Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 366.66K (4.31%) -96.62K
Decreased by -26.35%
Jun 30, 24
2 Renaissance Technologies Corp 98.73K (1.16%) 5.90K
Increased by +5.98%
Jun 30, 24
3 KESTRA PRIVATE WEALTH SERVICES, LLC 70.00K (0.82%) 0.00
Increased by 0.00%
Jun 30, 24
4 Geode Capital Management, LLC 62.51K (0.73%) 0.00
Increased by 0.00%
Jun 30, 24
5 Citadel Advisors Llc 39.04K (0.46%) 2.35K
Increased by +6.01%
Jun 30, 24
6 Virtu Financial LLC 18.43K (0.22%) 18.43K
Increased by +100.00%
Jun 30, 24
7 Schonfeld Strategic Advisors LLC 18.30K (0.22%) -600.00
Decreased by -3.28%
Jun 30, 24
8 HRT FINANCIAL LLC 16.37K (0.19%) 16.37K
Increased by +100.00%
Jun 30, 24
9 State Street Corp 16.20K (0.19%) 0.00
Increased by 0.00%
Jun 30, 24
10 State Street Corporation 16.20K (0.19%) 0.00
Increased by 0.00%
Mar 31, 24
11 Northern Trust Corp 11.55K (0.14%) 0.00
Increased by 0.00%
Jun 30, 24
12 Tower Research Capital LLC 5.75K (0.07%) 4.77K
Increased by +83.00%
Jun 30, 24
13 Bank of America Corp 72.00 (0.00%) 72.00
Increased by +100.00%
Jun 30, 24
14 IFP Advisors, LLC 0.00 (0.00%) -2.20K
Decreased by N/A%
Sep 30, 23
15 JPMorgan Chase & Co 0.00 (0.00%) -9.00
Decreased by N/A%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -10.00
Decreased by N/A%
Jun 30, 23
17 NewSquare Capital, LLC 0.00 (0.00%) -30.00
Decreased by N/A%
Sep 30, 23
18 Susquehanna International Group, LLP 0.00 (0.00%) -10.19K
Decreased by N/A%
Dec 31, 23
19 UBS Group AG 0.00 (0.00%) -689.00
Decreased by N/A%
Dec 31, 23
20 Wells Fargo & Co 0.00 (0.00%) -69.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 176.21K (2.07%) -79.66K
Decreased by -45.21%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 110.79K (1.30%) 0.00
Increased by 0.00%
Aug 31, 24
3 Fidelity® Extended Market Index 49.78K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Extended Market Index 48.13K (0.57%) -774.00
Decreased by -1.61%
Aug 31, 24
5 NT Ext Equity Mkt Idx Fd - NL 7.50K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fidelity Series Total Market Index 6.04K (0.07%) 0.00
Increased by 0.00%
Aug 31, 24
7 Fidelity® Series Total Market Index 6.04K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
8 NT Ext Equity Mkt Idx Fd - DC - NL - T2 6.04K (0.07%) 18.00
Increased by +0.30%
Sep 30, 24
9 NT Ext Equity Mkt Idx Fd - L 4.05K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
10 Northern Trust Extended Eq Market Idx 4.05K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
11 Spartan Extended Market Index Pool E 3.02K (0.04%) 774.00
Increased by +25.67%
Aug 31, 24
12 SSgA U.S. Extended Market Index Class I 3.00K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
13 State St US Extended Mkt Indx NL Cl C 3.00K (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
14 Spartan Total Market Index Pool E 2.69K (0.03%) 0.00
Increased by 0.00%
Aug 31, 24
15 Fidelity Nasdaq Composite Index 2.53K (0.03%) 0.00
Increased by 0.00%
Aug 31, 24
16 SSgA U.S. Total Market Index Strategy 1.23K (0.01%) 365.00
Increased by +29.67%
Jun 30, 24
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 626.00 (0.01%) 1.00
Increased by +0.16%
Sep 30, 24
18 Fidelity U.S. Equity Index Ins Trust 113.00 (0.00%) 0.00
Increased by 0.00%
Aug 31, 24