| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | U.S. Capital Wealth Advisors, LLC | 13.89M (52.88%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 2.26M (8.59%) | -411.06K Decreased by -18.23% | Dec 31, 25 |
| 3 | BlackRock Inc | 1.48M (5.63%) | -11.49K Decreased by -0.78% | Sep 30, 25 |
| 4 | Syntal Capital Partners, LLC | 1.42M (5.39%) | 484.97K Increased by +34.26% | Sep 30, 23 |
| 5 | American Century Companies Inc | 977.62K (3.72%) | 7.70K Increased by +0.79% | Dec 31, 25 |
| 6 | Flat Footed LLC | 810.07K (3.08%) | 810.07K Increased by +100.00% | Sep 30, 23 |
| 7 | Aventail Capital Group, LP | 750.00K (2.86%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | Geode Capital Management, LLC | 635.35K (2.42%) | -946.00 Decreased by -0.15% | Dec 31, 25 |
| 9 | Denali Advisors LLC | 617.63K (2.35%) | 35.10K Increased by +5.68% | Dec 31, 25 |
| 10 | Wasatch Advisors LP | 509.10K (1.94%) | -132.54K Decreased by -26.03% | Sep 30, 24 |
| 11 | State Street Corp | 494.19K (1.88%) | 51.36K Increased by +10.39% | Sep 30, 25 |
| 12 | Creative Financial Designs Inc | 478.46K (1.82%) | 16.70K Increased by +3.49% | Sep 30, 25 |
| 13 | Texas Capital Bank Wealth Management Services Inc | 476.19K (1.81%) | 476.19K Increased by +100.00% | Dec 31, 25 |
| 14 | Bank of New York Mellon Corp | 454.85K (1.73%) | 4.76K Increased by +1.05% | Sep 30, 25 |
| 15 | Wasatch Advisors Inc. | 450.76K (1.72%) | 20.09K Increased by +4.46% | Dec 31, 23 |
| 16 | SMH Capital Inc. | 374.77K (1.43%) | 19.63K Increased by +5.24% | Sep 30, 25 |
| 17 | State Street Corporation | 361.64K (1.38%) | -2.26K Decreased by -0.63% | Mar 31, 24 |
| 18 | Northern Trust Corp | 355.16K (1.35%) | -15.31K Decreased by -4.31% | Sep 30, 25 |
| 19 | Goldman Sachs Group Inc | 348.31K (1.33%) | 348.31K Increased by +100.00% | Dec 31, 23 |
| 20 | Eight 31 Financial LLC | 335.22K (1.28%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 841.77K (3.21%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 778.37K (2.96%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | iShares Russell 2000 ETF | 564.46K (2.15%) | 433.96K Increased by +76.88% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 559.14K (2.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | WisdomTree US SmallCap Dividend ETF | 507.95K (1.93%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 6 | Vanguard Energy ETF | 472.73K (1.80%) | 30.83K Increased by +6.52% | Feb 28, 26 |
| 7 | Kennedy Extended Small Cap | 353.91K (1.35%) | -11.97K Decreased by -3.38% | Dec 31, 24 |
| 8 | Vanguard Small Cap Growth Index Inv | 342.85K (1.31%) | -130.00 Decreased by -0.04% | Jul 31, 25 |
| 9 | Vanguard Small Cap Index | 285.64K (1.09%) | 583.00 Increased by +0.20% | Feb 28, 26 |
| 10 | SPDR® S&P Oil & Gas Explor & Prodtn ETF | 279.87K (1.07%) | 0.00 Increased by 0.00% | May 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 260.22K (0.99%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 12 | Wasatch Micro Cap Value | 221.64K (0.84%) | -69.36K Decreased by -31.29% | Sep 30, 24 |
| 13 | Fidelity Small Cap Index | 219.41K (0.84%) | 36.43K Increased by +16.60% | Dec 31, 25 |
| 14 | iShares Russell 2000 Value ETF | 185.99K (0.71%) | 185.99K Increased by +100.00% | Feb 28, 26 |
| 15 | EA Bridgeway Omni Small-Cap Value ETF | 183.83K (0.70%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 16 | Vanguard Small Cap Value Index Inv | 182.83K (0.70%) | 16.00 Increased by +0.01% | Feb 28, 26 |
| 17 | Invesco Energy Exploration & Prod ETF | 182.47K (0.69%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 18 | WisdomTree US SmallCap Qual Div Gr ETF | 175.40K (0.67%) | 516.00 Increased by +0.29% | Feb 27, 26 |
| 19 | Empower Small Cap Value/Kennedy SP | 164.04K (0.62%) | -11.34K Decreased by -6.91% | Sep 30, 24 |
| 20 | Denali Network Value Small | 140.70K (0.54%) | 0.00 Increased by 0.00% | Dec 31, 25 |