Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.30K (1.87%) 0.00
Increased by 0.00%
Jun 30, 25
2 Citadel Advisors Llc 37.65K (1.79%) 37.65K
Increased by +100.00%
Jun 30, 25
3 GoalFusion Wealth Management, LLC 36.67K (1.75%) 36.67K
Increased by +100.00%
Jun 30, 25
4 Geode Capital Management, LLC 19.98K (0.95%) 6.59K
Increased by +32.97%
Mar 31, 25
5 State Street Corp 14.94K (0.71%) 0.00
Increased by 0.00%
Mar 31, 25
6 State Street Corporation 14.94K (0.71%) 0.00
Increased by 0.00%
Mar 31, 24
7 Ackerman Capital Advisors, LLC 12.63K (0.60%) 0.00
Increased by 0.00%
Jun 30, 25
8 Elco Management Co., LLC 10.00K (0.48%) 10.00K
Increased by +100.00%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 5.04K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
10 Tower Research Capital LLC 579.00 (0.03%) 479.00
Increased by +82.73%
Jun 30, 25
11 Advisor Group Holdings, Inc. 375.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
12 UBS Group AG 127.00 (0.01%) 6.00
Increased by +4.72%
Mar 31, 25
13 Royal Bank of Canada 23.00 (0.00%) -11.00
Decreased by -47.83%
Jun 30, 24
14 Bank of America Corp 17.00 (0.00%) 1.00
Increased by +5.88%
Mar 31, 25
15 Concord Wealth Partners 0.00 (0.00%) -625.00
Decreased by N/A%
Dec 31, 23
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 Scientech Research LLC 0.00 (0.00%) -12.81K
Decreased by N/A%
Jun 30, 25
19 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 (1.29%) -12.30K
Decreased by -45.57%
Jul 31, 25
2 Fidelity Extended Market Index 12.75K (0.61%) -105.00
Decreased by -0.82%
Jul 31, 25
3 Fidelity® Extended Market Index 10.09K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Total Market Index 4.70K (0.22%) 4.70K
Increased by +100.00%
Jul 31, 25
5 Fidelity Series Total Market Index 3.44K (0.16%) 0.00
Increased by 0.00%
Jul 31, 25
6 Spartan Extended Market Index Pool F 3.20K (0.15%) 105.00
Increased by +3.28%
Jul 31, 25
7 Spartan Extended Market Index Pool E 2.97K (0.14%) 2.81K
Increased by +94.59%
Mar 31, 25
8 Fidelity® Series Total Market Index 2.79K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
9 Spartan Total Market Index Pool G 1.18K (0.06%) 365.00
Increased by +30.93%
Jul 31, 25
10 SSgA U.S. Extended Market Index Class I 825.00 (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
11 State St US Extended Mkt Indx NL Cl C 825.00 (0.04%) 0.00
Increased by 0.00%
Jul 31, 25
12 Spartan Total Market Index Pool E 815.00 (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
13 SSgA U.S. Total Market Index Strategy 338.00 (0.02%) 100.00
Increased by +29.59%
Jun 30, 24