| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Zuckerman Investment Group, LLC | 60.00K (3.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 43.96K (2.32%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Kovitz Investment Group Partners, LLC | 36.33K (1.92%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | TELEMUS CAPITAL, LLC | 34.83K (1.84%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 5 | Geode Capital Management, LLC | 14.37K (0.76%) | 376.00 Increased by +2.62% | Sep 30, 24 |
| 6 | JPMorgan Chase & Co | 5.90K (0.31%) | 5.90K Increased by +100.00% | Sep 30, 24 |
| 7 | UBS Group AG | 1.46K (0.08%) | 914.00 Increased by +62.56% | Sep 30, 24 |
| 8 | Tower Research Capital LLC | 556.00 (0.03%) | -649.00 Decreased by -116.73% | Sep 30, 24 |
| 9 | Bank of America Corp | 181.00 (0.01%) | 1.00 Increased by +0.55% | Sep 30, 24 |
| 10 | Advisor Group Holdings, Inc. | 0.00 (0.00%) | -1.03K Decreased by N/A% | Sep 30, 23 |
| 11 | Citadel Advisors Llc | 0.00 (0.00%) | -12.14K Decreased by N/A% | Sep 30, 24 |
| 12 | FMR Inc | 0.00 (0.00%) | -26.00 Decreased by N/A% | Dec 31, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 0.00 (0.00%) | -3.00 Decreased by N/A% | Dec 31, 23 |
| 14 | Plante Moran Financial Advisors LP | 0.00 (0.00%) | -125.00 Decreased by N/A% | Jun 30, 23 |
| 15 | TWO SIGMA SECURITIES, LLC | 0.00 (0.00%) | -10.75K Decreased by N/A% | Dec 31, 23 |
| 16 | Wells Fargo & Co | 0.00 (0.00%) | -8.35K Decreased by N/A% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Institutional Extnd Mkt Idx Tr | 43.96K (2.32%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | Fidelity Extended Market Index | 10.60K (0.56%) | -199.00 Decreased by -1.88% | Oct 31, 24 |
| 3 | Fidelity® Extended Market Index | 7.62K (0.40%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | DFA US Small Cap I | 2.77K (0.15%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Fidelity Series Total Market Index | 2.48K (0.13%) | 745.00 Increased by +30.08% | Oct 31, 24 |
| 6 | Fidelity Nasdaq Composite Index | 1.84K (0.10%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 7 | NT Ext Equity Mkt Idx Fd - L | 708.00 (0.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Northern Trust Extended Eq Market Idx | 708.00 (0.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | SSgA U.S. Extended Market Index Class I | 384.00 (0.02%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | State St US Extended Mkt Indx NL Cl C | 384.00 (0.02%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 11 | Spartan Extended Market Index Pool E | 199.00 (0.01%) | 199.00 Increased by +100.00% | Oct 31, 24 |
| 12 | SSgA U.S. Total Market Index Strategy | 158.00 (0.01%) | 47.00 Increased by +29.75% | Jun 30, 24 |
| 13 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 109.00 (0.01%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | Blackstone Alternative Multi-Strategy I | 33.00 (0.00%) | 33.00 Increased by +100.00% | Jun 30, 24 |
| 15 | Vanguard Total Stock Mkt Idx Inv | 2.00 (0.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |