Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 2.15%
2 IWC 0.19%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 368.05K (3.81%) 0.00
Increased by 0.00%
Jun 30, 24
2 Geode Capital Management, LLC 81.31K (0.84%) 5.07K
Increased by +6.24%
Mar 31, 24
3 Citadel Advisors Llc 59.74K (0.62%) 59.74K
Increased by +100.00%
Sep 30, 23
4 Virtu Financial LLC 39.05K (0.40%) 39.05K
Increased by +100.00%
Dec 31, 23
5 Northern Trust Corp 27.69K (0.29%) 13.67K
Increased by +49.36%
Jun 30, 24
6 XTX Topco Ltd 19.01K (0.20%) 19.01K
Increased by +100.00%
Mar 31, 24
7 State Street Corporation 13.90K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
8 TWO SIGMA SECURITIES, LLC 13.15K (0.14%) 13.15K
Increased by +100.00%
Jun 30, 24
9 Mission Wealth Management, LLC 10.34K (0.11%) 0.00
Increased by 0.00%
Jun 30, 24
10 Tower Research Capital LLC 3.42K (0.04%) -3.02K
Decreased by -88.38%
Mar 31, 24
11 Asset Dedication, LLC 2.17K (0.02%) 0.00
Increased by 0.00%
Mar 31, 24
12 Hoey Investments, INC. 209.00 (0.00%) 204.00
Increased by +97.61%
Jun 30, 24
13 Main Street Group Ltd 100.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
14 Ayrshire Associates Inc 88.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
15 Ronald Blue Trust, Inc. 79.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
16 Wells Fargo & Co 72.00 (0.00%) 1.00
Increased by +1.39%
Mar 31, 24
17 AdvisorNet Financial, Inc 50.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
18 Bank of America Corp 49.00 (0.00%) -10.00
Decreased by -20.41%
Mar 31, 24
19 Royal Bank of Canada 44.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
20 JPMorgan Chase & Co 21.00 (0.00%) 9.00
Increased by +42.86%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 280.19K (2.90%) 0.00
Increased by 0.00%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 87.85K (0.91%) 0.00
Increased by 0.00%
Jul 31, 24
3 Alcalá Multigestión Oricalco FI 63.00K (0.65%) 0.00
Increased by 0.00%
Oct 31, 23
4 Cinvest Multigestión Oricalco FI 63.00K (0.65%) 0.00
Increased by 0.00%
May 31, 24
5 Fidelity Extended Market Index 61.69K (0.64%) 10.69K
Increased by +17.33%
Jun 30, 24
6 Fidelity® Extended Market Index 51.99K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
7 NT Ext Equity Mkt Idx Fd - L 18.18K (0.19%) 13.67K
Increased by +75.18%
Jun 30, 24
8 Northern Trust Extended Eq Market Idx 18.18K (0.19%) 13.67K
Increased by +75.18%
Jun 30, 24
9 Fidelity Series Total Market Index 12.17K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
10 Fidelity Total Market Index 11.58K (0.12%) 0.00
Increased by 0.00%
Jun 30, 24
11 Fidelity® Total Market Index 11.58K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
12 NT Ext Equity Mkt Idx Fd - NL 9.51K (0.10%) 0.00
Increased by 0.00%
Jun 30, 24
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 7.64K (0.08%) -3.00
Decreased by -0.04%
Jun 30, 24
14 Fidelity® Series Total Market Index 7.10K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
15 Spartan Total Market Index Pool E 3.16K (0.03%) 0.00
Increased by 0.00%
Jun 30, 24
16 SSgA U.S. Extended Market Index Class I 2.60K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
17 State St US Extended Mkt Indx NL Cl C 2.60K (0.03%) 0.00
Increased by 0.00%
Jul 31, 24
18 Fidelity Nasdaq Composite Index 2.31K (0.02%) 0.00
Increased by 0.00%
May 31, 24
19 Spartan Extended Market Index Pool E 1.19K (0.01%) 206.00
Increased by +17.28%
Jun 30, 24
20 SSgA U.S. Total Market Index Strategy 1.07K (0.01%) 316.00
Increased by +29.64%
Jun 30, 24