Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 159K (4.04%) 159K
Increased by +100%
Dec 31, 23
2 Manchester Capital Management LLC 48.1K (1.22%) 0
Increased by 0%
Dec 31, 23
3 Renaissance Technologies Corp 23.2K (0.59%) 23.2K
Increased by +100%
Dec 31, 23
4 Susquehanna International Group, LLP 14.79K (0.38%) 14.79K
Increased by +100%
Dec 31, 23
5 BlackRock Inc 7.64K (0.19%) 0
Increased by 0%
Dec 31, 23
6 Tower Research Capital LLC 4.23K (0.11%) 4.23K
Increased by +100%
Dec 31, 23
7 UBS Group AG 3.62K (0.09%) 3.08K
Increased by +84.93%
Dec 31, 23
8 JPMorgan Chase & Co 2.5K (0.06%) 2.5K
Increased by +100%
Dec 31, 23
9 Advisor Group Holdings, Inc. 620 (0.02%) 5
Increased by +0.81%
Dec 31, 23
10 Focused Wealth Strategies, INC. 549 (0.01%) 549
Increased by +100%
Dec 31, 23
11 Benjamin F. Edwards & Company, Llc 40 (0%) 0
Increased by 0%
Dec 31, 23
12 Royal Bank of Canada 38 (0%) 0
Increased by 0%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 9 (0%) -12
Decreased by -133.33%
Dec 31, 23
14 Qube Research & Technologies 8 (0%) 0
Increased by 0%
Dec 31, 23
15 Wells Fargo & Co 8 (0%) 0
Increased by 0%
Dec 31, 23
16 BB&T Corp. 0 (0%) -1.35K
Decreased by N/A%
Sep 30, 23
17 Brown Advisory Holdings Inc 0 (0%) -26.04K
Decreased by N/A%
Jun 30, 23
18 Creative Planning Inc 0 (0%) -400
Decreased by N/A%
Sep 30, 23
19 Empirical Financial Services, LLC 0 (0%) -25K
Decreased by N/A%
Jun 30, 23
20 Envestnet Asset Management Inc 0 (0%) -524
Decreased by N/A%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 9.36K (0.24%) 0
Increased by 0%
Feb 29, 24
2 Fidelity Extended Market Index 3.28K (0.08%) 0
Increased by 0%
Jan 31, 24
3 Fidelity® Extended Market Index 3.28K (0.08%) -2.92K
Decreased by -88.9%
Oct 31, 23
4 Fidelity Series Total Market Index 957 (0.02%) 0
Increased by 0%
Jan 31, 24
5 Fidelity® Series Total Market Index 957 (0.02%) 0
Increased by 0%
Oct 31, 23
6 Fidelity Nasdaq Composite Index 661 (0.02%) 0
Increased by 0%
Jan 31, 24
7 NT Ext Equity Mkt Idx Fd - L 598 (0.02%) 0
Increased by 0%
Dec 31, 23
8 Northern Trust Extended Eq Market Idx 598 (0.02%) 0
Increased by 0%
Dec 31, 23
9 NT Ext Equity Mkt Idx Fd - NL 520 (0.01%) 0
Increased by 0%
Dec 31, 23
10 Fidelity Total Market Index 510 (0.01%) 0
Increased by 0%
Jan 31, 24
11 Fidelity® Total Market Index 510 (0.01%) 0
Increased by 0%
Oct 31, 23
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 418 (0.01%) 1
Increased by +0.24%
Dec 31, 23
13 SSgA U.S. Extended Market Index Class I 308 (0.01%) 0
Increased by 0%
Dec 31, 23
14 State St US Extended Mkt Indx NL Cl C 308 (0.01%) 0
Increased by 0%
Feb 29, 24
15 Spartan Total Market Index Pool E 262 (0.01%) 0
Increased by 0%
Jan 31, 24
16 SSgA U.S. Total Market Index Strategy 89 (0%) -2
Decreased by -2.25%
Dec 31, 23
17 State St US Ttl Mkt Indx SL Cl I 88 (0%) 0
Increased by 0%
Feb 29, 24
18 State St US Ttl Mkt Indx SL SF Cl II 88 (0%) 0
Increased by 0%
Nov 30, 23
19 NT US Market Cap Idx Fd - L 52 (0%) 0
Increased by 0%
Dec 31, 23
20 Northern Trust Wilshire 5000 52 (0%) -1.26K
Decreased by -2.43 K%
Dec 31, 23