Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 VTI 0%
2 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Deerfield Management Co 2.66M (11.36%) 0
Increased by 0%
Sep 30, 23
2 Orbimed Advisors, LLC 2.65M (11.31%) 0
Increased by 0%
Dec 31, 23
3 Parkman Healthcare Partners LLC 794.14K (3.39%) 32.12K
Increased by +4.04%
Sep 30, 23
4 Renaissance Technologies Corp 327K (1.4%) 11.6K
Increased by +3.55%
Dec 31, 23
5 Vanguard Group Inc 286.08K (1.22%) -854.62K
Decreased by -298.73%
Dec 31, 23
6 BlackRock Inc 206.68K (0.88%) 0
Increased by 0%
Dec 31, 23
7 Geode Capital Management, LLC 206.62K (0.88%) 0
Increased by 0%
Dec 31, 23
8 Schonfeld Strategic Advisors LLC 171.1K (0.73%) 2.9K
Increased by +1.69%
Sep 30, 23
9 HRT FINANCIAL LLC 117.93K (0.5%) 117.93K
Increased by +100%
Dec 31, 23
10 Millennium Management LLC 113.66K (0.49%) 56.78K
Increased by +49.96%
Dec 31, 23
11 Bridgeway Capital Management, LLC 79.5K (0.34%) 0
Increased by 0%
Sep 30, 23
12 Virtu Financial LLC 75.03K (0.32%) 48.69K
Increased by +64.89%
Dec 31, 23
13 State Street Corporation 51.87K (0.22%) 0
Increased by 0%
Dec 31, 23
14 American Financial Group Inc 44.91K (0.19%) -255.08K
Decreased by -567.92%
Sep 30, 23
15 Northern Trust Corp 35.04K (0.15%) 0
Increased by 0%
Dec 31, 23
16 Hbk Sorce Advisory LLC 30K (0.13%) 30K
Increased by +100%
Dec 31, 23
17 Axxcess Wealth Management, LLC 25K (0.11%) 0
Increased by 0%
Sep 30, 23
18 Goldman Sachs Group Inc 22.78K (0.1%) 22.78K
Increased by +100%
Dec 31, 23
19 NICOLET ADVISORY SERVICES, LLC 21.3K (0.09%) -500
Decreased by -2.35%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 17.54K (0.07%) -1.31K
Decreased by -7.45%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 835.04K (3.57%) 0
Increased by 0%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 278.22K (1.19%) 0
Increased by 0%
Feb 29, 24
3 Fidelity Extended Market Index 126.93K (0.54%) 0
Increased by 0%
Jan 31, 24
4 Fidelity® Extended Market Index 126.93K (0.54%) 0
Increased by 0%
Nov 30, 23
5 Bridgeway Ultra-Small Company Market 79.5K (0.34%) 0
Increased by 0%
Sep 30, 23
6 BlackRock Extended Mkt Composite 59.94K (0.26%) 0
Increased by 0%
Sep 30, 23
7 BlackRock Extended Equity Market K 52.29K (0.22%) -105
Decreased by -0.2%
Dec 31, 23
8 Fidelity Series Total Market Index 25.88K (0.11%) 0
Increased by 0%
Jan 31, 24
9 Fidelity® Series Total Market Index 25.88K (0.11%) 0
Increased by 0%
Nov 30, 23
10 Fidelity Total Market Index 22.52K (0.1%) 0
Increased by 0%
Jan 31, 24
11 Fidelity® Total Market Index 22.52K (0.1%) 0
Increased by 0%
Nov 30, 23
12 Vanguard Instl Ttl Stck Mkt Idx Tr 19.58K (0.08%) -815.47K
Decreased by -4.17 K%
Oct 31, 23
13 Vanguard Instl Ttl Stk Mkt Idx InstlPls 19.58K (0.08%) 0
Increased by 0%
Nov 30, 23
14 NT Ext Equity Mkt Idx Fd - NL 16.96K (0.07%) 0
Increased by 0%
Dec 31, 23
15 Spartan Total Market Index Pool E 14.89K (0.06%) 0
Increased by 0%
Jan 31, 24
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 13.62K (0.06%) 26
Increased by +0.19%
Dec 31, 23
17 NT Ext Equity Mkt Idx Fd - L 12.1K (0.05%) 0
Increased by 0%
Dec 31, 23
18 Northern Trust Extended Eq Market Idx 12.1K (0.05%) 0
Increased by 0%
Dec 31, 23
19 Fidelity Nasdaq Composite Index 11.42K (0.05%) 0
Increased by 0%
Jan 31, 24
20 Vanguard U.S. Eq Idx £ Acc 7.86K (0.03%) 0
Increased by 0%
Feb 29, 24