| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | LPL Financial Corp | 171.46K (6.33%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 2 | State Street Corporation | 161.40K (5.96%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 3 | IEQ CAPITAL, LLC | 144.43K (5.34%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 4 | Vanguard Group Inc | 139.88K (5.17%) | -3.16K Decreased by -2.26% | Sep 30, 24 |
| 5 | CI Private Wealth LLC | 91.58K (3.38%) | -32.61K Decreased by -35.61% | Sep 30, 23 |
| 6 | Northern Trust Corp | 84.71K (3.13%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | Two Sigma Advisers, LLC | 83.60K (3.09%) | -14.80K Decreased by -17.70% | Dec 31, 23 |
| 8 | Two Sigma Investments LLC | 74.68K (2.76%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | Axxcess Wealth Management, LLC | 70.36K (2.60%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | Millennium Management LLC | 61.20K (2.26%) | -41.73K Decreased by -68.18% | Sep 30, 24 |
| 11 | TWO SIGMA SECURITIES, LLC | 58.76K (2.17%) | 37.54K Increased by +63.88% | Dec 31, 23 |
| 12 | Mercer Global Advisors Inc. | 53.97K (1.99%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Regents Of The University Of California | 53.55K (1.98%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Balboa Wealth Partners | 47.50K (1.75%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | Creative Planning Inc | 39.32K (1.45%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | BlackRock Inc | 39.28K (1.45%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 17 | Charles Schwab Investment Management Inc | 32.25K (1.19%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | Beta Wealth Group, Inc | 32.00K (1.18%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | Dimensional Fund Advisors, Inc. | 26.30K (0.97%) | 406.00 Increased by +1.54% | Jun 30, 24 |
| 20 | Geode Capital Management, LLC | 25.88K (0.96%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Extended Market Index | 278.48K (10.29%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | BlackRock Extended Mkt Composite | 128.72K (4.76%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 107.99K (3.99%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 4 | Fidelity® Total Market Index | 80.55K (2.98%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Fidelity® Series Total Market Index | 60.39K (2.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 31.06K (1.15%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 7 | SSgA U.S. Extended Market Index Class I | 17.84K (0.66%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | Fidelity Extended Market Index | 15.01K (0.55%) | -61.00 Decreased by -0.41% | Sep 30, 24 |
| 9 | BlackRock Extended Equity Market K | 5.61K (0.21%) | -2.00 Decreased by -0.04% | Sep 30, 24 |
| 10 | NT US Market Cap Idx Fd - L | 4.38K (0.16%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | Fidelity Total Market Index | 4.03K (0.15%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Blackstone Alternative Multi-Strategy I | 4.00K (0.15%) | -600.00 Decreased by -15.00% | Dec 31, 23 |
| 13 | Fidelity Series Total Market Index | 3.30K (0.12%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | DFA US Targeted Value I | 2.94K (0.11%) | 2.52K Increased by +85.90% | Sep 30, 24 |
| 15 | Dimensional US Core Equity 2 ETF | 2.62K (0.10%) | 0.00 Increased by 0.00% | Aug 30, 24 |
| 16 | NT Ext Equity Mkt Idx Fd - NL | 2.01K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | NT Ext Equity Mkt Idx Fd - L | 1.95K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | Northern Trust Extended Eq Market Idx | 1.95K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Vanguard Instl Ttl Stck Mkt Idx Tr | 1.70K (0.06%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 1.70K (0.06%) | 0.00 Increased by 0.00% | Aug 31, 24 |