| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Advisor Resource Council | 1.08M (9.32%) | 176.70K Increased by +16.39% | Sep 30, 23 |
| 2 | Smith Moore & Co | 128.68K (1.11%) | -8.50K Decreased by -6.61% | Sep 30, 23 |
| 3 | Northern Trust Corp | 110.86K (0.96%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | PFG Investments, LLC | 106.15K (0.92%) | 90.39K Increased by +85.15% | Mar 31, 24 |
| 5 | Sequoia Financial Advisors LLC | 70.07K (0.61%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Vanguard Group Inc | 68.79K (0.60%) | 68.79K Increased by +100.00% | Mar 31, 24 |
| 7 | IHT Wealth Management, LLC | 64.76K (0.56%) | 9.00K Increased by +13.90% | Sep 30, 23 |
| 8 | Warberg Asset Management LLC | 63.86K (0.55%) | 30.93K Increased by +48.43% | Sep 30, 23 |
| 9 | Cornell Pochily Investment Advisors Inc | 61.62K (0.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | BlackRock Inc | 60.58K (0.52%) | 60.58K Increased by +100.00% | Mar 31, 24 |
| 11 | Geode Capital Management, LLC | 56.76K (0.49%) | 56.76K Increased by +100.00% | Mar 31, 24 |
| 12 | Financial Advisory Service Inc | 45.00K (0.39%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Advisor Group Holdings, Inc. | 32.55K (0.28%) | 7.00K Increased by +21.51% | Sep 30, 23 |
| 14 | XTX Topco Ltd | 31.34K (0.27%) | 31.34K Increased by +100.00% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 30.06K (0.26%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Douglas Lane & Associates, LLC | 29.80K (0.26%) | 29.80K Increased by +100.00% | Dec 31, 23 |
| 17 | AE Wealth Management LLC | 26.70K (0.23%) | 6.70K Increased by +25.09% | Sep 30, 23 |
| 18 | HRT FINANCIAL LLC | 26.33K (0.23%) | 26.33K Increased by +100.00% | Mar 31, 24 |
| 19 | State Street Corporation | 17.74K (0.15%) | 17.74K Increased by +100.00% | Mar 31, 24 |
| 20 | Cornerstone Wealth Group, LLC | 16.00K (0.14%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.64M (14.17%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 687.88K (5.95%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 3 | Fidelity® Extended Market Index | 324.03K (2.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | iShares Micro-Cap ETF | 144.59K (1.25%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 5 | Fidelity® Total Market Index | 84.29K (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity® Series Total Market Index | 75.01K (0.65%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | BlackRock Extended Mkt Composite | 58.13K (0.50%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | NT Ext Equity Mkt Idx Fd - L | 52.48K (0.45%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | BlackRock Extended Equity Market K | 50.71K (0.44%) | -102.00 Decreased by -0.20% | Dec 31, 23 |
| 10 | Vanguard Instl Ttl Stck Mkt Idx Tr | 34.13K (0.30%) | -820.33K Decreased by -2.40 K% | Oct 31, 23 |
| 11 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 34.13K (0.30%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 12 | Fidelity Extended Market Index | 32.03K (0.28%) | 0.00 Increased by 0.00% | May 31, 24 |
| 13 | Schwab Total Stock Market Index | 30.06K (0.26%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 14 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 22.70K (0.20%) | 43.00 Increased by +0.19% | Dec 31, 23 |
| 15 | Vanguard Balanced Index Inv | 18.04K (0.16%) | -5.37K Decreased by -29.75% | Jan 31, 24 |
| 16 | Fidelity Series Total Market Index | 8.87K (0.08%) | 0.00 Increased by 0.00% | May 31, 24 |
| 17 | Fidelity Total Market Index | 8.43K (0.07%) | 0.00 Increased by 0.00% | May 31, 24 |
| 18 | Northern Trust Extended Eq Market Idx | 5.25K (0.05%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 19 | SSgA U.S. Extended Market Index Class I | 4.80K (0.04%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Fidelity Nasdaq Composite Index | 3.90K (0.03%) | 0.00 Increased by 0.00% | May 31, 24 |