Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.17%
2 RIET 0.82%
3 IWC 0.03%
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 (4.61%) 47.91K
Increased by +3.31%
Sep 30, 24
2 Renaissance Technologies Corp 679.31K (2.16%) 171.63K
Increased by +25.26%
Sep 30, 24
3 Cannell Capital LLC 622.85K (1.98%) 622.85K
Increased by +100.00%
Dec 31, 23
4 Two Sigma Advisers, LLC 544.04K (1.73%) 271.40K
Increased by +49.89%
Sep 30, 24
5 CI Private Wealth LLC 497.67K (1.59%) 83.87K
Increased by +16.85%
Sep 30, 24
6 BlackRock Inc 417.29K (1.33%) 12.49K
Increased by +2.99%
Sep 30, 24
7 Hudson Bay Capital Management LP 368.11K (1.17%) 368.11K
Increased by +100.00%
Sep 30, 24
8 Geode Capital Management, LLC 337.39K (1.07%) 23.95K
Increased by +7.10%
Sep 30, 24
9 Forum Financial Management, LP 298.60K (0.95%) 12.60K
Increased by +4.22%
Sep 30, 24
10 Two Sigma Investments LLC 295.31K (0.94%) 118.46K
Increased by +40.11%
Sep 30, 24
11 Penserra Capital Management, LLC 265.79K (0.85%) 49.60K
Increased by +18.66%
Sep 30, 24
12 GSA Capital Partners LLP 209.33K (0.67%) -107.26K
Decreased by -51.24%
Sep 30, 24
13 Significant Wealth Partners LLC 207.83K (0.66%) 207.83K
Increased by +100.00%
Dec 31, 23
14 Wolverine Asset Management LLC 183.16K (0.58%) 183.16K
Increased by +100.00%
Sep 30, 24
15 Millennium Management LLC 171.75K (0.55%) 171.75K
Increased by +100.00%
Dec 31, 23
16 Amvescap Plc. 104.43K (0.33%) 459.00
Increased by +0.44%
Sep 30, 24
17 Goldman Sachs Group Inc 101.80K (0.32%) 101.80K
Increased by +100.00%
Dec 31, 23
18 JANE STREET GROUP, LLC 99.50K (0.32%) 99.50K
Increased by +100.00%
Dec 31, 23
19 Northern Trust Corp 98.02K (0.31%) -1.08K
Decreased by -1.10%
Sep 30, 24
20 State Street Corporation 93.28K (0.30%) 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 905.18K (2.88%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 515.38K (1.64%) 0.00
Increased by 0.00%
Dec 31, 24
3 Hoya Capital High Dividend Yield ETF 271.87K (0.87%) 0.00
Increased by 0.00%
Nov 29, 24
4 Fidelity Extended Market Index 185.57K (0.59%) -1.22K
Decreased by -0.66%
Nov 30, 24
5 Fidelity® Extended Market Index 154.61K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
6 Invesco FTSE RAFI US 1500 Small-Mid ETF 103.46K (0.33%) 0.00
Increased by 0.00%
Dec 31, 24
7 BlackRock Extended Mkt Composite 77.54K (0.25%) 0.00
Increased by 0.00%
Sep 30, 23
8 iShares Micro-Cap ETF 69.07K (0.22%) 0.00
Increased by 0.00%
Dec 31, 24
9 BlackRock Extended Equity Market K 67.58K (0.22%) -29.00
Decreased by -0.04%
Sep 30, 24
10 Extended Equity Market Fund K 66.66K (0.21%) -918.00
Decreased by -1.38%
Dec 31, 24
11 Fidelity Total Market Index 60.49K (0.19%) 0.00
Increased by 0.00%
Nov 30, 24
12 Fidelity® Series Total Market Index 47.37K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
13 Winans Balanced 50/50 Composite 46.56K (0.15%) 1.00K
Increased by +2.15%
Dec 31, 24
14 T. Rowe Price Extended Equity Market Idx 44.76K (0.14%) 0.00
Increased by 0.00%
Dec 31, 24
15 Fidelity Series Total Market Index 43.89K (0.14%) 0.00
Increased by 0.00%
Nov 30, 24
16 NT Ext Equity Mkt Idx Fd - L 40.09K (0.13%) 8.65K
Increased by +21.57%
Dec 31, 24
17 Winans Corporate Income 100% Composite 38.96K (0.12%) 2.80K
Increased by +7.19%
Dec 31, 24
18 Fidelity® Total Market Index 33.95K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Instl Ttl Stck Mkt Idx Tr 32.23K (0.10%) 32.23K
Increased by +100.00%
Mar 31, 24
20 Vanguard Instl Ttl Stk Mkt Idx InstlPls 32.23K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24