| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | AllianceBernstein L.P. | 585.41K (10.47%) | 14.11K Increased by +2.41% | Jun 30, 24 |
| 2 | Geode Capital Management, LLC | 56.28K (1.01%) | -5.06K Decreased by -8.99% | Jun 30, 24 |
| 3 | Stilwell Value LLC | 25.00K (0.45%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 4 | First Manhattan Co. LLC | 18.74K (0.34%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 5 | BlackRock Inc | 13.52K (0.24%) | 691.00 Increased by +5.11% | Jun 30, 24 |
| 6 | Northwestern Mutual Wealth Management Co | 8.52K (0.15%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | Royal Bank of Canada | 87.00 (0.00%) | 28.00 Increased by +32.18% | Jun 30, 24 |
| 8 | Bank of America Corp | 51.00 (0.00%) | 41.00 Increased by +80.39% | Jun 30, 24 |
| 9 | Arcus Capital Partners LLC | 0.00 (0.00%) | -19.73K Decreased by N/A% | Dec 31, 23 |
| 10 | Brookstone Capital Management LLC | 0.00 (0.00%) | -74.25K Decreased by N/A% | Sep 30, 24 |
| 11 | Cahaba Wealth Management, INC. | 0.00 (0.00%) | -25.15K Decreased by N/A% | Sep 30, 24 |
| 12 | Citigroup Inc | 0.00 (0.00%) | -1.00 Decreased by N/A% | Mar 31, 24 |
| 13 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 0.00 (0.00%) | -16.66K Decreased by N/A% | Sep 30, 24 |
| 14 | Innealta Capital, LLC | 0.00 (0.00%) | -10.00 Decreased by N/A% | Sep 30, 24 |
| 15 | Mayfair Advisory Group, LLC | 0.00 (0.00%) | -14.20K Decreased by N/A% | Sep 30, 23 |
| 16 | Northern Trust Corp | 0.00 (0.00%) | -12.85K Decreased by N/A% | Sep 30, 24 |
| 17 | Oppenheimer & Close Inc | 0.00 (0.00%) | -25.00K Decreased by N/A% | Sep 30, 24 |
| 18 | Tower Research Capital LLC | 0.00 (0.00%) | -119.00 Decreased by N/A% | Dec 31, 23 |
| 19 | UBS Group AG | 0.00 (0.00%) | -472.00 Decreased by N/A% | Jun 30, 24 |
| 20 | Vanguard Group Inc | 0.00 (0.00%) | -67.99K Decreased by N/A% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Institutional Extnd Mkt Idx Tr | 64.70K (1.16%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | Fidelity Extended Market Index | 32.77K (0.59%) | 2.95K Increased by +9.00% | Jun 30, 24 |
| 3 | Fidelity Total Market Index | 15.82K (0.28%) | 1.85K Increased by +11.68% | Jun 30, 24 |
| 4 | Fidelity® Extended Market Index | 15.21K (0.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Fidelity® Total Market Index | 14.04K (0.25%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity® Series Total Market Index | 14.01K (0.25%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | iShares Micro-Cap ETF | 10.90K (0.19%) | -152.00 Decreased by -1.39% | May 30, 24 |
| 8 | NT Ext Equity Mkt Idx Fd - L | 4.80K (0.09%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | Northern Trust Extended Eq Market Idx | 4.80K (0.09%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | Fidelity Series Total Market Index | 3.32K (0.06%) | -9.97K Decreased by -300.09% | Jun 30, 24 |
| 11 | Vanguard U.S. Eq Idx £ Acc | 3.29K (0.06%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Schwab Total Stock Market Index | 2.87K (0.05%) | 1.50K Increased by +52.19% | Jun 30, 24 |
| 13 | Spartan Extended Market Index Pool E | 1.73K (0.03%) | 120.00 Increased by +6.92% | Jun 30, 24 |
| 14 | Fidelity Nasdaq Composite Index | 1.55K (0.03%) | 0.00 Increased by 0.00% | May 31, 24 |
| 15 | 1290 VT Micro Cap K | 1.21K (0.02%) | 214.00 Increased by +17.64% | Jun 30, 24 |
| 16 | SSgA U.S. Extended Market Index Class I | 1.20K (0.02%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | State St US Extended Mkt Indx NL Cl C | 1.20K (0.02%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 18 | Spartan Total Market Index Pool E | 1.04K (0.02%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 740.00 (0.01%) | 544.00 Increased by +73.51% | Jun 30, 24 |
| 20 | SSgA U.S. Total Market Index Strategy | 492.00 (0.01%) | 146.00 Increased by +29.67% | Jun 30, 24 |