| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kennedy Capital Management Inc | 41.89K (3.21%) | 934.00 Increased by +2.23% | Jun 30, 24 |
| 2 | BlackRock Inc | 28.91K (2.21%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 3 | Vanguard Group Inc | 17.64K (1.35%) | -11.39K Decreased by -64.55% | Sep 30, 24 |
| 4 | Geode Capital Management, LLC | 15.16K (1.16%) | 808.00 Increased by +5.33% | Jun 30, 24 |
| 5 | Susquehanna International Group, LLP | 13.21K (1.01%) | 13.21K Increased by +100.00% | Jun 30, 24 |
| 6 | Retirement Group, LLC | 6.80K (0.52%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 7 | UBS Group AG | 615.00 (0.05%) | 555.00 Increased by +90.24% | Jun 30, 24 |
| 8 | Wells Fargo & Co | 550.00 (0.04%) | -11.00 Decreased by -2.00% | Jun 30, 24 |
| 9 | Tower Research Capital LLC | 485.00 (0.04%) | -332.00 Decreased by -68.45% | Jun 30, 24 |
| 10 | Advisor Group Holdings, Inc. | 113.00 (0.01%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 11 | SIMPLEX TRADING, LLC | 32.00 (0.00%) | -442.00 Decreased by -1.38 K% | Jun 30, 23 |
| 12 | Bank of America Corp | 11.00 (0.00%) | 11.00 Increased by +100.00% | Jun 30, 24 |
| 13 | Huntington National Bank | 10.00 (0.00%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | IFP Advisors, LLC | 3.00 (0.00%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 15 | Citadel Advisors Llc | 0.00 (0.00%) | -31.41K Decreased by N/A% | Jun 30, 23 |
| 16 | FMR Inc | 0.00 (0.00%) | -6.00 Decreased by N/A% | Dec 31, 23 |
| 17 | Fiduciary Alliance LLC | 0.00 (0.00%) | 0.00 Decreased by N/A% | Sep 30, 23 |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | 0.00 (0.00%) | -1.66K Decreased by N/A% | Sep 30, 23 |
| 19 | Goss Wealth Management LLC | 0.00 (0.00%) | -1.00 Decreased by N/A% | Jun 30, 24 |
| 20 | JPMorgan Chase & Co | 0.00 (0.00%) | -1.00 Decreased by N/A% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kennedy Micro Cap Opportunities | 40.60K (3.11%) | -355.00 Decreased by -0.87% | Jun 30, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 17.64K (1.35%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 10.46K (0.80%) | -2.60K Decreased by -24.85% | Jun 30, 24 |
| 4 | Fidelity® Extended Market Index | 7.96K (0.61%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Fidelity Extended Market Index | 7.31K (0.56%) | -1.16K Decreased by -15.82% | Sep 30, 24 |
| 6 | Fidelity Nasdaq Composite Index | 3.10K (0.24%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Fidelity Total Market Index | 1.88K (0.14%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Fidelity® Total Market Index | 1.88K (0.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Fidelity Series Total Market Index | 1.75K (0.13%) | 720.00 Increased by +41.10% | Sep 30, 24 |
| 10 | Vanguard Instl Ttl Stck Mkt Idx Tr | 1.03K (0.08%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Fidelity® Series Total Market Index | 1.03K (0.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 933.00 (0.07%) | -101.00 Decreased by -10.83% | Jun 30, 24 |
| 13 | NT Ext Equity Mkt Idx Fd - NL | 782.00 (0.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | North Square Kennedy MicroCap I | 754.00 (0.06%) | 754.00 Increased by +100.00% | Jun 30, 24 |
| 15 | NT Ext Equity Mkt Idx Fd - L | 726.00 (0.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Northern Trust Extended Eq Market Idx | 726.00 (0.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | SSgA U.S. Extended Market Index Class I | 677.00 (0.05%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | State St US Extended Mkt Indx NL Cl C | 677.00 (0.05%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 19 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 630.00 (0.05%) | 2.00 Increased by +0.32% | Sep 30, 24 |
| 20 | Spartan Total Market Index Pool E | 370.00 (0.03%) | 0.00 Increased by 0.00% | Sep 30, 24 |