Major Holders
Currency in USDBreakdown
15.47% | % of Shares Held by All Insider |
4.95% | % of Shares Held by Institutions |
5.86% | % of Float Held by Institutions |
11 | Number of Institutions Holding Shares |
Top Institutional Holders
Holder | Shares | Date Reported | % Out | Value |
---|
Pathstone Holdings, LLC | 25,001 | Dec 30, 2023 | 1.24% | 59,252 |
Trueblood Wealth Management, LLC | 16,000 | Mar 30, 2024 | 0.79% | 37,919 |
Lafayette Investments, Inc | 12,480 | Dec 30, 2023 | 0.62% | 29,577 |
Geode Capital Management, LLC | 11,658 | Dec 30, 2023 | 0.58% | 27,629 |
Vanguard Group Inc | 11,093 | Dec 30, 2023 | 0.55% | 26,290 |
Waldron Private Wealth LLC | 10,000 | Dec 30, 2023 | 0.50% | 23,699 |
Tower Research Capital LLC (TRC) | 6,758 | Dec 30, 2023 | 0.34% | 16,016 |
UBS Group AG | 6,636 | Dec 30, 2023 | 0.33% | 15,727 |
Royal Bank of Canada | 76 | Dec 30, 2023 | 0.00% | 180 |
Wells Fargo & Company | 12 | Dec 30, 2023 | 0.00% | 28 |
Top Mutual Fund Holders
Holder | Shares | Date Reported | % Out | Value |
---|
Vanguard Extended Market Index Fund | 11,093 | Dec 30, 2023 | 0.55% | 26,290 |
Fidelity Extended Market Index Fund | 7,930 | Feb 28, 2024 | 0.39% | 18,794 |
Fidelity Series Total Market Index Fund | 1,146 | Feb 28, 2024 | 0.06% | 2,716 |
Fidelity Total Market Index Fund | 1,145 | Feb 28, 2024 | 0.06% | 2,713 |
Fidelity NASDAQ Composite Index Fund | 217 | Feb 28, 2024 | 0.01% | 514 |