Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 DRW Securities, LLC 31.46K (2.39%) 19.75K
Increased by +62.76%
Dec 31, 25
2 BlackRock Inc 20.19K (1.53%) 0.00
Increased by 0.00%
Sep 30, 25
3 Geode Capital Management, LLC 18.78K (1.42%) 0.00
Increased by 0.00%
Dec 31, 25
4 Citadel Advisors Llc 15.05K (1.14%) 15.05K
Increased by +100.00%
Dec 31, 25
5 Vanguard Group Inc 14.77K (1.12%) 0.00
Increased by 0.00%
Dec 31, 25
6 Edge Capital Group, LLC 11.76K (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
7 Scs Capital Management LLC 11.76K (0.89%) 0.00
Increased by 0.00%
Dec 31, 25
8 UBS Group AG 1.90K (0.14%) -1.11K
Decreased by -58.54%
Sep 30, 25
9 Tower Research Capital LLC 514.00 (0.04%) 110.00
Increased by +21.40%
Dec 31, 25
10 Bank of America Corp 114.00 (0.01%) -1.00
Decreased by -0.88%
Sep 30, 25
11 Federation des caisses Desjardins du Quebec 23.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
12 Wells Fargo & Co 16.00 (0.00%) 2.00
Increased by +12.50%
Sep 30, 25
13 Barclays PLC 3.00 (0.00%) 3.00
Increased by +100.00%
Sep 30, 25
14 SBI Securities Co Ltd 3.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
15 Citigroup Inc 1.00 (0.00%) 1.00
Increased by +100.00%
Sep 30, 25
16 Acuitas Investments, LLC 0.00 (0.00%) -60.03K
Decreased by N/A%
Dec 31, 24
17 Advisor Group Holdings, Inc. 0.00 (0.00%) -218.00
Decreased by N/A%
Mar 31, 25
18 BML Capital Management LLC 0.00 (0.00%) -220.41K
Decreased by N/A%
Dec 31, 25
19 Carmel Capital Partners LLC 0.00 (0.00%) -259.00
Decreased by N/A%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 0.00 (0.00%) -13.76K
Decreased by N/A%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 39.42K (2.99%) 535.00
Increased by +1.36%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 34.23K (2.60%) -4.65K
Decreased by -13.58%
Jul 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 9.52K (0.72%) 0.00
Increased by 0.00%
Feb 28, 26
4 Fidelity Extended Market Index 7.94K (0.60%) 0.00
Increased by 0.00%
Jan 31, 26
5 Fidelity® Total Market Index 7.76K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Extended Market Index 7.65K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
7 Dimensional US Targeted Value ETF 6.02K (0.46%) 0.00
Increased by 0.00%
Aug 29, 25
8 Bridgeway Ultra-Small Company 4.70K (0.36%) 0.00
Increased by 0.00%
Jun 30, 25
9 Dimensional US Small Cap ETF 4.22K (0.32%) 0.00
Increased by 0.00%
Aug 29, 25
10 Fidelity Total Market Index 4.01K (0.30%) 0.00
Increased by 0.00%
Jan 31, 26
11 Spartan Extended Market Index Pool F 2.86K (0.22%) 0.00
Increased by 0.00%
Jan 31, 26
12 Spartan Extended Market Index Pool E 2.62K (0.20%) 64.00
Increased by +2.45%
Mar 31, 25
13 Fidelity® Series Total Market Index 2.46K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Series Total Market Index 1.98K (0.15%) 0.00
Increased by 0.00%
Jan 31, 26
15 DFA US Social Core Equity 2 Portfolio 1.68K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
16 NT Ext Equity Mkt Idx Fd - NL 1.60K (0.12%) 0.00
Increased by 0.00%
Dec 31, 25
17 DFA US Core Equity Class F 1.58K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.26K (0.10%) 10.00
Increased by +0.79%
Dec 31, 25
19 Fidelity Nasdaq Composite Index 1.23K (0.09%) 0.00
Increased by 0.00%
Jan 31, 26
20 NT Ext Equity Mkt Idx Fd - L 1.16K (0.09%) 0.00
Increased by 0.00%
Dec 31, 25