| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Massey, Quick & Co. LLC | 130.22K (1.7%) | 130.22K Increased by +100% | Dec 31, 23 |
| 2 | Sonic GP LLC | 125K (1.63%) | 0 Increased by 0% | Dec 31, 23 |
| 3 | Vanguard Group Inc | 123.31K (1.61%) | 12.06K Increased by +9.78% | Dec 31, 23 |
| 4 | Geode Capital Management, LLC | 48.05K (0.63%) | 1.49K Increased by +3.09% | Dec 31, 23 |
| 5 | Johnson Financial Group Inc | 40.61K (0.53%) | 20.3K Increased by +50% | Dec 31, 23 |
| 6 | Sontag Advisory LLC | 29.87K (0.39%) | 16.67K Increased by +55.8% | Dec 31, 23 |
| 7 | Kestra Advisory Services, LLC | 20.04K (0.26%) | 0 Increased by 0% | Dec 31, 23 |
| 8 | Renaissance Technologies Corp | 19.63K (0.26%) | 19.63K Increased by +100% | Dec 31, 23 |
| 9 | Rathbone Brothers PLC | 13.04K (0.17%) | 0 Increased by 0% | Dec 31, 23 |
| 10 | UBS Group AG | 5.75K (0.07%) | 2.74K Increased by +47.61% | Dec 31, 23 |
| 11 | BlackRock Inc | 5.07K (0.07%) | 0 Increased by 0% | Dec 31, 23 |
| 12 | Tower Research Capital LLC | 1.6K (0.02%) | 32 Increased by +2% | Dec 31, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.13K (0.01%) | 125 Increased by +11.11% | Dec 31, 23 |
| 14 | Wells Fargo & Co | 649 (0.01%) | 2 Increased by +0.31% | Dec 31, 23 |
| 15 | Steward Partners Investment Advisory, LLC | 396 (0.01%) | 0 Increased by 0% | Dec 31, 23 |
| 16 | FMR Inc | 16 (0%) | 16 Increased by +100% | Dec 31, 23 |
| 17 | JPMorgan Chase & Co | 13 (0%) | 9 Increased by +69.23% | Dec 31, 23 |
| 18 | Bank of America Corp | 4 (0%) | 4 Increased by +100% | Dec 31, 23 |
| 19 | Qube Research & Technologies | 2 (0%) | 2 Increased by +100% | Dec 31, 23 |
| 20 | IFP Advisors, LLC | 0 (0%) | -334 Decreased by N/A% | Jun 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 111.75K (1.46%) | 1.93K Increased by +1.73% | Feb 29, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 57.2K (0.75%) | 11.37K Increased by +19.88% | Feb 29, 24 |
| 3 | Fidelity® Extended Market Index | 33.24K (0.43%) | 0 Increased by 0% | Nov 30, 23 |
| 4 | Fidelity Extended Market Index | 33.16K (0.43%) | 0 Increased by 0% | Jan 31, 24 |
| 5 | Fidelity Total Market Index | 6.56K (0.09%) | 0 Increased by 0% | Jan 31, 24 |
| 6 | Fidelity® Total Market Index | 6.56K (0.09%) | 0 Increased by 0% | Nov 30, 23 |
| 7 | NT Ext Equity Mkt Idx Fd - L | 5.92K (0.08%) | 0 Increased by 0% | Dec 31, 23 |
| 8 | Northern Trust Extended Eq Market Idx | 5.92K (0.08%) | 0 Increased by 0% | Dec 31, 23 |
| 9 | Fidelity Series Total Market Index | 4.83K (0.06%) | 2.19K Increased by +45.35% | Jan 31, 24 |
| 10 | BlackRock Extended Mkt Composite | 4.63K (0.06%) | 1 Increased by +0.02% | Sep 30, 23 |
| 11 | BlackRock Extended Equity Market K | 4.04K (0.05%) | -8 Decreased by -0.2% | Dec 31, 23 |
| 12 | Fidelity Nasdaq Composite Index | 2.66K (0.03%) | 1.08K Increased by +40.68% | Jan 31, 24 |
| 13 | Fidelity® Series Total Market Index | 2.64K (0.03%) | 0 Increased by 0% | Nov 30, 23 |
| 14 | Spartan Extended Market Index Pool E | 2.24K (0.03%) | 0 Increased by 0% | Jan 31, 24 |
| 15 | Vanguard Balanced Index Inv | 2.2K (0.03%) | 0 Increased by 0% | Feb 29, 24 |
| 16 | NT Ext Equity Mkt Idx Fd - NL | 2.06K (0.03%) | 0 Increased by 0% | Dec 31, 23 |
| 17 | Northern Trust Wilshire 5000 | 1.89K (0.02%) | 0 Increased by 0% | Jun 30, 23 |
| 18 | Spartan Total Market Index Pool E | 1.83K (0.02%) | 0 Increased by 0% | Jan 31, 24 |
| 19 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 1.65K (0.02%) | 3 Increased by +0.18% | Dec 31, 23 |
| 20 | Vanguard U.S. Eq Idx £ Acc | 1.11K (0.01%) | 0 Increased by 0% | Feb 29, 24 |