| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.38M (23.64%) | 729.86K Increased by +30.62% | Sep 30, 23 |
| 2 | Advisor Resource Council | 1.08M (10.69%) | 176.70K Increased by +16.39% | Sep 30, 23 |
| 3 | BlackRock Inc | 595.10K (5.90%) | 940.00 Increased by +0.16% | Sep 30, 23 |
| 4 | Geode Capital Management, LLC | 566.18K (5.61%) | 438.00 Increased by +0.08% | Sep 30, 23 |
| 5 | State Street Corporation | 177.37K (1.76%) | 69.30K Increased by +39.07% | Sep 30, 23 |
| 6 | PFG Investments, LLC | 157.60K (1.56%) | 14.00K Increased by +8.88% | Dec 31, 23 |
| 7 | Smith Moore & Co | 128.68K (1.28%) | -8.50K Decreased by -6.61% | Sep 30, 23 |
| 8 | Commonwealth Equity Services Inc | 125.70K (1.25%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | BB&T Corp. | 112.27K (1.11%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | Northern Trust Corp | 110.86K (1.10%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Sequoia Financial Advisors LLC | 70.07K (0.69%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | IHT Wealth Management, LLC | 64.76K (0.64%) | 9.00K Increased by +13.90% | Sep 30, 23 |
| 13 | Warberg Asset Management LLC | 63.86K (0.63%) | 30.93K Increased by +48.43% | Sep 30, 23 |
| 14 | Cornell Pochily Investment Advisors Inc | 61.62K (0.61%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Royal Bank of Canada | 47.60K (0.47%) | 22.90K Increased by +48.11% | Sep 30, 23 |
| 16 | Financial Advisory Service Inc | 45.00K (0.45%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Webster Bank, N. A. | 40.00K (0.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Advisor Group Holdings, Inc. | 32.55K (0.32%) | 7.00K Increased by +21.51% | Sep 30, 23 |
| 19 | XTX Topco Ltd | 31.34K (0.31%) | 31.34K Increased by +100.00% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 30.06K (0.30%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.64M (16.24%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 687.88K (6.82%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 3 | Fidelity® Extended Market Index | 324.03K (3.21%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Fidelity Extended Market Index | 323.22K (3.20%) | -812.00 Decreased by -0.25% | Dec 31, 23 |
| 5 | iShares Micro-Cap ETF | 144.59K (1.43%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 6 | Fidelity Total Market Index | 84.29K (0.84%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | Fidelity® Total Market Index | 84.29K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Fidelity Series Total Market Index | 75.01K (0.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | Fidelity® Series Total Market Index | 75.01K (0.74%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | BlackRock Extended Mkt Composite | 58.13K (0.58%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | NT Ext Equity Mkt Idx Fd - L | 52.48K (0.52%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | Northern Trust Extended Eq Market Idx | 52.48K (0.52%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | BlackRock Extended Equity Market K | 50.71K (0.50%) | -102.00 Decreased by -0.20% | Dec 31, 23 |
| 14 | Fidelity Nasdaq Composite Index | 38.95K (0.39%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | Vanguard Instl Ttl Stck Mkt Idx Tr | 34.13K (0.34%) | -820.33K Decreased by -2.40 K% | Oct 31, 23 |
| 16 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 34.13K (0.34%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 17 | Spartan Total Market Index Pool E | 31.96K (0.32%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | Schwab Total Stock Market Index | 30.06K (0.30%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 19 | NT Ext Equity Mkt Idx Fd - NL | 28.27K (0.28%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 22.70K (0.23%) | 43.00 Increased by +0.19% | Dec 31, 23 |