Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 3.14%
2 SHLD 0.06%
3 IWC 0.04%
4 VTWO 0.01%
5 VTWG 0.01%
6 IWO 0.01%
7 IWM 0.01%
8 RSSL 0.01%
9 UWM 0.00%
10 IWN 0.00%
11 URTY 0.00%
12 HDG 0.00%
13 VTI 0.00%
14 VTHR 0.00%
15 VTWV 0.00%
16 VXF 0.00%
17 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.77M (7.61%) 111.07K
Increased by +4.02%
Dec 31, 23
2 Bank of America Corp 1.90M (5.23%) -452.20K
Decreased by -23.80%
Dec 31, 23
3 Vanguard Group Inc 1.89M (5.21%) -7.67K
Decreased by -0.41%
Dec 31, 23
4 Geode Capital Management, LLC 787.04K (2.17%) 48.82K
Increased by +6.20%
Dec 31, 23
5 State Street Corporation 729.77K (2.01%) 126.90K
Increased by +17.39%
Dec 31, 23
6 Susquehanna International Group, LLP 706.36K (1.94%) 101.23K
Increased by +14.33%
Dec 31, 23
7 Armistice Capital, LLC 548.00K (1.51%) -6.95M
Decreased by -1.27 K%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 462.54K (1.27%) 204.49K
Increased by +44.21%
Dec 31, 23
9 Raymond James & Associates 360.00K (0.99%) -388.95K
Decreased by -108.04%
Dec 31, 23
10 Northern Trust Corp 280.72K (0.77%) -4.14K
Decreased by -1.47%
Dec 31, 23
11 Nuveen Asset Management, LLC 198.14K (0.55%) 6.38K
Increased by +3.22%
Dec 31, 23
12 Millennium Management LLC 166.67K (0.46%) 39.09K
Increased by +23.45%
Sep 30, 23
13 Aristides Capital LLC 143.69K (0.40%) 143.69K
Increased by +100.00%
Dec 31, 23
14 AllianceBernstein L.P. 121.63K (0.33%) 17.78K
Increased by +14.62%
Dec 31, 23
15 IHT Wealth Management, LLC 121.60K (0.33%) 121.60K
Increased by +100.00%
Sep 30, 23
16 Charles Schwab Investment Management Inc 112.96K (0.31%) 35.81K
Increased by +31.70%
Dec 31, 23
17 Bank of New York Mellon Corp 110.77K (0.30%) 46.86K
Increased by +42.30%
Dec 31, 23
18 Cutler Group LP 101.93K (0.28%) 47.23K
Increased by +46.33%
Sep 30, 23
19 State of Wyoming 93.12K (0.26%) 93.12K
Increased by +100.00%
Dec 31, 23
20 UBS Group AG 85.55K (0.24%) 29.92K
Increased by +34.97%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 1.30M (3.57%) 627.00
Increased by +0.05%
Mar 28, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 839.53K (2.31%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 803.23K (2.21%) 0.00
Increased by 0.00%
Feb 29, 24
4 iShares Russell 2000 Growth ETF 452.77K (1.25%) -526.00
Decreased by -0.12%
Mar 28, 24
5 State St Russell Sm/Mid Cp® Indx NL Cl C 321.10K (0.88%) 0.00
Increased by 0.00%
Mar 31, 24
6 Fidelity Extended Market Index 317.73K (0.87%) 39.01K
Increased by +12.28%
Feb 29, 24
7 Fidelity Small Cap Index 297.49K (0.82%) 5.03K
Increased by +1.69%
Jan 31, 24
8 Fidelity® Small Cap Index 266.65K (0.73%) 22.71K
Increased by +8.52%
Sep 30, 23
9 Fidelity® Extended Market Index 258.12K (0.71%) 0.00
Increased by 0.00%
Oct 31, 23
10 Vanguard Russell 2000 ETF 192.60K (0.53%) 84.69K
Increased by +43.97%
Mar 31, 24
11 TIAA-CREF Equity Index Instl 154.44K (0.42%) 0.00
Increased by 0.00%
Feb 29, 24
12 BlackRock Extended Mkt Composite 134.49K (0.37%) 134.17K
Increased by +99.76%
Sep 30, 23
13 Schwab Small Cap Index 118.10K (0.32%) 54.80K
Increased by +46.40%
Mar 31, 24
14 BlackRock Extended Equity Market K 116.59K (0.32%) -235.00
Decreased by -0.20%
Dec 31, 23
15 iShares Micro-Cap ETF 112.52K (0.31%) 0.00
Increased by 0.00%
Mar 28, 24
16 Russell 2000 Index Non-Lendable Fund E 98.80K (0.27%) 45.55K
Increased by +46.10%
Mar 31, 24
17 State St Russell Sm Cap® Indx SL Cl I 98.00K (0.27%) 0.00
Increased by 0.00%
Mar 31, 24
18 EQ/Small Company Index IB 89.86K (0.25%) 0.00
Increased by 0.00%
Feb 29, 24
19 BlackRock Russell 2500™ Index F 88.92K (0.24%) 19.27K
Increased by +21.67%
Mar 31, 24
20 Fidelity Total Market Index 81.36K (0.22%) 0.00
Increased by 0.00%
Feb 29, 24