Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.30K (1.83%) 0.00
Increased by 0.00%
Jun 30, 24
2 GoalFusion Wealth Management, LLC 36.67K (1.71%) 0.00
Increased by 0.00%
Sep 30, 24
3 State Street Corp 14.94K (0.70%) 0.00
Increased by 0.00%
Jun 30, 24
4 State Street Corporation 14.94K (0.70%) 0.00
Increased by 0.00%
Mar 31, 24
5 Geode Capital Management, LLC 13.69K (0.64%) 0.00
Increased by 0.00%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 5.00K (0.23%) 0.00
Increased by 0.00%
Mar 31, 24
7 Tower Research Capital LLC 2.82K (0.13%) -102.00
Decreased by -3.62%
Jun 30, 24
8 Advisor Group Holdings, Inc. 375.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 24
9 Royal Bank of Canada 23.00 (0.00%) -11.00
Decreased by -47.83%
Jun 30, 24
10 Bank of America Corp 15.00 (0.00%) 15.00
Increased by +100.00%
Jun 30, 24
11 Concord Wealth Partners 0.00 (0.00%) -625.00
Decreased by N/A%
Dec 31, 23
12 ORG Partners LLC 0.00 (0.00%) -996.00
Decreased by N/A%
Mar 31, 24
13 UBS Group AG 0.00 (0.00%) -111.00
Decreased by N/A%
Mar 31, 24
14 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 (1.83%) 0.00
Increased by 0.00%
Aug 31, 24
2 Fidelity® Extended Market Index 10.09K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Extended Market Index 9.79K (0.46%) -158.00
Decreased by -1.61%
Aug 31, 24
4 Fidelity Series Total Market Index 2.79K (0.13%) 0.00
Increased by 0.00%
Aug 31, 24
5 Fidelity® Series Total Market Index 2.79K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
6 SSgA U.S. Extended Market Index Class I 825.00 (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
7 State St US Extended Mkt Indx NL Cl C 825.00 (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
8 Spartan Total Market Index Pool E 815.00 (0.04%) 0.00
Increased by 0.00%
Aug 31, 24
9 SSgA U.S. Total Market Index Strategy 338.00 (0.02%) 100.00
Increased by +29.59%
Jun 30, 24
10 Spartan Extended Market Index Pool E 139.00 (0.01%) 0.00
Increased by 0.00%
Jul 31, 24