Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.82%
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%) 0.00
Increased by 0.00%
Dec 31, 24
2 Cannell Capital LLC 622.85K (1.98%) 622.85K
Increased by +100.00%
Dec 31, 23
3 CI Private Wealth LLC 619.12K (1.97%) 121.45K
Increased by +19.62%
Dec 31, 24
4 Renaissance Technologies Corp 547.78K (1.74%) -131.53K
Decreased by -24.01%
Dec 31, 24
5 BlackRock Inc 417.49K (1.33%) 198.00
Increased by +0.05%
Dec 31, 24
6 Hudson Bay Capital Management LP 368.11K (1.17%) 368.11K
Increased by +100.00%
Sep 30, 24
7 Geode Capital Management, LLC 339.60K (1.08%) 2.21K
Increased by +0.65%
Dec 31, 24
8 Wolverine Asset Management LLC 335.15K (1.07%) 151.99K
Increased by +45.35%
Dec 31, 24
9 Forum Financial Management, LP 298.60K (0.95%) 12.60K
Increased by +4.22%
Sep 30, 24
10 Two Sigma Advisers, LLC 274.74K (0.87%) -269.30K
Decreased by -98.02%
Dec 31, 24
11 Penserra Capital Management, LLC 265.79K (0.85%) 49.60K
Increased by +18.66%
Sep 30, 24
12 Significant Wealth Partners LLC 207.83K (0.66%) 207.83K
Increased by +100.00%
Dec 31, 23
13 Millennium Management LLC 171.75K (0.55%) 171.75K
Increased by +100.00%
Dec 31, 23
14 Northern Trust Corp 128.35K (0.41%) 30.33K
Increased by +23.63%
Dec 31, 24
15 Amvescap Plc. 103.75K (0.33%) -678.00
Decreased by -0.65%
Dec 31, 24
16 State Street Corp 102.59K (0.33%) 9.60K
Increased by +9.36%
Dec 31, 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 Qube Research & Technologies 97.93K (0.31%) 50.44K
Increased by +51.50%
Dec 31, 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 969.45K (3.09%) 64.27K
Increased by +6.63%
Feb 28, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 515.38K (1.64%) 0.00
Increased by 0.00%
Feb 28, 25
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 181.33K (0.58%) -2.75K
Decreased by -1.52%
Jan 31, 25
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 103.82K (0.33%) 0.00
Increased by 0.00%
Feb 27, 25
7 Invesco RAFI US 1500 Small-Mid ETF 103.82K (0.33%) 0.00
Increased by 0.00%
Feb 28, 25
8 BlackRock Extended Mkt Composite 77.54K (0.25%) 0.00
Increased by 0.00%
Sep 30, 23
9 iShares Micro-Cap ETF 67.66K (0.22%) 0.00
Increased by 0.00%
Feb 28, 25
10 BlackRock Extended Equity Market K 67.58K (0.22%) -29.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 66.66K (0.21%) -918.00
Decreased by -1.38%
Dec 31, 24
12 Fidelity Total Market Index 60.23K (0.19%) -259.00
Decreased by -0.43%
Jan 31, 25
13 Fidelity® Series Total Market Index 47.37K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
14 Winans Balanced 50/50 Composite 46.56K (0.15%) 1.00K
Increased by +2.15%
Dec 31, 24
15 T. Rowe Price Extended Equity Market Idx 44.76K (0.14%) 0.00
Increased by 0.00%
Jan 31, 25
16 Fidelity Series Total Market Index 42.00K (0.13%) 0.00
Increased by 0.00%
Jan 31, 25
17 NT Ext Equity Mkt Idx Fd - L 40.09K (0.13%) 8.65K
Increased by +21.57%
Dec 31, 24
18 Northern Trust Extended Eq Market Idx 40.09K (0.13%) 8.65K
Increased by +21.57%
Dec 31, 24
19 Winans Corporate Income 100% Composite 38.96K (0.12%) 2.80K
Increased by +7.19%
Dec 31, 24
20 Fidelity® Total Market Index 33.95K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23