Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 27.34K (1.58%) 0.00
Increased by 0.00%
Mar 31, 24
2 HRT FINANCIAL LLC 25.50K (1.47%) -18.36K
Decreased by -72.02%
Jun 30, 24
3 BlackRock Inc 21.51K (1.24%) 1.00
Increased by +0.00%
Mar 31, 25
4 Renaissance Technologies Corp 20.87K (1.20%) -443.00
Decreased by -2.12%
Mar 31, 25
5 JANE STREET GROUP, LLC 19.17K (1.11%) 19.17K
Increased by +100.00%
Jun 30, 24
6 Vanguard Group Inc 18.12K (1.04%) 1.00
Increased by +0.01%
Mar 31, 25
7 Geode Capital Management, LLC 15.19K (0.88%) 4.42K
Increased by +29.11%
Mar 31, 25
8 Virtu Financial LLC 11.82K (0.68%) 11.82K
Increased by +100.00%
Dec 31, 23
9 Bank of America Corp 801.00 (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
10 Atlantic Edge Private Wealth Management LLC 326.00 (0.02%) 326.00
Increased by +100.00%
Jun 30, 24
11 Advisor Group Holdings, Inc. 244.00 (0.01%) 244.00
Increased by +100.00%
Mar 31, 25
12 Capital Advisors, Ltd. LLC 140.00 (0.01%) 140.00
Increased by +100.00%
Jun 30, 24
13 OLD POINT TRUST & FINANCIAL SERVICES N A 125.00 (0.01%) 125.00
Increased by +100.00%
Mar 31, 24
14 JPMorgan Chase & Co 77.00 (0.00%) -9.00
Decreased by -11.69%
Mar 31, 25
15 Royal Bank of Canada 43.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
16 UBS Group AG 41.00 (0.00%) -8.31K
Decreased by -20.27 K%
Mar 31, 25
17 CWM, LLC duplicate 32.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
18 TSFG, LLC 12.00 (0.00%) 12.00
Increased by +100.00%
Mar 31, 25
19 SBI Securities Co Ltd 5.00 (0.00%) -1.00
Decreased by -20.00%
Mar 31, 25
20 Bard Associates Inc 0.00 (0.00%) -80.75K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 50.86K (2.93%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 17.56K (1.01%) 0.00
Increased by 0.00%
May 31, 25
3 Fidelity Extended Market Index 10.46K (0.60%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 9.88K (0.57%) -179.57K
Decreased by -1.82 K%
Mar 31, 24
5 DFA US Targeted Value I 8.63K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Total Market Index 8.27K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 7.88K (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
8 Schwab Total Stock Market Index 5.87K (0.34%) 0.00
Increased by 0.00%
Jan 31, 24
9 SSgA U.S. Extended Market Index Class I 5.78K (0.33%) 0.00
Increased by 0.00%
Dec 31, 23
10 Fidelity Nasdaq Composite Index 4.08K (0.24%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity Series Total Market Index 2.50K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
12 NT Ext Eq Mkt Indx Fd DC Lend T3 1.80K (0.10%) 1.80K
Increased by +100.00%
Dec 31, 24
13 NT Ext Eq Mkt Indx Fd DC Lend T4 1.80K (0.10%) 1.80K
Increased by +100.00%
Dec 31, 24
14 Fidelity Total Market Index 1.65K (0.10%) 0.00
Increased by 0.00%
Apr 30, 25
15 Vanguard Instl Ttl Stck Mkt Idx Tr 1.64K (0.09%) -3.90K
Decreased by -238.47%
Mar 31, 24
16 Vanguard Instl Ttl Stk Mkt Idx InstlPls 1.64K (0.09%) -3.90K
Decreased by -238.47%
Mar 31, 24
17 NT Ext Equity Mkt Idx Fd - L 1.51K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
18 Northern Trust Extended Eq Market Idx 1.51K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
19 State St US Extended Mkt Indx NL Cl C 1.16K (0.07%) 0.00
Increased by 0.00%
May 31, 25
20 NT Ext Equity Mkt Idx Fd - NL 994.00 (0.06%) 0.00
Increased by 0.00%
Mar 31, 25