| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWC | 0.01% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Awm Investment Company Inc | 911.17K (6.35%) | -39.06K Decreased by -4.29% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 615.60K (4.29%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | Amvescap Plc. | 357.42K (2.49%) | 35.87K Increased by +10.04% | Sep 30, 23 |
| 4 | BlackRock Inc | 186.44K (1.30%) | 88.00 Increased by +0.05% | Dec 31, 24 |
| 5 | Geode Capital Management, LLC | 140.17K (0.98%) | -689.00 Decreased by -0.49% | Dec 31, 24 |
| 6 | HITE Hedge Asset Management MLP | 109.12K (0.76%) | -90.88K Decreased by -83.29% | Sep 30, 23 |
| 7 | Hudson Bay Capital Management LP | 108.55K (0.76%) | 54.28K Increased by +50.00% | Sep 30, 23 |
| 8 | Susquehanna International Group, LLP | 96.23K (0.67%) | 25.93K Increased by +26.95% | Dec 31, 24 |
| 9 | Essex Investment Management Company, LLC | 87.78K (0.61%) | -10.73K Decreased by -12.22% | Dec 31, 23 |
| 10 | NICOLA WEALTH MANAGEMENT LTD. | 80.00K (0.56%) | -20.00K Decreased by -25.00% | Sep 30, 23 |
| 11 | Deutsche Bank AG | 70.09K (0.49%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | JANE STREET GROUP, LLC | 65.24K (0.45%) | 65.24K Increased by +100.00% | Dec 31, 23 |
| 13 | Green Alpha Advisors, LLC | 59.98K (0.42%) | 13.16K Increased by +21.94% | Dec 31, 24 |
| 14 | Northern Trust Corp | 54.72K (0.38%) | 18.63K Increased by +34.04% | Dec 31, 24 |
| 15 | OAK FAMILY ADVISORS, LLC | 51.42K (0.36%) | -871.00 Decreased by -1.69% | Sep 30, 24 |
| 16 | Virtue Capital Management, LLC | 50.00K (0.35%) | 40.00K Increased by +80.00% | Dec 31, 24 |
| 17 | State Street Corp | 49.53K (0.35%) | 4.20K Increased by +8.48% | Dec 31, 24 |
| 18 | LPL Financial Corp | 49.40K (0.34%) | -9.56K Decreased by -19.36% | Sep 30, 24 |
| 19 | State Street Corporation | 45.33K (0.32%) | -1.50K Decreased by -3.31% | Mar 31, 24 |
| 20 | Bard Associates Inc | 43.41K (0.30%) | -11.31K Decreased by -26.07% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 424.84K (2.96%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 178.91K (1.25%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | Fidelity Extended Market Index | 74.72K (0.52%) | -1.14K Decreased by -1.52% | Jan 31, 25 |
| 4 | Fidelity® Extended Market Index | 66.64K (0.46%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | DWS Global Small Cap S | 50.67K (0.35%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 6 | Amplify Etho Climate Leadership U.S. ETF | 40.62K (0.28%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 7 | Etho Climate Leadership US ETF | 40.50K (0.28%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 8 | BlackRock Extended Mkt Composite | 35.03K (0.24%) | 17.16K Increased by +48.99% | Sep 30, 23 |
| 9 | iShares Micro-Cap ETF | 32.84K (0.23%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | BlackRock Extended Equity Market K | 30.53K (0.21%) | -13.00 Decreased by -0.04% | Sep 30, 24 |
| 11 | Extended Equity Market Fund K | 30.12K (0.21%) | -415.00 Decreased by -1.38% | Dec 31, 24 |
| 12 | Fidelity Total Market Index | 24.85K (0.17%) | -107.00 Decreased by -0.43% | Jan 31, 25 |
| 13 | Fidelity® Total Market Index | 19.62K (0.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | T. Rowe Price Total Equity Market Idx | 19.60K (0.14%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 15 | DWS Global Small Cap VIP A | 19.42K (0.14%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | NT Ext Equity Mkt Idx Fd - L | 19.09K (0.13%) | 7.90K Increased by +41.36% | Dec 31, 24 |
| 17 | Northern Trust Extended Eq Market Idx | 19.09K (0.13%) | 7.90K Increased by +41.36% | Dec 31, 24 |
| 18 | Fidelity Series Total Market Index | 17.75K (0.12%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 19 | Fidelity® Series Total Market Index | 16.55K (0.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | 1290 Essex Small Cap Growth I | 15.56K (0.11%) | 0.00 Increased by 0.00% | Dec 31, 23 |