Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HighTower Advisors, LLC 41.06K (7.31%) -59.99K
Decreased by -146.13%
Dec 31, 25
2 Halbert, Hargrove/Russell LLC 5.00K (0.89%) 0.00
Increased by 0.00%
Dec 31, 25
3 UBS Group AG 4.57K (0.81%) -1.72K
Decreased by -37.58%
Sep 30, 25
4 Tower Research Capital LLC 436.00 (0.08%) 227.00
Increased by +52.06%
Dec 31, 25
5 Nisa Investment Advisors, L.L.C. 75.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
6 Bank of America Corp 6.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25
7 EP Wealth Advisors, Inc. 0.00 (0.00%) -45.34K
Decreased by N/A%
Dec 31, 24
8 Geode Capital Management, LLC 0.00 (0.00%) -15.26K
Decreased by N/A%
Jun 30, 24
9 Hollencrest Securities, LLC 0.00 (0.00%) -4.00K
Decreased by N/A%
Jun 30, 24
10 Northwestern Mutual Wealth Management Co 0.00 (0.00%) -2.75K
Decreased by N/A%
Sep 30, 25
11 Renaissance Technologies Corp 0.00 (0.00%) -6.22K
Decreased by N/A%
Sep 30, 24
12 Sontag Advisory LLC 0.00 (0.00%) -155.00
Decreased by N/A%
Dec 31, 25
13 Stilwell Value LLC 0.00 (0.00%) -38.99K
Decreased by N/A%
Mar 31, 24
14 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 (4.61%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 5.40K (0.96%) 0.00
Increased by 0.00%
Jan 31, 26
3 Fidelity Extended Market Index 4.18K (0.74%) -14.00
Decreased by -0.33%
Jan 31, 26
4 SSgA U.S. Extended Market Index Class I 3.19K (0.57%) 0.00
Increased by 0.00%
Dec 31, 23
5 Fidelity Series Total Market Index 1.30K (0.23%) 0.00
Increased by 0.00%
Jan 31, 26
6 Spartan Extended Market Index Pool F 1.22K (0.22%) 14.00
Increased by +1.14%
Jan 31, 26
7 Spartan Extended Market Index Pool E 1.07K (0.19%) 44.00
Increased by +4.13%
Mar 31, 25
8 Fidelity® Series Total Market Index 1.04K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Nasdaq Composite Index 805.00 (0.14%) 0.00
Increased by 0.00%
Jan 31, 26
10 NT Ext Equity Mkt Idx Fd - L 735.00 (0.13%) 0.00
Increased by 0.00%
Dec 31, 25
11 Northern Trust Extended Eq Market Idx 735.00 (0.13%) 0.00
Increased by 0.00%
Sep 30, 25
12 State St US Extended Mkt Indx NL Cl C 590.00 (0.11%) 0.00
Increased by 0.00%
Jan 31, 26
13 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 288.00 (0.05%) 81.00
Increased by +28.13%
Dec 31, 25
14 SSgA U.S. Total Market Index Strategy 243.00 (0.04%) -4.00
Decreased by -1.65%
Sep 30, 25
15 Spartan Total Market Index Pool G 208.00 (0.04%) 0.00
Increased by 0.00%
Jan 31, 26
16 NT Ext Eq Mkt Indx Fd DC Lend T3 175.00 (0.03%) 175.00
Increased by +100.00%
Dec 31, 24
17 NT Ext Eq Mkt Indx Fd DC Lend T4 175.00 (0.03%) 175.00
Increased by +100.00%
Dec 31, 24
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%
Jan 31, 26