Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Parkman Healthcare Partners LLC 794.14K (2.93%) 32.12K
Increased by +4.04%
Sep 30, 23
2 Bridgeway Capital Management, LLC 79.50K (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
3 State Street Corporation 51.87K (0.19%) 0.00
Increased by 0.00%
Mar 31, 24
4 American Financial Group Inc 44.91K (0.17%) -255.08K
Decreased by -567.92%
Sep 30, 23
5 Axxcess Wealth Management, LLC 25.00K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
6 NICOLET ADVISORY SERVICES, LLC 21.30K (0.08%) -500.00
Decreased by -2.35%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 17.54K (0.06%) 0.00
Increased by 0.00%
Mar 31, 24
8 Tower Research Capital LLC 11.87K (0.04%) 105.00
Increased by +0.88%
Mar 31, 24
9 Susquehanna International Group, LLP 10.75K (0.04%) 10.75K
Increased by +100.00%
Sep 30, 23
10 SIMPLEX TRADING, LLC 9.62K (0.04%) 8.06K
Increased by +83.83%
Sep 30, 23
11 S.A. Mason LLC 3.00K (0.01%) -3.40K
Decreased by -113.33%
Sep 30, 24
12 Royal Bank of Canada 252.00 (0.00%) -123.00
Decreased by -48.81%
Mar 31, 24
13 AdvisorNet Financial, Inc 0.00 (0.00%) -5.63K
Decreased by N/A%
Jun 30, 24
14 Bank of America Corp 0.00 (0.00%) -500.00
Decreased by N/A%
Jun 30, 24
15 BlackRock Inc 0.00 (0.00%) -206.68K
Decreased by N/A%
Jun 30, 24
16 Deerfield Management Co 0.00 (0.00%) -2.66M
Decreased by N/A%
Jun 30, 24
17 FMR Inc 0.00 (0.00%) -90.00
Decreased by N/A%
Jun 30, 24
18 Federated Hermes Inc 0.00 (0.00%) -1.69K
Decreased by N/A%
Mar 31, 24
19 First Business Financial Services Inc 0.00 (0.00%) -10.00K
Decreased by N/A%
Mar 31, 24
20 Geode Capital Management, LLC 0.00 (0.00%) -206.62K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 835.04K (3.08%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 278.22K (1.03%) 0.00
Increased by 0.00%
Apr 30, 24
3 Fidelity® Extended Market Index 126.93K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Extended Market Index 125.19K (0.46%) -1.13K
Decreased by -0.91%
Apr 30, 24
5 Bridgeway Ultra-Small Company Market 79.50K (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
6 BlackRock Extended Mkt Composite 59.94K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
7 BlackRock Extended Equity Market K 52.31K (0.19%) 19.00
Increased by +0.04%
Mar 31, 24
8 Fidelity Series Total Market Index 25.88K (0.10%) 0.00
Increased by 0.00%
Apr 30, 24
9 Fidelity® Series Total Market Index 25.88K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Total Market Index 22.52K (0.08%) 0.00
Increased by 0.00%
Apr 30, 24
11 Fidelity® Total Market Index 22.52K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Instl Ttl Stck Mkt Idx Tr 19.58K (0.07%) -815.47K
Decreased by -4.17 K%
Oct 31, 23
13 Vanguard Instl Ttl Stk Mkt Idx InstlPls 19.58K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
14 NT Ext Equity Mkt Idx Fd - NL 16.96K (0.06%) 0.00
Increased by 0.00%
Mar 31, 24
15 Spartan Total Market Index Pool E 14.89K (0.05%) 0.00
Increased by 0.00%
Apr 30, 24
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 13.63K (0.05%) 8.00
Increased by +0.06%
Mar 31, 24
17 NT Ext Equity Mkt Idx Fd - L 12.10K (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
18 Northern Trust Extended Eq Market Idx 12.10K (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity Nasdaq Composite Index 11.42K (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
20 Vanguard U.S. Eq Idx £ Acc 7.86K (0.03%) 0.00
Increased by 0.00%
Feb 29, 24