| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Parthenon Capital Management LLC | 217.05K (6.25%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 2 | Renaissance Technologies Corp | 107.09K (3.08%) | -1.74K Decreased by -1.62% | Mar 31, 24 |
| 3 | Vanguard Group Inc | 89.20K (2.57%) | 2.34K Increased by +2.62% | Mar 31, 24 |
| 4 | LPL Financial Corp | 44.57K (1.28%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 5 | Guardian Wealth Management, Inc. | 32.44K (0.93%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 6 | Geode Capital Management, LLC | 21.93K (0.63%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | CALDWELL SUTTER CAPITAL INC | 4.20K (0.12%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 8 | Tower Research Capital LLC | 1.62K (0.05%) | 109.00 Increased by +6.73% | Mar 31, 24 |
| 9 | Atlantic Trust Group, LLC | 1.50K (0.04%) | 1.50K Increased by +100.00% | Mar 31, 24 |
| 10 | U.S. Bancorp | 450.00 (0.01%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Advisor Group Holdings, Inc. | 400.00 (0.01%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | Wells Fargo & Co | 27.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | JPMorgan Chase & Co | 6.00 (0.00%) | 2.00 Increased by +33.33% | Mar 31, 24 |
| 14 | Bank of America Corp | 0.00 (0.00%) | -1.00 Decreased by N/A% | Mar 31, 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 | Susquehanna International Group, LLP | 0.00 (0.00%) | -13.34K Decreased by N/A% | Sep 30, 23 |
| 19 | UBS Group AG | 0.00 (0.00%) | -101.00 Decreased by N/A% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | VT De Lisle America B USD | 58.07K (1.67%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 53.32K (1.54%) | 0.00 Increased by 0.00% | May 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 39.73K (1.14%) | 3.85K Increased by +9.69% | May 31, 24 |
| 4 | Fidelity Extended Market Index | 21.24K (0.61%) | -60.00 Decreased by -0.28% | May 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% | Mar 31, 24 |
| 7 | Northern Trust Extended Eq Market Idx | 2.35K (0.07%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 8 | Spartan Extended Market Index Pool E | 615.00 (0.02%) | 193.00 Increased by +31.38% | Apr 30, 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% | Jun 30, 24 |
| 12 | State St US Ttl Mkt Indx SL Cl I | 400.00 (0.01%) | 0.00 Increased by 0.00% | Jun 30, 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 | SSgA U.S. Total Market Index Strategy | 205.00 (0.01%) | 61.00 Increased by +29.76% | Jun 30, 24 |
| 15 | BlackRock Extended Mkt Composite | 169.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | BlackRock Extended Equity Market K | 147.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | NT US Market Cap Idx Fd - L | 112.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | Northern Trust Wilshire 5000 | 112.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 19 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 96.00 (0.00%) | 96.00 Increased by +100.00% | Mar 31, 24 |
| 20 | Extended Equity Market Fund M | 18.00 (0.00%) | 1.00 Increased by +5.56% | Dec 31, 23 |