| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 502.90K (106.18%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 2 | Walleye Trading Advisors, LLC | 184.55K (38.97%) | 184.55K Increased by +100.00% | Jun 30, 23 |
| 3 | Geode Capital Management, LLC | 139.99K (29.56%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 4 | State Street Corporation | 48.40K (10.22%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 5 | Capital Asset Advisory Services, LLC | 35.65K (7.53%) | -20.00 Decreased by -0.06% | Jun 30, 23 |
| 6 | Northern Trust Corp | 32.16K (6.79%) | -23.61K Decreased by -73.41% | Jun 30, 23 |
| 7 | Raymond James Finl Svs Advisors, Inc. | 20.00K (4.22%) | 10.00K Increased by +50.00% | Jun 30, 23 |
| 8 | TWO SIGMA SECURITIES, LLC | 10.80K (2.28%) | 10.80K Increased by +100.00% | Jun 30, 23 |
| 9 | UBS Group AG | 295.00 (0.06%) | 211.00 Increased by +71.53% | Jun 30, 24 |
| 10 | Stonehage Fleming Financial Services Holdings Ltd | 60.00 (0.01%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 48.00 (0.01%) | 28.00 Increased by +58.33% | Jun 30, 24 |
| 12 | Royal Bank of Canada | 3.00 (0.00%) | 3.00 Increased by +100.00% | Mar 31, 24 |
| 13 | Bank of America Corp | 2.00 (0.00%) | 2.00 Increased by +100.00% | Jun 30, 24 |
| 14 | U.S. Bancorp | 1.00 (0.00%) | 1.00 Increased by +100.00% | Jun 30, 24 |
| 15 | Advisor Group Holdings, Inc. | 0.00 (0.00%) | -16.00 Decreased by N/A% | Jun 30, 24 |
| 16 | Austin Private Wealth, LLC | 0.00 (0.00%) | -1.14K Decreased by N/A% | Mar 31, 24 |
| 17 | BlackRock Inc | 0.00 (0.00%) | -2.00 Decreased by N/A% | Jun 30, 24 |
| 18 | Cresset Asset Management, LLC | 0.00 (0.00%) | -62.90K Decreased by N/A% | Jun 30, 23 |
| 19 | FMR Inc | 0.00 (0.00%) | -1.00 Decreased by N/A% | Sep 30, 24 |
| 20 | HHM Wealth Advisors, LLC | 0.00 (0.00%) | -1.00 Decreased by N/A% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Extended Mkt Composite | 78.46K (16.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 72.53K (15.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Fidelity Extended Market Index | 26.83K (5.66%) | 25.26K Increased by +94.15% | Sep 30, 24 |
| 4 | Fidelity® Extended Market Index | 25.33K (5.35%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | iShares Micro-Cap ETF | 8.07K (1.70%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 6 | Fidelity Series Total Market Index | 6.15K (1.30%) | 6.15K Increased by +100.00% | Sep 30, 24 |
| 7 | Fidelity® Series Total Market Index | 4.37K (0.92%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Fidelity Total Market Index | 3.05K (0.64%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | Fidelity® Total Market Index | 3.05K (0.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Fidelity Nasdaq Composite Index | 1.35K (0.28%) | 0.00 Increased by 0.00% | May 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 624.00 (0.13%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 12 | State St US Ttl Mkt Indx SL SF Cl II | 360.00 (0.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | SSgA U.S. Extended Market Index Class I | 280.00 (0.06%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | SSgA U.S. Total Market Index Strategy | 81.00 (0.02%) | -2.00 Decreased by -2.47% | Dec 31, 23 |
| 15 | Northern Trust Extended Eq Market Idx | 67.00 (0.01%) | -1.00 Decreased by -1.49% | Mar 31, 24 |
| 16 | 1290 VT Micro Cap K | 8.00 (0.00%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 17 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 3.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 18 | Carbon Collective Climate Sol US Eq ETF | 1.00 (0.00%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 19 | Fidelity U.S. Equity Index Ins Trust | 1.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 1.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 24 |