Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bleichroeder LP 3.18M (41.34%) 0.00
Increased by 0.00%
Dec 31, 25
2 Morgan Stanley - Brokerage Accounts 209.00K (2.72%) 25.90K
Increased by +12.39%
Sep 30, 25
3 Vanguard Group Inc 71.14K (0.92%) 0.00
Increased by 0.00%
Dec 31, 25
4 Clear Harbor Asset Management, LLC 60.77K (0.79%) 0.00
Increased by 0.00%
Dec 31, 25
5 HighTower Advisors, LLC 60.43K (0.79%) 2.75K
Increased by +4.55%
Dec 31, 25
6 WEALTHTRUST AXIOM LLC 54.72K (0.71%) -9.48K
Decreased by -17.33%
Dec 31, 25
7 Geode Capital Management, LLC 41.57K (0.54%) -569.00
Decreased by -1.37%
Dec 31, 25
8 Susquehanna International Group, LLP 24.09K (0.31%) 24.09K
Increased by +100.00%
Dec 31, 25
9 Mission Wealth Management, LLC 18.75K (0.24%) 0.00
Increased by 0.00%
Dec 31, 25
10 Mesirow Fin Investmt Mgmt Intl Equity 13.83K (0.18%) 78.00
Increased by +0.56%
Dec 31, 25
11 Virtu Financial LLC 11.57K (0.15%) 11.57K
Increased by +100.00%
Sep 30, 23
12 BlackRock Inc 5.48K (0.07%) 0.00
Increased by 0.00%
Sep 30, 25
13 Tower Research Capital LLC 2.03K (0.03%) 306.00
Increased by +15.07%
Dec 31, 25
14 Barclays PLC 133.00 (0.00%) 133.00
Increased by +100.00%
Sep 30, 25
15 Bank of America Corp 36.00 (0.00%) -41.00
Decreased by -113.89%
Sep 30, 25
16 Crewe Advisors LLC 21.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
17 Group One Trading, LP 5.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
18 Royal Bank of Canada 3.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
19 Advisor Group Holdings, Inc. 0.00 (0.00%) -100.00
Decreased by N/A%
Sep 30, 24
20 Awm Investment Company Inc 0.00 (0.00%) -250.00K
Decreased by N/A%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 49.17K (0.64%) 0.00
Increased by 0.00%
Feb 28, 26
2 GCA SMID Cap Equity 25.28K (0.33%) 0.00
Increased by 0.00%
Mar 31, 24
3 Fidelity Extended Market Index 22.42K (0.29%) -78.00
Decreased by -0.35%
Jan 31, 26
4 Fidelity® Extended Market Index 21.28K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
5 Gestión Boutique VI Kaldi FI 15.00K (0.19%) 0.00
Increased by 0.00%
Feb 28, 26
6 Spartan Extended Market Index Pool F 5.68K (0.07%) 78.00
Increased by +1.37%
Jan 31, 26
7 BlackRock Extended Mkt Composite 5.30K (0.07%) 1.00
Increased by +0.02%
Sep 30, 23
8 Blackrock Extended Mkt Fund CF 5.30K (0.07%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity Series Total Market Index 5.05K (0.07%) 0.00
Increased by 0.00%
Jan 31, 26
10 DFA US Targeted Value I 4.87K (0.06%) 3.51K
Increased by +72.17%
Sep 30, 24
11 BlackRock Extended Equity Market K 4.62K (0.06%) -2.00
Decreased by -0.04%
Sep 30, 24
12 Fidelity® Total Market Index 4.57K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
13 Extended Equity Market Fund K 4.55K (0.06%) 3.00
Increased by +0.07%
Dec 31, 25
14 Dimensional US Core Equity 1 ETF 4.30K (0.06%) 0.00
Increased by 0.00%
Feb 27, 26
15 DFA US Vector Equity Class F 4.22K (0.05%) 0.00
Increased by 0.00%
Dec 31, 25
16 Spartan Extended Market Index Pool E 4.18K (0.05%) 441.00
Increased by +10.55%
Mar 31, 25
17 Fidelity Total Market Index 4.00K (0.05%) 0.00
Increased by 0.00%
Jan 31, 26
18 Spartan Total Market Index Pool G 3.64K (0.05%) 0.00
Increased by 0.00%
Jan 31, 26
19 NT Ext Equity Mkt Idx Fd - L 3.63K (0.05%) 0.00
Increased by 0.00%
Dec 31, 25
20 Northern Trust Extended Eq Market Idx 3.63K (0.05%) 0.00
Increased by 0.00%
Sep 30, 25