Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 808.8K (5.95%) -1K
Decreased by -0.12%
Sep 30, 23
2 Vanguard Group Inc 523.69K (3.85%) 17.24K
Increased by +3.29%
Sep 30, 23
3 AMH Equity Ltd 370K (2.72%) -217.23K
Decreased by -58.71%
Dec 31, 23
4 Susquehanna International Group, LLP 140.19K (1.03%) 20.42K
Increased by +14.57%
Sep 30, 23
5 Geode Capital Management, LLC 139.19K (1.02%) 9.83K
Increased by +7.06%
Sep 30, 23
6 BlackRock Inc 101.66K (0.75%) 0
Increased by 0%
Sep 30, 23
7 Cowen Prime Advisors LLC 98.3K (0.72%) 0
Increased by 0%
Jun 30, 23
8 Atria Wealth Solutions, Inc. 81.01K (0.6%) -200
Decreased by -0.25%
Sep 30, 23
9 State Street Corporation 75.68K (0.56%) 0
Increased by 0%
Sep 30, 23
10 Raymond James & Associates 49.88K (0.37%) 0
Increased by 0%
Sep 30, 23
11 Sabby Management LLC 38.9K (0.29%) 38.9K
Increased by +100%
Sep 30, 23
12 Northern Trust Corp 15.79K (0.12%) 0
Increased by 0%
Sep 30, 23
13 HM Payson & Co 15.4K (0.11%) 15.4K
Increased by +100%
Sep 30, 23
14 Natixis SA 13.53K (0.1%) 0
Increased by 0%
Sep 30, 23
15 TWO SIGMA SECURITIES, LLC 12.82K (0.09%) 12.82K
Increased by +100%
Sep 30, 23
16 Creative Planning Inc 10.47K (0.08%) 0
Increased by 0%
Sep 30, 23
17 Wells Fargo & Co 2.92K (0.02%) 7
Increased by +0.24%
Sep 30, 23
18 Cutler Group LP 2.8K (0.02%) -400
Decreased by -14.29%
Sep 30, 23
19 Moisand Fitzgerald Tamayo, LLC 2K (0.01%) 0
Increased by 0%
Sep 30, 23
20 Royal Bank of Canada 1.7K (0.01%) 0
Increased by 0%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 346.63K (2.55%) 0
Increased by 0%
Jan 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 173.53K (1.28%) 0
Increased by 0%
Jan 31, 24
3 Fidelity® Extended Market Index 73.87K (0.54%) 0
Increased by 0%
Nov 30, 23
4 Fidelity Extended Market Index 73.69K (0.54%) -185
Decreased by -0.25%
Dec 31, 23
5 BlackRock Extended Mkt Composite 42.83K (0.31%) 0
Increased by 0%
Sep 30, 23
6 BlackRock Extended Equity Market K 37.36K (0.27%) -75
Decreased by -0.2%
Dec 31, 23
7 Fidelity Total Market Index 30.08K (0.22%) 0
Increased by 0%
Dec 31, 23
8 Fidelity® Total Market Index 30.08K (0.22%) 0
Increased by 0%
Nov 30, 23
9 Fidelity Series Total Market Index 17.49K (0.13%) 0
Increased by 0%
Dec 31, 23
10 Fidelity® Series Total Market Index 17.49K (0.13%) 0
Increased by 0%
Nov 30, 23
11 Fidelity Nasdaq Composite Index 15.38K (0.11%) 0
Increased by 0%
Dec 31, 23
12 NT Ext Equity Mkt Idx Fd - L 11.76K (0.09%) 0
Increased by 0%
Dec 31, 23
13 Northern Trust Extended Eq Market Idx 11.76K (0.09%) 0
Increased by 0%
Dec 31, 23
14 SSgA U.S. Extended Market Index Class I 9.32K (0.07%) 0
Increased by 0%
Dec 31, 23
15 State St US Extended Mkt Indx NL Cl C 9.32K (0.07%) 0
Increased by 0%
Jan 31, 24
16 Extended Equity Market Fund M 4.62K (0.03%) 220
Increased by +4.76%
Dec 31, 23
17 Vanguard U.S. Eq Idx £ Acc 3.52K (0.03%) 0
Increased by 0%
Jan 31, 24
18 NT Ext Equity Mkt Idx Fd - NL 3.44K (0.03%) 0
Increased by 0%
Dec 31, 23
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 2.76K (0.02%) 5
Increased by +0.18%
Dec 31, 23
20 SSgA U.S. Total Market Index Strategy 2.69K (0.02%) -62
Decreased by -2.31%
Dec 31, 23