Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 68.85K (0.32%) 7.00K
Increased by +10.17%
Mar 31, 25
2 Manchester Capital Management LLC 48.10K (0.22%) 0.00
Increased by 0.00%
Jun 30, 25
3 UBS Group AG 47.74K (0.22%) 26.73K
Increased by +55.98%
Mar 31, 25
4 BlackRock Inc 27.77K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Group Inc 13.16K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
6 Two Sigma Investments LLC 10.80K (0.05%) 10.80K
Increased by +100.00%
Jun 30, 25
7 Citigroup Inc 3.97K (0.02%) 3.97K
Increased by +100.00%
Jun 30, 25
8 Stone House Investment Management, LLC 2.70K (0.01%) 2.70K
Increased by +100.00%
Jun 30, 25
9 Tower Research Capital LLC 1.42K (0.01%) -8.00
Decreased by -0.56%
Jun 30, 25
10 SBI Securities Co Ltd 927.00 (0.00%) -10.00
Decreased by -1.08%
Mar 31, 25
11 Wells Fargo & Co 160.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
12 Bank of America Corp 55.00 (0.00%) 3.00
Increased by +5.45%
Mar 31, 25
13 Benjamin F. Edwards & Company, Llc 40.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
14 Abound Wealth Management 27.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
15 Royal Bank of Canada 19.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 9.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
17 1620 Investment Advisors Inc 0.00 (0.00%) -3.60K
Decreased by N/A%
Dec 31, 24
18 Advisor Group Holdings, Inc. 0.00 (0.00%) -2.50K
Decreased by N/A%
Jun 30, 24
19 Armistice Capital, LLC 0.00 (0.00%) -159.00K
Decreased by N/A%
Mar 31, 24
20 BB&T Corp. 0.00 (0.00%) -1.35K
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 39.94K (0.18%) -281.00
Decreased by -0.70%
Jul 31, 25
2 BlackRock Extended Equity Market K 17.57K (0.08%) -7.00
Decreased by -0.04%
Sep 30, 24
3 Extended Equity Market Fund K 17.05K (0.08%) -340.00
Decreased by -1.99%
Jun 30, 25
4 Spartan Extended Market Index Pool F 12.00K (0.06%) 281.00
Increased by +2.34%
Jul 31, 25
5 Spartan Extended Market Index Pool E 11.33K (0.05%) 295.00
Increased by +2.60%
Mar 31, 25
6 Fidelity Series Total Market Index 9.16K (0.04%) 0.00
Increased by 0.00%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 9.04K (0.04%) -4.12K
Decreased by -45.56%
Jul 31, 25
8 Fidelity Total Market Index 7.75K (0.04%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity® Extended Market Index 3.28K (0.02%) -2.92K
Decreased by -88.90%
Oct 31, 23
10 Extended Equity Market Fund M 2.15K (0.01%) -31.00
Decreased by -1.44%
Jun 30, 25
11 Fidelity® Series Total Market Index 957.00 (0.00%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity Nasdaq Composite Index 661.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
13 NT Ext Equity Mkt Idx Fd - L 598.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
14 Northern Trust Extended Eq Market Idx 598.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
15 NT Ext Equity Mkt Idx Fd - NL 520.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity® Total Market Index 510.00 (0.00%) 0.00
Increased by 0.00%
Oct 31, 23
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 404.00 (0.00%) -1.00
Decreased by -0.25%
Jun 30, 25
18 SSgA U.S. Extended Market Index Class I 308.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
19 State St US Extended Mkt Indx NL Cl C 308.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 25
20 Spartan Total Market Index Pool E 262.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24