec 31, 23 |
| 15 | TWO SIGMA SECURITIES, LLC | 16.57K (0.16%) | 16.57K Increased by +100.00% | Sep 30, 25 |
| 16 | Northern Trust Corp | 16.02K (0.15%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 17 | Citadel Advisors Llc | 12.76K (0.12%) | 12.76K Increased by +100.00% | Jun 30, 25 |
| 18 | Jane Street Group LLC | 10.32K (0.10%) | 10.32K Increased by +100.00% | Jun 30, 25 |
| 19 | SIMPLEX TRADING, LLC | 6.02K (0.06%) | -712.00 Decreased by -11.84% | Jun 30, 25 |
| 20 | Morgan Stanley - Brokerage Accounts | 2.40K (0.02%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 385.40K (3.70%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 365.53K (3.51%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | IMC US Ultra Micro Cap | 177.03K (1.70%) | 177.03K Increased by +100.00% | Jan 31, 26 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 131.29K (1.26%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 5 | Fidelity Extended Market Index | 67.30K (0.65%) | -9.90K Decreased by -14.71% | Dec 31, 25 |
| 6 | Fidelity® Extended Market Index | 62.60K (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Bridgeway Ultra-Small Company Market | 59.40K (0.57%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | iShares Micro-Cap ETF | 34.97K (0.34%) | 9.39K Increased by +26.86% | Feb 25, 26 |
| 9 | Blackrock US Eq Mkt Fund CF | 30.30K (0.29%) | 30.30K Increased by +100.00% | Jan 31, 26 |
| 10 | Fidelity Total Market Index | 27.16K (0.26%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 11 | BlackRock U.S. Equity Market F | 26.28K (0.25%) | -3.00 Decreased by -0.01% | Sep 30, 24 |
| 12 | U.S. Equity Market Fund F | 26.23K (0.25%) | 114.00 Increased by +0.43% | Dec 31, 25 |
| 13 | Fidelity Series Total Market Index | 19.41K (0.19%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Spartan Extended Market Index Pool F | 13.83K (0.13%) | 148.00 Increased by +1.07% | Dec 31, 25 |
| 15 | Fidelity® Total Market Index | 11.88K (0.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Fidelity® Series Total Market Index | 11.20K (0.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Spartan Extended Market Index Pool E | 10.86K (0.10%) | 643.00 Increased by +5.92% | Mar 31, 25 |
| 18 | Fidelity Nasdaq Composite Index | 10.85K (0.10%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | Spartan Total Market Index Pool G | 9.30K (0.09%) | 743.00 Increased by +7.99% | Dec 31, 25 |
| 20 | NT Ext Equity Mkt Idx Fd - L | 8.45K (0.08%) | 0.00 Increased by 0.00% | Dec 31, 25 |