| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Oracle Investment Management Inc | 1.36M (8.69%) | 300.00 Increased by +0.02% | Jun 30, 24 |
| 2 | Staley Capital Advisers Inc | 1.10M (7.05%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 3 | Vanguard Group Inc | 775.14K (4.97%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 4 | Elser Financial Planning, Inc | 711.41K (4.56%) | 711.41K Increased by +100.00% | Jun 30, 24 |
| 5 | Canton Hathaway, LLC | 263.52K (1.69%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 6 | Geode Capital Management, LLC | 172.47K (1.11%) | 7.59K Increased by +4.40% | Jun 30, 24 |
| 7 | Grey Street Capital, LLC | 86.78K (0.56%) | -10.00K Decreased by -11.52% | Mar 31, 24 |
| 8 | BlackRock Inc | 84.69K (0.54%) | 160.00 Increased by +0.19% | Jun 30, 24 |
| 9 | State Street Corp | 53.86K (0.35%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | State Street Corporation | 53.86K (0.35%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Aufman Associates Inc | 52.66K (0.34%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Northern Trust Corp | 35.24K (0.23%) | -32.00 Decreased by -0.09% | Jun 30, 24 |
| 13 | JPMorgan Chase & Co | 29.06K (0.19%) | 4.34K Increased by +14.95% | Mar 31, 24 |
| 14 | Independent Advisor Alliance | 25.49K (0.16%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 15 | Renaissance Technologies Corp | 22.80K (0.15%) | -2.25K Decreased by -9.88% | Jun 30, 24 |
| 16 | Pathstone Family Office, LLC | 17.64K (0.11%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Goldman Sachs Group Inc | 17.25K (0.11%) | 98.00 Increased by +0.57% | Jun 30, 24 |
| 18 | Raymond James Finl Svs Advisors, Inc. | 16.16K (0.10%) | -11.32K Decreased by -70.03% | Jun 30, 24 |
| 19 | Millennium Management LLC | 15.21K (0.10%) | 1.27K Increased by +8.36% | Mar 31, 24 |
| 20 | Goss Wealth Management LLC | 12.61K (0.08%) | 12.61K Increased by +100.00% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 507.76K (3.25%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 229.23K (1.47%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 3 | Fidelity Extended Market Index | 95.98K (0.62%) | -608.00 Decreased by -0.63% | Jul 31, 24 |
| 4 | Fidelity® Extended Market Index | 91.08K (0.58%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | iShares Micro-Cap ETF | 43.57K (0.28%) | 0.00 Increased by 0.00% | Aug 30, 24 |
| 6 | BlackRock Extended Mkt Composite | 41.05K (0.26%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | BlackRock Extended Equity Market K | 35.79K (0.23%) | -34.00 Decreased by -0.09% | Jun 30, 24 |
| 8 | Fidelity Series Total Market Index | 21.58K (0.14%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 9 | Fidelity® Series Total Market Index | 20.46K (0.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Fidelity® Total Market Index | 20.35K (0.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity Total Market Index | 20.27K (0.13%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 12 | Fidelity Nasdaq Composite Index | 18.66K (0.12%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 13 | NT Ext Equity Mkt Idx Fd - L | 18.31K (0.12%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | Northern Trust Extended Eq Market Idx | 18.31K (0.12%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 15 | Vanguard Balanced Index Inv | 16.60K (0.11%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 16 | NT Ext Equity Mkt Idx Fd - NL | 15.69K (0.10%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 17 | Vanguard Instl Ttl Stck Mkt Idx Tr | 14.57K (0.09%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 18 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 14.57K (0.09%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 19 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 12.60K (0.08%) | -5.00 Decreased by -0.04% | Jun 30, 24 |
| 20 | Spartan Total Market Index Pool E | 8.70K (0.06%) | 0.00 Increased by 0.00% | Jul 31, 24 |