Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 SATTER MANAGEMENT CO., L.P. 830.47K (4.94%) 0
Increased by 0%
Dec 31, 23
2 Geode Capital Management, LLC 57.29K (0.34%) 775
Increased by +1.35%
Dec 31, 23
3 Vanguard Group Inc 40.31K (0.24%) 380
Increased by +0.94%
Dec 31, 23
4 Gagnon Securities LLC 37.95K (0.23%) 37.95K
Increased by +100%
Dec 31, 23
5 Blair William & Co 28.3K (0.17%) -700
Decreased by -2.47%
Dec 31, 23
6 Renaissance Technologies Corp 28.02K (0.17%) 9.05K
Increased by +32.32%
Dec 31, 23
7 KCK Ltd 22.34K (0.13%) 0
Increased by 0%
Sep 30, 23
8 Susquehanna International Group, LLP 20.16K (0.12%) 20.16K
Increased by +100%
Sep 30, 23
9 HighTower Advisors, LLC 19.2K (0.11%) 0
Increased by 0%
Sep 30, 23
10 Sigma Planning Corp 16.58K (0.1%) 16.58K
Increased by +100%
Dec 31, 23
11 Texas Capital Bank Wealth Management Services Inc 15.77K (0.09%) 15.77K
Increased by +100%
Dec 31, 23
12 Tower Research Capital LLC 2.23K (0.01%) -2.28K
Decreased by -102.56%
Dec 31, 23
13 UBS Group AG 2.14K (0.01%) 2.14K
Increased by +100%
Dec 31, 23
14 Jfs Wealth Advisors, LLC 1.59K (0.01%) 0
Increased by 0%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 1.25K (0.01%) 0
Increased by 0%
Dec 31, 23
16 U.S. Bancorp 1.25K (0.01%) 0
Increased by 0%
Dec 31, 23
17 BlackRock Inc 189 (0%) 0
Increased by 0%
Dec 31, 23
18 Bank of America Corp 125 (0%) 0
Increased by 0%
Dec 31, 23
19 ICA Group Wealth Management, LLC 100 (0%) 100
Increased by +100%
Dec 31, 23
20 FMR Inc 50 (0%) 50
Increased by +100%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 40.31K (0.24%) 0
Increased by 0%
Feb 29, 24
2 Fidelity Nasdaq Composite ETF 39.9K (0.24%) -84
Decreased by -0.21%
Feb 29, 24
3 Fidelity® Nasdaq Composite ETF 28.33K (0.17%) 0
Increased by 0%
Dec 29, 23
4 Vifag 2002 SICAV 20.68K (0.12%) -4.32K
Decreased by -20.88%
Jan 31, 24
5 Fidelity® Extended Market Index 17.47K (0.1%) 0
Increased by 0%
Nov 30, 23
6 Fidelity Extended Market Index 17.43K (0.1%) 0
Increased by 0%
Jan 31, 24
7 Fidelity Series Total Market Index 4.3K (0.03%) 820
Increased by +19.07%
Jan 31, 24
8 Fidelity Nasdaq Composite Index 4.04K (0.02%) 0
Increased by 0%
Jan 31, 24
9 Fidelity® Series Total Market Index 3.48K (0.02%) 0
Increased by 0%
Nov 30, 23
10 NT Ext Equity Mkt Idx Fd - NL 3.31K (0.02%) 0
Increased by 0%
Dec 31, 23
11 NT Ext Equity Mkt Idx Fd - DC - NL - T2 2.66K (0.02%) 5
Increased by +0.19%
Dec 31, 23
12 Fidelity Total Market Index 2.4K (0.01%) 0
Increased by 0%
Jan 31, 24
13 Fidelity® Total Market Index 2.4K (0.01%) 0
Increased by 0%
Nov 30, 23
14 NT Ext Equity Mkt Idx Fd - L 2.15K (0.01%) 0
Increased by 0%
Dec 31, 23
15 Northern Trust Extended Eq Market Idx 2.15K (0.01%) 0
Increased by 0%
Dec 31, 23
16 Spartan Total Market Index Pool E 1.56K (0.01%) 0
Increased by 0%
Jan 31, 24
17 SSgA U.S. Extended Market Index Class I 1.44K (0.01%) 0
Increased by 0%
Dec 31, 23
18 State St US Extended Mkt Indx NL Cl C 1.44K (0.01%) 0
Increased by 0%
Feb 29, 24
19 SSgA U.S. Total Market Index Strategy 415 (0%) -10
Decreased by -2.41%
Dec 31, 23
20 State St US Ttl Mkt Indx SL Cl I 400 (0%) 0
Increased by 0%
Feb 29, 24