Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 SKOR 0.08%
2 SCHJ 0.03%
3 VCSH 0.02%
4 BND 0.01%
5 BSV 0.01%
6 SCHZ 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 196.01K (2.09%) 13.16K
Increased by +6.72%
Dec 31, 23
2 National Asset Management Inc 125.37K (1.34%) 35.18K
Increased by +28.06%
Sep 30, 23
3 BlackRock Inc 62.77K (0.67%) -403
Decreased by -0.64%
Dec 31, 23
4 Geode Capital Management, LLC 57.33K (0.61%) 5.57K
Increased by +9.72%
Dec 31, 23
5 Perkins Capital Management Inc 50K (0.53%) 50K
Increased by +100%
Sep 30, 23
6 TOWNSQUARE CAPITAL LLC 36.81K (0.39%) -4.88K
Decreased by -13.25%
Sep 30, 23
7 Northern Trust Corp 36.05K (0.39%) 25.05K
Increased by +69.48%
Dec 31, 23
8 Bank of America Corp 29.18K (0.31%) 11.31K
Increased by +38.75%
Dec 31, 23
9 Northeast Financial Consultants, Inc 23.44K (0.25%) 0
Increased by 0%
Dec 31, 23
10 State Street Corporation 18.25K (0.2%) 2.2K
Increased by +12.06%
Dec 31, 23
11 Squarepoint Ops LLC 15.37K (0.16%) 15.37K
Increased by +100%
Dec 31, 23
12 M&T Bank Corp 15K (0.16%) 0
Increased by 0%
Dec 31, 23
13 Susquehanna International Group, LLP 12.16K (0.13%) 12.16K
Increased by +100%
Sep 30, 23
14 Millennium Management LLC 11.5K (0.12%) -15.36K
Decreased by -133.55%
Sep 30, 23
15 HRT FINANCIAL LLC 11.26K (0.12%) 11.26K
Increased by +100%
Dec 31, 23
16 Royal Bank of Canada 9.32K (0.1%) 9.32K
Increased by +100%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 2.27K (0.02%) 167
Increased by +7.34%
Dec 31, 23
18 Advisor Group Holdings, Inc. 2.24K (0.02%) -2.65K
Decreased by -118.58%
Dec 31, 23
19 JPMorgan Chase & Co 2.07K (0.02%) 4
Increased by +0.19%
Dec 31, 23
20 Tower Research Capital LLC 1.86K (0.02%) 1.44K
Increased by +77.47%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 194.91K (2.08%) 0
Increased by 0%
Feb 29, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 77.7K (0.83%) 0
Increased by 0%
Feb 29, 24
3 Fidelity Extended Market Index 36.52K (0.39%) 3.04K
Increased by +8.31%
Jan 31, 24
4 Fidelity® Extended Market Index 33.57K (0.36%) 0
Increased by 0%
Oct 31, 23
5 Fidelity Series Total Market Index 10.21K (0.11%) 0
Increased by 0%
Jan 31, 24
6 Fidelity® Series Total Market Index 10.21K (0.11%) 5.57K
Increased by +54.55%
Oct 31, 23
7 BlackRock Extended Mkt Composite 9.69K (0.1%) 0
Increased by 0%
Sep 30, 23
8 NT Ext Equity Mkt Idx Fd - NL 9.48K (0.1%) 5.84K
Increased by +61.57%
Dec 31, 23
9 BlackRock Extended Equity Market K 8.45K (0.09%) -17
Decreased by -0.2%
Dec 31, 23
10 Spouting Rock Small Cap Growth 8.38K (0.09%) -632
Decreased by -7.54%
Oct 31, 23
11 NT Ext Equity Mkt Idx Fd - DC - NL - T2 7.61K (0.08%) 4.69K
Increased by +61.64%
Dec 31, 23
12 NT Ext Equity Mkt Idx Fd - L 6.83K (0.07%) 0
Increased by 0%
Dec 31, 23
13 Northern Trust Extended Eq Market Idx 6.83K (0.07%) 0
Increased by 0%
Dec 31, 23
14 Fidelity Total Market Index 6.5K (0.07%) 0
Increased by 0%
Jan 31, 24
15 Fidelity® Total Market Index 6.5K (0.07%) 0
Increased by 0%
Oct 31, 23
16 Fidelity Nasdaq Composite Index 4.28K (0.05%) 0
Increased by 0%
Jan 31, 24
17 Vanguard Balanced Index Inv 3.32K (0.04%) 0
Increased by 0%
Feb 29, 24
18 SSgA U.S. Extended Market Index Class I 1.83K (0.02%) 0
Increased by 0%
Dec 31, 23
19 State St US Extended Mkt Indx NL Cl C 1.83K (0.02%) 0
Increased by 0%
Feb 29, 24
20 Spartan Total Market Index Pool E 1.71K (0.02%) 0
Increased by 0%
Jan 31, 24