| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | EP Wealth Advisors, Inc. | 2.61M (72.11%) | 2.60M Increased by +99.70% | Jun 30, 23 |
| 2 | Vanguard Group Inc | 167.52K (4.63%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | Two Sigma Investments LLC | 147.34K (4.07%) | 69.58K Increased by +47.23% | Jun 30, 23 |
| 4 | Two Sigma Advisers, LLC | 130.43K (3.60%) | -200.00 Decreased by -0.15% | Jun 30, 23 |
| 5 | Northern Trust Corp | 121.91K (3.37%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 6 | BIP Wealth, LLC | 99.94K (2.76%) | 99.94K Increased by +100.00% | Jun 30, 23 |
| 7 | Integrated Wealth Concepts LLC | 94.59K (2.61%) | 13.00K Increased by +13.74% | Jun 30, 23 |
| 8 | Bridgeway Capital Management, LLC | 88.30K (2.44%) | -36.00K Decreased by -40.77% | Jun 30, 23 |
| 9 | Williams Jones Wealth Management, LLC | 84.17K (2.33%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | T. Rowe Price Associates, Inc. | 69.00K (1.91%) | -48.70K Decreased by -70.58% | Jun 30, 23 |
| 11 | BlackRock Inc | 52.90K (1.46%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | H D Vest Advisory Services | 39.70K (1.10%) | 6.00K Increased by +15.11% | Jun 30, 23 |
| 13 | Geode Capital Management, LLC | 31.04K (0.86%) | 881.00 Increased by +2.84% | Mar 31, 25 |
| 14 | Hudson Capital Management LLC | 29.70K (0.82%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 15 | Bank of New York Mellon Corp | 29.27K (0.81%) | 1.00 Increased by +0.00% | Sep 30, 23 |
| 16 | Cannell Peter B & CO Inc | 28.70K (0.79%) | 28.70K Increased by +100.00% | Dec 31, 23 |
| 17 | Spears Abacus Advisors LLC | 27.61K (0.76%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Csenge Advisory Group, LLC | 24.00K (0.66%) | 2.45K Increased by +10.20% | Mar 31, 25 |
| 19 | Forum Financial Management, LP | 17.32K (0.48%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | UBS Group AG | 14.21K (0.39%) | -8.49K Decreased by -59.72% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Extended Mkt Composite | 199.05K (5.50%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 116.10K (3.21%) | 0.00 Increased by 0.00% | May 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 116.10K (3.21%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 45.28K (1.25%) | 0.00 Increased by 0.00% | May 31, 25 |
| 5 | SSgA U.S. Extended Market Index Class I | 20.32K (0.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Fidelity Extended Market Index | 17.31K (0.48%) | -165.00 Decreased by -0.95% | Apr 30, 25 |
| 7 | Fidelity® Extended Market Index | 16.16K (0.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | BlackRock Extended Equity Market K | 8.67K (0.24%) | -4.00 Decreased by -0.05% | Sep 30, 24 |
| 9 | Extended Equity Market Fund K | 8.58K (0.24%) | 26.00 Increased by +0.30% | Mar 31, 25 |
| 10 | Managed Profit Plus A | 7.50K (0.21%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 11 | Bridgeway Ultra-Small Company Market | 5.57K (0.15%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | NT US Market Cap Idx Fd - L | 5.15K (0.14%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Northern Trust Wilshire 5000 | 5.15K (0.14%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 14 | Fidelity® Total Market Index | 4.67K (0.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Fidelity Total Market Index | 4.64K (0.13%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | Fidelity Series Total Market Index | 4.49K (0.12%) | 216.00 Increased by +4.81% | Apr 30, 25 |
| 17 | Blackstone Alternative Multi-Strategy I | 4.20K (0.12%) | 1.20K Increased by +28.57% | Sep 30, 23 |
| 18 | BNYM Mellon SL Mkt Completion Fd | 4.20K (0.12%) | -70.00 Decreased by -1.67% | Sep 30, 23 |
| 19 | DFA US Targeted Value I | 3.85K (0.11%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | Fidelity® Series Total Market Index | 3.85K (0.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |