| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | AMH Equity Ltd | 38.29K (2.87%) | 38.29K Increased by +100.00% | Mar 31, 25 |
| 2 | BlackRock Inc | 28.91K (2.17%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 17.64K (1.32%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Geode Capital Management, LLC | 15.10K (1.13%) | 638.00 Increased by +4.23% | Mar 31, 25 |
| 5 | Renaissance Technologies Corp | 10.70K (0.80%) | 600.00 Increased by +5.61% | Mar 31, 25 |
| 6 | Retirement Group, LLC | 6.80K (0.51%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 7 | UBS Group AG | 980.00 (0.07%) | -420.00 Decreased by -42.86% | Mar 31, 25 |
| 8 | Tower Research Capital LLC | 656.00 (0.05%) | 265.00 Increased by +40.40% | Mar 31, 25 |
| 9 | Advisor Group Holdings, Inc. | 73.00 (0.01%) | -37.00 Decreased by -50.68% | Mar 31, 25 |
| 10 | Wells Fargo & Co | 50.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 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%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | IFP Advisors, LLC | 3.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | SBI Securities Co Ltd | 1.00 (0.00%) | 1.00 Increased by +100.00% | Mar 31, 25 |
| 15 | Citadel Advisors Llc | 0.00 (0.00%) | -31.41K Decreased by N/A% | Jun 30, 23 |
| 16 | Citigroup Inc | 0.00 (0.00%) | -470.00 Decreased by N/A% | Dec 31, 24 |
| 17 | FMR Inc | 0.00 (0.00%) | -6.00 Decreased by N/A% | Dec 31, 23 |
| 18 | Fiduciary Alliance LLC | 0.00 (0.00%) | 0.00 Decreased by N/A% | Sep 30, 23 |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | 0.00 (0.00%) | -1.66K Decreased by N/A% | Sep 30, 23 |
| 20 | Goss Wealth Management LLC | 0.00 (0.00%) | -1.00 Decreased by N/A% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kennedy Micro Cap Opportunities | 40.60K (3.04%) | -355.00 Decreased by -0.87% | Jun 30, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 17.64K (1.32%) | 0.00 Increased by 0.00% | May 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 10.46K (0.78%) | -2.60K Decreased by -24.85% | Jun 30, 24 |
| 4 | Fidelity® Extended Market Index | 7.96K (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Fidelity Extended Market Index | 7.38K (0.55%) | -33.00 Decreased by -0.45% | May 31, 25 |
| 6 | Fidelity Nasdaq Composite Index | 3.10K (0.23%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Fidelity Total Market Index | 1.88K (0.14%) | 0.00 Increased by 0.00% | May 31, 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% | May 31, 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% | Jun 30, 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 (0.05%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Northern Trust Extended Eq Market Idx | 726.00 (0.05%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 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% | Jun 30, 25 |
| 19 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 607.00 (0.05%) | -2.00 Decreased by -0.33% | Jun 30, 25 |
| 20 | Spartan Extended Market Index Pool F | 594.00 (0.04%) | 16.00 Increased by +2.69% | May 31, 25 |