Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 8.44%
2 RIET 0.82%
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 1.45M (4.46%) 0.00
Increased by 0.00%
Dec 31, 24
2 Cannell Capital LLC 622.85K (1.92%) 622.85K
Increased by +100.00%
Dec 31, 23
3 CI Private Wealth LLC 619.12K (1.91%) 121.45K
Increased by +19.62%
Dec 31, 24
4 Renaissance Technologies Corp 547.78K (1.69%) -131.53K
Decreased by -24.01%
Dec 31, 24
5 BlackRock Inc 417.49K (1.29%) 198.00
Increased by +0.05%
Dec 31, 24
6 Hudson Bay Capital Management LP 368.11K (1.13%) 368.11K
Increased by +100.00%
Sep 30, 24
7 Geode Capital Management, LLC 339.60K (1.05%) 2.21K
Increased by +0.65%
Dec 31, 24
8 Wolverine Asset Management LLC 335.15K (1.03%) 151.99K
Increased by +45.35%
Dec 31, 24
9 Forum Financial Management, LP 298.60K (0.92%) 12.60K
Increased by +4.22%
Sep 30, 24
10 Two Sigma Advisers, LLC 274.74K (0.85%) -269.30K
Decreased by -98.02%
Dec 31, 24
11 Penserra Capital Management, LLC 265.79K (0.82%) 49.60K
Increased by +18.66%
Sep 30, 24
12 Significant Wealth Partners LLC 207.83K (0.64%) 207.83K
Increased by +100.00%
Dec 31, 23
13 Millennium Management LLC 171.75K (0.53%) 171.75K
Increased by +100.00%
Dec 31, 23
14 Northern Trust Corp 128.35K (0.40%) 30.33K
Increased by +23.63%
Dec 31, 24
15 Amvescap Plc. 103.75K (0.32%) -678.00
Decreased by -0.65%
Dec 31, 24
16 State Street Corp 102.59K (0.32%) 9.60K
Increased by +9.36%
Dec 31, 24
17 Goldman Sachs Group Inc 101.80K (0.31%) 101.80K
Increased by +100.00%
Dec 31, 23
18 JANE STREET GROUP, LLC 99.50K (0.31%) 99.50K
Increased by +100.00%
Dec 31, 23
19 Qube Research & Technologies 97.93K (0.30%) 50.44K
Increased by +51.50%
Dec 31, 24
20 State Street Corporation 93.28K (0.29%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 971.36K (2.99%) 1.91K
Increased by +0.20%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 905.18K (2.79%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 515.38K (1.59%) 0.00
Increased by 0.00%
Mar 31, 25
4 Hoya Capital High Dividend Yield ETF 271.87K (0.84%) 0.00
Increased by 0.00%
Nov 29, 24
5 Fidelity Extended Market Index 183.10K (0.56%) 2.92K
Increased by +1.59%
Mar 31, 25
6 Fidelity® Extended Market Index 154.61K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
7 Invesco FTSE RAFI US 1500 Small-Mid ETF 103.82K (0.32%) 0.00
Increased by 0.00%
Feb 27, 25
8 BlackRock Extended Mkt Composite 77.54K (0.24%) 0.00
Increased by 0.00%
Sep 30, 23
9 Invesco RAFI US 1500 Small-Mid ETF 73.04K (0.23%) -156.00
Decreased by -0.21%
Apr 30, 25
10 Fidelity Total Market Index 72.53K (0.22%) 12.35K
Increased by +17.03%
Mar 31, 25
11 BlackRock Extended Equity Market K 67.58K (0.21%) -29.00
Decreased by -0.04%
Sep 30, 24
12 Extended Equity Market Fund K 66.87K (0.21%) 205.00
Increased by +0.31%
Mar 31, 25
13 iShares Micro-Cap ETF 64.84K (0.20%) 0.00
Increased by 0.00%
Apr 30, 25
14 Winans Balanced 50/50 Composite 48.13K (0.15%) 1.57K
Increased by +3.27%
Mar 31, 25
15 Fidelity® Series Total Market Index 47.37K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
16 T. Rowe Price Extended Equity Market Idx 44.76K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity Series Total Market Index 44.05K (0.14%) 2.05K
Increased by +4.65%
Mar 31, 25
18 Winans Corporate Income 100% Composite 41.47K (0.13%) 2.51K
Increased by +6.05%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - L 40.09K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
20 Northern Trust Extended Eq Market Idx 40.09K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25