Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 VTI 0%
3 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.21M (3.96%) 46.46K
Increased by +1.1%
Dec 31, 23
2 Baird Financial Group, Inc. 3.95M (3.72%) -176.38K
Decreased by -4.47%
Dec 31, 23
3 IEQ CAPITAL, LLC 2.96M (2.78%) 0
Increased by 0%
Dec 31, 23
4 Kanen Wealth Management LLC 1.47M (1.38%) 1M
Increased by +68.1%
Sep 30, 23
5 BlackRock Inc 1.22M (1.14%) 5.86K
Increased by +0.48%
Dec 31, 23
6 Geode Capital Management, LLC 1.02M (0.96%) 62.93K
Increased by +6.15%
Dec 31, 23
7 Awm Investment Company Inc 900K (0.85%) 0
Increased by 0%
Dec 31, 23
8 Goldman Sachs Group Inc 582.77K (0.55%) 290.97K
Increased by +49.93%
Dec 31, 23
9 Boston Partners Global Investors, Inc 530.89K (0.5%) -87.78K
Decreased by -16.53%
Dec 31, 23
10 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 379.84K (0.36%) -23K
Decreased by -6.06%
Dec 31, 23
11 Kestra Advisory Services, LLC 364.59K (0.34%) -196.66K
Decreased by -53.94%
Dec 31, 23
12 State Street Corporation 250.23K (0.24%) 0
Increased by 0%
Dec 31, 23
13 Qube Research & Technologies 234.6K (0.22%) 210.29K
Increased by +89.64%
Dec 31, 23
14 Northern Trust Corp 197.82K (0.19%) 0
Increased by 0%
Dec 31, 23
15 TITLEIST ASSET MANAGEMENT, LLC 170.55K (0.16%) 500
Increased by +0.29%
Dec 31, 23
16 Susquehanna International Group, LLP 113.31K (0.11%) 11.97K
Increased by +10.56%
Dec 31, 23
17 Squarepoint Ops LLC 99.17K (0.09%) 99.17K
Increased by +100%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 74.4K (0.07%) 22.49K
Increased by +30.23%
Sep 30, 23
19 UBS Group AG 74.4K (0.07%) 15.84K
Increased by +21.29%
Dec 31, 23
20 Millennium Management LLC 67.61K (0.06%) 67.61K
Increased by +100%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.95M (2.78%) 0
Increased by 0%
Feb 29, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (0.98%) 0
Increased by 0%
Feb 29, 24
3 Russell Inv US Small Cap Equity E 611.31K (0.58%) 0
Increased by 0%
Feb 29, 24
4 Fidelity Extended Market Index 566.46K (0.53%) 0
Increased by 0%
Jan 31, 24
5 Fidelity® Extended Market Index 504.79K (0.48%) 0
Increased by 0%
Nov 30, 23
6 Philotimo Focused Growth and Income 360.32K (0.34%) -787
Decreased by -0.22%
Dec 31, 23
7 WPG Partners Micro Cap Opportunities 346.51K (0.33%) -88.53K
Decreased by -25.55%
Dec 31, 23
8 Fidelity Total Market Index 230.73K (0.22%) 0
Increased by 0%
Jan 31, 24
9 Fidelity® Total Market Index 230.73K (0.22%) 0
Increased by 0%
Nov 30, 23
10 iShares Micro-Cap ETF 215.76K (0.2%) 0
Increased by 0%
Feb 29, 24
11 Russell Inv Small Cap Fund B 162.68K (0.15%) 0
Increased by 0%
Feb 29, 24
12 BlackRock Extended Mkt Composite 161.54K (0.15%) 0
Increased by 0%
Sep 30, 23
13 BlackRock Extended Equity Market K 140.93K (0.13%) -284
Decreased by -0.2%
Dec 31, 23
14 Russell Inv US Small Cap Equity 133.82K (0.13%) 0
Increased by 0%
Feb 29, 24
15 NT Ext Equity Mkt Idx Fd - NL 105.87K (0.1%) 0
Increased by 0%
Dec 31, 23
16 Fidelity Series Total Market Index 100.97K (0.1%) 15.11K
Increased by +14.96%
Jan 31, 24
17 Vanguard Balanced Index Inv 95.2K (0.09%) 0
Increased by 0%
Feb 29, 24
18 Vanguard Instl Ttl Stck Mkt Idx Tr 93.46K (0.09%) -1.8M
Decreased by -1.92 K%
Oct 31, 23
19 Vanguard Instl Ttl Stk Mkt Idx InstlPls 93.46K (0.09%) 0
Increased by 0%
Feb 29, 24
20 NT Ext Equity Mkt Idx Fd - L 86.05K (0.08%) 0
Increased by 0%
Dec 31, 23