| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Parthenon Capital Management LLC | 217.05K (6.26%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Renaissance Technologies Corp | 109.63K (3.16%) | -500.00 Decreased by -0.46% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 82.83K (2.39%) | 4.40K Increased by +5.31% | Sep 30, 23 |
| 4 | LPL Financial Corp | 42.67K (1.23%) | 450.00 Increased by +1.05% | Sep 30, 23 |
| 5 | Guardian Wealth Management, Inc. | 40.52K (1.17%) | 26.00 Increased by +0.06% | Sep 30, 23 |
| 6 | CALDWELL SUTTER CAPITAL INC | 4.20K (0.12%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Tower Research Capital LLC | 2.30K (0.07%) | 345.00 Increased by +14.99% | Sep 30, 23 |
| 8 | BlackRock Inc | 735.00 (0.02%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | U.S. Bancorp | 450.00 (0.01%) | 100.00 Increased by +22.22% | Sep 30, 23 |
| 10 | Advisor Group Holdings, Inc. | 400.00 (0.01%) | 400.00 Increased by +100.00% | Sep 30, 23 |
| 11 | UBS Group AG | 101.00 (0.00%) | 101.00 Increased by +100.00% | Sep 30, 23 |
| 12 | Wells Fargo & Co | 26.00 (0.00%) | 1.00 Increased by +3.85% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 3.00 (0.00%) | 3.00 Increased by +100.00% | Sep 30, 23 |
| 14 | James Investment Research, Inc. | 0.00 (0.00%) | -6.30K Decreased by N/A% | Jun 30, 23 |
| 15 | MONEY CONCEPTS CAPITAL CORP | 0.00 (0.00%) | -13.84K Decreased by N/A% | Jun 30, 23 |
| 16 | Susquehanna International Group, LLP | 0.00 (0.00%) | -13.34K Decreased by N/A% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | VT De Lisle America B USD | 63.07K (1.82%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 53.32K (1.54%) | 4.02K Increased by +7.55% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 33.54K (0.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Needham Aggressive Growth Retail | 7.50K (0.22%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | NT Ext Equity Mkt Idx Fd - L | 2.35K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Northern Trust Extended Eq Market Idx | 2.35K (0.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | iShares Core S&P Total US Stock Mkt ETF | 566.00 (0.02%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | SSgA U.S. Extended Market Index Class I | 500.00 (0.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | State St US Extended Mkt Indx NL Cl C | 500.00 (0.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | State St US Ttl Mkt Indx SL SF Cl II | 400.00 (0.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Spartan Extended Market Index Pool E | 318.00 (0.01%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 12 | BlackRock Extended Mkt Composite | 169.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | BlackRock Extended Equity Market K | 148.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | SSgA U.S. Total Market Index Strategy | 148.00 (0.00%) | -10.00 Decreased by -6.76% | Sep 30, 23 |
| 15 | NT US Market Cap Idx Fd - L | 112.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Northern Trust Wilshire 5000 | 112.00 (0.00%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 17 | Extended Equity Market Fund M | 17.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |