Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.30K (2.02%) 0.00
Increased by 0.00%
Mar 31, 25
2 Geode Capital Management, LLC 19.98K (1.03%) 6.59K
Increased by +32.97%
Mar 31, 25
3 State Street Corp 14.94K (0.77%) 0.00
Increased by 0.00%
Mar 31, 25
4 State Street Corporation 14.94K (0.77%) 0.00
Increased by 0.00%
Mar 31, 24
5 Scientech Research LLC 12.81K (0.66%) 12.81K
Increased by +100.00%
Mar 31, 25
6 Ackerman Capital Advisors, LLC 12.63K (0.65%) 0.00
Increased by 0.00%
Mar 31, 25
7 Elco Management Co., LLC 10.00K (0.51%) 10.00K
Increased by +100.00%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 5.04K (0.26%) 0.00
Increased by 0.00%
Mar 31, 25
9 Advisor Group Holdings, Inc. 375.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
10 UBS Group AG 127.00 (0.01%) 6.00
Increased by +4.72%
Mar 31, 25
11 Tower Research Capital LLC 100.00 (0.01%) -2.73K
Decreased by -2.73 K%
Mar 31, 25
12 Royal Bank of Canada 23.00 (0.00%) -11.00
Decreased by -47.83%
Jun 30, 24
13 Bank of America Corp 17.00 (0.00%) 1.00
Increased by +5.88%
Mar 31, 25
14 Concord Wealth Partners 0.00 (0.00%) -625.00
Decreased by N/A%
Dec 31, 23
15 GoalFusion Wealth Management, LLC 0.00 (0.00%) -36.67K
Decreased by N/A%
Mar 31, 25
16 ORG Partners LLC 0.00 (0.00%) -996.00
Decreased by N/A%
Mar 31, 24
17 SBI Securities Co Ltd 0.00 (0.00%) -20.00
Decreased by N/A%
Mar 31, 25
18 Wells Fargo & Co 0.00 (0.00%) -15.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 39.30K (2.02%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity Extended Market Index 12.88K (0.66%) -123.00
Decreased by -0.95%
Apr 30, 25
3 Fidelity® Extended Market Index 10.09K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Series Total Market Index 3.18K (0.16%) 0.00
Increased by 0.00%
Apr 30, 25
5 Spartan Extended Market Index Pool F 3.10K (0.16%) 123.00
Increased by +3.97%
Apr 30, 25
6 Spartan Extended Market Index Pool E 2.97K (0.15%) 2.81K
Increased by +94.59%
Mar 31, 25
7 Fidelity® Series Total Market Index 2.79K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
8 SSgA U.S. Extended Market Index Class I 825.00 (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
9 State St US Extended Mkt Indx NL Cl C 825.00 (0.04%) 0.00
Increased by 0.00%
May 31, 25
10 Spartan Total Market Index Pool E 815.00 (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
11 Spartan Total Market Index Pool G 815.00 (0.04%) 0.00
Increased by 0.00%
Apr 30, 25
12 SSgA U.S. Total Market Index Strategy 338.00 (0.02%) 100.00
Increased by +29.59%
Jun 30, 24