| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 101.05K (14.25%) | 101.05K Increased by +100.00% | Jun 30, 25 |
| 2 | UBS Group AG | 6.29K (0.89%) | 1.27K Increased by +20.13% | Jun 30, 25 |
| 3 | Halbert, Hargrove/Russell LLC | 5.00K (0.71%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Northwestern Mutual Wealth Management Co | 2.75K (0.39%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | Tower Research Capital LLC | 135.00 (0.02%) | 135.00 Increased by +100.00% | Jun 30, 25 |
| 6 | Nisa Investment Advisors, L.L.C. | 75.00 (0.01%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Bank of America Corp | 6.00 (0.00%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | EP Wealth Advisors, Inc. | 0.00 (0.00%) | -45.34K Decreased by N/A% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 0.00 (0.00%) | -15.26K Decreased by N/A% | Jun 30, 24 |
| 10 | Hollencrest Securities, LLC | 0.00 (0.00%) | -4.00K Decreased by N/A% | Jun 30, 24 |
| 11 | Renaissance Technologies Corp | 0.00 (0.00%) | -6.22K Decreased by N/A% | Sep 30, 24 |
| 12 | Stilwell Value LLC | 0.00 (0.00%) | -38.99K Decreased by N/A% | Mar 31, 24 |
| 13 | Wells Fargo & Co | 0.00 (0.00%) | -12.00 Decreased by N/A% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Extended Market Index | 25.88K (3.65%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Fidelity Extended Market Index | 4.26K (0.60%) | -30.00 Decreased by -0.70% | Jul 31, 25 |
| 3 | SSgA U.S. Extended Market Index Class I | 3.19K (0.45%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 1.36K (0.19%) | -621.00 Decreased by -45.53% | Jul 31, 25 |
| 5 | Spartan Extended Market Index Pool F | 1.15K (0.16%) | 30.00 Increased by +2.62% | Jul 31, 25 |
| 6 | Fidelity Series Total Market Index | 1.08K (0.15%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 7 | Spartan Extended Market Index Pool E | 1.07K (0.15%) | 44.00 Increased by +4.13% | Mar 31, 25 |
| 8 | Fidelity® Series Total Market Index | 1.04K (0.15%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Fidelity Nasdaq Composite Index | 805.00 (0.11%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | NT Ext Equity Mkt Idx Fd - L | 735.00 (0.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Northern Trust Extended Eq Market Idx | 735.00 (0.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | State St US Extended Mkt Indx NL Cl C | 590.00 (0.08%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 13 | SSgA U.S. Total Market Index Strategy | 247.00 (0.03%) | 4.00 Increased by +1.62% | Mar 31, 25 |
| 14 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 207.00 (0.03%) | 31.00 Increased by +14.98% | Jun 30, 25 |
| 15 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 175.00 (0.02%) | 175.00 Increased by +100.00% | Dec 31, 24 |
| 16 | NT Ext Eq Mkt Indx Fd DC Lend T4 | 175.00 (0.02%) | 175.00 Increased by +100.00% | Dec 31, 24 |
| 17 | Spartan Total Market Index Pool G | 123.00 (0.02%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | Blackstone Alternative Multi-Strategy I | 112.00 (0.02%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 19 | Spartan Total Market Index Pool E | 75.00 (0.01%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Fidelity U.S. Equity Index Ins Trust | 5.00 (0.00%) | 0.00 Increased by 0.00% | Jul 31, 25 |