Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 VTI 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.04M (42.16%) 0
Increased by 0%
Jun 30, 23
2 BlackRock Inc 596.13K (12.34%) 0
Increased by 0%
Jun 30, 23
3 Geode Capital Management, LLC 563.66K (11.67%) 0
Increased by 0%
Jun 30, 23
4 RFG Advisory Group, LLC 250K (5.17%) 0
Increased by 0%
Sep 30, 23
5 BB&T Corp. 154.33K (3.19%) 154.33K
Increased by +100%
Dec 31, 23
6 Northern Trust Corp 103.78K (2.15%) 4.66K
Increased by +4.49%
Jun 30, 23
7 Charles Schwab Investment Management Inc 53.08K (1.1%) 0
Increased by 0%
Jun 30, 23
8 Bank of New York Mellon Corp 40.37K (0.84%) 0
Increased by 0%
Sep 30, 23
9 State Street Corporation 31.9K (0.66%) 0
Increased by 0%
Jun 30, 23
10 TWO SIGMA SECURITIES, LLC 22.64K (0.47%) 4.84K
Increased by +21.38%
Jun 30, 23
11 Foundations Investment Advisors, LLC 20K (0.41%) 20K
Increased by +100%
Sep 30, 23
12 Tower Research Capital LLC 17.22K (0.36%) -11.93K
Decreased by -69.26%
Jun 30, 23
13 Commonwealth Equity Services Inc 16.67K (0.34%) 0
Increased by 0%
Jun 30, 23
14 Renaissance Technologies Corp 10.19K (0.21%) 10.19K
Increased by +100%
Dec 31, 23
15 IFP Advisors, LLC 5K (0.1%) -7K
Decreased by -140%
Sep 30, 23
16 HARBOR INVESTMENT ADVISORY, LLC 3K (0.06%) 0
Increased by 0%
Sep 30, 23
17 Advisor Group Holdings, Inc. 1K (0.02%) 0
Increased by 0%
Jun 30, 23
18 Morgan Stanley - Brokerage Accounts 500 (0.01%) -2.46K
Decreased by -493%
Jun 30, 23
19 SIMPLEX TRADING, LLC 479 (0.01%) 479
Increased by +100%
Jun 30, 23
20 Wells Fargo & Co 419 (0.01%) 19
Increased by +4.53%
Jun 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 78.55K (1.63%) 0
Increased by 0%
Jan 31, 24
2 Vanguard Total Stock Mkt Idx Inv 57.14K (1.18%) 0
Increased by 0%
Nov 30, 23
3 Fidelity Extended Market Index 24.11K (0.5%) 0
Increased by 0%
Dec 31, 23
4 Fidelity® Extended Market Index 24.11K (0.5%) 0
Increased by 0%
Nov 30, 23
5 Fidelity Nasdaq Composite Index 12.71K (0.26%) 0
Increased by 0%
Dec 31, 23
6 Fidelity Total Market Index 7.06K (0.15%) 0
Increased by 0%
Dec 31, 23
7 Fidelity® Total Market Index 7.06K (0.15%) -1
Decreased by -0.01%
Nov 30, 23
8 Fidelity Series Total Market Index 5.88K (0.12%) 0
Increased by 0%
Dec 31, 23
9 Fidelity® Series Total Market Index 5.88K (0.12%) 0
Increased by 0%
Nov 30, 23
10 NT Ext Equity Mkt Idx Fd - NL 3.75K (0.08%) 0
Increased by 0%
Dec 31, 23
11 Schwab Total Stock Market Index 3.54K (0.07%) 0
Increased by 0%
Nov 30, 23
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.01K (0.06%) 5
Increased by +0.17%
Dec 31, 23
13 NT Ext Equity Mkt Idx Fd - L 2.86K (0.06%) 0
Increased by 0%
Dec 31, 23
14 Northern Trust Extended Eq Market Idx 2.86K (0.06%) 0
Increased by 0%
Dec 31, 23
15 Spartan Total Market Index Pool E 2.6K (0.05%) 0
Increased by 0%
Dec 31, 23
16 BNYM Mellon SL Mkt Completion Fd 399 (0.01%) -6
Decreased by -1.5%
Dec 31, 23
17 NT US Market Cap Idx Fd - L 310 (0.01%) -1
Decreased by -0.32%
Dec 31, 23
18 Northern Trust Wilshire 5000 310 (0.01%) -1
Decreased by -0.32%
Dec 31, 23
19 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 121 (0%) 0
Increased by 0%
Dec 31, 23
20 BNYM Mellon NSL Mkt Completion Fd Instl 5 (0%) 0
Increased by 0%
Dec 31, 23