Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Hovey Youngman Associates Inc 1.22M (9.08%) 35.15K
Increased by +2.88%
Dec 31, 23
2 Vanguard Group Inc 306.64K (2.28%) 3.57K
Increased by +1.16%
Dec 31, 23
3 Alyeska Investment Group, L.P. 123.9K (0.92%) 123.9K
Increased by +100%
Sep 30, 23
4 Cannell Peter B & CO Inc 114.69K (0.85%) 0
Increased by 0%
Dec 31, 23
5 Oracle Investment Management Inc 111.58K (0.83%) -24.95K
Decreased by -22.36%
Dec 31, 23
6 Geode Capital Management, LLC 87K (0.65%) 28.02K
Increased by +32.2%
Dec 31, 23
7 Tci Wealth Advisors Inc 58.68K (0.44%) 0
Increased by 0%
Dec 31, 23
8 BlackRock Inc 50.84K (0.38%) 0
Increased by 0%
Dec 31, 23
9 Northern Trust Corp 46.12K (0.34%) -3.96K
Decreased by -8.59%
Dec 31, 23
10 Belpointe Asset Management LLC 34.08K (0.25%) -64
Decreased by -0.19%
Dec 31, 23
11 Cladis Investment Advisory LLC 31.7K (0.24%) -4.45K
Decreased by -14.04%
Dec 31, 23
12 State Street Corporation 23.54K (0.18%) 0
Increased by 0%
Dec 31, 23
13 Sonora Investment Management Group, LLC 18K (0.13%) 7.03K
Increased by +39.04%
Dec 31, 23
14 Hanson Mcclain Inc 15.4K (0.11%) 15.4K
Increased by +100%
Sep 30, 23
15 Tudor Investment Corp Et AL 14.11K (0.11%) 0
Increased by 0%
Dec 31, 23
16 Millennium Management LLC 13.95K (0.1%) 13.95K
Increased by +100%
Dec 31, 23
17 Tejara Capital Ltd 13.61K (0.1%) 0
Increased by 0%
Dec 31, 23
18 Thompson Investment Management LLC 10.39K (0.08%) -1K
Decreased by -9.62%
Dec 31, 23
19 UBS Group AG 9.97K (0.07%) 4.89K
Increased by +49.06%
Dec 31, 23
20 Royal Bank of Canada 9.31K (0.07%) 1.01K
Increased by +10.87%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 223.46K (1.66%) 0
Increased by 0%
Feb 29, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 77.05K (0.57%) 496
Increased by +0.64%
Feb 29, 24
3 Fidelity Extended Market Index 55.46K (0.41%) 0
Increased by 0%
Jan 31, 24
4 Fidelity® Extended Market Index 27.51K (0.2%) 0
Increased by 0%
Nov 30, 23
5 BANOR SICAV Rosemary S EUR Acc 17.11K (0.13%) 0
Increased by 0%
Jan 31, 24
6 BlackRock Extended Mkt Composite 13.33K (0.1%) -1
Decreased by -0.01%
Sep 30, 23
7 BlackRock Extended Equity Market K 11.63K (0.09%) -23
Decreased by -0.2%
Dec 31, 23
8 Thompson MidCap 10.39K (0.08%) 0
Increased by 0%
Jan 31, 24
9 Fidelity Series Total Market Index 10.02K (0.07%) 2.49K
Increased by +24.87%
Jan 31, 24
10 NT Ext Equity Mkt Idx Fd - L 9.09K (0.07%) 3.07K
Increased by +33.74%
Dec 31, 23
11 Northern Trust Extended Eq Market Idx 9.09K (0.07%) 3.07K
Increased by +33.74%
Dec 31, 23
12 Fidelity Total Market Index 8.86K (0.07%) 0
Increased by 0%
Jan 31, 24
13 Fidelity® Total Market Index 8.86K (0.07%) 0
Increased by 0%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 8.35K (0.06%) 0
Increased by 0%
Jan 31, 24
15 Fidelity® Series Total Market Index 7.52K (0.06%) 0
Increased by 0%
Nov 30, 23
16 NT Ext Equity Mkt Idx Fd - NL 6.83K (0.05%) 0
Increased by 0%
Dec 31, 23
17 T. Rowe Price U.S. Equities Tr 6.39K (0.05%) 0
Increased by 0%
Dec 31, 23
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.49K (0.04%) 10
Increased by +0.18%
Dec 31, 23
19 Vanguard Balanced Index Inv 5.32K (0.04%) 0
Increased by 0%
Dec 31, 23
20 Spartan Total Market Index Pool E 4.96K (0.04%) 0
Increased by 0%
Jan 31, 24