Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Velan Capital Investment Management LP 1.28M (50.85%) 0.00
Increased by 0.00%
Jun 30, 23
2 CM Management, LLC 90.00K (3.57%) 28.00K
Increased by +31.11%
Jun 30, 24
3 State Street Corporation 43.98K (1.74%) 0.00
Increased by 0.00%
Jun 30, 23
4 Northern Trust Corp 22.54K (0.89%) 0.00
Increased by 0.00%
Jun 30, 23
5 Geode Capital Management, LLC 18.22K (0.72%) 3.83K
Increased by +21.04%
Jun 30, 24
6 Vanguard Group Inc 15.86K (0.63%) 0.00
Increased by 0.00%
Jun 30, 24
7 Dimensional Fund Advisors, Inc. 11.33K (0.45%) 0.00
Increased by 0.00%
Jun 30, 24
8 CIBC World Markets Inc. 10.77K (0.43%) 10.77K
Increased by +100.00%
Jun 30, 24
9 Tower Research Capital LLC 2.45K (0.10%) 372.00
Increased by +15.21%
Jun 30, 24
10 Royal Bank of Canada 1.74K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
11 Efficient Wealth Management LLC 242.00 (0.01%) 242.00
Increased by +100.00%
Sep 30, 24
12 TD Waterhouse Canada Inc 142.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fifth Third Bancorp 100.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 56.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
15 Global Retirement Partners, LLC. 25.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
16 Federation des caisses Desjardins du Quebec 19.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
17 Bank of America Corp 18.00 (0.00%) 18.00
Increased by +100.00%
Jun 30, 24
18 Advisor Group Holdings, Inc. 8.00 (0.00%) 4.00
Increased by +50.00%
Jun 30, 23
19 UBS Group AG 4.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
20 AllSquare Wealth Management LLC 1.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 15.70K (0.62%) 0.00
Increased by 0.00%
Aug 31, 24
2 Fidelity Extended Market Index 11.53K (0.46%) -186.00
Decreased by -1.61%
Aug 31, 24
3 Fidelity® Extended Market Index 7.99K (0.32%) 0.00
Increased by 0.00%
Nov 30, 23
4 DFA US Micro Cap I 7.91K (0.31%) 0.00
Increased by 0.00%
Aug 31, 24
5 DFA US Core Equity 2 I 3.42K (0.14%) 0.00
Increased by 0.00%
Aug 31, 24
6 Fidelity Nasdaq Composite Index 2.83K (0.11%) 0.00
Increased by 0.00%
Aug 31, 24
7 Fidelity Series Total Market Index 2.08K (0.08%) 0.00
Increased by 0.00%
Aug 31, 24
8 Fidelity® Series Total Market Index 2.08K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
9 NT Ext Equity Mkt Idx Fd - L 1.93K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
10 Northern Trust Extended Eq Market Idx 1.93K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
11 NT Ext Equity Mkt Idx Fd - NL 1.24K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity Total Market Index 1.20K (0.05%) 0.00
Increased by 0.00%
Aug 31, 24
13 Fidelity® Total Market Index 1.20K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
14 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.00K (0.04%) 3.00
Increased by +0.30%
Sep 30, 24
15 SSgA U.S. Extended Market Index Class I 582.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
16 State St US Extended Mkt Indx NL Cl C 582.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
17 BlackRock Extended Mkt Composite 518.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
18 Spartan Total Market Index Pool E 311.00 (0.01%) 0.00
Increased by 0.00%
Aug 31, 24
19 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 298.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
20 SSgA U.S. Total Market Index Strategy 239.00 (0.01%) 71.00
Increased by +29.71%
Jun 30, 24