Major holders
Currency in USDBreakdown
18.23% | % of shares held by all insiders |
7.00% | % of shares held by institutions |
8.56% | % of float held by institutions |
7 | Number of institutions holding shares |
Top institutional holders
Holder | Shares | Date reported | % out | Value |
---|
Kestra Advisory Services, LLC | 56,385 | 30 Dec 2023 | 4.91% | 191,709 |
Osaic Holdings Inc | 8,198 | 30 Dec 2023 | 0.71% | 27,873 |
Tower Research Capital LLC (TRC) | 1,226 | 30 Dec 2023 | 0.11% | 4,168 |
Morgan Stanley | 167 | 30 Dec 2023 | 0.01% | 567 |
Newbridge Financial Services Group, Inc. | 167 | 30 Mar 2024 | 0.01% | 567 |
Wells Fargo & Company | 7 | 30 Dec 2023 | 0.00% | 23 |
Financial Perspectives, Inc | 20 | 30 Mar 2024 | 0.00% | 68 |
Top mutual fund holders
Holder | Shares | Date reported | % out | Value |
---|
Vanguard Extended Market Index Fund | 5,133 | 30 Dec 2023 | 0.45% | 17,452 |
Fidelity Extended Market Index Fund | 3,744 | 30 Mar 2024 | 0.33% | 12,729 |
Fidelity NASDAQ Composite Index Fund | 1,827 | 30 Mar 2024 | 0.16% | 6,211 |
Fidelity Series Total Market Index Fund | 819 | 30 Mar 2024 | 0.07% | 2,784 |