Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.42%
2 RIET 0.95%
3 IWC 0.02%
4 PRFZ 0.01%
5 RTLA 0.01%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.40M (4.69%) 31.73K
Increased by +2.27%
Jun 30, 24
2 Cannell Capital LLC 622.85K (2.09%) 622.85K
Increased by +100.00%
Dec 31, 23
3 Renaissance Technologies Corp 507.68K (1.70%) 37.30K
Increased by +7.35%
Jun 30, 24
4 CI Private Wealth LLC 413.81K (1.39%) 129.04K
Increased by +31.18%
Jun 30, 24
5 BlackRock Inc 404.80K (1.36%) 6.64K
Increased by +1.64%
Jun 30, 24
6 GSA Capital Partners LLP 316.59K (1.06%) -14.28K
Decreased by -4.51%
Jun 30, 24
7 Geode Capital Management, LLC 313.44K (1.05%) 29.85K
Increased by +9.52%
Jun 30, 24
8 Forum Financial Management, LP 286.00K (0.96%) 286.00K
Increased by +100.00%
Jun 30, 24
9 Two Sigma Advisers, LLC 272.64K (0.91%) 173.40K
Increased by +63.60%
Jun 30, 24
10 Wolverine Asset Management LLC 224.28K (0.75%) 123.96K
Increased by +55.27%
Mar 31, 24
11 Significant Wealth Partners LLC 207.83K (0.70%) 207.83K
Increased by +100.00%
Dec 31, 23
12 Two Sigma Investments LLC 176.86K (0.59%) 72.81K
Increased by +41.17%
Jun 30, 24
13 Millennium Management LLC 171.75K (0.58%) 171.75K
Increased by +100.00%
Dec 31, 23
14 Penserra Capital Management, LLC 170.10K (0.57%) 21.17K
Increased by +12.44%
Mar 31, 24
15 Amvescap Plc. 103.97K (0.35%) 1.21K
Increased by +1.16%
Jun 30, 24
16 Goldman Sachs Group Inc 101.80K (0.34%) 101.80K
Increased by +100.00%
Dec 31, 23
17 JANE STREET GROUP, LLC 99.50K (0.33%) 99.50K
Increased by +100.00%
Dec 31, 23
18 Northern Trust Corp 99.10K (0.33%) 5.93K
Increased by +5.99%
Jun 30, 24
19 State Street Corporation 93.28K (0.31%) 0.00
Increased by 0.00%
Mar 31, 24
20 State Street Corp 93.25K (0.31%) -27.00
Decreased by -0.03%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 905.18K (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 515.38K (1.73%) 0.00
Increased by 0.00%
Sep 30, 24
3 Hoya Capital High Dividend Yield ETF 271.23K (0.91%) 0.00
Increased by 0.00%
Oct 31, 24
4 Fidelity Extended Market Index 190.98K (0.64%) 3.23K
Increased by +1.69%
Sep 30, 24
5 Fidelity® Extended Market Index 154.61K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
6 Invesco FTSE RAFI US 1500 Small-Mid ETF 104.52K (0.35%) 0.00
Increased by 0.00%
Oct 31, 24
7 BlackRock Extended Mkt Composite 77.54K (0.26%) 0.00
Increased by 0.00%
Sep 30, 23
8 iShares Micro-Cap ETF 68.13K (0.23%) 0.00
Increased by 0.00%
Oct 31, 24
9 BlackRock Extended Equity Market K 67.58K (0.23%) -29.00
Decreased by -0.04%
Sep 30, 24
10 Fidelity Total Market Index 60.69K (0.20%) 12.87K
Increased by +21.21%
Sep 30, 24
11 Fidelity® Series Total Market Index 47.37K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
12 Winans Balanced 50/50 Composite 45.56K (0.15%) 2.80K
Increased by +6.15%
Sep 30, 24
13 T. Rowe Price Extended Equity Market Idx 44.76K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity Series Total Market Index 43.89K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
15 Winans Corporate Income 100% Composite 36.16K (0.12%) 1.54K
Increased by +4.25%
Sep 30, 24
16 Fidelity® Total Market Index 33.95K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Instl Ttl Stck Mkt Idx Tr 32.23K (0.11%) 32.23K
Increased by +100.00%
Mar 31, 24
18 Vanguard Instl Ttl Stk Mkt Idx InstlPls 32.23K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24
19 NT Ext Equity Mkt Idx Fd - L 31.44K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
20 Northern Trust Extended Eq Market Idx 31.44K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24