Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BML Capital Management LLC 220.41K (18.00%) 0.00
Increased by 0.00%
Sep 30, 24
2 Acuitas Investments, LLC 60.03K (4.90%) 489.00
Increased by +0.81%
Sep 30, 24
3 Vanguard Group Inc 53.66K (4.38%) 0.00
Increased by 0.00%
Sep 30, 24
4 BlackRock Inc 20.19K (1.65%) 0.00
Increased by 0.00%
Jun 30, 24
5 Susquehanna International Group, LLP 18.40K (1.50%) 18.40K
Increased by +100.00%
Sep 30, 24
6 Geode Capital Management, LLC 16.45K (1.34%) -4.10K
Decreased by -24.92%
Sep 30, 24
7 Citadel Advisors Llc 14.76K (1.20%) 14.76K
Increased by +100.00%
Sep 30, 24
8 Edge Capital Group, LLC 11.76K (0.96%) 761.00
Increased by +6.47%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 10.35K (0.85%) -931.00
Decreased by -8.99%
Sep 30, 24
10 Marquette Asset Management Inc. 8.89K (0.73%) -1.81K
Decreased by -20.39%
Sep 30, 24
11 UBS Group AG 7.87K (0.64%) 7.87K
Increased by +100.00%
Sep 30, 24
12 Tower Research Capital LLC 660.00 (0.05%) 489.00
Increased by +74.09%
Sep 30, 24
13 Advisor Group Holdings, Inc. 226.00 (0.02%) 218.00
Increased by +96.46%
Sep 30, 24
14 HARBOUR INVESTMENTS, INC. 33.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
15 Federation des caisses Desjardins du Quebec 23.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
16 Bank of America Corp 17.00 (0.00%) 5.00
Increased by +29.41%
Sep 30, 24
17 Wells Fargo & Co 14.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
18 JPMorgan Chase & Co 4.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
19 Carmel Capital Partners LLC 0.00 (0.00%) -259.00
Decreased by N/A%
Dec 31, 23
20 Hantz Financial Services, INC. 0.00 (0.00%) -1.01K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 38.88K (3.17%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 13.86K (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
3 Fidelity® Total Market Index 7.76K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Extended Market Index 7.66K (0.63%) -172.00
Decreased by -2.25%
Oct 31, 24
5 Fidelity® Extended Market Index 7.65K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
6 Dimensional US Targeted Value ETF 6.02K (0.49%) 0.00
Increased by 0.00%
Nov 29, 24
7 Bridgeway Ultra-Small Company 4.70K (0.38%) 0.00
Increased by 0.00%
Sep 30, 24
8 Dimensional US Small Cap ETF 4.22K (0.34%) 0.00
Increased by 0.00%
Nov 29, 24
9 Fidelity Total Market Index 4.04K (0.33%) -14.00
Decreased by -0.35%
Oct 31, 24
10 Fidelity® Series Total Market Index 2.46K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Series Total Market Index 1.86K (0.15%) 0.00
Increased by 0.00%
Oct 31, 24
12 NT Ext Equity Mkt Idx Fd - NL 1.60K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.29K (0.11%) 4.00
Increased by +0.31%
Sep 30, 24
14 Fidelity Nasdaq Composite Index 1.23K (0.10%) 0.00
Increased by 0.00%
Oct 31, 24
15 NT Ext Equity Mkt Idx Fd - L 1.16K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
16 Northern Trust Extended Eq Market Idx 1.16K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
17 DFA US Core Equity 2 I 1.03K (0.08%) 0.00
Increased by 0.00%
Mar 31, 24
18 Spartan Extended Market Index Pool E 929.00 (0.08%) 172.00
Increased by +18.51%
Oct 31, 24
19 Vanguard U.S. Eq Idx £ Acc 911.00 (0.07%) 0.00
Increased by 0.00%
Nov 30, 24
20 Spartan Total Market Index Pool E 734.00 (0.06%) 14.00
Increased by +1.91%
Oct 31, 24