Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.96M (5.78%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 866.01K (1.69%) -50.13K
Decreased by -5.79%
Jun 30, 24
3 Janney Montgomery Scott LLC 696.09K (1.36%) -18.12K
Decreased by -2.60%
Sep 30, 24
4 Geode Capital Management, LLC 637.72K (1.24%) 15.35K
Increased by +2.41%
Sep 30, 24
5 Bridgeway Capital Management, LLC 227.62K (0.44%) -151.33K
Decreased by -66.49%
Mar 31, 24
6 State Street Corp 204.38K (0.40%) 0.00
Increased by 0.00%
Sep 30, 24
7 State Street Corporation 204.38K (0.40%) -10.10K
Decreased by -4.94%
Mar 31, 24
8 Northern Trust Corp 113.70K (0.22%) 0.00
Increased by 0.00%
Sep 30, 24
9 Citadel Advisors Llc 78.67K (0.15%) -65.44K
Decreased by -83.18%
Sep 30, 23
10 Bank of New York Mellon Corp 74.53K (0.15%) 21.63K
Increased by +29.02%
Dec 31, 23
11 Citigroup Inc 51.45K (0.10%) 51.45K
Increased by +100.00%
Dec 31, 23
12 Squarepoint Ops LLC 49.49K (0.10%) -5.45K
Decreased by -11.01%
Dec 31, 23
13 Millennium Management LLC 45.49K (0.09%) 45.49K
Increased by +100.00%
Jun 30, 24
14 Renaissance Technologies Corp 45.10K (0.09%) 13.80K
Increased by +30.60%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 42.00K (0.08%) -72.00K
Decreased by -171.43%
Sep 30, 24
16 Charles Schwab Investment Management Inc 38.76K (0.08%) -71.00
Decreased by -0.18%
Sep 30, 24
17 Thompson Investment Management LLC 38.47K (0.08%) 38.47K
Increased by +100.00%
Sep 30, 24
18 Group One Trading, LP 37.30K (0.07%) 7.38K
Increased by +19.77%
Mar 31, 24
19 Indie Asset Partners, LLC 31.25K (0.06%) 6.25K
Increased by +20.00%
Sep 30, 24
20 Barclays PLC 30.25K (0.06%) 30.25K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.09M (4.08%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 824.16K (1.61%) -206.04K
Decreased by -25.00%
Oct 31, 24
3 Fidelity Extended Market Index 303.31K (0.59%) 2.63K
Increased by +0.87%
Sep 30, 24
4 Fidelity® Extended Market Index 273.28K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
5 Bridgeway Ultra-Small Company 227.62K (0.44%) -151.33K
Decreased by -66.49%
Mar 31, 24
6 iShares Micro-Cap ETF 102.87K (0.20%) 0.00
Increased by 0.00%
Nov 27, 24
7 BlackRock Extended Mkt Composite 95.28K (0.19%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity® Total Market Index 93.68K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Total Market Index 93.31K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity® Series Total Market Index 92.40K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Nasdaq Composite Index 86.86K (0.17%) 0.00
Increased by 0.00%
Sep 30, 24
12 BlackRock Extended Equity Market K 83.04K (0.16%) -35.00
Decreased by -0.04%
Sep 30, 24
13 Fidelity Series Total Market Index 74.96K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
14 NT Ext Equity Mkt Idx Fd - L 62.56K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
15 Northern Trust Extended Eq Market Idx 62.56K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
16 NT Ext Equity Mkt Idx Fd - NL 47.72K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
17 Spartan Total Market Index Pool E 42.95K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
18 Schwab Total Stock Market Index 38.76K (0.08%) 0.00
Increased by 0.00%
Oct 31, 24
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 38.45K (0.08%) 117.00
Increased by +0.30%
Sep 30, 24
20 Spartan Extended Market Index Pool E 35.97K (0.07%) 1.21K
Increased by +3.36%
Sep 30, 24