| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Smith Shellnut Wilson LLC | 3.01M (23.23%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Inscription Capital, LLC | 885.63K (6.84%) | 805.50K Increased by +90.95% | Sep 30, 24 |
| 3 | Geode Capital Management, LLC | 129.10K (1.00%) | 11.94K Increased by +9.25% | Sep 30, 24 |
| 4 | Vanguard Group Inc | 96.29K (0.74%) | 68.22K Increased by +70.85% | Sep 30, 24 |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | 69.36K (0.54%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | TOWNSQUARE CAPITAL LLC | 57.83K (0.45%) | 57.83K Increased by +100.00% | Sep 30, 23 |
| 7 | Lloyd Advisory Services, LLC | 56.65K (0.44%) | 56.65K Increased by +100.00% | Sep 30, 23 |
| 8 | Norden Group LLC | 56.65K (0.44%) | 56.65K Increased by +100.00% | Sep 30, 23 |
| 9 | Y-Intercept (Hong Kong) Ltd | 30.88K (0.24%) | 30.88K Increased by +100.00% | Sep 30, 24 |
| 10 | Maryland Capital Advisors Inc | 24.85K (0.19%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Steward Partners Investment Advisory, LLC | 24.63K (0.19%) | 24.63K Increased by +100.00% | Jun 30, 24 |
| 12 | BlackRock Inc | 20.43K (0.16%) | 20.43K Increased by +100.00% | Jun 30, 24 |
| 13 | Atlantic Trust Group, LLC | 20.00K (0.15%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 14 | Northern Trust Corp | 12.74K (0.10%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Millennium Management LLC | 10.11K (0.08%) | 10.11K Increased by +100.00% | Sep 30, 24 |
| 16 | Holistic Financial Partners | 10.00K (0.08%) | 10.00K Increased by +100.00% | Sep 30, 24 |
| 17 | UBS Group AG | 6.65K (0.05%) | 6.64K Increased by +99.94% | Sep 30, 24 |
| 18 | Wells Fargo & Co | 6.00K (0.05%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | PNC Financial Services Group Inc | 5.46K (0.04%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Tower Research Capital LLC | 2.97K (0.02%) | -2.91K Decreased by -97.81% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 191.71K (1.48%) | 101.30K Increased by +52.84% | Oct 31, 24 |
| 2 | Fidelity Extended Market Index | 75.45K (0.58%) | -39.04K Decreased by -51.75% | Sep 30, 24 |
| 3 | Fidelity® Extended Market Index | 55.56K (0.43%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Fidelity Total Market Index | 25.33K (0.20%) | 20.05K Increased by +79.17% | Sep 30, 24 |
| 5 | iShares Micro-Cap ETF | 23.96K (0.18%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 6 | Fidelity Series Total Market Index | 17.32K (0.13%) | 12.04K Increased by +69.54% | Sep 30, 24 |
| 7 | NT Ext Equity Mkt Idx Fd - L | 11.45K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Northern Trust Extended Eq Market Idx | 11.45K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 5.88K (0.05%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | Spartan Total Market Index Pool E | 5.63K (0.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Spartan Extended Market Index Pool E | 5.31K (0.04%) | 461.00 Increased by +8.68% | Sep 30, 24 |
| 12 | 1290 VT Micro Cap K | 2.30K (0.02%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 1.77K (0.01%) | 3.00 Increased by +0.17% | Sep 30, 24 |
| 14 | Northern Trust Wilshire 5000 | 1.29K (0.01%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Fidelity U.S. Equity Index Ins Trust | 70.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 24 |