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| Breakdown | |
|---|---|
| 19.95% | % of Shares Held by All Insider |
| 11.11% | % of Shares Held by Institutions |
| 13.88% | % of Float Held by Institutions |
| 45 | Number of Institutions Holding Shares |
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Group Inc | 1.08M | 2025-12-31 | 2.64% | $1.24M |
| Blackrock Inc. | 892,165 | 2025-12-31 | 2.17% | $1.02M |
| UBS Group AG | 453,719 | 2025-12-31 | 1.10% | $517,239.00 |
| Smith Salley Wealth Management | 367,647 | 2025-12-31 | 0.89% | $419,117.00 |
| Geode Capital Management, LLC | 305,740 | 2025-12-31 | 0.74% | $348,543.00 |
| Ritholtz Wealth Management | 208,191 | 2025-12-31 | 0.51% | $237,337.00 |
| Kestra Private Wealth Services, LLC | 175,189 | 2025-12-31 | 0.43% | $199,715.00 |
| O'Shaughnessy Asset Management LLC | 139,182 | 2025-12-31 | 0.34% | $158,667.00 |
| State Street Corporation | 125,473 | 2025-12-31 | 0.31% | $143,039.00 |
| Raymond James Financial, Inc. | 102,050 | 2025-12-31 | 0.25% | $116,336.00 |
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 591,680 | 2025-12-31 | 1.44% | $674,515.00 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 291,040 | 2025-12-31 | 0.71% | $331,785.00 |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 148,598 | 2026-01-31 | 0.36% | $169,401.00 |
| iShares Trust-iShares Micro-Cap ETF | 72,578 | 2026-01-31 | 0.18% | $82,738.00 |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 44,849 | 2026-01-31 | 0.11% | $51,127.00 |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 38,507 | 2026-01-31 | 0.09% | $43,897.00 |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | 23,585 | 2025-12-31 | 0.06% | $26,886.00 |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 16,484 | 2026-01-31 | 0.04% | $18,791.00 |
| VANGUARD VALLEY FORGE FUNDS-VANGUARD BALANCED INDEX FUND | 15,967 | 2025-09-30 | 0.04% | $23,710.00 |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | 14,543 | 2025-10-31 | 0.04% | $16,579.00 |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | 14,535 | 2025-12-31 | 0.04% | $16,569.00 |