Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 EP Wealth Advisors, Inc. 45.34K (7.56%) 45.34K
Increased by +100.00%
Sep 30, 24
2 Northwestern Mutual Wealth Management Co 2.75K (0.46%) 0.00
Increased by 0.00%
Sep 30, 24
3 UBS Group AG 207.00 (0.03%) 207.00
Increased by +100.00%
Sep 30, 24
4 Geode Capital Management, LLC 0.00 (0.00%) -15.26K
Decreased by N/A%
Jun 30, 24
5 Hollencrest Securities, LLC 0.00 (0.00%) -4.00K
Decreased by N/A%
Jun 30, 24
6 Nisa Investment Advisors, L.L.C. 0.00 (0.00%) -150.00
Decreased by N/A%
Jun 30, 24
7 Renaissance Technologies Corp 0.00 (0.00%) -6.22K
Decreased by N/A%
Sep 30, 24
8 Stilwell Value LLC 0.00 (0.00%) -38.99K
Decreased by N/A%
Mar 31, 24
9 Wells Fargo & Co 0.00 (0.00%) -12.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 25.88K (4.31%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Extended Market Index 5.32K (0.89%) -1.25K
Decreased by -23.40%
Sep 30, 24
3 SSgA U.S. Extended Market Index Class I 3.19K (0.53%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 1.99K (0.33%) 0.00
Increased by 0.00%
Oct 31, 24
5 Fidelity Series Total Market Index 1.08K (0.18%) 562.00
Increased by +51.94%
Sep 30, 24
6 Fidelity® Series Total Market Index 1.04K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Nasdaq Composite Index 805.00 (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
8 NT Ext Equity Mkt Idx Fd - L 735.00 (0.12%) -2.00
Decreased by -0.27%
Sep 30, 24
9 Northern Trust Extended Eq Market Idx 735.00 (0.12%) -2.00
Decreased by -0.27%
Sep 30, 24
10 Spartan Extended Market Index Pool E 722.00 (0.12%) 26.00
Increased by +3.60%
Sep 30, 24
11 State St US Extended Mkt Indx NL Cl C 590.00 (0.10%) 0.00
Increased by 0.00%
Oct 31, 24
12 SSgA U.S. Total Market Index Strategy 487.00 (0.08%) -432.00
Decreased by -88.71%
Jun 30, 24
13 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 113.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
14 Blackstone Alternative Multi-Strategy I 112.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 24
15 Spartan Total Market Index Pool E 75.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
16 Fidelity U.S. Equity Index Ins Trust 5.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24