| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 158.89K (5.38%) | -2.86K Decreased by -1.80% | Mar 31, 25 |
| 2 | Geode Capital Management, LLC | 151.78K (5.14%) | 18.08K Increased by +11.91% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 145.22K (4.92%) | -293.75K Decreased by -202.29% | Jun 30, 25 |
| 4 | Swan Global Investments, LLC | 50.00K (1.69%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | 38.83K (1.32%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | First Republic Inv Mgmt Inc | 27.95K (0.95%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | XTX Topco Ltd | 26.97K (0.91%) | 26.97K Increased by +100.00% | Mar 31, 25 |
| 8 | Consolidated Portfolio Review Corp. | 25.25K (0.86%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Citadel Advisors Llc | 21.58K (0.73%) | 21.58K Increased by +100.00% | Dec 31, 24 |
| 10 | Ground Swell Capital, LLC | 18.03K (0.61%) | 18.03K Increased by +100.00% | Dec 31, 24 |
| 11 | POTENTIA WEALTH | 16.14K (0.55%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | Crewe Advisors LLC | 14.70K (0.50%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | CALDWELL SUTTER CAPITAL INC | 13.05K (0.44%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | UBS Group AG | 12.76K (0.43%) | 3.58K Increased by +28.07% | Mar 31, 25 |
| 15 | Northern Trust Corp | 12.67K (0.43%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | HRT FINANCIAL LLC | 10.98K (0.37%) | 10.98K Increased by +100.00% | Mar 31, 25 |
| 17 | INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9.50K (0.32%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 18 | IFP Advisors, LLC | 4.75K (0.16%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Tower Research Capital LLC | 4.40K (0.15%) | 4.40K Increased by +100.00% | Dec 31, 24 |
| 20 | Hanson Mcclain Inc | 2.55K (0.09%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 293.75K (9.95%) | -46.46K Decreased by -15.82% | Mar 31, 25 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 99.76K (3.38%) | -45.46K Decreased by -45.57% | Jul 31, 25 |
| 3 | Fidelity Extended Market Index | 88.83K (3.01%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Fidelity Total Market Index | 23.75K (0.80%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | iShares Micro-Cap ETF | 22.36K (0.76%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | Fidelity Series Total Market Index | 20.31K (0.69%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Spartan Extended Market Index Pool F | 12.14K (0.41%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | NT Ext Equity Mkt Idx Fd - L | 11.62K (0.39%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Northern Trust Extended Eq Market Idx | 11.62K (0.39%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Spartan Extended Market Index Pool E | 11.62K (0.39%) | 647.00 Increased by +5.57% | Mar 31, 25 |
| 11 | Schwab Total Stock Market Index | 9.64K (0.33%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Spartan Total Market Index Pool E | 6.64K (0.22%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Spartan Total Market Index Pool G | 6.64K (0.22%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 3.28K (0.11%) | 488.00 Increased by +14.89% | Jun 30, 25 |
| 15 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 2.77K (0.09%) | 2.77K Increased by +100.00% | Dec 31, 24 |
| 16 | NT Ext Eq Mkt Indx Fd DC Lend T4 | 2.77K (0.09%) | 2.77K Increased by +100.00% | Dec 31, 24 |
| 17 | 1290 VT Micro Cap K | 2.35K (0.08%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 18 | NT US Market Cap Idx Fd - L | 1.06K (0.04%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | Northern Trust Wilshire 5000 | 1.06K (0.04%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Carbon Collective Climate Sol US Eq ETF | 641.00 (0.02%) | 0.00 Increased by 0.00% | Nov 29, 24 |