Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ibex Investors LLC 1.44M (26.37%) 0.00
Increased by 0.00%
Jun 30, 24
2 Bleichroeder LP 1.15M (21.12%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Group Inc 355.15K (6.50%) 62.50K
Increased by +17.60%
Jun 30, 24
4 HighTower Advisors, LLC 94.58K (1.73%) 0.00
Increased by 0.00%
Jun 30, 24
5 Geode Capital Management, LLC 81.67K (1.49%) 45.31K
Increased by +55.48%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 74.72K (1.37%) -10.00K
Decreased by -13.38%
Mar 31, 24
7 State Street Corp 40.64K (0.74%) 40.64K
Increased by +100.00%
Jun 30, 24
8 Mesirow Fin Investmt Mgmt Intl Equity 21.40K (0.39%) -923.00
Decreased by -4.31%
Jun 30, 24
9 Marathon Capital Management LLC 15.38K (0.28%) 0.00
Increased by 0.00%
Jun 30, 24
10 Northern Trust Corp 10.46K (0.19%) 0.00
Increased by 0.00%
Jun 30, 24
11 Tower Research Capital LLC 4.40K (0.08%) -200.00
Decreased by -4.55%
Mar 31, 24
12 Bank of America Corp 377.00 (0.01%) 70.00
Increased by +18.57%
Jun 30, 24
13 Goss Wealth Management LLC 304.00 (0.01%) 304.00
Increased by +100.00%
Jun 30, 24
14 Royal Bank of Canada 74.00 (0.00%) -52.00
Decreased by -70.27%
Jun 30, 24
15 UBS Group AG 58.00 (0.00%) 58.00
Increased by +100.00%
Mar 31, 24
16 JPMorgan Chase & Co 20.00 (0.00%) 8.00
Increased by +40.00%
Mar 31, 24
17 BlackRock Inc 0.00 (0.00%) -1.12K
Decreased by N/A%
Sep 30, 23
18 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 0.00 (0.00%) -10.00K
Decreased by N/A%
Jun 30, 24
19 Wells Fargo & Co 0.00 (0.00%) -63.00
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 233.78K (4.28%) 0.00
Increased by 0.00%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 121.36K (2.22%) 0.00
Increased by 0.00%
Jul 31, 24
3 Fidelity Extended Market Index 50.76K (0.93%) 1.79K
Increased by +3.53%
Jul 31, 24
4 Fidelity® Extended Market Index 23.90K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Total Market Index 18.10K (0.33%) 0.00
Increased by 0.00%
Jul 31, 24
6 Fidelity Series Total Market Index 8.94K (0.16%) 0.00
Increased by 0.00%
Jul 31, 24
7 Fidelity Nasdaq Composite Index 7.83K (0.14%) 3.95K
Increased by +50.44%
Jul 31, 24
8 NT Ext Equity Mkt Idx Fd - NL 5.79K (0.11%) 0.00
Increased by 0.00%
Jun 30, 24
9 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.65K (0.09%) -2.00
Decreased by -0.04%
Jun 30, 24
10 NT Ext Equity Mkt Idx Fd - L 4.15K (0.08%) 0.00
Increased by 0.00%
Jun 30, 24
11 Northern Trust Extended Eq Market Idx 4.15K (0.08%) 0.00
Increased by 0.00%
Jun 30, 24
12 Fidelity® Total Market Index 3.17K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Series Total Market Index 3.09K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
14 Spartan Extended Market Index Pool E 1.84K (0.03%) 315.00
Increased by +17.16%
Jul 31, 24
15 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 639.00 (0.01%) 470.00
Increased by +73.55%
Jun 30, 24
16 State St US Ttl Mkt Indx SL Cl I 600.00 (0.01%) 0.00
Increased by 0.00%
Jul 31, 24
17 NT US Market Cap Idx Fd - L 516.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
18 Northern Trust Wilshire 5000 516.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
19 Spartan Total Market Index Pool E 228.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 24
20 Fidelity U.S. Equity Index Ins Trust 41.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 24