Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Charles Schwab Investment Management Inc 348.91K (45.6%) 348.91K
Increased by +100%
Sep 30, 23
2 Vanguard Group Inc 47.85K (6.25%) 32.47K
Increased by +67.86%
Sep 30, 23
3 Renaissance Technologies Corp 43.34K (5.66%) -52.8K
Decreased by -121.84%
Dec 31, 23
4 Geode Capital Management, LLC 30.55K (3.99%) 19.95K
Increased by +65.29%
Sep 30, 23
5 Virtu Financial LLC 15.08K (1.97%) 15.08K
Increased by +100%
Sep 30, 23
6 BlackRock Inc 14.65K (1.92%) 0
Increased by 0%
Sep 30, 23
7 Citadel Advisors Llc 14.05K (1.84%) 14.05K
Increased by +100%
Sep 30, 23
8 HRT FINANCIAL LLC 10.07K (1.32%) 10.07K
Increased by +100%
Sep 30, 23
9 Tower Research Capital LLC 9.63K (1.26%) 2.86K
Increased by +29.67%
Sep 30, 23
10 Mmcap International Inc. Spc 3.54K (0.46%) 3.54K
Increased by +100%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 574 (0.08%) 0
Increased by 0%
Sep 30, 23
12 Royal Bank of Canada 199 (0.03%) 0
Increased by 0%
Sep 30, 23
13 Level Financial Advisors, Inc. 100 (0.01%) 0
Increased by 0%
Dec 31, 23
14 Sandy Spring Bank 50 (0.01%) 0
Increased by 0%
Dec 31, 23
15 Wells Fargo & Co 35 (0%) 2
Increased by +5.71%
Sep 30, 23
16 Qube Research & Technologies 2 (0%) 2
Increased by +100%
Sep 30, 23
17 Semmax Financial Advisors Inc. 2 (0%) 2
Increased by +100%
Sep 30, 23
18 Armistice Capital, LLC 0 (0%) -131K
Decreased by N/A%
Dec 31, 23
19 Bank of America Corp 0 (0%) -173
Decreased by N/A%
Sep 30, 23
20 Cubist Systematic Strategies, LLC 0 (0%) -23.52K
Decreased by N/A%
Jun 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Schwab Total Stock Market Index 348.91K (45.6%) 0
Increased by 0%
Jan 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 47.85K (6.25%) 0
Increased by 0%
Jan 31, 24
3 Fidelity Extended Market Index 25.87K (3.38%) 0
Increased by 0%
Dec 31, 23
4 Fidelity® Extended Market Index 25.87K (3.38%) 0
Increased by 0%
Nov 30, 23
5 BlackRock Extended Mkt Composite 3.95K (0.52%) 0
Increased by 0%
Sep 30, 23
6 BlackRock Extended Equity Market K 3.44K (0.45%) -7
Decreased by -0.2%
Dec 31, 23
7 Fidelity Total Market Index 1.92K (0.25%) 0
Increased by 0%
Dec 31, 23
8 Fidelity® Total Market Index 1.92K (0.25%) 0
Increased by 0%
Nov 30, 23
9 Fidelity Series Total Market Index 1.42K (0.19%) 0
Increased by 0%
Dec 31, 23
10 Fidelity® Series Total Market Index 1.42K (0.19%) 0
Increased by 0%
Nov 30, 23
11 NT Ext Equity Mkt Idx Fd - L 917 (0.12%) 0
Increased by 0%
Dec 31, 23
12 Northern Trust Extended Eq Market Idx 917 (0.12%) 0
Increased by 0%
Dec 31, 23
13 NT Ext Equity Mkt Idx Fd - NL 899 (0.12%) 0
Increased by 0%
Dec 31, 23
14 Fidelity Nasdaq Composite Index 844 (0.11%) 0
Increased by 0%
Dec 31, 23
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 722 (0.09%) 1
Increased by +0.14%
Dec 31, 23
16 Spartan Total Market Index Pool E 499 (0.07%) 0
Increased by 0%
Dec 31, 23
17 Extended Equity Market Fund M 426 (0.06%) 20
Increased by +4.69%
Dec 31, 23
18 SSgA U.S. Extended Market Index Class I 315 (0.04%) 0
Increased by 0%
Dec 31, 23
19 State St US Extended Mkt Indx NL Cl C 315 (0.04%) 0
Increased by 0%
Jan 31, 24
20 NT US Market Cap Idx Fd - L 165 (0.02%) 0
Increased by 0%
Dec 31, 23