Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 49.02K (21.01%) 45.78K
Increased by +93.38%
Dec 31, 25
2 UBS Group AG 44.75K (19.18%) 18.96K
Increased by +42.38%
Sep 30, 25
3 Bank of America Corp 12.70K (5.44%) 4.65K
Increased by +36.59%
Sep 30, 25
4 Royal Bank of Canada 1.00K (0.43%) 1.00K
Increased by +100.00%
Jun 30, 24
5 SBI Securities Co Ltd 156.00 (0.07%) -170.00
Decreased by -108.97%
Sep 30, 25
6 PNC Financial Services Group Inc 4.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25
7 CWM, LLC duplicate 2.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25
8 Advisor Group Holdings, Inc. 0.00 (0.00%) -10.00
Decreased by N/A%
Dec 31, 25
9 Anson Funds Management LP 0.00 (0.00%) -129.00K
Decreased by N/A%
Sep 30, 25
10 Armistice Capital, LLC 0.00 (0.00%) -436.00K
Decreased by N/A%
Mar 31, 24
11 BMO Capital Markets Corp. 0.00 (0.00%) -13.00K
Decreased by N/A%
Sep 30, 25
12 Bank of Montreal 0.00 (0.00%) -13.00K
Decreased by N/A%
Sep 30, 25
13 CWA Asset Management Group, LLC 0.00 (0.00%) -5.00K
Decreased by N/A%
Dec 31, 25
14 Cetera Advisor Networks LLC 0.00 (0.00%) -491.00
Decreased by N/A%
Jun 30, 23
15 Citadel Advisors Llc 0.00 (0.00%) -57.47K
Decreased by N/A%
Sep 30, 24
16 Creekmur Asset Management LLC 0.00 (0.00%) -200.00
Decreased by N/A%
Sep 30, 25
17 Cross Staff Investments Inc 0.00 (0.00%) -702.00
Decreased by N/A%
Dec 31, 25
18 FMR Inc 0.00 (0.00%) -1.00K
Decreased by N/A%
Sep 30, 25
19 Geode Capital Management, LLC 0.00 (0.00%) -3.47K
Decreased by N/A%
Dec 31, 25
20 Gradient Investments 0.00 (0.00%) -400.00
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 55.16K (23.64%) 55.16K
Increased by +100.00%
Jul 31, 25
2 Fidelity Extended Market Index 34.33K (14.71%) 0.00
Increased by 0.00%
Jan 31, 26
3 NT Ext Equity Mkt Idx Fd - L 18.69K (8.01%) 18.69K
Increased by +100.00%
Dec 31, 25
4 Fidelity® Extended Market Index 18.13K (7.77%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Series Total Market Index 8.77K (3.76%) 8.20K
Increased by +93.50%
Jan 31, 26
6 Spartan Extended Market Index Pool F 7.38K (3.16%) 240.00
Increased by +3.25%
Jul 31, 25
7 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 7.33K (3.14%) 7.33K
Increased by +100.00%
Dec 31, 25
8 Spartan Total Market Index Pool G 4.33K (1.86%) 0.00
Increased by 0.00%
Jan 31, 26
9 Clark TW Mod Tax Aware Composite 800.00 (0.34%) 800.00
Increased by +100.00%
Mar 31, 25
10 Fidelity Total Market Index 800.00 (0.34%) 0.00
Increased by 0.00%
Jan 31, 26
11 SSgA U.S. Extended Market Index Class I 442.00 (0.19%) 0.00
Increased by 0.00%
Dec 31, 23
12 Spartan Extended Market Index Pool E 103.00 (0.04%) 0.00
Increased by 0.00%
Nov 30, 24
13 State St US Extended Mkt Indx NL Cl C 2.00 (0.00%) 0.00
Increased by 0.00%
Aug 31, 25
14 SSgA U.S. Total Market Index Strategy 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25