| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 191.30K (23.95%) | -2.53K Decreased by -1.32% | Sep 30, 24 |
| 2 | Lepercq Multi-Asset Fund | 134.13K (16.79%) | 134.13K Increased by +100.00% | Dec 31, 24 |
| 3 | International Assets Investment Management, LLC | 109.00K (13.65%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 4 | Geode Capital Management, LLC | 96.20K (12.05%) | -16.61K Decreased by -17.26% | Mar 31, 25 |
| 5 | Atria Wealth Solutions, Inc. | 79.55K (9.96%) | -106.52K Decreased by -133.90% | Sep 30, 24 |
| 6 | Renaissance Technologies Corp | 66.05K (8.27%) | 100.00 Increased by +0.15% | Mar 31, 25 |
| 7 | Redwood Wealth Management Group LLC | 38.35K (4.80%) | 38.35K Increased by +100.00% | Jun 30, 24 |
| 8 | Cetera Investment Advisers | 26.83K (3.36%) | 6.86K Increased by +25.55% | Sep 30, 23 |
| 9 | TWO SIGMA SECURITIES, LLC | 25.73K (3.22%) | 11.63K Increased by +45.21% | Dec 31, 24 |
| 10 | Ground Swell Capital, LLC | 24.69K (3.09%) | -32.94K Decreased by -133.43% | Sep 30, 23 |
| 11 | Feltz Wealth PLAN Inc. | 22.37K (2.80%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Kestra Advisory Services, LLC | 20.43K (2.56%) | -64.30K Decreased by -314.68% | Mar 31, 25 |
| 13 | AE Wealth Management LLC | 17.00K (2.13%) | 17.00K Increased by +100.00% | Dec 31, 24 |
| 14 | JANE STREET GROUP, LLC | 15.13K (1.89%) | 15.13K Increased by +100.00% | Dec 31, 23 |
| 15 | WealthPlan Investment Management, LLC | 14.91K (1.87%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | LPL Financial Corp | 14.73K (1.84%) | 2.63K Increased by +17.82% | Mar 31, 25 |
| 17 | XTX Topco Ltd | 14.70K (1.84%) | 14.70K Increased by +100.00% | Dec 31, 24 |
| 18 | Commonwealth Equity Services Inc | 13.73K (1.72%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Two Sigma Advisers, LLC | 13.30K (1.67%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | State Street Corporation | 12.12K (1.52%) | -13.60K Decreased by -112.23% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 186.29K (23.33%) | -2.53K Decreased by -1.36% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 150.59K (18.86%) | -35.70K Decreased by -23.71% | Oct 31, 24 |
| 3 | Fidelity® Extended Market Index | 82.85K (10.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | NT Ext Equity Mkt Idx Fd - L | 28.06K (3.51%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Northern Trust Extended Eq Market Idx | 28.06K (3.51%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | SSgA U.S. Extended Market Index Class I | 21.30K (2.67%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | Fidelity® Series Total Market Index | 13.12K (1.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Spartan Extended Market Index Pool E | 12.30K (1.54%) | 652.00 Increased by +5.30% | Mar 31, 25 |
| 9 | Schwab Total Stock Market Index | 8.87K (1.11%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 10 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 6.74K (0.84%) | 53.00 Increased by +0.79% | Mar 31, 25 |
| 11 | Fidelity Extended Market Index | 6.71K (0.84%) | 1.09K Increased by +16.21% | Feb 28, 26 |
| 12 | NT Ext Eq Mkt Indx Fd DC Lend T3 | 6.69K (0.84%) | 6.69K Increased by +100.00% | Dec 31, 24 |
| 13 | NT Ext Eq Mkt Indx Fd DC Lend T4 | 6.69K (0.84%) | 6.69K Increased by +100.00% | Dec 31, 24 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 6.64K (0.83%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 15 | Spartan Total Market Index Pool E | 4.20K (0.53%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Spartan Extended Market Index Pool F | 1.36K (0.17%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | State St US Ttl Mkt Indx SL Cl I | 1.30K (0.16%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 18 | Fidelity Series Total Market Index | 1.18K (0.15%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 19 | State St US Extended Mkt Indx NL Cl C | 770.00 (0.10%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 20 | NT Ext Equity Mkt Idx Fd - NL | 652.00 (0.08%) | 0.00 Increased by 0.00% | Dec 31, 25 |