| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Horizon Asset Management Inc/ny | 3.60M (18.60%) | -11.49K Decreased by -0.32% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.47M (12.76%) | 115.74K Increased by +4.69% | Mar 31, 25 |
| 3 | BlackRock Inc | 1.84M (9.54%) | 28.14K Increased by +1.53% | Mar 31, 25 |
| 4 | State Street Corp | 1.18M (6.10%) | -5.75K Decreased by -0.49% | Mar 31, 25 |
| 5 | State Street Corporation | 621.86K (3.22%) | -25.81K Decreased by -4.15% | Mar 31, 24 |
| 6 | Geode Capital Management, LLC | 582.96K (3.02%) | -39.15K Decreased by -6.72% | Mar 31, 25 |
| 7 | SoftVest Advisors LLC | 393.30K (2.03%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 8 | GAMMA Investing LLC | 361.72K (1.87%) | 361.57K Increased by +99.96% | Mar 31, 25 |
| 9 | First Manhattan Co. LLC | 337.92K (1.75%) | -110.00 Decreased by -0.03% | Mar 31, 25 |
| 10 | Amvescap Plc. | 292.49K (1.51%) | -7.09K Decreased by -2.42% | Mar 31, 25 |
| 11 | Morgan Stanley - Brokerage Accounts | 262.11K (1.36%) | -21.50K Decreased by -8.20% | Mar 31, 25 |
| 12 | Northern Trust Corp | 214.56K (1.11%) | -10.20K Decreased by -4.76% | Mar 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 183.49K (0.95%) | 3.85K Increased by +2.10% | Mar 31, 25 |
| 14 | UBS Group AG | 178.84K (0.93%) | -16.64K Decreased by -9.30% | Mar 31, 25 |
| 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% | Jun 30, 25 |
| 17 | Schwartz Investment Counsel Inc | 154.03K (0.80%) | 3.21K Increased by +2.08% | Jun 30, 25 |
| 18 | Bank of New York Mellon Corp | 148.22K (0.77%) | -673.00 Decreased by -0.45% | Mar 31, 25 |
| 19 | SoftVest Advisors, LLC | 130.50K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 126.35K (0.65%) | 2.62K Increased by +2.08% | Mar 31, 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 | 814.37K (4.21%) | -840.00 Decreased by -0.10% | Mar 31, 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 | 591.98K (3.06%) | -35.36K Decreased by -5.97% | Jun 30, 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 | 534.77K (2.77%) | -1.10K Decreased by -0.21% | Jun 30, 25 |
| 9 | The Energy Select Sector SPDR® ETF | 374.14K (1.94%) | -240.00 Decreased by -0.06% | Jul 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 | 267.32K (1.38%) | 235.00 Increased by +0.09% | Jul 30, 25 |
| 12 | Fidelity 500 Index | 238.83K (1.24%) | 1.16K Increased by +0.48% | Jun 30, 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 | 228.74K (1.18%) | -946.00 Decreased by -0.41% | Jul 31, 25 |
| 15 | SPDR® S&P 500® ETF Trust | 228.23K (1.18%) | -1.19K Decreased by -0.52% | Mar 31, 25 |
| 16 | Vanguard Small Cap Index | 224.69K (1.16%) | -21.74K Decreased by -9.67% | Jun 30, 25 |
| 17 | Kinetics Small Cap Opportunities No Load | 224.23K (1.16%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | iShares Core S&P 500 ETF | 224.00K (1.16%) | -22.00 Decreased by -0.01% | Jul 30, 25 |
| 19 | Vanguard Mid Cap Index Institutional | 202.90K (1.05%) | -11.52K Decreased by -5.68% | Jun 30, 25 |
| 20 | Permanent Portfolio Permanent I | 165.00K (0.85%) | 0.00 Increased by 0.00% | Jun 30, 25 |