| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 635.59K (2.08%) | 635.59K Increased by +100.00% | Sep 30, 23 |
| 2 | HaLPern Financial Inc | 466.35K (1.52%) | 420.83K Increased by +90.24% | Sep 30, 23 |
| 3 | BlackRock Inc | 325.47K (1.06%) | 325.47K Increased by +100.00% | Sep 30, 23 |
| 4 | Geode Capital Management, LLC | 180.61K (0.59%) | 180.61K Increased by +100.00% | Sep 30, 23 |
| 5 | Millennium Management LLC | 132.99K (0.43%) | 132.99K Increased by +100.00% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 80.14K (0.26%) | 80.14K Increased by +100.00% | Sep 30, 23 |
| 7 | HighTower Advisors, LLC | 78.46K (0.26%) | 78.46K Increased by +100.00% | Sep 30, 23 |
| 8 | Mercer Global Advisors Inc. | 75.62K (0.25%) | 75.62K Increased by +100.00% | Sep 30, 23 |
| 9 | Walleye Trading Advisors, LLC | 75.00K (0.24%) | 75.00K Increased by +100.00% | Sep 30, 23 |
| 10 | State Street Corporation | 52.37K (0.17%) | 52.37K Increased by +100.00% | Sep 30, 23 |
| 11 | Advisor Group Holdings, Inc. | 38.35K (0.13%) | 38.35K Increased by +100.00% | Sep 30, 23 |
| 12 | TRUE Private Wealth Advisors | 29.74K (0.10%) | 29.74K Increased by +100.00% | Sep 30, 23 |
| 13 | DRW Securities, LLC | 29.24K (0.10%) | 29.24K Increased by +100.00% | Sep 30, 23 |
| 14 | Northern Trust Corp | 25.54K (0.08%) | 25.54K Increased by +100.00% | Sep 30, 23 |
| 15 | AE Wealth Management LLC | 22.36K (0.07%) | 22.36K Increased by +100.00% | Sep 30, 23 |
| 16 | T. Rowe Price Associates, Inc. | 22.11K (0.07%) | 8.90K Increased by +40.26% | Sep 30, 23 |
| 17 | Arcadia Wealth Management LLC | 21.61K (0.07%) | 21.61K Increased by +100.00% | Sep 30, 23 |
| 18 | Quinn Opportunity Partners LLC | 20.00K (0.07%) | 20.00K Increased by +100.00% | Sep 30, 23 |
| 19 | FMR Inc | 19.17K (0.06%) | 19.17K Increased by +100.00% | Sep 30, 23 |
| 20 | Commonwealth Equity Services Inc | 18.77K (0.06%) | 18.77K Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 405.69K (1.33%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 209.53K (0.68%) | 676.00 Increased by +0.32% | Nov 30, 23 |
| 3 | ETFMG Alternative Harvest ETF | 205.84K (0.67%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 4 | iShares Core S&P Total US Stock Mkt ETF | 138.31K (0.45%) | 255.00 Increased by +0.18% | Dec 29, 23 |
| 5 | Fidelity® Extended Market Index | 83.13K (0.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Medical Cannabis and Wellness ETF Acc | 67.79K (0.22%) | -2.84K Decreased by -4.19% | Sep 22, 23 |
| 7 | Fidelity Nasdaq Composite Index | 54.26K (0.18%) | 47.39K Increased by +87.34% | Nov 30, 23 |
| 8 | BlackRock Extended Mkt Composite | 35.46K (0.12%) | 5.00 Increased by +0.01% | Sep 30, 23 |
| 9 | BlackRock Extended Equity Market K | 30.94K (0.10%) | -62.00 Decreased by -0.20% | Dec 31, 23 |
| 10 | Fidelity® Total Market Index | 24.36K (0.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Series Total Market Index | 17.75K (0.06%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | T. Rowe Price U.S. Equities Tr | 15.72K (0.05%) | 8.90K Increased by +56.62% | Sep 30, 23 |
| 13 | NT Ext Equity Mkt Idx Fd - L | 12.66K (0.04%) | 2.00 Increased by +0.02% | Sep 30, 23 |
| 14 | Northern Trust Extended Eq Market Idx | 12.66K (0.04%) | 11.82K Increased by +93.33% | Sep 30, 23 |
| 15 | NT Ext Equity Mkt Idx Fd - NL | 11.76K (0.04%) | 2.00 Increased by +0.02% | Sep 30, 23 |
| 16 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 9.42K (0.03%) | -465.00 Decreased by -4.93% | Sep 30, 23 |
| 17 | Vanguard Instl Ttl Stck Mkt Idx Tr | 8.33K (0.03%) | -397.32K Decreased by -4.77 K% | Oct 31, 23 |
| 18 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | 8.33K (0.03%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Spartan Total Market Index Pool E | 7.92K (0.03%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Vanguard Balanced Index Inv | 6.82K (0.02%) | 0.00 Increased by 0.00% | Nov 30, 23 |