Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 125.66K (0.55%) 125.66K
Increased by +100.00%
Dec 31, 25
2 Geode Capital Management, LLC 70.23K (0.31%) 70.23K
Increased by +100.00%
Dec 31, 25
3 Connective Capital Management LLC 69.10K (0.30%) 69.10K
Increased by +100.00%
Dec 31, 25
4 Goldstone Financial Group, LLC 44.79K (0.19%) 2.40K
Increased by +5.36%
Dec 31, 25
5 Virtu Financial LLC 26.70K (0.12%) 26.70K
Increased by +100.00%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 13.02K (0.06%) 13.02K
Increased by +100.00%
Sep 30, 25
7 Larson Financial Group, LLC 769.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
8 UBS Group AG 635.00 (0.00%) 635.00
Increased by +100.00%
Sep 30, 25
9 Tower Research Capital LLC 576.00 (0.00%) 576.00
Increased by +100.00%
Dec 31, 25
10 Steward Partners Investment Advisory, LLC 100.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
11 Bank of America Corp 1.00 (0.00%) 1.00
Increased by +100.00%
Sep 30, 25
12 Advisor Group Holdings, Inc. 0.00 (0.00%) -768.00
Decreased by N/A%
Sep 30, 23
13 Armistice Capital, LLC 0.00 (0.00%) -147.00K
Decreased by N/A%
Sep 30, 24
14 Blair William & Co 0.00 (0.00%) -410.00
Decreased by N/A%
Sep 30, 23
15 CANTOR FITZGERALD, L. P. 0.00 (0.00%) -27.00K
Decreased by N/A%
Dec 31, 25
16 FNY Investment Advisers, LLC 0.00 (0.00%) -714.00
Decreased by N/A%
Mar 31, 24
17 Global Retirement Partners, LLC. 0.00 (0.00%) -80.00
Decreased by N/A%
Sep 30, 23
18 HRT FINANCIAL LLC 0.00 (0.00%) -3.45K
Decreased by N/A%
Sep 30, 23
19 JPMorgan Chase & Co 0.00 (0.00%) -17.00
Decreased by N/A%
Sep 30, 23
20 NVP Associates LLC 0.00 (0.00%) -13.00
Decreased by N/A%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 239.46K (1.04%) 175.86K
Increased by +73.44%
Feb 28, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 70.69K (0.31%) 0.00
Increased by 0.00%
Feb 28, 26
3 Fidelity Extended Market Index 33.63K (0.15%) -122.00
Decreased by -0.36%
Feb 28, 26
4 Blackrock Extended Mkt Fund CF 19.09K (0.08%) 0.00
Increased by 0.00%
Feb 28, 26
5 Extended Equity Market Fund B 19.09K (0.08%) 19.09K
Increased by +100.00%
Dec 31, 25
6 Extended Equity Market Fund E 19.09K (0.08%) 19.09K
Increased by +100.00%
Dec 31, 25
7 Extended Equity Market Fund K 16.25K (0.07%) -119.00
Decreased by -0.73%
Mar 31, 26
8 Dimensional US Small Cap ETF 15.92K (0.07%) 0.00
Increased by 0.00%
Mar 31, 26
9 Fidelity Total Market Index 10.92K (0.05%) 0.00
Increased by 0.00%
Feb 28, 26
10 Spartan Extended Market Index Pool F 10.00K (0.04%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity Series Total Market Index 9.42K (0.04%) 0.00
Increased by 0.00%
Feb 28, 26
12 NT Ext Equity Mkt Idx Fd - L 8.03K (0.03%) 8.03K
Increased by +100.00%
Dec 31, 25
13 Spartan Total Market Index Pool G 6.13K (0.03%) 0.00
Increased by 0.00%
Feb 28, 26
14 Vanguard Balanced Index Inv 6.01K (0.03%) 0.00
Increased by 0.00%
Feb 28, 26
15 Vanguard Instl Ttl Stck Mkt Idx Tr 4.32K (0.02%) 0.00
Increased by 0.00%
Feb 28, 26
16 Vanguard U.S. Eq Idx £ Acc 4.12K (0.02%) 0.00
Increased by 0.00%
Feb 28, 26
17 Fidelity Nasdaq Composite Index 3.34K (0.01%) 3.34K
Increased by +100.00%
Feb 28, 26
18 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 3.15K (0.01%) 3.15K
Increased by +100.00%
Dec 31, 25
19 Extended Equity Market Fund M 1.91K (0.01%) 64.00
Increased by +3.35%
Mar 31, 26
20 Fidelity® Extended Market Index 1.79K (0.01%) 0.00
Increased by 0.00%
Nov 30, 23