| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 191.30K (28.18%) | -2.53K Decreased by -1.32% | Sep 30, 24 |
| 2 | Lepercq Multi-Asset Fund | 134.13K (19.76%) | 134.13K Increased by +100.00% | Dec 31, 24 |
| 3 | International Assets Investment Management, LLC | 109.00K (16.06%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 4 | Geode Capital Management, LLC | 96.20K (14.17%) | -16.61K Decreased by -17.26% | Mar 31, 25 |
| 5 | Atria Wealth Solutions, Inc. | 79.55K (11.72%) | -106.52K Decreased by -133.90% | Sep 30, 24 |
| 6 | Renaissance Technologies Corp | 66.05K (9.73%) | 100.00 Increased by +0.15% | Mar 31, 25 |
| 7 | Susquehanna International Group, LLP | 53.65K (7.90%) | -6.87K Decreased by -12.80% | Mar 31, 25 |
| 8 | Redwood Wealth Management Group LLC | 38.35K (5.65%) | 38.35K Increased by +100.00% | Jun 30, 24 |
| 9 | Northern Trust Corp | 35.72K (5.26%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | IFP Advisors, LLC | 29.86K (4.40%) | -6.91K Decreased by -23.15% | Mar 31, 25 |
| 11 | Cetera Investment Advisers | 26.83K (3.95%) | 6.86K Increased by +25.55% | Sep 30, 23 |
| 12 | Advisor Group Holdings, Inc. | 26.38K (3.89%) | 26.38K Increased by +100.00% | Mar 31, 25 |
| 13 | TWO SIGMA SECURITIES, LLC | 25.73K (3.79%) | 11.63K Increased by +45.21% | Dec 31, 24 |
| 14 | Ground Swell Capital, LLC | 24.69K (3.64%) | -32.94K Decreased by -133.43% | Sep 30, 23 |
| 15 | Feltz Wealth PLAN Inc. | 22.37K (3.29%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 16 | Kestra Advisory Services, LLC | 20.43K (3.01%) | -64.30K Decreased by -314.68% | Mar 31, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 20.39K (3.00%) | 1.00 Increased by +0.00% | Mar 31, 25 |
| 18 | AE Wealth Management LLC | 17.00K (2.50%) | 17.00K Increased by +100.00% | Dec 31, 24 |
| 19 | Signal Advisors Wealth LLC | 17.00K (2.50%) | 17.00K Increased by +100.00% | Mar 31, 25 |
| 20 | Sageview Advisory Group LLC | 15.67K (2.31%) | 15.67K Increased by +100.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 186.29K (27.44%) | -2.53K Decreased by -1.36% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 150.59K (22.18%) | -35.70K Decreased by -23.71% | Oct 31, 24 |
| 3 | Fidelity® Extended Market Index | 82.85K (12.20%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Fidelity Extended Market Index | 57.05K (8.40%) | -545.00 Decreased by -0.96% | Apr 30, 25 |
| 5 | NT Ext Equity Mkt Idx Fd - L | 28.06K (4.13%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Northern Trust Extended Eq Market Idx | 28.06K (4.13%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | SSgA U.S. Extended Market Index Class I | 21.30K (3.14%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | Fidelity Series Total Market Index | 15.97K (2.35%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 9 | Fidelity® Series Total Market Index | 13.12K (1.93%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Spartan Extended Market Index Pool F | 12.84K (1.89%) | 545.00 Increased by +4.24% | Apr 30, 25 |
| 11 | Spartan Extended Market Index Pool E | 12.30K (1.81%) | 652.00 Increased by +5.30% | Mar 31, 25 |
| 12 | Schwab Total Stock Market Index | 8.87K (1.31%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 13 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 6.74K (0.99%) | 53.00 Increased by +0.79% | Mar 31, 25 |
| 14 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 6.69K (0.98%) | 6.69K Increased by +100.00% | Dec 31, 24 |
| 15 | NT Ext Eq Mkt Indx Fd DC Lend T4 | 6.69K (0.98%) | 6.69K Increased by +100.00% | Dec 31, 24 |
| 16 | NT Ext Equity Mkt Idx Fd - NL | 6.53K (0.96%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Fidelity Nasdaq Composite Index | 6.02K (0.89%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 18 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 5.08K (0.75%) | -93.00 Decreased by -1.83% | Mar 31, 25 |
| 19 | Spartan Total Market Index Pool E | 4.20K (0.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Spartan Total Market Index Pool G | 4.20K (0.62%) | 0.00 Increased by 0.00% | Apr 30, 25 |