| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bandera Partners LLC | 2.86M (75.79%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | JCP Investment Management, LLC | 876.06K (23.23%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Keller Group Invmt Management Inc | 482.16K (12.79%) | -201.79K Decreased by -41.85% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 123.57K (3.28%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | MONEY CONCEPTS CAPITAL CORP | 82.03K (2.18%) | -2.25K Decreased by -2.74% | Jun 30, 25 |
| 6 | Values First Advisors Inc | 53.89K (1.43%) | 602.00 Increased by +1.12% | Jun 30, 25 |
| 7 | George Kaiser Family Foundation | 41.14K (1.09%) | 41.14K Increased by +100.00% | Jun 30, 25 |
| 8 | Royal Bank of Canada | 34.00K (0.90%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 33.46K (0.89%) | 800.00 Increased by +2.39% | Jun 30, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 26.95K (0.71%) | 6.16K Increased by +22.85% | Jun 30, 25 |
| 11 | UBS Group AG | 21.68K (0.57%) | 10.86K Increased by +50.10% | Jun 30, 25 |
| 12 | Citadel Advisors Llc | 14.89K (0.39%) | -23.29K Decreased by -156.38% | Jun 30, 25 |
| 13 | Goss Wealth Management LLC | 12.57K (0.33%) | 12.57K Increased by +100.00% | Jun 30, 25 |
| 14 | James Investment Research, Inc. | 12.57K (0.33%) | 12.57K Increased by +100.00% | Jun 30, 25 |
| 15 | Renaissance Technologies Corp | 12.10K (0.32%) | -5.50K Decreased by -45.45% | Jun 30, 25 |
| 16 | State Street Corp | 12.06K (0.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | BlackRock Inc | 8.14K (0.22%) | -649.00 Decreased by -7.97% | Mar 31, 25 |
| 18 | Tower Research Capital LLC | 1.79K (0.05%) | 709.00 Increased by +39.70% | Jun 30, 25 |
| 19 | Advisor Group Holdings, Inc. | 728.00 (0.02%) | 315.00 Increased by +43.27% | Jun 30, 25 |
| 20 | SouthState Bank Corp | 146.00 (0.00%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Foundation Total Return Y | 560.24K (14.86%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | First Foundation Total Return A | 427.84K (11.35%) | -132.40K Decreased by -30.95% | Jun 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 103.98K (2.76%) | -2.27K Decreased by -2.19% | Jul 31, 25 |
| 4 | RBC Microcap Value I | 34.00K (0.90%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | Fidelity Extended Market Index | 21.96K (0.58%) | -155.00 Decreased by -0.71% | Jul 31, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 19.51K (0.52%) | 2.19K Increased by +11.24% | Jul 31, 25 |
| 7 | iShares Micro-Cap ETF | 7.05K (0.19%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | DFA US Targeted Value I | 5.88K (0.16%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | Fidelity Series Total Market Index | 5.70K (0.15%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | LVIP Dimensional US Core Equity 2 Std | 3.80K (0.10%) | 3.80K Increased by +100.00% | Jun 30, 25 |
| 11 | Dimensional US Targeted Value ETF | 3.34K (0.09%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 12 | Schwab Total Stock Market Index | 3.33K (0.09%) | 0.00 Increased by 0.00% | May 31, 25 |
| 13 | Spartan Extended Market Index Pool F | 3.28K (0.09%) | 155.00 Increased by +4.73% | Jul 31, 25 |
| 14 | Vanguard US Total Market Shares ETF | 3.26K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | NT Ext Equity Mkt Idx Fd - L | 3.10K (0.08%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Northern Trust Extended Eq Market Idx | 3.10K (0.08%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Spartan Extended Market Index Pool E | 2.87K (0.08%) | 203.00 Increased by +7.09% | Mar 31, 25 |
| 18 | DFA US Vector Equity I | 2.50K (0.07%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | DFA US Core Equity Class F | 2.42K (0.06%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | DFA US Social Core Equity 2 Portfolio | 2.35K (0.06%) | 0.00 Increased by 0.00% | Jul 31, 25 |