Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 346.02K (7.36%) 0.00
Increased by 0.00%
Jun 30, 24
2 Bank of America Corp 266.50K (5.67%) -3.00
Decreased by -0.00%
Mar 31, 24
3 Grace & White Inc 197.06K (4.19%) 0.00
Increased by 0.00%
Jun 30, 24
4 M3F, Inc. 89.96K (1.91%) 55.58K
Increased by +61.78%
Jun 30, 24
5 EJF Capital LLC 81.17K (1.73%) -57.05K
Decreased by -70.29%
Dec 31, 23
6 U.S. Bancorp 79.08K (1.68%) 0.00
Increased by 0.00%
Jun 30, 24
7 Citadel Advisors Llc 67.85K (1.44%) -15.13K
Decreased by -22.30%
Sep 30, 23
8 Geode Capital Management, LLC 63.16K (1.34%) 406.00
Increased by +0.64%
Mar 31, 24
9 Wittenberg Investment Management Inc 45.55K (0.97%) 9.42K
Increased by +20.69%
Jun 30, 24
10 Millennium Management LLC 34.35K (0.73%) 21.73K
Increased by +63.25%
Mar 31, 24
11 Susquehanna International Group, LLP 32.93K (0.70%) 32.93K
Increased by +100.00%
Mar 31, 24
12 TWO SIGMA SECURITIES, LLC 30.37K (0.65%) 30.37K
Increased by +100.00%
Sep 30, 23
13 Charles Schwab Investment Management Inc 20.06K (0.43%) 0.00
Increased by 0.00%
Sep 30, 23
14 Renaissance Technologies Corp 19.30K (0.41%) -200.00
Decreased by -1.04%
Mar 31, 24
15 Goldman Sachs Group Inc 12.16K (0.26%) 12.16K
Increased by +100.00%
Jun 30, 24
16 BlackRock Inc 11.78K (0.25%) 710.00
Increased by +6.03%
Jun 30, 24
17 Royal Bank of Canada 8.91K (0.19%) -6.00
Decreased by -0.07%
Mar 31, 24
18 Citigroup Inc 4.57K (0.10%) 3.25K
Increased by +71.20%
Mar 31, 24
19 Tower Research Capital LLC 2.00K (0.04%) 79.00
Increased by +3.95%
Mar 31, 24
20 Macquarie Group Ltd 167.00 (0.00%) 167.00
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 264.27K (5.62%) 0.00
Increased by 0.00%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 78.71K (1.68%) 0.00
Increased by 0.00%
Jul 31, 24
3 Fidelity Extended Market Index 28.11K (0.60%) 2.73K
Increased by +9.70%
Jun 30, 24
4 Fidelity® Extended Market Index 25.88K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Nasdaq Composite ETF 16.02K (0.34%) 0.00
Increased by 0.00%
Jul 31, 24
6 Fidelity® Nasdaq Composite ETF 15.23K (0.32%) 0.00
Increased by 0.00%
Dec 29, 23
7 iShares Micro-Cap ETF 11.52K (0.25%) 0.00
Increased by 0.00%
Aug 28, 24
8 Fidelity® Total Market Index 11.33K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Total Market Index 11.28K (0.24%) 0.00
Increased by 0.00%
Jun 30, 24
10 Dimensional US Targeted Value ETF 9.86K (0.21%) 0.00
Increased by 0.00%
Aug 29, 24
11 Fidelity Series Total Market Index 5.13K (0.11%) 0.00
Increased by 0.00%
Jun 30, 24
12 Fidelity® Series Total Market Index 5.13K (0.11%) -1.00
Decreased by -0.02%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - L 4.21K (0.09%) 0.00
Increased by 0.00%
Jun 30, 24
14 Northern Trust Extended Eq Market Idx 4.21K (0.09%) 0.00
Increased by 0.00%
Jun 30, 24
15 NT US Market Cap Idx Fd - L 3.56K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
16 Northern Trust Wilshire 5000 3.56K (0.08%) 0.00
Increased by 0.00%
Jun 30, 23
17 NT Ext Equity Mkt Idx Fd - NL 3.27K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
18 Vanguard Instl Ttl Stck Mkt Idx Tr 3.04K (0.06%) -1.00
Decreased by -0.03%
Mar 31, 24
19 Vanguard Instl Ttl Stk Mkt Idx InstlPls 3.04K (0.06%) 0.00
Increased by 0.00%
Jul 31, 24
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 2.63K (0.06%) -1.00
Decreased by -0.04%
Jun 30, 24