Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.30K (1.54%) 0.00
Increased by 0.00%
Jun 30, 25
2 Citadel Advisors Llc 37.65K (1.48%) 37.65K
Increased by +100.00%
Jun 30, 25
3 GoalFusion Wealth Management, LLC 36.67K (1.44%) 36.67K
Increased by +100.00%
Jun 30, 25
4 Geode Capital Management, LLC 20.21K (0.79%) 225.00
Increased by +1.11%
Jun 30, 25
5 State Street Corp 14.94K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
6 State Street Corporation 14.94K (0.59%) 0.00
Increased by 0.00%
Mar 31, 24
7 Ackerman Capital Advisors, LLC 12.63K (0.49%) 0.00
Increased by 0.00%
Jun 30, 25
8 CI Private Wealth LLC 10.53K (0.41%) 10.53K
Increased by +100.00%
Jun 30, 25
9 Elco Management Co., LLC 10.00K (0.39%) 10.00K
Increased by +100.00%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 5.04K (0.20%) 0.00
Increased by 0.00%
Jun 30, 25
11 SBI Securities Co Ltd 1.00K (0.04%) 1.00K
Increased by +100.00%
Jun 30, 25
12 Tower Research Capital LLC 579.00 (0.02%) 479.00
Increased by +82.73%
Jun 30, 25
13 Advisor Group Holdings, Inc. 375.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
14 Royal Bank of Canada 23.00 (0.00%) -11.00
Decreased by -47.83%
Jun 30, 24
15 Bank of America Corp 21.00 (0.00%) 4.00
Increased by +19.05%
Jun 30, 25
16 UBS Group AG 1.00 (0.00%) -126.00
Decreased by -12.60 K%
Jun 30, 25
17 Concord Wealth Partners 0.00 (0.00%) -625.00
Decreased by N/A%
Dec 31, 23
18 ORG Partners LLC 0.00 (0.00%) -996.00
Decreased by N/A%
Mar 31, 24
19 Scientech Research LLC 0.00 (0.00%) -12.81K
Decreased by N/A%
Jun 30, 25
20 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 27.00K (1.06%) -12.30K
Decreased by -45.57%
Jul 31, 25
2 Fidelity Extended Market Index 12.75K (0.50%) -105.00
Decreased by -0.82%
Jul 31, 25
3 Fidelity® Extended Market Index 10.09K (0.40%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Total Market Index 4.70K (0.18%) 4.70K
Increased by +100.00%
Jul 31, 25
5 Fidelity Series Total Market Index 3.44K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
6 Spartan Extended Market Index Pool F 3.20K (0.13%) 105.00
Increased by +3.28%
Jul 31, 25
7 Spartan Extended Market Index Pool E 2.97K (0.12%) 2.81K
Increased by +94.59%
Mar 31, 25
8 Fidelity® Series Total Market Index 2.79K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
9 Spartan Total Market Index Pool G 1.18K (0.05%) 365.00
Increased by +30.93%
Jul 31, 25
10 SSgA U.S. Extended Market Index Class I 825.00 (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
11 State St US Extended Mkt Indx NL Cl C 825.00 (0.03%) 0.00
Increased by 0.00%
Aug 31, 25
12 Spartan Total Market Index Pool E 815.00 (0.03%) 0.00
Increased by 0.00%
Mar 31, 25
13 SSgA U.S. Total Market Index Strategy 338.00 (0.01%) 100.00
Increased by +29.59%
Jun 30, 24