Top 20 ETF Stock Exposure

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

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 446.91K (2.24%) 0
Increased by 0%
Dec 31, 23
2 Greenwich Wealth Management LLC 216.03K (1.08%) 0
Increased by 0%
Dec 31, 23
3 Geode Capital Management, LLC 112.02K (0.56%) 0
Increased by 0%
Dec 31, 23
4 Armistice Capital, LLC 100K (0.5%) 100K
Increased by +100%
Dec 31, 23
5 State Street Corporation 35.37K (0.18%) 0
Increased by 0%
Dec 31, 23
6 BlackRock Inc 33.8K (0.17%) 2K
Increased by +5.91%
Dec 31, 23
7 Citadel Advisors Llc 30.58K (0.15%) -4.05K
Decreased by -13.25%
Sep 30, 23
8 Northern Trust Corp 27.07K (0.14%) 0
Increased by 0%
Dec 31, 23
9 XTX Topco Ltd 21.73K (0.11%) 21.73K
Increased by +100%
Dec 31, 23
10 Moss Adams Wealth Advisors LLC 15K (0.08%) 0
Increased by 0%
Dec 31, 23
11 INTEGRAL INVESTMENT ADVISORS, INC. 14.25K (0.07%) 0
Increased by 0%
Dec 31, 23
12 Advisor Group Holdings, Inc. 5.5K (0.03%) -5.5K
Decreased by -100%
Dec 31, 23
13 Tower Research Capital LLC 4.88K (0.02%) 4.88K
Increased by +100%
Dec 31, 23
14 Geneos Wealth Management Inc 2K (0.01%) 400
Increased by +20%
Dec 31, 23
15 JPMorgan Chase & Co 318 (0%) 301
Increased by +94.65%
Dec 31, 23
16 Royal Bank of Canada 206 (0%) 206
Increased by +100%
Dec 31, 23
17 Wells Fargo & Co 107 (0%) 16
Increased by +14.95%
Dec 31, 23
18 Bank of America Corp 10 (0%) 10
Increased by +100%
Dec 31, 23
19 Gradient Investments 0 (0%) -500
Decreased by N/A%
Sep 30, 23
20 Gradient Investments, LLC 0 (0%) -500
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 411.3K (2.06%) 15.74K
Increased by +3.83%
Feb 29, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 149.8K (0.75%) 0
Increased by 0%
Feb 29, 24
3 Fidelity® Extended Market Index 64.71K (0.32%) 0
Increased by 0%
Nov 30, 23
4 Fidelity Extended Market Index 64.55K (0.32%) 0
Increased by 0%
Jan 31, 24
5 iShares Micro-Cap ETF 30.89K (0.15%) 0
Increased by 0%
Feb 29, 24
6 Fidelity Total Market Index 18.9K (0.09%) 0
Increased by 0%
Jan 31, 24
7 Fidelity® Total Market Index 18.9K (0.09%) 0
Increased by 0%
Nov 30, 23
8 NT Ext Equity Mkt Idx Fd - NL 18.73K (0.09%) 0
Increased by 0%
Dec 31, 23
9 Fidelity Series Total Market Index 18.15K (0.09%) 4.74K
Increased by +26.09%
Jan 31, 24
10 NT Ext Equity Mkt Idx Fd - DC - NL - T2 15.04K (0.08%) 28
Increased by +0.19%
Dec 31, 23
11 Fidelity® Series Total Market Index 13.41K (0.07%) 0
Increased by 0%
Nov 30, 23
12 NT Ext Equity Mkt Idx Fd - L 8.34K (0.04%) 0
Increased by 0%
Dec 31, 23
13 Northern Trust Extended Eq Market Idx 8.34K (0.04%) 0
Increased by 0%
Dec 31, 23
14 Fidelity Nasdaq Composite Index 8.07K (0.04%) 0
Increased by 0%
Jan 31, 24
15 Vanguard U.S. Eq Idx £ Acc 7.14K (0.04%) 0
Increased by 0%
Feb 29, 24
16 Spartan Total Market Index Pool E 4.74K (0.02%) 0
Increased by 0%
Jan 31, 24
17 1290 VT Micro Cap K 2.51K (0.01%) 0
Increased by 0%
Jan 31, 24
18 Spartan Extended Market Index Pool E 2.27K (0.01%) 0
Increased by 0%
Jan 31, 24
19 Victory Extended Market Index 1.71K (0.01%) 1.71K
Increased by +100%
Sep 30, 23
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 605 (0%) 2
Increased by +0.33%
Dec 31, 23