Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 ITOT 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 SherpaCapital, LLC 28.24M (168.35%) 0
Increased by 0%
Jun 30, 23
2 Vanguard Group Inc 545.74K (3.25%) 55.63K
Increased by +10.19%
Dec 31, 23
3 Pine Ridge Advisers LLC 199.4K (1.19%) 19.32K
Increased by +9.69%
Dec 31, 23
4 Geode Capital Management, LLC 145.76K (0.87%) -90.28K
Decreased by -61.94%
Dec 31, 23
5 Comprehensive Financial Management LLC 126.8K (0.76%) 0
Increased by 0%
Dec 31, 23
6 BlackRock Inc 121.51K (0.72%) 161
Increased by +0.13%
Dec 31, 23
7 Millennium Management LLC 110.37K (0.66%) -26.67K
Decreased by -24.16%
Sep 30, 23
8 SIMPLEX TRADING, LLC 63.25K (0.38%) 59.6K
Increased by +94.24%
Dec 31, 23
9 Utah Retirement Systems 41.52K (0.25%) 0
Increased by 0%
Dec 31, 23
10 Mariner Wealth Advisors, LLC 39.23K (0.23%) -3.64K
Decreased by -9.28%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 38.91K (0.23%) 23.82K
Increased by +61.23%
Dec 31, 23
12 Susquehanna International Group, LLP 35.7K (0.21%) 14.22K
Increased by +39.84%
Dec 31, 23
13 JANE STREET GROUP, LLC 30.87K (0.18%) -22.76K
Decreased by -73.73%
Sep 30, 23
14 Koss-Olinger Consulting, LLC 30.65K (0.18%) -9.3K
Decreased by -30.34%
Dec 31, 23
15 State Street Corporation 28.9K (0.17%) 0
Increased by 0%
Dec 31, 23
16 Cresset Asset Management, LLC 25.11K (0.15%) 18.41K
Increased by +73.34%
Sep 30, 23
17 Bank of America Corp 21.11K (0.13%) 12
Increased by +0.06%
Sep 30, 23
18 Vident Investment Advisory, LLC 20.83K (0.12%) -148.12K
Decreased by -711.17%
Jun 30, 23
19 Group One Trading, LP 19.96K (0.12%) 6.73K
Increased by +33.73%
Dec 31, 23
20 Northern Trust Corp 17.92K (0.11%) 0
Increased by 0%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Strategic Income Opps Instl 1.05M (6.25%) 1.05M
Increased by +100%
Aug 31, 23
2 Vanguard Total Stock Mkt Idx Inv 456.14K (2.72%) 11.88K
Increased by +2.6%
Feb 29, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 179.59K (1.07%) 3
Increased by +0%
Feb 29, 24
4 Fidelity® Extended Market Index 167.89K (1%) 0
Increased by 0%
Nov 30, 23
5 Fidelity Extended Market Index 108.33K (0.65%) 0
Increased by 0%
Jan 31, 24
6 BlackRock Global Allocation Instl 49.91K (0.3%) 49.91K
Increased by +100%
Nov 30, 23
7 Fidelity Total Market Index 31.24K (0.19%) 17.54K
Increased by +56.14%
Jan 31, 24
8 Fidelity Series Total Market Index 20.96K (0.12%) 9.62K
Increased by +45.89%
Jan 31, 24
9 BlackRock Extended Mkt Composite 20.04K (0.12%) 4
Increased by +0.02%
Sep 30, 23
10 BlackRock Extended Equity Market K 17.48K (0.1%) -35
Decreased by -0.2%
Dec 31, 23
11 BlackRock Global Allocation V.I. I 16.64K (0.1%) 16.64K
Increased by +100%
Nov 30, 23
12 Fidelity® Total Market Index 13.7K (0.08%) 0
Increased by 0%
Nov 30, 23
13 Northern Trust Wilshire 5000 13.53K (0.08%) 0
Increased by 0%
Jun 30, 23
14 Firsthand Technology Opportunities 12K (0.07%) -1.33K
Decreased by -11.1%
Sep 30, 23
15 Fidelity® Series Total Market Index 11.35K (0.07%) 0
Increased by 0%
Nov 30, 23
16 iShares Core S&P Total US Stock Mkt ETF 10.66K (0.06%) 0
Increased by 0%
Feb 29, 24
17 NT Ext Equity Mkt Idx Fd - L 9.54K (0.06%) 0
Increased by 0%
Dec 31, 23
18 Northern Trust Extended Eq Market Idx 9.54K (0.06%) 0
Increased by 0%
Dec 31, 23
19 NT Ext Equity Mkt Idx Fd - NL 7.44K (0.04%) 0
Increased by 0%
Dec 31, 23
20 Schwab Total Stock Market Index 7.4K (0.04%) 0
Increased by 0%
Feb 29, 24