| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 158.89K (3.57%) | -2.86K Decreased by -1.80% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 145.22K (3.26%) | -293.75K Decreased by -202.29% | Jun 30, 25 |
| 3 | Geode Capital Management, LLC | 139.64K (3.14%) | -12.14K Decreased by -8.69% | Jun 30, 25 |
| 4 | UBS Group AG | 81.45K (1.83%) | 68.70K Increased by +84.34% | Jun 30, 25 |
| 5 | Swan Global Investments, LLC | 50.00K (1.12%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | FLAGSHIP HARBOR ADVISORS, LLC | 38.83K (0.87%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | First Republic Inv Mgmt Inc | 27.95K (0.63%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | XTX Topco Ltd | 26.97K (0.61%) | 26.97K Increased by +100.00% | Mar 31, 25 |
| 9 | Consolidated Portfolio Review Corp. | 25.25K (0.57%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Citadel Advisors Llc | 21.85K (0.49%) | 21.85K Increased by +100.00% | Jun 30, 25 |
| 11 | Renaissance Technologies Corp | 18.20K (0.41%) | 18.20K Increased by +100.00% | Jun 30, 25 |
| 12 | POTENTIA WEALTH | 16.14K (0.36%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Crewe Advisors LLC | 14.70K (0.33%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | CALDWELL SUTTER CAPITAL INC | 13.05K (0.29%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Northern Trust Corp | 12.67K (0.28%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | HRT FINANCIAL LLC | 10.98K (0.25%) | 10.98K Increased by +100.00% | Mar 31, 25 |
| 17 | INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9.50K (0.21%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 18 | IFP Advisors, LLC | 4.75K (0.11%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Tower Research Capital LLC | 4.40K (0.10%) | 4.40K Increased by +100.00% | Dec 31, 24 |
| 20 | Hanson Mcclain Inc | 2.55K (0.06%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 293.75K (6.60%) | -46.46K Decreased by -15.82% | Mar 31, 25 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 99.76K (2.24%) | -45.46K Decreased by -45.57% | Jul 31, 25 |
| 3 | Fidelity Extended Market Index | 88.20K (1.98%) | -621.00 Decreased by -0.70% | Jul 31, 25 |
| 4 | Fidelity Total Market Index | 23.75K (0.53%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 5 | iShares Micro-Cap ETF | 22.36K (0.50%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | Fidelity Series Total Market Index | 20.31K (0.46%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 7 | NT Ext Equity Mkt Idx Fd - L | 11.62K (0.26%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Northern Trust Extended Eq Market Idx | 11.62K (0.26%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Spartan Extended Market Index Pool E | 11.62K (0.26%) | 647.00 Increased by +5.57% | Mar 31, 25 |
| 10 | Schwab Total Stock Market Index | 9.64K (0.22%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | Spartan Total Market Index Pool E | 6.64K (0.15%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | Spartan Total Market Index Pool G | 6.64K (0.15%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 3.28K (0.07%) | 488.00 Increased by +14.89% | Jun 30, 25 |
| 14 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 2.77K (0.06%) | 2.77K Increased by +100.00% | Dec 31, 24 |
| 15 | NT Ext Eq Mkt Indx Fd DC Lend T4 | 2.77K (0.06%) | 2.77K Increased by +100.00% | Dec 31, 24 |
| 16 | 1290 VT Micro Cap K | 2.35K (0.05%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 17 | NT US Market Cap Idx Fd - L | 1.06K (0.02%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | Northern Trust Wilshire 5000 | 1.06K (0.02%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Carbon Collective Climate Sol US Eq ETF | 641.00 (0.01%) | 0.00 Increased by 0.00% | Nov 29, 24 |
| 20 | Spartan Extended Market Index Pool F | 621.00 (0.01%) | 621.00 Increased by +100.00% | Jul 31, 25 |