| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Horizon Asset Management Inc/ny | 3.58M (18.49%) | -17.56K Decreased by -0.49% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 2.39M (12.36%) | -74.74K Decreased by -3.13% | Jun 30, 25 |
| 3 | BlackRock Inc | 1.87M (9.67%) | 26.44K Increased by +1.41% | Jun 30, 25 |
| 4 | State Street Corp | 1.15M (5.93%) | -32.47K Decreased by -2.83% | Jun 30, 25 |
| 5 | State Street Corporation | 621.86K (3.21%) | -25.81K Decreased by -4.15% | Mar 31, 24 |
| 6 | Geode Capital Management, LLC | 605.76K (3.13%) | 22.80K Increased by +3.76% | Jun 30, 25 |
| 7 | SoftVest Advisors LLC | 393.30K (2.03%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | GAMMA Investing LLC | 361.72K (1.87%) | 361.57K Increased by +99.96% | Mar 31, 25 |
| 9 | First Manhattan Co. LLC | 337.68K (1.75%) | -241.00 Decreased by -0.07% | Jun 30, 25 |
| 10 | Morgan Stanley - Brokerage Accounts | 282.62K (1.46%) | 20.50K Increased by +7.26% | Jun 30, 25 |
| 11 | Amvescap Plc. | 274.52K (1.42%) | -17.97K Decreased by -6.54% | Jun 30, 25 |
| 12 | Northern Trust Corp | 205.19K (1.06%) | -9.37K Decreased by -4.57% | Jun 30, 25 |
| 13 | Charles Schwab Investment Management Inc | 184.21K (0.95%) | 720.00 Increased by +0.39% | Jun 30, 25 |
| 14 | MAGNOLIA CAPITAL ADVISORS LLC | 178.43K (0.92%) | 178.43K Increased by +100.00% | Jun 30, 24 |
| 15 | Pacific Heights Asset Management, LLC | 165.00K (0.85%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Schwartz Investment Counsel Inc | 154.03K (0.80%) | 3.21K Increased by +2.08% | Jun 30, 25 |
| 17 | UBS Group AG | 152.54K (0.79%) | -26.31K Decreased by -17.25% | Jun 30, 25 |
| 18 | Legal & General Group PLC | 134.17K (0.69%) | 16.09K Increased by +11.99% | Jun 30, 25 |
| 19 | SoftVest Advisors, LLC | 130.50K (0.67%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 130.45K (0.67%) | 4.10K Increased by +3.15% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Summit Street US Equity Value | 1.11M (5.76%) | 1.11M Increased by +100.00% | Sep 30, 24 |
| 2 | Sunnit Street US Equity Value | 1.11M (5.76%) | 1.11M Increased by +100.00% | Sep 30, 24 |
| 3 | Kinetics Paradigm No Load | 813.71K (4.21%) | -664.00 Decreased by -0.08% | Jun 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 619.00K (3.20%) | 37.44K Increased by +6.05% | Sep 30, 24 |
| 5 | iShares Core S&P Mid-Cap ETF | 593.29K (3.07%) | 320.00 Increased by +0.05% | Oct 31, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 578.05K (2.99%) | -13.94K Decreased by -2.41% | Jul 31, 25 |
| 7 | Vanguard Institutional 500 Index Trust | 535.87K (2.77%) | 3.71K Increased by +0.69% | May 31, 25 |
| 8 | Vanguard 500 Index Investor | 466.38K (2.41%) | -68.39K Decreased by -14.66% | Jul 31, 25 |
| 9 | The Energy Select Sector SPDR® ETF | 366.50K (1.89%) | 60.00 Increased by +0.02% | Aug 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 280.02K (1.45%) | -1.72K Decreased by -0.61% | Oct 31, 24 |
| 11 | iShares MSCI USA Quality Factor ETF | 267.84K (1.38%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 12 | Fidelity 500 Index | 238.94K (1.24%) | 103.00 Increased by +0.04% | Jul 31, 25 |
| 13 | SPDR® S&P 500 ETF | 234.40K (1.21%) | -3.41K Decreased by -1.45% | Mar 31, 25 |
| 14 | SPDR® S&P 500® ETF Trust | 228.23K (1.18%) | -1.19K Decreased by -0.52% | Mar 31, 25 |
| 15 | SPDR® S&P 500® ETF | 227.77K (1.18%) | 2.78K Increased by +1.22% | Aug 31, 25 |
| 16 | iShares Core S&P 500 ETF | 226.67K (1.17%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 17 | Kinetics Small Cap Opportunities No Load | 224.23K (1.16%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Vanguard Small Cap Index | 223.15K (1.15%) | -1.54K Decreased by -0.69% | Jul 31, 25 |
| 19 | Vanguard Mid Cap Index Institutional | 205.01K (1.06%) | 2.11K Increased by +1.03% | Jul 31, 25 |
| 20 | Permanent Portfolio Permanent I | 175.00K (0.90%) | 5.00K Increased by +2.86% | Aug 31, 25 |