| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.36M (4.49%) | 2.78K Increased by +0.2% | Sep 30, 23 |
| 2 | UBS Group AG | 604.44K (1.99%) | -29.84K Decreased by -4.94% | Sep 30, 23 |
| 3 | Mission Wealth Management, LLC | 501.17K (1.65%) | 501.17K Increased by +100% | Sep 30, 23 |
| 4 | Laird Norton Tyee Trust Co | 368.83K (1.21%) | 368.83K Increased by +100% | Dec 31, 23 |
| 5 | Geode Capital Management, LLC | 299.65K (0.99%) | -3.37K Decreased by -1.13% | Sep 30, 23 |
| 6 | Long Focus Capital Management, LLC | 165.7K (0.55%) | 0 Increased by 0% | Dec 31, 23 |
| 7 | BlackRock Inc | 156.8K (0.52%) | -4.77K Decreased by -3.04% | Dec 31, 23 |
| 8 | State Street Corporation | 102.1K (0.34%) | 0 Increased by 0% | Sep 30, 23 |
| 9 | Bank of New York Mellon Corp | 96.6K (0.32%) | -805 Decreased by -0.83% | Sep 30, 23 |
| 10 | Raymond James & Associates | 56.58K (0.19%) | 100 Increased by +0.18% | Sep 30, 23 |
| 11 | Northern Trust Corp | 53.44K (0.18%) | -418 Decreased by -0.78% | Sep 30, 23 |
| 12 | Citadel Advisors Llc | 40.58K (0.13%) | -2.12K Decreased by -5.22% | Sep 30, 23 |
| 13 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 40.1K (0.13%) | 0 Increased by 0% | Sep 30, 23 |
| 14 | CI Private Wealth LLC | 37.4K (0.12%) | 17.4K Increased by +46.52% | Dec 31, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 36.86K (0.12%) | -4K Decreased by -10.85% | Sep 30, 23 |
| 16 | Susquehanna International Group, LLP | 36.66K (0.12%) | -10.6K Decreased by -28.92% | Sep 30, 23 |
| 17 | Gemmer Asset Management LLC | 35K (0.12%) | 0 Increased by 0% | Dec 31, 23 |
| 18 | LPL Financial Corp | 28.14K (0.09%) | 5.25K Increased by +18.66% | Sep 30, 23 |
| 19 | JPMorgan Chase & Co | 27.29K (0.09%) | 0 Increased by 0% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 21.18K (0.07%) | 0 Increased by 0% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 927.84K (3.05%) | 0 Increased by 0% | Jan 31, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 420.66K (1.38%) | 0 Increased by 0% | Jan 31, 24 |
| 3 | Fidelity Extended Market Index | 173.06K (0.57%) | 11.72K Increased by +6.77% | Dec 31, 23 |
| 4 | Fidelity® Extended Market Index | 161.34K (0.53%) | 0 Increased by 0% | Nov 30, 23 |
| 5 | BlackRock Extended Mkt Composite | 83.65K (0.28%) | 0 Increased by 0% | Sep 30, 23 |
| 6 | BlackRock Extended Equity Market K | 72.97K (0.24%) | -147 Decreased by -0.2% | Dec 31, 23 |
| 7 | iShares Micro-Cap ETF | 66.83K (0.22%) | 434 Increased by +0.65% | Feb 28, 24 |
| 8 | Fidelity Total Market Index | 52.26K (0.17%) | 0 Increased by 0% | Dec 31, 23 |
| 9 | Fidelity® Total Market Index | 52.26K (0.17%) | 0 Increased by 0% | Nov 30, 23 |
| 10 | Fidelity Series Total Market Index | 38.01K (0.13%) | 0 Increased by 0% | Dec 31, 23 |
| 11 | Fidelity® Series Total Market Index | 38.01K (0.13%) | 0 Increased by 0% | Nov 30, 23 |
| 12 | NT Ext Equity Mkt Idx Fd - L | 26.25K (0.09%) | 0 Increased by 0% | Dec 31, 23 |
| 13 | Northern Trust Extended Eq Market Idx | 26.25K (0.09%) | 0 Increased by 0% | Dec 31, 23 |
| 14 | Fidelity Nasdaq Composite Index | 24.1K (0.08%) | 0 Increased by 0% | Dec 31, 23 |
| 15 | NT Ext Equity Mkt Idx Fd - NL | 23.28K (0.08%) | 0 Increased by 0% | Dec 31, 23 |
| 16 | Vanguard Instl Ttl Stck Mkt Idx Tr | 21.08K (0.07%) | -906.76K Decreased by -4.3 K% | Oct 31, 23 |
| 17 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 21.08K (0.07%) | 0 Increased by 0% | Jan 31, 24 |
| 18 | Bridgeway Ultra-Small Company | 21K (0.07%) | 0 Increased by 0% | Sep 30, 23 |
| 19 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 18.7K (0.06%) | 35 Increased by +0.19% | Dec 31, 23 |
| 20 | Spartan Total Market Index Pool E | 16.58K (0.05%) | 0 Increased by 0% | Dec 31, 23 |