| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Millennium Management LLC | 527.89K (8.60%) | -115.62K Decreased by -21.90% | Sep 30, 23 |
| 2 | Cahaba Wealth Management, INC. | 161.12K (2.62%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 139.16K (2.27%) | 19.96K Increased by +14.34% | Mar 31, 25 |
| 4 | Diversified Trust Co | 115.08K (1.87%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Northern Trust Corp | 105.13K (1.71%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Cresset Asset Management, LLC | 75.00K (1.22%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Shay Capital LLC | 74.02K (1.21%) | -24.02K Decreased by -32.45% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 43.13K (0.70%) | 4.43K Increased by +10.27% | Mar 31, 25 |
| 9 | Wedbush Morgan Securities Inc | 37.78K (0.62%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Integrated Wealth Concepts LLC | 35.00K (0.57%) | 15.00K Increased by +42.86% | Sep 30, 23 |
| 11 | Bank of New York Mellon Corp | 28.45K (0.46%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | UBS Group AG | 23.92K (0.39%) | -4.11K Decreased by -17.19% | Dec 31, 24 |
| 13 | LPL Financial Corp | 23.79K (0.39%) | 23.79K Increased by +100.00% | Sep 30, 23 |
| 14 | Atria Wealth Solutions, Inc. | 17.00K (0.28%) | 17.00K Increased by +100.00% | Sep 30, 23 |
| 15 | BlackRock Inc | 15.75K (0.26%) | -228.00 Decreased by -1.45% | Mar 31, 25 |
| 16 | Renaissance Technologies Corp | 15.10K (0.25%) | -476.75K Decreased by -3.16 K% | Sep 30, 23 |
| 17 | Royal Bank of Canada | 14.55K (0.24%) | 14.00 Increased by +0.10% | Mar 31, 25 |
| 18 | CKW Financial Group, LLC | 4.99K (0.08%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | SBI Securities Co Ltd | 3.22K (0.05%) | 2.00 Increased by +0.06% | Mar 31, 25 |
| 20 | Bank of America Corp | 1.20K (0.02%) | -23.00 Decreased by -1.92% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Extended Market Index | 350.25K (5.71%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | BlackRock Extended Mkt Composite | 109.55K (1.78%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 81.38K (1.33%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Fidelity® Total Market Index | 75.80K (1.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Fidelity® Series Total Market Index | 69.60K (1.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 57.08K (0.93%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Vanguard US Total Market Shares ETF | 33.93K (0.55%) | -27.49K Decreased by -81.02% | Sep 30, 24 |
| 8 | Fidelity Extended Market Index | 23.71K (0.39%) | -227.00 Decreased by -0.96% | Apr 30, 25 |
| 9 | iShares Micro-Cap ETF | 9.87K (0.16%) | 0.00 Increased by 0.00% | May 31, 25 |
| 10 | NT Ext Equity Mkt Idx Fd - NL | 7.21K (0.12%) | 5.62K Increased by +77.97% | Mar 31, 25 |
| 11 | Fidelity Series Total Market Index | 6.13K (0.10%) | 463.00 Increased by +7.55% | Apr 30, 25 |
| 12 | State St US Ttl Mkt Indx SL SF Cl II | 5.90K (0.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 5.61K (0.09%) | 4.35K Increased by +77.57% | Mar 31, 25 |
| 14 | Spartan Extended Market Index Pool F | 5.15K (0.08%) | 227.00 Increased by +4.41% | Apr 30, 25 |
| 15 | Spartan Extended Market Index Pool E | 4.92K (0.08%) | 4.44K Increased by +90.13% | Mar 31, 25 |
| 16 | Fidelity Total Market Index | 3.53K (0.06%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | BlackRock Extended Equity Market K | 3.18K (0.05%) | -1.00 Decreased by -0.03% | Sep 30, 24 |
| 18 | Extended Equity Market Fund K | 3.15K (0.05%) | 10.00 Increased by +0.32% | Mar 31, 25 |
| 19 | Fidelity Nasdaq Composite Index | 2.26K (0.04%) | -510.00 Decreased by -22.55% | Apr 30, 25 |
| 20 | Spartan Total Market Index Pool G | 2.01K (0.03%) | 197.00 Increased by +9.80% | Apr 30, 25 |