Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Advisor Group Holdings, Inc. 34.45K (0.81%) 9.51K
Increased by +27.6%
Jun 30, 23
2 LPL Financial Corp 17.9K (0.42%) 14K
Increased by +78.21%
Jun 30, 23
3 PSI Advisors, LLC 6K (0.14%) -17.9K
Decreased by -298.33%
Sep 30, 23
4 Tower Research Capital LLC 4K (0.09%) 2.33K
Increased by +58.27%
Jun 30, 23
5 BDO Internaitonal 760 (0.02%) 0
Increased by 0%
Jun 30, 23
6 Wells Fargo & Co 19 (0%) 5
Increased by +26.32%
Jun 30, 23
7 Ergoteles LLC 0 (0%) -2.91K
Decreased by N/A%
Jun 30, 23
8 Geode Capital Management, LLC 0 (0%) -6.88K
Decreased by N/A%
Jun 30, 23
9 Morgan Stanley - Brokerage Accounts 0 (0%) -9.59K
Decreased by N/A%
Sep 30, 23
10 Mount Yale Investment Advisors, LLC 0 (0%) -5K
Decreased by N/A%
Jun 30, 23
11 Northern Trust Corp 0 (0%) -2.42K
Decreased by N/A%
Jun 30, 23
12 Samalin Investment Counsel, LLC 0 (0%) -4.86K
Decreased by N/A%
Jun 30, 23
13 State Street Corporation 0 (0%) -5.54K
Decreased by N/A%
Jun 30, 23
14 TWO SIGMA SECURITIES, LLC 0 (0%) -2.1K
Decreased by N/A%
Jun 30, 23
15 Two Sigma Investments LLC 0 (0%) -3.51K
Decreased by N/A%
Jun 30, 23
16 UBS Group AG 0 (0%) -1.3K
Decreased by N/A%
Jun 30, 23
17 Vanguard Group Inc 0 (0%) -15.84K
Decreased by N/A%
Sep 30, 23
18 Virtu Financial LLC 0 (0%) -39.36K
Decreased by N/A%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 42.96K (1.02%) 0
Increased by 0%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 9.2K (0.22%) 0
Increased by 0%
Jan 31, 24
3 Fidelity Extended Market Index 1.72K (0.04%) 1
Increased by +0.06%
Dec 31, 23
4 Fidelity® Series Total Market Index 1.22K (0.03%) 0
Increased by 0%
Nov 30, 23
5 NT Ext Equity Mkt Idx Fd - L 62 (0%) 0
Increased by 0%
Dec 31, 23
6 Northern Trust Extended Eq Market Idx 62 (0%) 0
Increased by 0%
Dec 31, 23
7 Fidelity Series Total Market Index 49 (0%) 0
Increased by 0%
Dec 31, 23
8 SSgA U.S. Extended Market Index Class I 38 (0%) 1
Increased by +2.63%
Dec 31, 23
9 State St US Extended Mkt Indx NL Cl C 38 (0%) 0
Increased by 0%
Jan 31, 24
10 Fidelity Nasdaq Composite Index 35 (0%) 1
Increased by +2.86%
Dec 31, 23
11 NT Ext Equity Mkt Idx Fd - NL 35 (0%) 0
Increased by 0%
Dec 31, 23
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 28 (0%) 0
Increased by 0%
Dec 31, 23
13 Spartan Total Market Index Pool E 20 (0%) 1
Increased by +5%
Dec 31, 23
14 SSgA U.S. Total Market Index Strategy 11 (0%) 0
Increased by 0%
Dec 31, 23
15 State St US Ttl Mkt Indx SL Cl I 8 (0%) 0
Increased by 0%
Jan 31, 24
16 Spartan Extended Market Index Pool E 3 (0%) 0
Increased by 0%
Dec 31, 23
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1 (0%) 0
Increased by 0%
Dec 31, 23