Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0%
2 DFAC 0%
3 VTI 0%
4 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Bard Associates Inc 351.11K (5.15%) 21.89K
Increased by +6.23%
Sep 30, 23
2 Vanguard Group Inc 215.52K (3.16%) 16.3K
Increased by +7.56%
Sep 30, 23
3 Geode Capital Management, LLC 113.3K (1.66%) -6.96K
Decreased by -6.14%
Sep 30, 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 Citadel Advisors Llc 47.22K (0.69%) -13.13K
Decreased by -27.81%
Sep 30, 23
7 Susquehanna International Group, LLP 46.41K (0.68%) 18.93K
Increased by +40.8%
Sep 30, 23
8 State Street Corporation 28.2K (0.41%) 0
Increased by 0%
Sep 30, 23
9 Thompson Davis & Co Inc 18.5K (0.27%) -3.5K
Decreased by -18.92%
Sep 30, 23
10 BlackRock Inc 15.94K (0.23%) -651
Decreased by -4.09%
Sep 30, 23
11 Northern Trust Corp 12.65K (0.19%) 0
Increased by 0%
Sep 30, 23
12 Tower Research Capital LLC 5.21K (0.08%) 1.46K
Increased by +27.99%
Sep 30, 23
13 Cornerstone Planning Group LLC 3.65K (0.05%) 0
Increased by 0%
Sep 30, 23
14 Advisor Group Holdings, Inc. 3.33K (0.05%) 0
Increased by 0%
Sep 30, 23
15 Global Retirement Partners, LLC. 420 (0.01%) 0
Increased by 0%
Sep 30, 23
16 Wells Fargo & Co 49 (0%) 0
Increased by 0%
Sep 30, 23
17 JPMorgan Chase & Co 8 (0%) 8
Increased by +100%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 0 (0%) -11.86K
Decreased by N/A%
Dec 31, 23
19 Feltz Wealth PLAN Inc. 0 (0%) -500
Decreased by N/A%
Sep 30, 23
20 JANE STREET GROUP, LLC 0 (0%) -12.41K
Decreased by N/A%
Jun 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 168.61K (2.47%) 32.71K
Increased by +19.4%
Jan 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 103.83K (1.52%) 0
Increased by 0%
Jan 31, 24
3 Fidelity Total Market Index 58.2K (0.85%) 0
Increased by 0%
Dec 31, 23
4 Fidelity® Total Market Index 58.2K (0.85%) 0
Increased by 0%
Nov 30, 23
5 Fidelity® Extended Market Index 42.16K (0.62%) 0
Increased by 0%
Nov 30, 23
6 Fidelity Extended Market Index 42.06K (0.62%) -106
Decreased by -0.25%
Dec 31, 23
7 iShares Micro-Cap ETF 14.51K (0.21%) 0
Increased by 0%
Jan 31, 24
8 Fidelity Series Total Market Index 8K (0.12%) 0
Increased by 0%
Dec 31, 23
9 Fidelity® Series Total Market Index 8K (0.12%) 0
Increased by 0%
Nov 30, 23
10 NT Ext Equity Mkt Idx Fd - NL 6.94K (0.1%) 0
Increased by 0%
Dec 31, 23
11 Dimensional US Core Equity 2 ETF 6.47K (0.09%) 0
Increased by 0%
Jan 31, 24
12 NT Ext Equity Mkt Idx Fd - L 5.71K (0.08%) 0
Increased by 0%
Dec 31, 23
13 Northern Trust Extended Eq Market Idx 5.71K (0.08%) 0
Increased by 0%
Dec 31, 23
14 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.57K (0.08%) 10
Increased by +0.18%
Dec 31, 23
15 Spartan Extended Market Index Pool E 3K (0.04%) 106
Increased by +3.54%
Dec 31, 23
16 SSgA U.S. Extended Market Index Class I 2.8K (0.04%) 0
Increased by 0%
Dec 31, 23
17 State St US Extended Mkt Indx NL Cl C 2.8K (0.04%) 0
Increased by 0%
Jan 31, 24
18 Spartan Total Market Index Pool E 2.01K (0.03%) 0
Increased by 0%
Dec 31, 23
19 DFA US Vector Equity I 1.83K (0.03%) 0
Increased by 0%
Dec 31, 23
20 1290 VT Micro Cap K 1.24K (0.02%) 0
Increased by 0%
Dec 31, 23