Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 283.57K (3.07%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 107.91K (1.17%) 3.00
Increased by +0.00%
Sep 30, 23
3 Bard Associates Inc 80.75K (0.87%) -6.54K
Decreased by -8.09%
Sep 30, 23
4 Geode Capital Management, LLC 75.95K (0.82%) 9.20K
Increased by +12.12%
Sep 30, 23
5 Renaissance Technologies Corp 56.74K (0.61%) 4.40K
Increased by +7.75%
Sep 30, 23
6 Long Focus Capital Management, LLC 50.00K (0.54%) 0.00
Increased by 0.00%
Sep 30, 23
7 State Street Corporation 27.34K (0.30%) 2.00
Increased by +0.01%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 18.48K (0.20%) 4.30K
Increased by +23.27%
Sep 30, 23
9 UBS Group AG 15.69K (0.17%) 15.69K
Increased by +100.00%
Sep 30, 23
10 Northern Trust Corp 13.35K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23
11 National Asset Management Inc 12.88K (0.14%) 643.00
Increased by +4.99%
Jun 30, 23
12 Tower Research Capital LLC 4.06K (0.04%) 400.00
Increased by +9.86%
Sep 30, 23
13 Bank of America Corp 4.05K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
14 Advisor Group Holdings, Inc. 2.37K (0.03%) 357.00
Increased by +15.05%
Sep 30, 23
15 FMR Inc 1.27K (0.01%) 1.24K
Increased by +97.48%
Sep 30, 23
16 JPMorgan Chase & Co 954.00 (0.01%) 503.00
Increased by +52.73%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 176.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
18 Wells Fargo & Co 69.00 (0.00%) 7.00
Increased by +10.14%
Sep 30, 23
19 U.S. Bancorp 63.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
20 Royal Bank of Canada 43.00 (0.00%) -54.00
Decreased by -125.58%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 187.45K (2.03%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 87.80K (0.95%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Extended Market Index 50.86K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
4 DFA US Targeted Value I 8.63K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
5 Dimensional US Small Cap Value ETF 8.34K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Total Market Index 8.27K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 7.88K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
8 NT Ext Equity Mkt Idx Fd - L 7.55K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
9 Northern Trust Extended Eq Market Idx 7.55K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
10 Schwab Total Stock Market Index 5.87K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
11 SSgA U.S. Extended Market Index Class I 5.78K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
12 State St US Extended Mkt Indx NL Cl C 5.78K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Instl Ttl Stck Mkt Idx Tr 5.53K (0.06%) -181.92K
Decreased by -3.29 K%
Oct 31, 23
14 Vanguard Instl Ttl Stk Mkt Idx InstlPls 5.53K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
15 NT Ext Equity Mkt Idx Fd - NL 4.97K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
16 Fidelity Nasdaq Composite Index 4.08K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.98K (0.04%) -197.00
Decreased by -4.94%
Sep 30, 23
18 Spartan Total Market Index Pool E 2.79K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard U.S. Eq Idx £ Acc 2.78K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
20 Spartan Extended Market Index Pool E 1.99K (0.02%) 0.00
Increased by 0.00%
Nov 30, 23