Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 607.70K (12.82%) -2.23K
Decreased by -0.37%
Mar 31, 24
2 Vanguard Group Inc 445.83K (9.40%) -1.71K
Decreased by -0.38%
Jun 30, 24
3 Maltese Capital Management LLC 220.71K (4.66%) 8.58K
Increased by +3.89%
Jun 30, 24
4 M3F, Inc. 148.25K (3.13%) 17.82K
Increased by +12.02%
Jun 30, 24
5 Black Maple Capital Management LP 102.76K (2.17%) 16.07K
Increased by +15.63%
Jun 30, 24
6 Geode Capital Management, LLC 58.45K (1.23%) 2.32K
Increased by +3.96%
Jun 30, 24
7 Stilwell Value LLC 50.00K (1.05%) 0.00
Increased by 0.00%
Mar 31, 24
8 Commonwealth Equity Services Inc 46.16K (0.97%) 8.26K
Increased by +17.88%
Jun 30, 24
9 BHZ Capital Management, LP. 46.13K (0.97%) 4.61K
Increased by +9.99%
Dec 31, 23
10 IAG Wealth Partners, LLC 30.62K (0.65%) 1.59K
Increased by +5.20%
Jun 30, 24
11 Keeley-Teton Advisors, LLC 26.09K (0.55%) 0.00
Increased by 0.00%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 24.55K (0.52%) 1.48K
Increased by +6.04%
Jun 30, 24
13 Baird Financial Group, Inc. 18.16K (0.38%) 0.00
Increased by 0.00%
Jun 30, 24
14 Northern Trust Corp 16.22K (0.34%) -890.00
Decreased by -5.49%
Jun 30, 24
15 Susquehanna International Group, LLP 15.16K (0.32%) 164.00
Increased by +1.08%
Jun 30, 24
16 BlackRock Inc 12.52K (0.26%) -685.00
Decreased by -5.47%
Jun 30, 24
17 UMB Bank NA 3.72K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
18 Tower Research Capital LLC 1.20K (0.03%) -191.00
Decreased by -15.86%
Jun 30, 24
19 Venturi Wealth Management, LLC 218.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
20 Royal Bank of Canada 101.00 (0.00%) -124.00
Decreased by -122.77%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 331.18K (6.98%) 0.00
Increased by 0.00%
Aug 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 113.36K (2.39%) 0.00
Increased by 0.00%
Aug 31, 24
3 Fidelity Extended Market Index 29.57K (0.62%) -476.00
Decreased by -1.61%
Aug 31, 24
4 Fidelity® Extended Market Index 28.57K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Total Market Index 15.89K (0.34%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Total Market Index 15.78K (0.33%) -24.00
Decreased by -0.15%
Aug 31, 24
7 iShares Micro-Cap ETF 11.88K (0.25%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Series Total Market Index 5.05K (0.11%) 0.00
Increased by 0.00%
Aug 31, 24
9 NT Ext Equity Mkt Idx Fd - L 4.65K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
10 Northern Trust Extended Eq Market Idx 4.65K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity® Series Total Market Index 4.53K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Nasdaq Composite Index 3.06K (0.06%) 0.00
Increased by 0.00%
Aug 31, 24
13 Spartan Total Market Index Pool E 2.66K (0.06%) 24.00
Increased by +0.90%
Aug 31, 24
14 Spartan Extended Market Index Pool E 2.30K (0.05%) 476.00
Increased by +20.70%
Aug 31, 24
15 Schwab Total Stock Market Index 1.53K (0.03%) 0.00
Increased by 0.00%
Sep 30, 24
16 1290 VT Micro Cap K 1.13K (0.02%) 0.00
Increased by 0.00%
Aug 31, 24
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 718.00 (0.02%) 1.00
Increased by +0.14%
Sep 30, 24
18 Vanguard Balanced Index Inv 651.00 (0.01%) 0.00
Increased by 0.00%
Aug 31, 24
19 Vanguard U.S. Eq Idx £ Acc 641.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
20 NT US Market Cap Idx Fd - L 367.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23