| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Millennium Management LLC | 3.65M (509.39%) | 2.77M Increased by +75.95% | Sep 30, 23 |
| 2 | General Catalyst Group Management, LLC | 3.05M (425.79%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 3 | JANE STREET GROUP, LLC | 814.34K (113.62%) | 376.32K Increased by +46.21% | Sep 30, 23 |
| 4 | Bank of New York Mellon Corp | 724.25K (101.05%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 5 | Susquehanna International Group, LLP | 653.08K (91.12%) | -34.97K Decreased by -5.35% | Dec 31, 23 |
| 6 | Kohlberg Kravis Roberts & Co LP | 616.41K (86.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Gabelli Funds LLC | 543.97K (75.90%) | 77.20K Increased by +14.19% | Dec 31, 23 |
| 8 | State Street Corporation | 466.54K (65.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | GSA Capital Partners LLP | 430.32K (60.04%) | -361.28K Decreased by -83.96% | Sep 30, 23 |
| 10 | Gamco Investors, Inc. Et Al | 290.15K (40.48%) | -9.64K Decreased by -3.32% | Sep 30, 23 |
| 11 | Goldman Sachs Group Inc | 265.47K (37.04%) | -7.30K Decreased by -2.75% | Sep 30, 23 |
| 12 | Northern Trust Corp | 230.43K (32.15%) | -2.71K Decreased by -1.18% | Dec 31, 23 |
| 13 | Harvest Investment Services, LLC | 140.55K (19.61%) | -2.91K Decreased by -2.07% | Dec 31, 23 |
| 14 | Catterton Management Company, L.L.C | 115.07K (16.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Vanguard Group Inc | 76.66K (10.70%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Charles Schwab Investment Management Inc | 74.06K (10.33%) | -35.85K Decreased by -48.41% | Sep 30, 24 |
| 17 | Raymond James & Associates | 60.91K (8.50%) | -9.10K Decreased by -14.95% | Dec 31, 23 |
| 18 | Nisa Investment Advisors, L.L.C. | 47.21K (6.59%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | Winton Capital Group Ltd | 36.75K (5.13%) | 36.75K Increased by +100.00% | Dec 31, 23 |
| 20 | Amvescap Plc. | 36.27K (5.06%) | 162.00 Increased by +0.45% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Extended Market Index | 585.60K (81.71%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | BlackRock Extended Equity Market K | 402.89K (56.21%) | 142.62K Increased by +35.40% | Dec 31, 23 |
| 3 | BlackRock Extended Mkt Composite | 297.73K (41.54%) | -102.66K Decreased by -34.48% | Sep 30, 23 |
| 4 | Gabelli Small Cap SMA Wrap | 251.85K (35.14%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 5 | Fidelity® Total Market Index | 203.38K (28.38%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity® Series Total Market Index | 177.05K (24.70%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Schwab Fundamental US Small Company ETF | 115.45K (16.11%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 8 | Vanguard Balanced Index Inv | 83.00K (11.58%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 9 | Schwab Fundamental U.S. Small CompanyETF | 61.82K (8.63%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | Vanguard Total Stock Mkt Idx Inv | 54.15K (7.56%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | SSgA U.S. Extended Market Index Class I | 53.30K (7.44%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 36.30K (5.06%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Miller Value Ptnrs Appreciation ETF | 29.41K (4.10%) | 465.00 Increased by +1.58% | Dec 31, 24 |
| 14 | Schwab Fundamental US Small Company Idx | 12.09K (1.69%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | BNYM Mellon SL Market Completion UC1 | 9.41K (1.31%) | -150.00 Decreased by -1.59% | Dec 31, 23 |
| 16 | NT US Market Cap Idx Fd - L | 7.57K (1.06%) | -2.08K Decreased by -27.43% | Dec 31, 23 |
| 17 | Fidelity Extended Market Index | 7.51K (1.05%) | -1.53K Decreased by -20.38% | Sep 30, 24 |
| 18 | Gabelli Small Cap Growth AAA | 6.70K (0.93%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | Gabelli Equity Trust | 6.00K (0.84%) | -688.00 Decreased by -11.47% | Mar 31, 24 |
| 20 | FTSE RAFI US 1500 Mid Small Index Fd F | 3.98K (0.56%) | 3.98K Increased by +100.00% | Sep 30, 24 |