Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard Group Inc | 2.19M (4.97%) | 54.90K Increased by +2.50% | Mar 31, 25 |
2 | BlackRock Inc | 1.41M (3.21%) | -236.98K Decreased by -16.75% | Mar 31, 25 |
3 | Advisor Group Holdings, Inc. | 1.22M (2.78%) | 42.88K Increased by +3.51% | Mar 31, 25 |
4 | Geode Capital Management, LLC | 852.71K (1.93%) | -17.88K Decreased by -2.10% | Mar 31, 25 |
5 | Geneos Wealth Management Inc | 850.67K (1.93%) | 461.74K Increased by +54.28% | Mar 31, 25 |
6 | Sontag Advisory LLC | 398.37K (0.90%) | 0.00 Increased by 0.00% | Mar 31, 25 |
7 | State Street Corp | 280.31K (0.64%) | -7.20K Decreased by -2.57% | Mar 31, 25 |
8 | Commonwealth Equity Services Inc | 257.56K (0.58%) | 123.05K Increased by +47.77% | Mar 31, 25 |
9 | Morgan Stanley - Brokerage Accounts | 245.09K (0.56%) | -44.99K Decreased by -18.36% | Mar 31, 25 |
10 | Y-Intercept (Hong Kong) Ltd | 235.19K (0.53%) | 235.19K Increased by +100.00% | Mar 31, 25 |
11 | Sovran Advisors, LLC | 199.83K (0.45%) | 13.82K Increased by +6.91% | Mar 31, 25 |
12 | LPL Financial Corp | 193.48K (0.44%) | 54.55K Increased by +28.19% | Mar 31, 25 |
13 | Atria Wealth Solutions, Inc. | 186.00K (0.42%) | -21.10K Decreased by -11.34% | Mar 31, 25 |
14 | Northern Trust Corp | 170.23K (0.39%) | -74.05K Decreased by -43.50% | Mar 31, 25 |
15 | State Street Corporation | 161.44K (0.37%) | 0.00 Increased by 0.00% | Mar 31, 24 |
16 | RETIREMENT GUYS FORMULA LLC | 155.34K (0.35%) | 0.00 Increased by 0.00% | Mar 31, 25 |
17 | Soltis Investment Advisors, LLC | 140.75K (0.32%) | 0.00 Increased by 0.00% | Mar 31, 25 |
18 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 118.58K (0.27%) | 0.00 Increased by 0.00% | Mar 31, 25 |
19 | Cutter & CO Brokerage, Inc. | 115.49K (0.26%) | 0.00 Increased by 0.00% | Dec 31, 24 |
20 | 683 Capital Management LLC | 111.03K (0.25%) | 111.03K Increased by +100.00% | Dec 31, 23 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard Total Stock Mkt Idx Inv | 1.39M (3.14%) | 0.00 Increased by 0.00% | May 31, 25 |
2 | Vanguard US Total Market Shares ETF | 1.25M (2.83%) | 0.00 Increased by 0.00% | Sep 30, 24 |
3 | Vanguard Institutional Extnd Mkt Idx Tr | 716.63K (1.63%) | 0.00 Increased by 0.00% | May 31, 25 |
4 | iShares Russell 2000 ETF | 358.30K (0.81%) | 0.00 Increased by 0.00% | May 31, 25 |
5 | Fidelity Extended Market Index | 271.40K (0.62%) | -2.59K Decreased by -0.96% | Apr 30, 25 |
6 | Fidelity® Extended Market Index | 229.63K (0.52%) | 0.00 Increased by 0.00% | Nov 30, 23 |
7 | Fidelity Small Cap Index | 173.45K (0.39%) | -20.73K Decreased by -11.95% | Mar 31, 25 |
8 | BlackRock Extended Mkt Composite | 105.58K (0.24%) | 0.00 Increased by 0.00% | Sep 30, 23 |
9 | iShares Russell 2000 Growth ETF | 103.67K (0.24%) | 0.00 Increased by 0.00% | May 31, 25 |
10 | BlackRock Extended Equity Market K | 92.01K (0.21%) | -39.00 Decreased by -0.04% | Sep 30, 24 |
11 | Extended Equity Market Fund K | 91.04K (0.21%) | 279.00 Increased by +0.31% | Mar 31, 25 |
12 | Fidelity Total Market Index | 87.42K (0.20%) | 0.00 Increased by 0.00% | Apr 30, 25 |
13 | Fidelity Nasdaq Composite ETF | 79.31K (0.18%) | 0.00 Increased by 0.00% | May 30, 25 |
14 | iShares Russell 2000 Value ETF | 69.75K (0.16%) | 0.00 Increased by 0.00% | May 31, 25 |
15 | Fidelity Series Total Market Index | 69.68K (0.16%) | 1.95K Increased by +2.79% | Apr 30, 25 |
16 | Fidelity® Nasdaq Composite ETF | 69.41K (0.16%) | 0.00 Increased by 0.00% | Dec 29, 23 |
17 | Fidelity Nasdaq Composite Index | 67.75K (0.15%) | 0.00 Increased by 0.00% | Apr 30, 25 |
18 | Fidelity® Total Market Index | 63.34K (0.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
19 | NT Ext Equity Mkt Idx Fd - L | 59.75K (0.14%) | 974.00 Increased by +1.63% | Mar 31, 25 |
20 | Northern Trust Extended Eq Market Idx | 59.75K (0.14%) | 974.00 Increased by +1.63% | Mar 31, 25 |