Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 RVW Wealth, LLC 181.49K (7.31%) 0.00
Increased by 0.00%
Sep 30, 24
2 Royal Bank of Canada 90.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
3 Thompson Investment Management LLC 25.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
4 Advisor Group Holdings, Inc. 0.00 (0.00%) -1.96K
Decreased by N/A%
Dec 31, 23
5 BlackRock Inc 0.00 (0.00%) -1.97K
Decreased by N/A%
Dec 31, 23
6 Geode Capital Management, LLC 0.00 (0.00%) -20.93K
Decreased by N/A%
Dec 31, 23
7 JPMorgan Chase & Co 0.00 (0.00%) -33.00
Decreased by N/A%
Dec 31, 23
8 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -1.27K
Decreased by N/A%
Dec 31, 23
9 Pacifica Partners Inc 0.00 (0.00%) -35.00
Decreased by N/A%
Mar 31, 24
10 Prestige Wealth Management Group LLC 0.00 (0.00%) -138.00
Decreased by N/A%
Dec 31, 23
11 Renaissance Technologies Corp 0.00 (0.00%) -17.16K
Decreased by N/A%
Dec 31, 23
12 TD Waterhouse Canada Inc 0.00 (0.00%) -98.00
Decreased by N/A%
Dec 31, 23
13 Tower Research Capital LLC 0.00 (0.00%) -2.33K
Decreased by N/A%
Dec 31, 23
14 Two Sigma Advisers, LLC 0.00 (0.00%) -14.46K
Decreased by N/A%
Jun 30, 23
15 Two Sigma Investments LLC 0.00 (0.00%) -16.86K
Decreased by N/A%
Dec 31, 23
16 U.S. Bancorp 0.00 (0.00%) -263.00
Decreased by N/A%
Dec 31, 23
17 UBS Group AG 0.00 (0.00%) -188.00
Decreased by N/A%
Dec 31, 23
18 Vanguard Group Inc 0.00 (0.00%) -33.29K
Decreased by N/A%
Dec 31, 23
19 Wells Fargo & Co 0.00 (0.00%) -18.00
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 13.53K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity® Extended Market Index 13.53K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Total Market Index 2.04K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Total Market Index 2.04K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
5 NT Ext Equity Mkt Idx Fd - NL 1.59K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
6 NT Ext Equity Mkt Idx Fd - L 1.31K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
7 Northern Trust Extended Eq Market Idx 1.31K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
8 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.28K (0.05%) -63.00
Decreased by -4.94%
Sep 30, 23
9 Fidelity Series Total Market Index 1.23K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity® Series Total Market Index 1.23K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
11 BlackRock Extended Mkt Composite 1.20K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
12 SSgA U.S. Extended Market Index Class I 518.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
13 NT US Market Cap Idx Fd - L 120.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
14 Northern Trust Wilshire 5000 120.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 23
15 BNYM Mellon SL Mkt Completion Fd 62.00 (0.00%) -1.00
Decreased by -1.61%
Sep 30, 23
16 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 51.00 (0.00%) 51.00
Increased by +100.00%
Sep 30, 23
17 BNYM Mellon NSL Mkt Completion Fd Instl 38.00 (0.00%) 1.00
Increased by +2.63%
Sep 30, 23