| 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 | CI Private Wealth LLC | 91.58K (3.38%) | -32.61K Decreased by -35.61% | Sep 30, 23 |
| 5 | Northern Trust Corp | 84.71K (3.13%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 6 | Two Sigma Advisers, LLC | 83.60K (3.09%) | -14.80K Decreased by -17.70% | Dec 31, 23 |
| 7 | Two Sigma Investments LLC | 74.68K (2.76%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | Axxcess Wealth Management, LLC | 70.36K (2.60%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | TWO SIGMA SECURITIES, LLC | 58.76K (2.17%) | 37.54K Increased by +63.88% | Dec 31, 23 |
| 10 | Mercer Global Advisors Inc. | 53.97K (1.99%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Regents Of The University Of California | 53.55K (1.98%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | Balboa Wealth Partners | 47.50K (1.75%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | Creative Planning Inc | 39.32K (1.45%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Charles Schwab Investment Management Inc | 32.25K (1.19%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | Beta Wealth Group, Inc | 32.00K (1.18%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | ADAR1 Capital Management LLC | 2.47K (0.09%) | 2.47K Increased by +100.00% | Mar 31, 24 |
| 17 | Acadian Asset Management LLC | 1.95K (0.07%) | -1.69K Decreased by -86.71% | Mar 31, 24 |
| 18 | Parvin Asset Management, LLC | 40.00 (0.00%) | 40.00 Increased by +100.00% | Dec 31, 24 |
| 19 | Bank of America Corp | 22.00 (0.00%) | 22.00 Increased by +100.00% | Jun 30, 24 |
| 20 | Advisor Group Holdings, Inc. | 0.00 (0.00%) | -150.00 Decreased by N/A% | Mar 31, 25 |
| 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 | Vanguard US Total Market Shares ETF | 107.99K (3.99%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Fidelity® Total Market Index | 80.55K (2.98%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity® Series Total Market Index | 60.39K (2.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 31.06K (1.15%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | SSgA U.S. Extended Market Index Class I | 17.84K (0.66%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | Fidelity Extended Market Index | 14.63K (0.54%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 10 | BlackRock Extended Equity Market K | 5.61K (0.21%) | -2.00 Decreased by -0.04% | Sep 30, 24 |
| 11 | Extended Equity Market Fund K | 5.55K (0.21%) | 17.00 Increased by +0.31% | Mar 31, 25 |
| 12 | NT US Market Cap Idx Fd - L | 4.38K (0.16%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | Fidelity Total Market Index | 4.03K (0.15%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 14 | Blackstone Alternative Multi-Strategy I | 4.00K (0.15%) | -600.00 Decreased by -15.00% | Dec 31, 23 |
| 15 | Fidelity Series Total Market Index | 3.30K (0.12%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | DFA US Targeted Value I | 2.94K (0.11%) | 2.52K Increased by +85.90% | Sep 30, 24 |
| 17 | Dimensional US Core Equity 2 ETF | 2.62K (0.10%) | 0.00 Increased by 0.00% | Aug 30, 24 |
| 18 | NT Ext Equity Mkt Idx Fd - NL | 2.01K (0.07%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | NT Ext Equity Mkt Idx Fd - L | 1.95K (0.07%) | 1.95K Increased by +100.00% | Mar 31, 25 |
| 20 | Northern Trust Extended Eq Market Idx | 1.95K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |