Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Grant Private Wealth Management Inc 46.19K (4.29%) 9.00K
Increased by +19.48%
Mar 31, 25
2 Geode Capital Management, LLC 21.48K (1.99%) 3.73K
Increased by +17.36%
Dec 31, 24
3 Vanguard Group Inc 12.60K (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
4 Tower Research Capital LLC 5.57K (0.52%) 776.00
Increased by +13.94%
Dec 31, 24
5 IFP Advisors, LLC 5.00K (0.46%) 5.00K
Increased by +100.00%
Dec 31, 24
6 SBI Securities Co Ltd 1.38K (0.13%) 1.38K
Increased by +100.00%
Dec 31, 24
7 Royal Bank of Canada 222.00 (0.02%) -5.00
Decreased by -2.25%
Jun 30, 23
8 CoreCap Advisors, LLC 200.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 24
9 Bank of America Corp 31.00 (0.00%) 2.00
Increased by +6.45%
Dec 31, 24
10 CWM, LLC duplicate 10.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
11 Advisor Group Holdings, Inc. 0.00 (0.00%) -80.00
Decreased by N/A%
Mar 31, 25
12 Advisory Services Network, LLC 0.00 (0.00%) -8.00
Decreased by N/A%
Jun 30, 23
13 Armistice Capital, LLC 0.00 (0.00%) -130.00K
Decreased by N/A%
Sep 30, 24
14 Baader Bank INC 0.00 (0.00%) -530.00
Decreased by N/A%
Sep 30, 23
15 BlackRock Inc 0.00 (0.00%) -5.07K
Decreased by N/A%
Mar 31, 24
16 Citigroup Inc 0.00 (0.00%) -4.16K
Decreased by N/A%
Mar 31, 25
17 Cubist Systematic Strategies, LLC 0.00 (0.00%) -292.00
Decreased by N/A%
Sep 30, 23
18 Delta Investment Management, LLC 0.00 (0.00%) -1.13K
Decreased by N/A%
Sep 30, 23
19 Fedenia Advisers LLC 0.00 (0.00%) -100.00
Decreased by N/A%
Mar 31, 25
20 Federation des caisses Desjardins du Quebec 0.00 (0.00%) -32.00
Decreased by N/A%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Extended Mkt Composite 5.07K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Extended Equity Market K 4.42K (0.41%) -9.00
Decreased by -0.20%
Dec 31, 23
3 Fidelity® Extended Market Index 3.16K (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
4 Northern Trust Extended Eq Market Idx 596.00 (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
5 Extended Equity Market Fund M 547.00 (0.05%) 26.00
Increased by +4.75%
Dec 31, 23
6 Fidelity® Series Total Market Index 434.00 (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
7 Spartan Extended Market Index Pool E 179.00 (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
8 Spartan Extended Market Index Pool F 179.00 (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
9 NT Ext Eq Mkt Indx Fd DC Lend T3 142.00 (0.01%) 142.00
Increased by +100.00%
Dec 31, 24
10 NT Ext Eq Mkt Indx Fd DC Lend T4 142.00 (0.01%) 142.00
Increased by +100.00%
Dec 31, 24
11 Fidelity Nasdaq Composite Index 54.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 24
12 NT Ext Equity Mkt Idx Fd - L 39.00 (0.00%) -1.00
Decreased by -2.56%
Jun 30, 25
13 Fidelity Extended Market Index 38.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 25
14 NT Ext Equity Mkt Idx Fd - NL 25.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 19.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
16 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 11.00 (0.00%) 1.00
Increased by +9.09%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 11.00 (0.00%) -6.00
Decreased by -54.55%
Jul 31, 25
18 Fidelity® Total Market Index 10.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Series Total Market Index 8.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 25
20 BNYM Mellon SL Market Completion UC1 2.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25