Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 80.43K (3.97%) 0.00
Increased by 0.00%
Dec 31, 25
2 UBS Group AG 40.72K (2.01%) 40.59K
Increased by +99.69%
Mar 31, 26
3 Morgan Stanley - Brokerage Accounts 20.47K (1.01%) 20.47K
Increased by +100.00%
Mar 31, 26
4 Virtu Financial LLC 14.62K (0.72%) 14.62K
Increased by +100.00%
Mar 31, 26
5 Geode Capital Management, LLC 12.60K (0.62%) 11.70K
Increased by +92.89%
Mar 31, 26
6 BMO Capital Markets Corp. 10.00K (0.49%) 10.00K
Increased by +100.00%
Mar 31, 26
7 Bank of Montreal 10.00K (0.49%) 10.00K
Increased by +100.00%
Mar 31, 26
8 Iron Horse Wealth Management, LLC 1.00K (0.05%) 1.00K
Increased by +100.00%
Jun 30, 25
9 Vanguard Capital Management, LLC 859.00 (0.04%) 859.00
Increased by +100.00%
Mar 31, 26
10 Tower Research Capital LLC 794.00 (0.04%) 794.00
Increased by +100.00%
Mar 31, 26
11 Vanguard Fiduciary Trust Co 482.00 (0.02%) 482.00
Increased by +100.00%
Mar 31, 26
12 BNP Paribas Arbitrage, SA 7.00 (0.00%) 7.00
Increased by +100.00%
Mar 31, 26
13 Danske Bank A/S. 1.00 (0.00%) 1.00
Increased by +100.00%
Mar 31, 26
14 3Chopt Investment Partners, LLC 0.00 (0.00%) -1.02K
Decreased by N/A%
Sep 30, 25
15 BOOTHBAY FUND MANAGEMENT, LLC 0.00 (0.00%) -413.96K
Decreased by N/A%
Jun 30, 25
16 Bank of America Corp 0.00 (0.00%) -1.00
Decreased by N/A%
Mar 31, 26
17 Brookstone Capital Management LLC 0.00 (0.00%) -321.00
Decreased by N/A%
Sep 30, 25
18 Citadel Advisors Llc 0.00 (0.00%) -59.50K
Decreased by N/A%
Jun 30, 25
19 Citigroup Inc 0.00 (0.00%) -169.00
Decreased by N/A%
Mar 31, 26
20 Creative Financial Designs Inc 0.00 (0.00%) -2.00
Decreased by N/A%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Abante Quant Value FI 51.30K (2.53%) 0.00
Increased by 0.00%
Jan 31, 26
2 Fidelity Extended Market Index 11.49K (0.57%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity® Extended Market Index 8.09K (0.40%) 0.00
Increased by 0.00%
Nov 30, 23
4 Invesco BuyBack Achievers ETF 1.35K (0.07%) 0.00
Increased by 0.00%
May 29, 26
5 Fidelity Series Total Market Index 859.00 (0.04%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 859.00 (0.04%) 0.00
Increased by 0.00%
Apr 30, 26
7 Spartan Extended Market Index Pool F 206.00 (0.01%) 61.00
Increased by +29.61%
Dec 31, 25
8 SSgA U.S. Extended Market Index Class I 150.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
9 State St US Extended Mkt Indx NL Cl C 150.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
10 Fidelity Total Market Index 140.00 (0.01%) 0.00
Increased by 0.00%
Apr 30, 26
11 Spartan Extended Market Index Pool E 127.00 (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
12 Spartan Total Market Index Pool E 77.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
13 Spartan Total Market Index Pool G 71.00 (0.00%) 0.00
Increased by 0.00%
Apr 30, 26
14 SSgA U.S. Total Market Index Strategy 63.00 (0.00%) 1.00
Increased by +1.59%
Mar 31, 25
15 Fidelity Nasdaq Composite Index 35.00 (0.00%) 0.00
Increased by 0.00%
Apr 30, 26
16 NT US Market Cap Idx Fd - L 4.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
17 NT US Market Cap Index Fund - Ld 4.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
18 Northern Trust Wilshire 5000 4.00 (0.00%) 4.00
Increased by +100.00%
Mar 31, 26