Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Chase Investment Counsel Corp 331.89K (17.89%) 331.89K
Increased by +100.00%
Mar 31, 24
2 Vanguard Group Inc 53.27K (2.87%) 0.00
Increased by 0.00%
Mar 31, 24
3 Geode Capital Management, LLC 36.30K (1.96%) -454.00
Decreased by -1.25%
Mar 31, 24
4 BlackRock Inc 15.94K (0.86%) -99.00
Decreased by -0.62%
Mar 31, 24
5 Tower Research Capital LLC 7.24K (0.39%) -799.00
Decreased by -11.03%
Dec 31, 23
6 Qube Research & Technologies 1.20K (0.06%) 1.00K
Increased by +83.33%
Mar 31, 24
7 Wells Fargo & Co 78.00 (0.00%) -173.00
Decreased by -221.79%
Mar 31, 24
8 Goss Wealth Management LLC 50.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
9 Royal Bank of Canada 50.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
10 UBS Group AG 13.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
11 Bank of America Corp 1.00 (0.00%) 1.00
Increased by +100.00%
Mar 31, 24
12 Advisor Group Holdings, Inc. 0.00 (0.00%) -5.00
Decreased by N/A%
Jun 30, 23
13 Arete Wealth Advisors, LLC 0.00 (0.00%) -15.00K
Decreased by N/A%
Dec 31, 23
14 Armistice Capital, LLC 0.00 (0.00%) -626.17K
Decreased by N/A%
Sep 30, 23
15 BP WEALTH MANAGEMENT, LLC 0.00 (0.00%) -18.22K
Decreased by N/A%
Dec 31, 23
16 Baader Bank INC 0.00 (0.00%) -171.11K
Decreased by N/A%
Dec 31, 23
17 Citadel Advisors Llc 0.00 (0.00%) -13.96K
Decreased by N/A%
Jun 30, 23
18 Dimensional Fund Advisors, Inc. 0.00 (0.00%) -36.98K
Decreased by N/A%
Jun 30, 23
19 FNY Investment Advisers, LLC 0.00 (0.00%) -50.89K
Decreased by N/A%
Jun 30, 23
20 Focused Wealth Strategies, INC. 0.00 (0.00%) -25.00
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 28.34K (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Extended Market Index 6.96K (0.38%) 4.15K
Increased by +59.62%
Jun 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 5.33K (0.29%) 0.00
Increased by 0.00%
Jun 30, 24
4 NT Ext Equity Mkt Idx Fd - L 3.12K (0.17%) 2.97K
Increased by +95.04%
Jun 30, 24
5 Northern Trust Extended Eq Market Idx 3.12K (0.17%) 2.97K
Increased by +95.04%
Jun 30, 24
6 Fidelity® Total Market Index 3.03K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 2.73K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
8 SSgA U.S. Extended Market Index Class I 1.94K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
9 NT Ext Equity Mkt Idx Fd - NL 1.85K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity Total Market Index 304.00 (0.02%) 1.00
Increased by +0.33%
Jun 30, 24
11 Fidelity Series Total Market Index 274.00 (0.01%) 1.00
Increased by +0.36%
Jun 30, 24
12 BNYM Mellon SL Mkt Completion Fd 197.00 (0.01%) -3.00
Decreased by -1.52%
Dec 31, 23
13 State St US Extended Mkt Indx NL Cl C 194.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
14 NT Ext Equity Mkt Idx Fd - DC - NL - T2 149.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
15 Fidelity Nasdaq Composite Index 130.00 (0.01%) 0.00
Increased by 0.00%
May 31, 24
16 BNYM Mellon SL Market Completion UC1 101.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
17 BlackRock Extended Mkt Composite 99.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
18 Spartan Total Market Index Pool E 89.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
19 BlackRock Extended Equity Market K 86.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
20 SSgA U.S. Total Market Index Strategy 80.00 (0.00%) 23.00
Increased by +28.75%
Jun 30, 24