Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 283.99K (5.24%) 0.00
Increased by 0.00%
Jun 30, 25
2 ELEMENT POINTE ADVISORS, LLC 100.00K (1.85%) 0.00
Increased by 0.00%
Dec 31, 23
3 BlackRock Inc 72.29K (1.33%) -1.03K
Decreased by -1.43%
Jun 30, 25
4 Meitav Dash Investments Ltd 67.97K (1.25%) -404.03K
Decreased by -594.40%
Dec 31, 23
5 Geode Capital Management, LLC 59.11K (1.09%) -386.00
Decreased by -0.65%
Jun 30, 25
6 Royal Bank of Canada 42.45K (0.78%) 41.12K
Increased by +96.87%
Jun 30, 24
7 Arkadios Wealth Advisors 40.50K (0.75%) -34.76K
Decreased by -85.81%
Dec 31, 23
8 Charles Schwab Investment Management Inc 39.26K (0.72%) 0.00
Increased by 0.00%
Dec 31, 23
9 Citadel Advisors Llc 39.18K (0.72%) 34.93K
Increased by +89.15%
Mar 31, 25
10 Squarepoint Ops LLC 37.30K (0.69%) 10.53K
Increased by +28.23%
Mar 31, 25
11 JANE STREET GROUP, LLC 36.60K (0.68%) 36.60K
Increased by +100.00%
Dec 31, 23
12 Ground Swell Capital, LLC 34.78K (0.64%) 34.78K
Increased by +100.00%
Jun 30, 25
13 XTX Topco Ltd 33.09K (0.61%) 33.09K
Increased by +100.00%
Jun 30, 25
14 Phoenix Holdings Ltd 30.00K (0.55%) -30.00K
Decreased by -100.00%
Dec 31, 23
15 HRT FINANCIAL LLC 29.90K (0.55%) -26.03K
Decreased by -87.06%
Jun 30, 25
16 Essex Investment Management Company, LLC 28.65K (0.53%) 263.00
Increased by +0.92%
Mar 31, 25
17 National Asset Management Inc 24.75K (0.46%) 23.27K
Increased by +94.04%
Mar 31, 24
18 Prudential Financial Inc 24.53K (0.45%) 3.78K
Increased by +15.41%
Mar 31, 25
19 State Street Corp 24.01K (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
20 State Street Corporation 24.01K (0.44%) -3.00
Decreased by -0.01%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 379.25K (7.00%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard US Total Market Shares ETF 199.37K (3.68%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 195.11K (3.60%) -4.26K
Decreased by -2.19%
Jul 31, 25
4 BlackRock Extended Mkt Composite 168.12K (3.10%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fidelity® Total Market Index 120.27K (2.22%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Series Total Market Index 100.40K (1.85%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 57.05K (1.05%) -25.99K
Decreased by -45.57%
Jul 31, 25
8 Fidelity Extended Market Index 30.11K (0.56%) -212.00
Decreased by -0.70%
Jul 31, 25
9 SSgA U.S. Extended Market Index Class I 23.10K (0.43%) 0.00
Increased by 0.00%
Dec 31, 23
10 PGIM Quantitative Solutions US Micro Cap 12.27K (0.23%) 1.90K
Increased by +15.49%
Mar 31, 25
11 BlackRock Extended Equity Market K 12.21K (0.23%) -12.00
Decreased by -0.10%
Jun 30, 24
12 Fidelity Total Market Index 10.02K (0.18%) 0.00
Increased by 0.00%
Jul 31, 25
13 Bridgeway Ultra-Small Company 8.86K (0.16%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity Series Total Market Index 8.03K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
15 Essex Inv Mgt Micro Cap Growth 6.67K (0.12%) 6.30K
Increased by +94.50%
Mar 31, 25
16 Spartan Extended Market Index Pool F 5.91K (0.11%) 212.00
Increased by +3.59%
Jul 31, 25
17 NT Ext Equity Mkt Idx Fd - L 5.46K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
18 Northern Trust Extended Eq Market Idx 5.46K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
19 Spartan Extended Market Index Pool E 5.34K (0.10%) 260.00
Increased by +4.87%
Mar 31, 25
20 NT Ext Equity Mkt Idx Fd - NL 5.01K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25