Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAC 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bard Associates Inc 359.11K (5.27%) 8.00K
Increased by +2.23%
Dec 31, 23
2 Vanguard Group Inc 273.29K (4.01%) 33.56K
Increased by +12.28%
Mar 31, 24
3 Geode Capital Management, LLC 113.30K (1.66%) 0.00
Increased by 0.00%
Dec 31, 23
4 AMH Equity Ltd 104.41K (1.53%) 10.45K
Increased by +10.01%
Dec 31, 23
5 Renaissance Technologies Corp 71.08K (1.04%) -9.74K
Decreased by -13.71%
Dec 31, 23
6 Murchinson Ltd. 63.00K (0.93%) 63.00K
Increased by +100.00%
Dec 31, 23
7 Citadel Advisors Llc 47.22K (0.69%) -13.13K
Decreased by -27.81%
Sep 30, 23
8 State Street Corporation 28.20K (0.41%) 0.00
Increased by 0.00%
Dec 31, 23
9 BlackRock Inc 15.75K (0.23%) -186.00
Decreased by -1.18%
Dec 31, 23
10 Northern Trust Corp 12.65K (0.19%) 0.00
Increased by 0.00%
Dec 31, 23
11 Tower Research Capital LLC 6.14K (0.09%) 924.00
Increased by +15.06%
Dec 31, 23
12 Cornerstone Planning Group LLC 3.80K (0.06%) 150.00
Increased by +3.95%
Dec 31, 23
13 Advisor Group Holdings, Inc. 3.50K (0.05%) 175.00
Increased by +5.00%
Dec 31, 23
14 Global Retirement Partners, LLC. 420.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
15 Wells Fargo & Co 52.00 (0.00%) 3.00
Increased by +5.77%
Dec 31, 23
16 Royal Bank of Canada 39.00 (0.00%) 39.00
Increased by +100.00%
Dec 31, 23
17 JPMorgan Chase & Co 11.00 (0.00%) 3.00
Increased by +27.27%
Dec 31, 23
18 Bank of America Corp 8.00 (0.00%) 8.00
Increased by +100.00%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 0.00 (0.00%) -11.86K
Decreased by N/A%
Dec 31, 23
20 Feltz Wealth PLAN Inc. 0.00 (0.00%) -500.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 169.46K (2.49%) 0.00
Increased by 0.00%
Apr 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 103.83K (1.52%) 0.00
Increased by 0.00%
Apr 30, 24
3 Fidelity® Total Market Index 58.20K (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Total Market Index 57.97K (0.85%) -231.00
Decreased by -0.40%
Mar 31, 24
5 Fidelity® Extended Market Index 42.16K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Extended Market Index 41.85K (0.61%) 0.00
Increased by 0.00%
Mar 31, 24
7 iShares Micro-Cap ETF 13.67K (0.20%) -93.00
Decreased by -0.68%
Apr 30, 24
8 Fidelity Series Total Market Index 8.00K (0.12%) 0.00
Increased by 0.00%
Mar 31, 24
9 Fidelity® Series Total Market Index 8.00K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
10 NT Ext Equity Mkt Idx Fd - NL 6.94K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
11 Dimensional US Core Equity 2 ETF 6.47K (0.10%) 0.00
Increased by 0.00%
Apr 30, 24
12 NT Ext Equity Mkt Idx Fd - L 5.71K (0.08%) 0.00
Increased by 0.00%
Mar 31, 24
13 Northern Trust Extended Eq Market Idx 5.71K (0.08%) 0.00
Increased by 0.00%
Mar 31, 24
14 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.57K (0.08%) 10.00
Increased by +0.18%
Dec 31, 23
15 Spartan Extended Market Index Pool E 3.20K (0.05%) 0.00
Increased by 0.00%
Mar 31, 24
16 SSgA U.S. Extended Market Index Class I 2.80K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
17 State St US Extended Mkt Indx NL Cl C 2.80K (0.04%) 0.00
Increased by 0.00%
Apr 30, 24
18 Spartan Total Market Index Pool E 2.24K (0.03%) 231.00
Increased by +10.31%
Mar 31, 24
19 DFA US Vector Equity I 1.83K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
20 1290 VT Micro Cap K 1.24K (0.02%) 0.00
Increased by 0.00%
Mar 31, 24