Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 LAKE STREET ADVISORS GROUP, LLC 316.47K (3.70%) 0.00
Increased by 0.00%
Sep 30, 23
2 Geode Capital Management, LLC 70.21K (0.82%) 10.20K
Increased by +14.53%
Sep 30, 23
3 HighTower Advisors, LLC 47.60K (0.56%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Group Inc 44.10K (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
5 State Street Corporation 29.60K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
6 Citadel Advisors Llc 17.46K (0.20%) 17.46K
Increased by +100.00%
Sep 30, 23
7 UBS Group AG 8.02K (0.09%) 6.37K
Increased by +79.41%
Sep 30, 23
8 Tower Research Capital LLC 7.34K (0.09%) -24.00
Decreased by -0.33%
Sep 30, 23
9 Advisor Group Holdings, Inc. 3.60K (0.04%) -15.15K
Decreased by -420.83%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 2.29K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
11 Wolverine Asset Management LLC 652.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
12 Wells Fargo & Co 85.00 (0.00%) -11.00
Decreased by -12.94%
Sep 30, 23
13 JPMorgan Chase & Co 13.00 (0.00%) 13.00
Increased by +100.00%
Sep 30, 23
14 CI Private Wealth LLC 0.00 (0.00%) -493.69K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NT Ext Equity Mkt Idx Fd - L 9.04K (0.11%) 0.00
Increased by 0.00%
Sep 30, 23
2 Northern Trust Extended Eq Market Idx 9.04K (0.11%) 0.00
Increased by 0.00%
Sep 30, 23