| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Horizon Asset Management Inc/ny | 3.61M (18.67%) | -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 | 1.82M (9.40%) | -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 | First Manhattan Co. LLC | 338.03K (1.75%) | -12.00 Decreased by -0.00% | Dec 31, 24 |
| 9 | Amvescap Plc. | 299.58K (1.55%) | 200.84K Increased by +67.04% | Dec 31, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 283.62K (1.47%) | 49.93K Increased by +17.61% | Dec 31, 24 |
| 11 | Northern Trust Corp | 224.77K (1.16%) | 40.19K Increased by +17.88% | Dec 31, 24 |
| 12 | UBS Group AG | 195.48K (1.01%) | 121.32K Increased by +62.06% | Dec 31, 24 |
| 13 | Charles Schwab Investment Management Inc | 179.63K (0.93%) | 43.22K Increased by +24.06% | Dec 31, 24 |
| 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% | Dec 31, 24 |
| 16 | Schwartz Investment Counsel Inc | 150.18K (0.78%) | -35.04K Decreased by -23.33% | Dec 31, 24 |
| 17 | Bank of New York Mellon Corp | 148.89K (0.77%) | -42.80K Decreased by -28.74% | Dec 31, 24 |
| 18 | SoftVest Advisors, LLC | 130.50K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | Dimensional Fund Advisors, Inc. | 123.72K (0.64%) | -12.93K Decreased by -10.45% | Dec 31, 24 |
| 20 | T. Rowe Price Associates, Inc. | 121.06K (0.63%) | 109.45K Increased by +90.42% | Dec 31, 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 | 815.21K (4.22%) | -16.00K Decreased by -1.96% | Dec 31, 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 | 579.62K (3.00%) | 863.00 Increased by +0.15% | Feb 28, 25 |
| 5 | Vanguard Institutional 500 Index Trust | 522.62K (2.71%) | 3.54K Increased by +0.68% | Feb 28, 25 |
| 6 | The Energy Select Sector SPDR® ETF | 433.54K (2.24%) | 4.02K Increased by +0.93% | Feb 28, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 280.02K (1.45%) | -1.72K Decreased by -0.61% | Oct 31, 24 |
| 8 | Fidelity 500 Index | 234.90K (1.22%) | 1.04K Increased by +0.44% | Jan 31, 25 |
| 9 | Vanguard Small Cap Index | 234.64K (1.21%) | 189.00 Increased by +0.08% | Feb 28, 25 |
| 10 | SPDR® S&P 500® ETF Trust | 232.91K (1.21%) | -1.72K Decreased by -0.74% | Feb 28, 25 |
| 11 | Kinetics Small Cap Opportunities No Load | 224.23K (1.16%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | iShares Core S&P 500 ETF | 221.16K (1.14%) | -11.00 Decreased by -0.00% | Feb 28, 25 |
| 13 | iShares MSCI USA Quality Factor ETF | 216.22K (1.12%) | 1.21K Increased by +0.56% | Feb 28, 25 |
| 14 | Vanguard Mid Cap Index Institutional | 198.51K (1.03%) | 941.00 Increased by +0.47% | Feb 28, 25 |
| 15 | Permanent Portfolio Permanent I | 165.00K (0.85%) | 0.00 Increased by 0.00% | Feb 28, 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 | 131.79K (0.68%) | -587.00 Decreased by -0.45% | Feb 28, 25 |
| 19 | Invesco S&P 500® Equal Weight ETF | 126.51K (0.65%) | 141.00 Increased by +0.11% | Feb 28, 25 |
| 20 | SPDR® S&P Oil & Gas Explor & Prodtn ETF | 126.44K (0.65%) | -498.00 Decreased by -0.39% | Apr 30, 24 |