Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kestra Advisory Services, LLC 56.38K (5.40%) 0.00
Increased by 0.00%
Mar 31, 24
2 HRT FINANCIAL LLC 51.86K (4.97%) 51.86K
Increased by +100.00%
Mar 31, 24
3 Advisor Group Holdings, Inc. 22.45K (2.15%) 14.26K
Increased by +63.49%
Mar 31, 24
4 Tower Research Capital LLC 6.52K (0.62%) 5.29K
Increased by +81.19%
Mar 31, 24
5 UBS Group AG 230.00 (0.02%) 230.00
Increased by +100.00%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 167.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 24
7 Newbridge Financial Services Group, Inc. 167.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 24
8 Financial Perspectives Inc 20.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
9 Wells Fargo & Co 8.00 (0.00%) 1.00
Increased by +12.50%
Mar 31, 24
10 Aptus Capital Advisors, LLC 0.00 (0.00%) -500.00
Decreased by N/A%
Sep 30, 23
11 Barclays PLC 0.00 (0.00%) -4.60K
Decreased by N/A%
Jun 30, 23
12 Buckingham Asset Management, LLC 0.00 (0.00%) -667.00
Decreased by N/A%
Sep 30, 23
13 Citadel Advisors Llc 0.00 (0.00%) -45.98K
Decreased by N/A%
Jun 30, 23
14 Consolidated Portfolio Review Corp. 0.00 (0.00%) -674.00
Decreased by N/A%
Sep 30, 23
15 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00 (0.00%) -500.00
Decreased by N/A%
Sep 30, 23
16 Geode Capital Management, LLC 0.00 (0.00%) -6.63K
Decreased by N/A%
Sep 30, 23
17 Goldman Sachs Group Inc 0.00 (0.00%) -14.33K
Decreased by N/A%
Jun 30, 23
18 Moneta Group Investment Advisors Inc 0.00 (0.00%) -347.00
Decreased by N/A%
Sep 30, 23
19 Nantahala Capital Management, LLC 0.00 (0.00%) -1.80K
Decreased by N/A%
Sep 30, 23
20 Northern Trust Corp 0.00 (0.00%) -1.27K
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 5.98K (0.57%) 2.27K
Increased by +37.98%
Jun 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 5.13K (0.49%) 0.00
Increased by 0.00%
Jul 31, 24
3 Fidelity Nasdaq Composite Index 1.83K (0.17%) 0.00
Increased by 0.00%
May 31, 24
4 Fidelity Series Total Market Index 819.00 (0.08%) 0.00
Increased by 0.00%
Jun 30, 24
5 NT Ext Equity Mkt Idx Fd - NL 713.00 (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
6 NT Ext Equity Mkt Idx Fd - DC - NL - T2 573.00 (0.05%) 0.00
Increased by 0.00%
Jun 30, 24
7 NT Ext Equity Mkt Idx Fd - L 558.00 (0.05%) 0.00
Increased by 0.00%
Jun 30, 24
8 Northern Trust Extended Eq Market Idx 558.00 (0.05%) 0.00
Increased by 0.00%
Jun 30, 24
9 Spartan Total Market Index Pool E 239.00 (0.02%) 0.00
Increased by 0.00%
Jun 30, 24
10 SSgA U.S. Extended Market Index Class I 116.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
11 State St US Extended Mkt Indx NL Cl C 116.00 (0.01%) 0.00
Increased by 0.00%
Jul 31, 24
12 State St US Ttl Mkt Indx SL Cl I 96.00 (0.01%) 0.00
Increased by 0.00%
Jul 31, 24
13 SSgA U.S. Total Market Index Strategy 48.00 (0.00%) 14.00
Increased by +29.17%
Jun 30, 24
14 Spartan Extended Market Index Pool E 34.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
15 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 23.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24