| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 28.91K (2.23%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 17.64K (1.36%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | Geode Capital Management, LLC | 14.46K (1.11%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Renaissance Technologies Corp | 10.10K (0.78%) | 10.10K Increased by +100.00% | Dec 31, 24 |
| 5 | Retirement Group, LLC | 6.80K (0.52%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 6 | UBS Group AG | 1.40K (0.11%) | 1.40K Increased by +100.00% | Dec 31, 24 |
| 7 | Tower Research Capital LLC | 391.00 (0.03%) | -220.00 Decreased by -56.27% | Dec 31, 24 |
| 8 | Advisor Group Holdings, Inc. | 110.00 (0.01%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Wells Fargo & Co | 50.00 (0.00%) | -500.00 Decreased by -1.00 K% | Dec 31, 24 |
| 10 | SIMPLEX TRADING, LLC | 32.00 (0.00%) | -442.00 Decreased by -1.38 K% | Jun 30, 23 |
| 11 | Bank of America Corp | 11.00 (0.00%) | -16.00 Decreased by -145.45% | Dec 31, 24 |
| 12 | IFP Advisors, LLC | 3.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Citadel Advisors Llc | 0.00 (0.00%) | -31.41K Decreased by N/A% | Jun 30, 23 |
| 14 | Citigroup Inc | 0.00 (0.00%) | -470.00 Decreased by N/A% | Dec 31, 24 |
| 15 | FMR Inc | 0.00 (0.00%) | -6.00 Decreased by N/A% | Dec 31, 23 |
| 16 | Fiduciary Alliance LLC | 0.00 (0.00%) | 0.00 Decreased by N/A% | Sep 30, 23 |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | 0.00 (0.00%) | -1.66K Decreased by N/A% | Sep 30, 23 |
| 18 | Goss Wealth Management LLC | 0.00 (0.00%) | -1.00 Decreased by N/A% | Jun 30, 24 |
| 19 | Huntington National Bank | 0.00 (0.00%) | -10.00 Decreased by N/A% | Sep 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 (3.13%) | -355.00 Decreased by -0.87% | Jun 30, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 17.64K (1.36%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 10.46K (0.81%) | -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 | 6.90K (0.53%) | -44.00 Decreased by -0.64% | Feb 28, 25 |
| 6 | Fidelity Nasdaq Composite Index | 3.10K (0.24%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 7 | Fidelity Total Market Index | 1.88K (0.14%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 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%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 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% | Mar 31, 25 |
| 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% | Mar 31, 25 |
| 16 | Northern Trust Extended Eq Market Idx | 726.00 (0.06%) | 0.00 Increased by 0.00% | Dec 31, 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% | Mar 31, 25 |
| 19 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 609.00 (0.05%) | -11.00 Decreased by -1.81% | Mar 31, 25 |
| 20 | Spartan Extended Market Index Pool E | 448.00 (0.03%) | 44.00 Increased by +9.82% | Feb 28, 25 |