Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 36.92K (3.18%) -900.00
Decreased by -2.44%
Jun 30, 24
2 Vanguard Group Inc 14.85K (1.28%) 0.00
Increased by 0.00%
Jun 30, 24
3 BlackRock Inc 10.03K (0.86%) 0.00
Increased by 0.00%
Jun 30, 24
4 UBS Group AG 3.59K (0.31%) 2.42K
Increased by +67.38%
Jun 30, 24
5 Tower Research Capital LLC 762.00 (0.07%) -236.00
Decreased by -30.97%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 659.00 (0.06%) -659.00
Decreased by -100.00%
Jun 30, 24
7 Citigroup Inc 373.00 (0.03%) 0.00
Increased by 0.00%
Jun 30, 24
8 Cornerstone Planning Group LLC 37.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
9 Federation des caisses Desjardins du Quebec 17.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
10 Bank of America Corp 8.00 (0.00%) 8.00
Increased by +100.00%
Jun 30, 24
11 Advisor Group Holdings, Inc. 6.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
12 Royal Bank of Canada 2.00 (0.00%) 2.00
Increased by +100.00%
Sep 30, 23
13 Wells Fargo & Co 1.00 (0.00%) -8.00
Decreased by -800.00%
Jun 30, 24
14 Barclays PLC 0.00 (0.00%) -742.00
Decreased by N/A%
Dec 31, 23
15 FMR Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Jun 30, 24
16 Roffman Miller Associates Inc 0.00 (0.00%) -40.00
Decreased by N/A%
Sep 30, 23
17 SignatureFD, LLC 0.00 (0.00%) -20.00
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 14.85K (1.28%) 0.00
Increased by 0.00%
Aug 31, 24
2 Fidelity Extended Market Index 7.09K (0.61%) -114.00
Decreased by -1.61%
Aug 31, 24
3 Fidelity® Extended Market Index 5.56K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
4 DFA US Targeted Value I 2.52K (0.22%) -1.07K
Decreased by -42.50%
Jun 30, 24
5 NT Ext Equity Mkt Idx Fd - L 2.41K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
6 Northern Trust Extended Eq Market Idx 2.41K (0.21%) 1.48K
Increased by +61.43%
Jun 30, 24
7 Dimensional US Targeted Value ETF 1.41K (0.12%) 0.00
Increased by 0.00%
Apr 30, 24
8 SSgA U.S. Extended Market Index Class I 542.00 (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
9 State St US Extended Mkt Indx NL Cl C 542.00 (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity Nasdaq Composite Index 527.00 (0.05%) 0.00
Increased by 0.00%
Aug 31, 24
11 Fidelity Total Market Index 430.00 (0.04%) 0.00
Increased by 0.00%
Aug 31, 24
12 Fidelity® Total Market Index 430.00 (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
13 Spartan Total Market Index Pool E 385.00 (0.03%) 310.00
Increased by +80.52%
Aug 31, 24
14 Spartan Extended Market Index Pool E 379.00 (0.03%) 114.00
Increased by +30.08%
Aug 31, 24
15 Fidelity Series Total Market Index 375.00 (0.03%) 0.00
Increased by 0.00%
Aug 31, 24
16 Fidelity® Series Total Market Index 375.00 (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 372.00 (0.03%) 334.00
Increased by +89.78%
Jun 30, 24
18 SSgA U.S. Total Market Index Strategy 222.00 (0.02%) 66.00
Increased by +29.73%
Jun 30, 24
19 NT Ext Equity Mkt Idx Fd - NL 200.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 161.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24