| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Seros Financial, LLC | 6.50M (30.30%) | 6.50M Increased by +100.00% | Sep 30, 25 |
| 2 | Revolve Wealth Partners, LLC | 3.63M (16.94%) | 3.63M Increased by +100.00% | Dec 31, 24 |
| 3 | BlackRock Inc | 3.31M (15.43%) | -70.41K Decreased by -2.13% | Sep 30, 25 |
| 4 | FMR Inc | 1.72M (8.01%) | -356.55K Decreased by -20.76% | Dec 31, 25 |
| 5 | Vanguard Group Inc | 1.52M (7.07%) | -340.24K Decreased by -22.43% | Dec 31, 25 |
| 6 | Pure Financial Advisors, INC. | 1.41M (6.57%) | 1.41M Increased by +100.00% | Dec 31, 25 |
| 7 | State Street Corp | 1.39M (6.49%) | -18.63K Decreased by -1.34% | Sep 30, 25 |
| 8 | Harbor Advisors LLC | 1.39M (6.48%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 9 | State Street Corporation | 1.28M (5.95%) | -3.68K Decreased by -0.29% | Mar 31, 24 |
| 10 | American Century Companies Inc | 1.19M (5.54%) | 138.53K Increased by +11.66% | Dec 31, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 1.10M (5.15%) | -33.44K Decreased by -3.03% | Dec 31, 25 |
| 12 | Goldman Sachs Group Inc | 830.73K (3.87%) | 58.20K Increased by +7.01% | Dec 31, 24 |
| 13 | JPMorgan Chase & Co | 785.58K (3.66%) | 347.68K Increased by +44.26% | Sep 30, 25 |
| 14 | Geode Capital Management, LLC | 692.12K (3.23%) | -7.34K Decreased by -1.06% | Dec 31, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 444.02K (2.07%) | -36.84K Decreased by -8.30% | Sep 30, 25 |
| 16 | Putney Financial Group LLC | 411.47K (1.92%) | -26.47K Decreased by -6.43% | Mar 31, 25 |
| 17 | Nuveen Asset Management, LLC | 383.04K (1.79%) | 15.74K Increased by +4.11% | Dec 31, 24 |
| 18 | ALTA FOX CAPITAL MANAGEMENT, LLC | 345.72K (1.61%) | 345.72K Increased by +100.00% | Jun 30, 24 |
| 19 | Adirondack Retirement Specialists, INC. | 339.71K (1.58%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 20 | Austin Asset Management Co Inc | 334.83K (1.56%) | 20.91K Increased by +6.24% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adviser Dividend Income | 4.27M (19.88%) | 4.27M Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.38M (6.42%) | -328.51K Decreased by -23.86% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 776.35K (3.62%) | -65.35K Decreased by -8.42% | Sep 30, 24 |
| 4 | Avantis US Small Cap Value ETF | 628.09K (2.93%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | Fidelity® Series Small Cap Opps | 603.70K (2.81%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 6 | iShares Russell 2000 ETF | 565.26K (2.63%) | -75.43K Decreased by -13.34% | Feb 28, 26 |
| 7 | Fidelity Stock Selector Small Cap | 541.00K (2.52%) | 25.50K Increased by +4.71% | Dec 31, 25 |
| 8 | Fidelity Series Small Cap Opps | 529.40K (2.47%) | -1.20K Decreased by -0.23% | Dec 31, 25 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 492.26K (2.29%) | 4.80K Increased by +0.98% | Feb 28, 26 |
| 10 | Shelton Muni Bond Portfolio Strategy | 351.69K (1.64%) | 351.69K Increased by +100.00% | Sep 30, 25 |
| 11 | Bahl & Gaynor Inv Counsel Quality Gr | 340.97K (1.59%) | 340.97K Increased by +100.00% | Mar 31, 24 |
| 12 | American Century Small Cap Value Inv | 265.00K (1.24%) | 90.00K Increased by +33.96% | Dec 31, 25 |
| 13 | American Century U.S. Small Cap Value | 265.00K (1.24%) | 90.00K Increased by +33.96% | Dec 31, 25 |
| 14 | Fidelity® Stock Selector Small Cap | 264.20K (1.23%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | SPDR® S&P Regional Banking ETF | 261.15K (1.22%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | Fidelity® Small Cap Index | 258.34K (1.20%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 17 | Neumeier Poma Small Cap Value | 255.84K (1.19%) | -76.68K Decreased by -29.97% | Dec 31, 25 |
| 18 | State Street® SPDR® S&PRgnllBkgETF | 251.41K (1.17%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 247.85K (1.16%) | 1.69K Increased by +0.68% | Feb 28, 26 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 225.37K (1.05%) | 0.00 Increased by 0.00% | Apr 30, 24 |