| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 191.30K (27.33%) | -2.53K Decreased by -1.32% | Sep 30, 24 |
| 2 | Lepercq Multi-Asset Fund | 134.13K (19.16%) | 134.13K Increased by +100.00% | Dec 31, 24 |
| 3 | International Assets Investment Management, LLC | 109.00K (15.57%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 4 | Geode Capital Management, LLC | 96.20K (13.74%) | -16.61K Decreased by -17.26% | Mar 31, 25 |
| 5 | Atria Wealth Solutions, Inc. | 79.55K (11.36%) | -106.52K Decreased by -133.90% | Sep 30, 24 |
| 6 | Renaissance Technologies Corp | 66.05K (9.44%) | 100.00 Increased by +0.15% | Mar 31, 25 |
| 7 | Redwood Wealth Management Group LLC | 38.35K (5.48%) | 38.35K Increased by +100.00% | Jun 30, 24 |
| 8 | Cetera Investment Advisers | 26.83K (3.83%) | 6.86K Increased by +25.55% | Sep 30, 23 |
| 9 | TWO SIGMA SECURITIES, LLC | 25.73K (3.68%) | 11.63K Increased by +45.21% | Dec 31, 24 |
| 10 | Ground Swell Capital, LLC | 24.69K (3.53%) | -32.94K Decreased by -133.43% | Sep 30, 23 |
| 11 | Feltz Wealth PLAN Inc. | 22.37K (3.20%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Kestra Advisory Services, LLC | 20.43K (2.92%) | -64.30K Decreased by -314.68% | Mar 31, 25 |
| 13 | AE Wealth Management LLC | 17.00K (2.43%) | 17.00K Increased by +100.00% | Dec 31, 24 |
| 14 | Signal Advisors Wealth LLC | 17.00K (2.43%) | 17.00K Increased by +100.00% | Mar 31, 25 |
| 15 | JANE STREET GROUP, LLC | 15.13K (2.16%) | 15.13K Increased by +100.00% | Dec 31, 23 |
| 16 | WealthPlan Investment Management, LLC | 14.91K (2.13%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | LPL Financial Corp | 14.73K (2.10%) | 2.63K Increased by +17.82% | Mar 31, 25 |
| 18 | XTX Topco Ltd | 14.70K (2.10%) | 14.70K Increased by +100.00% | Dec 31, 24 |
| 19 | Commonwealth Equity Services Inc | 13.73K (1.96%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | Two Sigma Advisers, LLC | 13.30K (1.90%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 186.29K (26.61%) | -2.53K Decreased by -1.36% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 150.59K (21.51%) | -35.70K Decreased by -23.71% | Oct 31, 24 |
| 3 | Fidelity® Extended Market Index | 82.85K (11.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | NT Ext Equity Mkt Idx Fd - L | 28.06K (4.01%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Northern Trust Extended Eq Market Idx | 28.06K (4.01%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | SSgA U.S. Extended Market Index Class I | 21.30K (3.04%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | Fidelity® Series Total Market Index | 13.12K (1.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Spartan Extended Market Index Pool E | 12.30K (1.76%) | 652.00 Increased by +5.30% | Mar 31, 25 |
| 9 | Schwab Total Stock Market Index | 8.87K (1.27%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 10 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 6.74K (0.96%) | 53.00 Increased by +0.79% | Mar 31, 25 |
| 11 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 6.69K (0.96%) | 6.69K Increased by +100.00% | Dec 31, 24 |
| 12 | NT Ext Eq Mkt Indx Fd DC Lend T4 | 6.69K (0.96%) | 6.69K Increased by +100.00% | Dec 31, 24 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 6.64K (0.95%) | 6.14K Increased by +92.46% | Jul 31, 25 |
| 14 | Fidelity Extended Market Index | 5.67K (0.81%) | -40.00 Decreased by -0.71% | Jul 31, 25 |
| 15 | Spartan Total Market Index Pool E | 4.20K (0.60%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | SSgA U.S. Total Market Index Strategy | 3.23K (0.46%) | 69.00 Increased by +2.14% | Mar 31, 25 |
| 17 | Fidelity Series Total Market Index | 1.60K (0.23%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | Spartan Extended Market Index Pool F | 1.32K (0.19%) | 40.00 Increased by +3.02% | Jul 31, 25 |
| 19 | State St US Ttl Mkt Indx SL Cl I | 1.30K (0.19%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | NT US Market Cap Idx Fd - L | 1.13K (0.16%) | 0.00 Increased by 0.00% | Dec 31, 23 |