| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Horizon Asset Management Inc/ny | 3.61M (18.66%) | -87.79K Decreased by -2.43% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.35M (12.16%) | 260.28K Increased by +11.07% | Dec 31, 24 |
| 3 | BlackRock Inc | 1.82M (9.39%) | -465.00K Decreased by -25.62% | Dec 31, 24 |
| 4 | State Street Corp | 1.19M (6.13%) | 422.60K Increased by +35.66% | Dec 31, 24 |
| 5 | Geode Capital Management, LLC | 622.12K (3.22%) | 159.60K Increased by +25.65% | Dec 31, 24 |
| 6 | State Street Corporation | 621.86K (3.22%) | -25.81K Decreased by -4.15% | Mar 31, 24 |
| 7 | SoftVest Advisors LLC | 393.30K (2.04%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | GAMMA Investing LLC | 361.72K (1.87%) | 361.57K Increased by +99.96% | Mar 31, 25 |
| 9 | First Manhattan Co. LLC | 338.03K (1.75%) | -12.00 Decreased by -0.00% | Dec 31, 24 |
| 10 | Amvescap Plc. | 299.58K (1.55%) | 200.84K Increased by +67.04% | Dec 31, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 283.62K (1.47%) | 49.93K Increased by +17.61% | Dec 31, 24 |
| 12 | Northern Trust Corp | 224.77K (1.16%) | 40.19K Increased by +17.88% | Dec 31, 24 |
| 13 | UBS Group AG | 195.48K (1.01%) | 121.32K Increased by +62.06% | Dec 31, 24 |
| 14 | Charles Schwab Investment Management Inc | 179.63K (0.93%) | 43.22K Increased by +24.06% | Dec 31, 24 |
| 15 | MAGNOLIA CAPITAL ADVISORS LLC | 178.43K (0.92%) | 178.43K Increased by +100.00% | Jun 30, 24 |
| 16 | Pacific Heights Asset Management, LLC | 165.00K (0.85%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Schwartz Investment Counsel Inc | 150.82K (0.78%) | 642.00 Increased by +0.43% | Mar 31, 25 |
| 18 | Bank of New York Mellon Corp | 148.89K (0.77%) | -42.80K Decreased by -28.74% | Dec 31, 24 |
| 19 | SoftVest Advisors, LLC | 130.50K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 123.72K (0.64%) | -12.93K Decreased by -10.45% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Summit Street US Equity Value | 1.11M (5.77%) | 1.11M Increased by +100.00% | Sep 30, 24 |
| 2 | Sunnit Street US Equity Value | 1.11M (5.77%) | 1.11M Increased by +100.00% | Sep 30, 24 |
| 3 | Kinetics Paradigm No Load | 815.21K (4.22%) | -16.00K Decreased by -1.96% | Dec 31, 24 |
| 4 | Vanguard US Total Market Shares ETF | 619.00K (3.20%) | 37.44K Increased by +6.05% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 616.85K (3.19%) | 37.23K Increased by +6.04% | Mar 31, 25 |
| 6 | iShares Core S&P Mid-Cap ETF | 593.29K (3.07%) | 320.00 Increased by +0.05% | Oct 31, 24 |
| 7 | Vanguard Institutional 500 Index Trust | 523.80K (2.71%) | 1.18K Increased by +0.23% | Mar 31, 25 |
| 8 | The Energy Select Sector SPDR® ETF | 380.67K (1.97%) | 3.85K Increased by +1.01% | Apr 30, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 280.02K (1.45%) | -1.72K Decreased by -0.61% | Oct 31, 24 |
| 10 | Vanguard Small Cap Index | 243.73K (1.26%) | 9.10K Increased by +3.73% | Mar 31, 25 |
| 11 | Fidelity 500 Index | 236.36K (1.22%) | 408.00 Increased by +0.17% | Mar 31, 25 |
| 12 | SPDR® S&P 500 ETF | 234.40K (1.21%) | -3.41K Decreased by -1.45% | Mar 31, 25 |
| 13 | SPDR® S&P 500® ETF | 228.58K (1.18%) | 187.00 Increased by +0.08% | Apr 30, 25 |
| 14 | SPDR® S&P 500® ETF Trust | 228.23K (1.18%) | -1.19K Decreased by -0.52% | Mar 31, 25 |
| 15 | Kinetics Small Cap Opportunities No Load | 224.23K (1.16%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | iShares Core S&P 500 ETF | 223.41K (1.16%) | -220.00 Decreased by -0.10% | Apr 29, 25 |
| 17 | iShares MSCI USA Quality Factor ETF | 215.89K (1.12%) | 266.00 Increased by +0.12% | Apr 30, 25 |
| 18 | Vanguard Mid Cap Index Institutional | 210.37K (1.09%) | 11.86K Increased by +5.64% | Mar 31, 25 |
| 19 | Permanent Portfolio Permanent I | 165.00K (0.85%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | SPDR® S&P MIDCAP 400 ETF Trust | 148.22K (0.77%) | -2.18K Decreased by -1.47% | Oct 31, 24 |