| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Horizon Asset Management Inc/ny | 3.61M (18.68%) | -87.79K Decreased by -2.43% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.35M (12.17%) | 260.28K Increased by +11.07% | Dec 31, 24 |
| 3 | BlackRock Inc | 2.28M (11.81%) | 40.44K Increased by +1.77% | Sep 30, 24 |
| 4 | State Street Corp | 762.63K (3.95%) | 27.88K Increased by +3.66% | Sep 30, 24 |
| 5 | State Street Corporation | 621.86K (3.22%) | -25.81K Decreased by -4.15% | Mar 31, 24 |
| 6 | Geode Capital Management, LLC | 462.52K (2.40%) | 81.97K Increased by +17.72% | Sep 30, 24 |
| 7 | SoftVest Advisors LLC | 393.30K (2.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | First Manhattan Co. LLC | 338.04K (1.75%) | -150.00 Decreased by -0.04% | Sep 30, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 233.69K (1.21%) | -167.80K Decreased by -71.81% | Sep 30, 24 |
| 10 | Northern Trust Corp | 184.58K (0.96%) | 597.00 Increased by +0.32% | Sep 30, 24 |
| 11 | Charles Schwab Investment Management Inc | 179.63K (0.93%) | 43.22K Increased by +24.06% | Dec 31, 24 |
| 12 | MAGNOLIA CAPITAL ADVISORS LLC | 178.43K (0.92%) | 178.43K Increased by +100.00% | Jun 30, 24 |
| 13 | Pacific Heights Asset Management, LLC | 165.00K (0.85%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | Schwartz Investment Counsel Inc | 150.18K (0.78%) | -35.04K Decreased by -23.33% | Dec 31, 24 |
| 15 | Bank of New York Mellon Corp | 148.89K (0.77%) | -42.80K Decreased by -28.74% | Dec 31, 24 |
| 16 | SoftVest Advisors, LLC | 130.50K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 123.72K (0.64%) | -12.93K Decreased by -10.45% | Dec 31, 24 |
| 18 | Legal & General Group PLC | 104.84K (0.54%) | -43.90K Decreased by -41.88% | Dec 31, 24 |
| 19 | Douglass Winthrop Advisors, LLC | 99.46K (0.52%) | 259.00 Increased by +0.26% | Dec 31, 24 |
| 20 | Amvescap Plc. | 98.74K (0.51%) | 61.22K Increased by +62.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Sunnit Street US Equity Value | 1.11M (5.77%) | 1.11M Increased by +100.00% | Sep 30, 24 |
| 2 | Kinetics Paradigm No Load | 831.21K (4.30%) | -3.78K Decreased by -0.45% | Sep 30, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 593.29K (3.07%) | 320.00 Increased by +0.05% | Oct 31, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 577.58K (2.99%) | -36.73K Decreased by -6.36% | Dec 31, 24 |
| 5 | Vanguard Institutional 500 Index Trust | 510.12K (2.64%) | 3.59K Increased by +0.70% | Dec 31, 24 |
| 6 | The Energy Select Sector SPDR® ETF | 437.98K (2.27%) | -5.14K Decreased by -1.17% | Jan 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 280.02K (1.45%) | -1.72K Decreased by -0.61% | Oct 31, 24 |
| 8 | Vanguard Small Cap Index | 234.03K (1.21%) | -12.45K Decreased by -5.32% | Dec 31, 24 |
| 9 | Fidelity 500 Index | 233.87K (1.21%) | 1.01K Increased by +0.43% | Dec 31, 24 |
| 10 | SPDR® S&P 500® ETF Trust | 229.69K (1.19%) | -2.24K Decreased by -0.98% | Jan 31, 25 |
| 11 | Kinetics Small Cap Opportunities No Load | 224.23K (1.16%) | -396.00 Decreased by -0.18% | Sep 30, 24 |
| 12 | iShares Core S&P 500 ETF | 220.82K (1.14%) | 44.00 Increased by +0.02% | Jan 31, 25 |
| 13 | iShares MSCI USA Quality Factor ETF | 211.37K (1.09%) | -722.00 Decreased by -0.34% | Jan 31, 25 |
| 14 | Vanguard Mid Cap Index Institutional | 197.49K (1.02%) | -10.81K Decreased by -5.47% | Dec 31, 24 |
| 15 | Permanent Portfolio Permanent I | 165.00K (0.85%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 148.22K (0.77%) | -2.18K Decreased by -1.47% | Oct 31, 24 |
| 17 | Horizon Core Value - Strategy | 141.06K (0.73%) | -6.54K Decreased by -4.63% | Dec 31, 24 |
| 18 | Vanguard Small Cap Growth Index Inv | 132.71K (0.69%) | -2.86K Decreased by -2.16% | Dec 31, 24 |
| 19 | SPDR® S&P Oil & Gas Explor & Prodtn ETF | 126.44K (0.65%) | -498.00 Decreased by -0.39% | Apr 30, 24 |
| 20 | Invesco S&P 500® Equal Weight ETF | 125.43K (0.65%) | 402.00 Increased by +0.32% | Jan 31, 25 |