Top 20 ETF Stock Exposure

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

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.24M (61.78%) -33.77K
Decreased by -1.51%
Sep 30, 23
2 SATTER MANAGEMENT CO., L.P. 2.23M (61.44%) 0
Increased by 0%
Sep 30, 23
3 Millennium Management LLC 1.41M (38.89%) -36.79K
Decreased by -2.61%
Sep 30, 23
4 BlackRock Inc 1.06M (29.31%) -7.64K
Decreased by -0.72%
Sep 30, 23
5 Renaissance Technologies Corp 493.69K (13.62%) -204.31K
Decreased by -41.38%
Sep 30, 23
6 Geode Capital Management, LLC 485.26K (13.38%) -22.39K
Decreased by -4.61%
Sep 30, 23
7 Hudson Bay Capital Management LP 399.58K (11.02%) -426.68K
Decreased by -106.78%
Sep 30, 23
8 Federated Hermes Inc 304.74K (8.41%) -37.12K
Decreased by -12.18%
Dec 31, 23
9 Bridgeway Capital Management, LLC 174K (4.8%) 0
Increased by 0%
Sep 30, 23
10 State Street Corporation 145.34K (4.01%) 0
Increased by 0%
Sep 30, 23
11 Citadel Advisors Llc 138.56K (3.82%) 44.92K
Increased by +32.42%
Sep 30, 23
12 FMR Inc 136.91K (3.78%) -3.61K
Decreased by -2.63%
Sep 30, 23
13 Northern Trust Corp 108.12K (2.98%) 0
Increased by 0%
Sep 30, 23
14 Acadian Asset Management LLC 83.47K (2.3%) 83.47K
Increased by +100%
Sep 30, 23
15 Franklin Resources Inc 65.39K (1.8%) 0
Increased by 0%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 44.73K (1.23%) -68
Decreased by -0.15%
Sep 30, 23
17 Barclays PLC 35.93K (0.99%) 0
Increased by 0%
Sep 30, 23
18 Charles Schwab Investment Management Inc 32.45K (0.9%) 0
Increased by 0%
Dec 31, 23
19 HRT FINANCIAL LLC 30.52K (0.84%) 30.52K
Increased by +100%
Dec 31, 23
20 XTX Topco Ltd 25.24K (0.7%) 25.24K
Increased by +100%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.38M (37.99%) 0
Increased by 0%
Jan 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 729.85K (20.13%) 0
Increased by 0%
Jan 31, 24
3 Fidelity® Extended Market Index 461.58K (12.73%) 0
Increased by 0%
Nov 30, 23
4 Fidelity Extended Market Index 370.01K (10.21%) -91.58K
Decreased by -24.75%
Dec 31, 23
5 Federated Hermes MDT SCG Institutional 304.74K (8.41%) -37.12K
Decreased by -12.18%
Dec 31, 23
6 Federated Hermes MDT Small Cap Growth IS 304.74K (8.41%) -37.12K
Decreased by -12.18%
Dec 31, 23
7 Vanguard Strategic Small-Cap Equity Inv 212.68K (5.87%) 0
Increased by 0%
Dec 31, 23
8 Bridgeway Ultra-Small Company Market 165K (4.55%) 0
Increased by 0%
Sep 30, 23
9 iShares Micro-Cap ETF 112.61K (3.11%) 0
Increased by 0%
Jan 31, 24
10 Fidelity Total Market Index 104.28K (2.88%) 0
Increased by 0%
Dec 31, 23
11 Fidelity® Total Market Index 104.28K (2.88%) 0
Increased by 0%
Nov 30, 23
12 SG Actions US Techno C 95.21K (2.63%) 0
Increased by 0%
Dec 31, 23
13 Fidelity® Small Cap Enhanced Index 88.17K (2.43%) 0
Increased by 0%
Jan 31, 24
14 BlackRock Extended Mkt Composite 69.17K (1.91%) 0
Increased by 0%
Sep 30, 23
15 Vanguard VIF Small Co Gr 63.31K (1.75%) 0
Increased by 0%
Sep 30, 23
16 Franklin U.S. Small Cap Equity I 62.29K (1.72%) 0
Increased by 0%
Dec 31, 23
17 NT Ext Equity Mkt Idx Fd - L 60.5K (1.67%) 23.07K
Increased by +38.12%
Dec 31, 23
18 Northern Trust Extended Eq Market Idx 60.5K (1.67%) 23.07K
Increased by +38.12%
Dec 31, 23
19 BlackRock Extended Equity Market K 60.34K (1.66%) -122
Decreased by -0.2%
Dec 31, 23
20 Fidelity Series Total Market Index 53.53K (1.48%) 0
Increased by 0%
Dec 31, 23