Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 27.34K (0.74%) 0.00
Increased by 0.00%
Mar 31, 24
2 HRT FINANCIAL LLC 25.50K (0.69%) -18.36K
Decreased by -72.02%
Jun 30, 24
3 JANE STREET GROUP, LLC 19.17K (0.52%) 19.17K
Increased by +100.00%
Jun 30, 24
4 Virtu Financial LLC 11.82K (0.32%) 11.82K
Increased by +100.00%
Dec 31, 23
5 Citigroup Inc 7.26K (0.20%) 7.26K
Increased by +100.00%
Mar 31, 26
6 BlackRock Inc 3.58K (0.10%) 0.00
Increased by 0.00%
Dec 31, 25
7 Tower Research Capital LLC 2.34K (0.06%) 2.31K
Increased by +98.63%
Dec 31, 25
8 UBS Group AG 1.82K (0.05%) -10.01K
Decreased by -549.26%
Mar 31, 26
9 JPMorgan Chase & Co 683.00 (0.02%) 681.00
Increased by +99.71%
Mar 31, 26
10 Atlantic Edge Private Wealth Management LLC 326.00 (0.01%) 326.00
Increased by +100.00%
Jun 30, 24
11 Bank of America Corp 140.00 (0.00%) 6.00
Increased by +4.29%
Dec 31, 25
12 Capital Advisors, Ltd. LLC 140.00 (0.00%) 140.00
Increased by +100.00%
Jun 30, 24
13 OLD POINT TRUST & FINANCIAL SERVICES N A 125.00 (0.00%) 125.00
Increased by +100.00%
Mar 31, 24
14 Royal Bank of Canada 43.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
15 Advisor Group Holdings, Inc. 36.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
16 CWM, LLC duplicate 32.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
17 TSFG, LLC 12.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25
18 Anson Funds Management LP 0.00 (0.00%) -55.49K
Decreased by N/A%
Dec 31, 25
19 Bard Associates Inc 0.00 (0.00%) -80.75K
Decreased by N/A%
Dec 31, 23
20 CARY STREET PARTNERS FINANCIAL LLC 0.00 (0.00%) -5.00K
Decreased by N/A%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 50.86K (1.37%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Extended Market Index 27.46K (0.74%) 18.05K
Increased by +65.74%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 9.88K (0.27%) -179.57K
Decreased by -1.82 K%
Mar 31, 24
4 DFA US Targeted Value I 8.63K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Total Market Index 8.27K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Series Total Market Index 7.88K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
7 Schwab Total Stock Market Index 5.87K (0.16%) 0.00
Increased by 0.00%
Jan 31, 24
8 SSgA U.S. Extended Market Index Class I 5.78K (0.16%) 0.00
Increased by 0.00%
Dec 31, 23
9 Fidelity Nasdaq Composite Index 4.08K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.01K (0.05%) 0.00
Increased by 0.00%
Feb 28, 26
11 NT Ext Eq Mkt Indx Fd DC Lend T3 1.80K (0.05%) 1.80K
Increased by +100.00%
Dec 31, 24
12 NT Ext Eq Mkt Indx Fd DC Lend T4 1.80K (0.05%) 1.80K
Increased by +100.00%
Dec 31, 24
13 Vanguard Instl Ttl Stck Mkt Idx Tr 1.64K (0.04%) -3.90K
Decreased by -238.47%
Mar 31, 24
14 Vanguard Instl Ttl Stk Mkt Idx InstlPls 1.64K (0.04%) -3.90K
Decreased by -238.47%
Mar 31, 24
15 Fidelity Series Total Market Index 587.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 26
16 Spartan Total Market Index Pool E 558.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
17 SSgA U.S. Total Market Index Strategy 475.00 (0.01%) -9.00
Decreased by -1.89%
Sep 30, 25
18 Fidelity Total Market Index 275.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
19 NT Ext Equity Mkt Idx Fd - L 251.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
20 Northern Trust Extended Eq Market Idx 251.00 (0.01%) -1.00
Decreased by -0.40%
Mar 31, 26