Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Grant Private Wealth Management Inc 46.19K (9.89%) 9.00K
Increased by +19.48%
Mar 31, 25
2 UBS Group AG 29.54K (6.32%) 16.77K
Increased by +56.79%
Dec 31, 24
3 Geode Capital Management, LLC 21.48K (4.60%) 3.73K
Increased by +17.36%
Dec 31, 24
4 Vanguard Group Inc 12.60K (2.70%) 0.00
Increased by 0.00%
Dec 31, 24
5 Tower Research Capital LLC 5.57K (1.19%) 776.00
Increased by +13.94%
Dec 31, 24
6 IFP Advisors, LLC 5.00K (1.07%) 5.00K
Increased by +100.00%
Dec 31, 24
7 SBI Securities Co Ltd 1.38K (0.30%) 1.38K
Increased by +100.00%
Dec 31, 24
8 Royal Bank of Canada 222.00 (0.05%) -5.00
Decreased by -2.25%
Jun 30, 23
9 CoreCap Advisors, LLC 200.00 (0.04%) 0.00
Increased by 0.00%
Dec 31, 24
10 Bank of America Corp 31.00 (0.01%) 2.00
Increased by +6.45%
Dec 31, 24
11 CWM, LLC duplicate 10.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
12 St Germain D J Co Inc 2.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
13 Advisor Group Holdings, Inc. 0.00 (0.00%) -80.00
Decreased by N/A%
Mar 31, 25
14 Advisory Services Network, LLC 0.00 (0.00%) -8.00
Decreased by N/A%
Jun 30, 23
15 Armistice Capital, LLC 0.00 (0.00%) -130.00K
Decreased by N/A%
Sep 30, 24
16 Baader Bank INC 0.00 (0.00%) -530.00
Decreased by N/A%
Sep 30, 23
17 BlackRock Inc 0.00 (0.00%) -5.07K
Decreased by N/A%
Mar 31, 24
18 Citigroup Inc 0.00 (0.00%) -4.16K
Decreased by N/A%
Mar 31, 25
19 Cubist Systematic Strategies, LLC 0.00 (0.00%) -292.00
Decreased by N/A%
Sep 30, 23
20 Delta Investment Management, LLC 0.00 (0.00%) -1.13K
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 28.79K (6.16%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 12.60K (2.70%) 0.00
Increased by 0.00%
Apr 30, 25
3 Fidelity Series Total Market Index 6.21K (1.33%) 0.00
Increased by 0.00%
Apr 30, 25
4 BlackRock Extended Mkt Composite 5.07K (1.08%) 0.00
Increased by 0.00%
Sep 30, 23
5 BlackRock Extended Equity Market K 4.42K (0.95%) -9.00
Decreased by -0.20%
Dec 31, 23
6 Fidelity® Extended Market Index 3.16K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
7 NT Ext Equity Mkt Idx Fd - L 596.00 (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
8 Northern Trust Extended Eq Market Idx 596.00 (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
9 Extended Equity Market Fund M 547.00 (0.12%) 26.00
Increased by +4.75%
Dec 31, 23
10 Fidelity® Series Total Market Index 434.00 (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
11 NT Ext Equity Mkt Idx Fd - NL 382.00 (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 297.00 (0.06%) -5.00
Decreased by -1.68%
Mar 31, 25
13 Spartan Extended Market Index Pool E 179.00 (0.04%) 0.00
Increased by 0.00%
Feb 28, 25
14 Spartan Extended Market Index Pool F 179.00 (0.04%) 0.00
Increased by 0.00%
Feb 28, 25
15 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 143.00 (0.03%) 1.00
Increased by +0.70%
Mar 31, 25
16 NT Ext Eq Mkt Indx Fd DC Lend T3 142.00 (0.03%) 142.00
Increased by +100.00%
Dec 31, 24
17 NT Ext Eq Mkt Indx Fd DC Lend T4 142.00 (0.03%) 142.00
Increased by +100.00%
Dec 31, 24
18 Fidelity Nasdaq Composite Index 54.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity® Total Market Index 10.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 23
20 BNYM Mellon SL Market Completion UC1 2.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25