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 M3F, Inc. 497.39K (13.16%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 180.20K (4.77%) 1.17K
Increased by +0.65%
Jun 30, 24
3 AllianceBernstein L.P. 157.14K (4.16%) -23.31K
Decreased by -14.83%
Mar 31, 24
4 Geode Capital Management, LLC 41.52K (1.10%) 2.31K
Increased by +5.56%
Jun 30, 24
5 Renaissance Technologies Corp 37.25K (0.99%) -5.05K
Decreased by -13.55%
Jun 30, 24
6 Bank of America Corp 31.19K (0.83%) 35.00
Increased by +0.11%
Jun 30, 24
7 Northern Trust Corp 16.30K (0.43%) -924.00
Decreased by -5.67%
Jun 30, 24
8 Beese Fulmer Investment Management Inc 15.35K (0.41%) -1.20K
Decreased by -7.82%
Sep 30, 24
9 Cetera Advisors LLC 15.00K (0.40%) 0.00
Increased by 0.00%
Mar 31, 24
10 Cetera Investment Advisers 15.00K (0.40%) 0.00
Increased by 0.00%
Jun 30, 24
11 AlphaQ Advisors LLC 11.85K (0.31%) 0.00
Increased by 0.00%
Jun 30, 24
12 BlackRock Inc 10.68K (0.28%) -780.00
Decreased by -7.30%
Jun 30, 24
13 UBS Group AG 4.31K (0.11%) 4.31K
Increased by +100.00%
Mar 31, 24
14 Northwestern Mutual Wealth Management Co 2.96K (0.08%) 0.00
Increased by 0.00%
Jun 30, 24
15 Tower Research Capital LLC 1.78K (0.05%) 49.00
Increased by +2.75%
Mar 31, 24
16 Royal Bank of Canada 107.00 (0.00%) -93.00
Decreased by -86.92%
Jun 30, 24
17 JPMorgan Chase & Co 11.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
18 Qube Research & Technologies 2.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
19 Acadian Asset Management LLC 0.00 (0.00%) -209.00
Decreased by N/A%
Jun 30, 23
20 FMR Inc 0.00 (0.00%) -118.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 141.41K (3.74%) 0.00
Increased by 0.00%
Aug 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 36.49K (0.97%) 0.00
Increased by 0.00%
Aug 31, 24
3 Fidelity Extended Market Index 20.09K (0.53%) -323.00
Decreased by -1.61%
Aug 31, 24
4 Fidelity® Extended Market Index 18.84K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Micro-Cap ETF 9.49K (0.25%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fidelity Nasdaq Composite Index 8.81K (0.23%) 0.00
Increased by 0.00%
Aug 31, 24
7 Spartan Total Market Index Pool E 6.07K (0.16%) 0.00
Increased by 0.00%
Aug 31, 24
8 NT Ext Equity Mkt Idx Fd - L 4.48K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
9 Northern Trust Extended Eq Market Idx 4.48K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity Series Total Market Index 4.29K (0.11%) 0.00
Increased by 0.00%
Aug 31, 24
11 Fidelity® Series Total Market Index 4.29K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard U.S. Eq Idx £ Acc 2.30K (0.06%) 0.00
Increased by 0.00%
Sep 30, 24
13 Spartan Extended Market Index Pool E 1.75K (0.05%) 323.00
Increased by +18.45%
Aug 31, 24
14 Schwab Total Stock Market Index 1.05K (0.03%) 0.00
Increased by 0.00%
Aug 31, 24
15 1290 VT Micro Cap K 870.00 (0.02%) 0.00
Increased by 0.00%
Aug 31, 24
16 SSgA U.S. Extended Market Index Class I 746.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
17 State St US Extended Mkt Indx NL Cl C 746.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
18 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 691.00 (0.02%) 1.00
Increased by +0.14%
Sep 30, 24
19 State St US Ttl Mkt Indx SL Cl I 600.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
20 Fidelity Total Market Index 483.00 (0.01%) 0.00
Increased by 0.00%
Aug 31, 24