| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Parthenon Capital Management LLC | 217.05K (6.25%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | Renaissance Technologies Corp | 106.63K (3.07%) | -461.00 Decreased by -0.43% | Jun 30, 24 |
| 3 | Vanguard Group Inc | 93.05K (2.68%) | 3.85K Increased by +4.14% | Jun 30, 24 |
| 4 | LPL Financial Corp | 65.90K (1.90%) | 21.33K Increased by +32.37% | Jun 30, 24 |
| 5 | Bank of America Corp | 43.56K (1.25%) | 43.56K Increased by +100.00% | Jun 30, 24 |
| 6 | Guardian Wealth Management, Inc. | 21.47K (0.62%) | -10.97K Decreased by -51.09% | Jun 30, 24 |
| 7 | Geode Capital Management, LLC | 20.70K (0.60%) | -1.23K Decreased by -5.92% | Jun 30, 24 |
| 8 | Susquehanna International Group, LLP | 11.09K (0.32%) | 11.09K Increased by +100.00% | Jun 30, 24 |
| 9 | CALDWELL SUTTER CAPITAL INC | 4.20K (0.12%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | Tower Research Capital LLC | 1.70K (0.05%) | 83.00 Increased by +4.88% | Jun 30, 24 |
| 11 | U.S. Bancorp | 450.00 (0.01%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Advisor Group Holdings, Inc. | 200.00 (0.01%) | -200.00 Decreased by -100.00% | Jun 30, 24 |
| 13 | JPMorgan Chase & Co | 6.00 (0.00%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | Atlantic Trust Group, LLC | 0.00 (0.00%) | -1.50K Decreased by N/A% | Jun 30, 24 |
| 15 | BlackRock Inc | 0.00 (0.00%) | -169.00 Decreased by N/A% | Mar 31, 24 |
| 16 | James Investment Research, Inc. | 0.00 (0.00%) | -6.30K Decreased by N/A% | Jun 30, 23 |
| 17 | MONEY CONCEPTS CAPITAL CORP | 0.00 (0.00%) | -13.84K Decreased by N/A% | Jun 30, 23 |
| 18 | UBS Group AG | 0.00 (0.00%) | -101.00 Decreased by N/A% | Dec 31, 23 |
| 19 | Wells Fargo & Co | 0.00 (0.00%) | -27.00 Decreased by N/A% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Institutional Extnd Mkt Idx Tr | 53.32K (1.54%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 2 | VT De Lisle America B USD | 50.95K (1.47%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 40.13K (1.16%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 4 | Fidelity Extended Market Index | 19.22K (0.55%) | -309.00 Decreased by -1.61% | Aug 31, 24 |
| 5 | Needham Aggressive Growth Retail | 7.50K (0.22%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | NT Ext Equity Mkt Idx Fd - L | 2.35K (0.07%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | Northern Trust Extended Eq Market Idx | 2.35K (0.07%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | Spartan Extended Market Index Pool E | 1.19K (0.03%) | 309.00 Increased by +25.88% | Aug 31, 24 |
| 9 | iShares Core S&P Total US Stock Mkt ETF | 566.00 (0.02%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | SSgA U.S. Extended Market Index Class I | 500.00 (0.01%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | State St US Extended Mkt Indx NL Cl C | 500.00 (0.01%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 12 | State St US Ttl Mkt Indx SL Cl I | 400.00 (0.01%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 13 | State St US Ttl Mkt Indx SL SF Cl II | 400.00 (0.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 363.00 (0.01%) | 267.00 Increased by +73.55% | Jun 30, 24 |
| 15 | Fidelity Total Market Index | 272.00 (0.01%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 16 | Spartan Total Market Index Pool E | 250.00 (0.01%) | 250.00 Increased by +100.00% | Aug 31, 24 |
| 17 | SSgA U.S. Total Market Index Strategy | 205.00 (0.01%) | 61.00 Increased by +29.76% | Jun 30, 24 |
| 18 | BlackRock Extended Mkt Composite | 169.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | BlackRock Extended Equity Market K | 147.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | NT US Market Cap Idx Fd - L | 112.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |