Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BML Capital Management LLC 220.41K (18.02%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 53.66K (4.39%) 0.00
Increased by 0.00%
Dec 31, 24
3 Citadel Advisors Llc 24.01K (1.96%) 9.26K
Increased by +38.54%
Dec 31, 24
4 BlackRock Inc 20.19K (1.65%) 0.00
Increased by 0.00%
Dec 31, 24
5 Geode Capital Management, LLC 17.80K (1.46%) 1.35K
Increased by +7.60%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 11.93K (0.98%) 1.58K
Increased by +13.24%
Dec 31, 24
7 Edge Capital Group, LLC 11.76K (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
8 UBS Group AG 3.84K (0.31%) -4.03K
Decreased by -104.92%
Dec 31, 24
9 Td Capital Management LLC 527.00 (0.04%) 527.00
Increased by +100.00%
Dec 31, 24
10 Tower Research Capital LLC 451.00 (0.04%) -209.00
Decreased by -46.34%
Dec 31, 24
11 Advisor Group Holdings, Inc. 226.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 24
12 HARBOUR INVESTMENTS, INC. 33.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
13 Federation des caisses Desjardins du Quebec 23.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
14 Wells Fargo & Co 14.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
15 Bank of America Corp 12.00 (0.00%) -5.00
Decreased by -41.67%
Dec 31, 24
16 JPMorgan Chase & Co 4.00 (0.00%) -4.00
Decreased by -100.00%
Dec 31, 24
17 SBI Securities Co Ltd 4.00 (0.00%) 4.00
Increased by +100.00%
Dec 31, 24
18 Acuitas Investments, LLC 0.00 (0.00%) -60.03K
Decreased by N/A%
Dec 31, 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 US Total Market Shares ETF 39.42K (3.22%) 535.00
Increased by +1.36%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 38.88K (3.18%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 13.86K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
4 Fidelity® Total Market Index 7.76K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Extended Market Index 7.65K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Extended Market Index 7.39K (0.60%) -47.00
Decreased by -0.64%
Feb 28, 25
7 Dimensional US Targeted Value ETF 6.02K (0.49%) 0.00
Increased by 0.00%
Mar 31, 25
8 Bridgeway Ultra-Small Company 4.70K (0.38%) 0.00
Increased by 0.00%
Dec 31, 24
9 Dimensional US Small Cap ETF 4.22K (0.35%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity Total Market Index 4.04K (0.33%) 0.00
Increased by 0.00%
Feb 28, 25
11 Spartan Extended Market Index Pool E 2.55K (0.21%) 47.00
Increased by +1.84%
Feb 28, 25
12 Spartan Extended Market Index Pool F 2.55K (0.21%) 47.00
Increased by +1.84%
Feb 28, 25
13 Fidelity® Series Total Market Index 2.46K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Series Total Market Index 1.86K (0.15%) 0.00
Increased by 0.00%
Feb 28, 25
15 NT Ext Equity Mkt Idx Fd - NL 1.60K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
16 DFA US Core Equity Class F 1.58K (0.13%) 1.58K
Increased by +100.00%
Jan 31, 25
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.25K (0.10%) -23.00
Decreased by -1.84%
Mar 31, 25
18 Fidelity Nasdaq Composite Index 1.23K (0.10%) 0.00
Increased by 0.00%
Feb 28, 25
19 NT Ext Equity Mkt Idx Fd - L 1.16K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
20 Northern Trust Extended Eq Market Idx 1.16K (0.09%) 0.00
Increased by 0.00%
Dec 31, 24