| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | UBS Group AG | 43.35K (1.74%) | 31.23K Increased by +72.05% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 40.51K (1.63%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 3 | HRT FINANCIAL LLC | 13.95K (0.56%) | 13.95K Increased by +100.00% | Dec 31, 24 |
| 4 | Kestra Advisory Services, LLC | 10.19K (0.41%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 5 | Geode Capital Management, LLC | 10.05K (0.40%) | 10.05K Increased by +100.00% | Dec 31, 24 |
| 6 | Tower Research Capital LLC | 2.16K (0.09%) | 329.00 Increased by +15.22% | Dec 31, 24 |
| 7 | BlackRock Inc | 511.00 (0.02%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Bank of America Corp | 15.00 (0.00%) | 4.00 Increased by +26.67% | Dec 31, 24 |
| 9 | FMR Inc | 10.00 (0.00%) | 10.00 Increased by +100.00% | Dec 31, 24 |
| 10 | SBI Securities Co Ltd | 7.00 (0.00%) | 7.00 Increased by +100.00% | Dec 31, 24 |
| 11 | Advisory Services Network, LLC | 0.00 (0.00%) | -600.00 Decreased by N/A% | Mar 31, 24 |
| 12 | Armistice Capital, LLC | 0.00 (0.00%) | -237.00K Decreased by N/A% | Jun 30, 24 |
| 13 | Barclays PLC | 0.00 (0.00%) | -3.90K Decreased by N/A% | Jun 30, 23 |
| 14 | Citigroup Inc | 0.00 (0.00%) | -767.00 Decreased by N/A% | Jun 30, 23 |
| 15 | Ground Swell Capital, LLC | 0.00 (0.00%) | -26.56K Decreased by N/A% | Mar 31, 24 |
| 16 | IFP Advisors, LLC | 0.00 (0.00%) | -909.00 Decreased by N/A% | Dec 31, 23 |
| 17 | JPMorgan Chase & Co | 0.00 (0.00%) | -2.00 Decreased by N/A% | Dec 31, 24 |
| 18 | Northern Trust Investments N A | 0.00 (0.00%) | -74.00 Decreased by N/A% | Dec 31, 24 |
| 19 | TWO SIGMA SECURITIES, LLC | 0.00 (0.00%) | -15.99K Decreased by N/A% | Jun 30, 24 |
| 20 | Virtu Financial LLC | 0.00 (0.00%) | -54.81K Decreased by N/A% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vardan Flexible | 65.00K (2.61%) | 65.00K Increased by +100.00% | Jun 30, 24 |
| 2 | T. Rowe Price U.S. Equities Tr | 15.34K (0.62%) | 15.10K Increased by +98.44% | Mar 31, 25 |
| 3 | Fidelity Extended Market Index | 9.92K (0.40%) | 4.11K Increased by +41.47% | Mar 31, 25 |
| 4 | Fidelity® Extended Market Index | 7.93K (0.32%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Fidelity Total Market Index | 2.61K (0.10%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 2.38K (0.10%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Fidelity Series Total Market Index | 1.98K (0.08%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 8 | BlackRock Extended Mkt Composite | 1.81K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | BlackRock Extended Equity Market K | 1.58K (0.06%) | -3.00 Decreased by -0.19% | Dec 31, 23 |
| 10 | Fidelity® Total Market Index | 956.00 (0.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Series Total Market Index | 496.00 (0.02%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Spartan Total Market Index Pool E | 268.00 (0.01%) | 0.00 Increased by 0.00% | May 31, 24 |
| 13 | Fidelity Nasdaq Composite Index | 213.00 (0.01%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 14 | Extended Equity Market Fund M | 196.00 (0.01%) | 9.00 Increased by +4.59% | Dec 31, 23 |
| 15 | SSgA U.S. Extended Market Index Class I | 133.00 (0.01%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | State St US Ttl Mkt Indx SL SF Cl II | 73.00 (0.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Spartan Extended Market Index Pool E | 63.00 (0.00%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | Spartan Extended Market Index Pool F | 63.00 (0.00%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | NT Ext Equity Mkt Idx Fd - NL | 42.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 33.00 (0.00%) | -1.00 Decreased by -3.03% | Mar 31, 25 |