Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kazazian Asset Mangement 224.50K (34.10%) 224.50K
Increased by +100.00%
Jun 30, 25
2 State Street Corporation 27.34K (4.15%) 0.00
Increased by 0.00%
Mar 31, 24
3 HRT FINANCIAL LLC 25.50K (3.87%) -18.36K
Decreased by -72.02%
Jun 30, 24
4 BlackRock Inc 21.51K (3.27%) 0.00
Increased by 0.00%
Jun 30, 25
5 JANE STREET GROUP, LLC 19.17K (2.91%) 19.17K
Increased by +100.00%
Jun 30, 24
6 Renaissance Technologies Corp 18.97K (2.88%) -1.90K
Decreased by -10.02%
Jun 30, 25
7 Vanguard Group Inc 18.12K (2.75%) 0.00
Increased by 0.00%
Jun 30, 25
8 Geode Capital Management, LLC 16.21K (2.46%) 1.03K
Increased by +6.33%
Jun 30, 25
9 Virtu Financial LLC 11.82K (1.80%) 11.82K
Increased by +100.00%
Dec 31, 23
10 XTX Topco Ltd 11.31K (1.72%) 11.31K
Increased by +100.00%
Jun 30, 25
11 UBS Group AG 6.09K (0.93%) 6.05K
Increased by +99.33%
Jun 30, 25
12 Bank of America Corp 806.00 (0.12%) 5.00
Increased by +0.62%
Jun 30, 25
13 Atlantic Edge Private Wealth Management LLC 326.00 (0.05%) 326.00
Increased by +100.00%
Jun 30, 24
14 Advisor Group Holdings, Inc. 244.00 (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
15 Capital Advisors, Ltd. LLC 140.00 (0.02%) 140.00
Increased by +100.00%
Jun 30, 24
16 OLD POINT TRUST & FINANCIAL SERVICES N A 125.00 (0.02%) 125.00
Increased by +100.00%
Mar 31, 24
17 JPMorgan Chase & Co 48.00 (0.01%) -29.00
Decreased by -60.42%
Jun 30, 25
18 Royal Bank of Canada 43.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
19 CWM, LLC duplicate 32.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
20 TSFG, LLC 12.00 (0.00%) 12.00
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 50.86K (7.73%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 12.06K (1.83%) -5.50K
Decreased by -45.57%
Jul 31, 25
3 Fidelity Extended Market Index 10.39K (1.58%) -73.00
Decreased by -0.70%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 9.88K (1.50%) -179.57K
Decreased by -1.82 K%
Mar 31, 24
5 DFA US Targeted Value I 8.63K (1.31%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Total Market Index 8.27K (1.26%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 7.88K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
8 Schwab Total Stock Market Index 5.87K (0.89%) 0.00
Increased by 0.00%
Jan 31, 24
9 SSgA U.S. Extended Market Index Class I 5.78K (0.88%) 0.00
Increased by 0.00%
Dec 31, 23
10 Fidelity Nasdaq Composite Index 4.08K (0.62%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity Series Total Market Index 3.53K (0.54%) 0.00
Increased by 0.00%
Jul 31, 25
12 NT Ext Eq Mkt Indx Fd DC Lend T3 1.80K (0.27%) 1.80K
Increased by +100.00%
Dec 31, 24
13 NT Ext Eq Mkt Indx Fd DC Lend T4 1.80K (0.27%) 1.80K
Increased by +100.00%
Dec 31, 24
14 Fidelity Total Market Index 1.65K (0.25%) 0.00
Increased by 0.00%
Jul 31, 25
15 Vanguard Instl Ttl Stck Mkt Idx Tr 1.64K (0.25%) -3.90K
Decreased by -238.47%
Mar 31, 24
16 Vanguard Instl Ttl Stk Mkt Idx InstlPls 1.64K (0.25%) -3.90K
Decreased by -238.47%
Mar 31, 24
17 NT Ext Equity Mkt Idx Fd - L 1.51K (0.23%) 0.00
Increased by 0.00%
Jun 30, 25
18 Northern Trust Extended Eq Market Idx 1.51K (0.23%) 0.00
Increased by 0.00%
Jun 30, 25
19 State St US Extended Mkt Indx NL Cl C 1.16K (0.18%) 0.00
Increased by 0.00%
Aug 31, 25
20 NT Ext Equity Mkt Idx Fd - NL 994.00 (0.15%) 0.00
Increased by 0.00%
Jun 30, 25