Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 0.00%
2 BSVO 0.00%
3 IWC 0.00%
4 ITOT 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 484.50K (3.64%) 0.00
Increased by 0.00%
Sep 30, 24
2 Renaissance Technologies Corp 303.98K (2.28%) -9.18K
Decreased by -3.02%
Sep 30, 24
3 Albion Financial Group (Utah) 210.00K (1.58%) 0.00
Increased by 0.00%
Jun 30, 24
4 Geode Capital Management, LLC 124.34K (0.93%) 6.97K
Increased by +5.61%
Jun 30, 24
5 Bridgeway Capital Management, LLC 79.97K (0.60%) 79.97K
Increased by +100.00%
Jun 30, 24
6 State Street Corp 37.52K (0.28%) 0.00
Increased by 0.00%
Jun 30, 24
7 State Street Corporation 37.52K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
8 TWO SIGMA SECURITIES, LLC 35.10K (0.26%) 35.10K
Increased by +100.00%
Jun 30, 24
9 Empowered Funds, LLC 26.37K (0.20%) 26.37K
Increased by +100.00%
Jun 30, 24
10 Virtu Financial LLC 18.09K (0.14%) 18.09K
Increased by +100.00%
Jun 30, 24
11 Northern Trust Corp 14.35K (0.11%) -530.00
Decreased by -3.69%
Sep 30, 24
12 Citadel Advisors Llc 13.43K (0.10%) 13.43K
Increased by +100.00%
Jun 30, 24
13 Tower Research Capital LLC 2.26K (0.02%) -5.21K
Decreased by -230.50%
Mar 31, 24
14 BlackRock Inc 1.60K (0.01%) -28.86K
Decreased by -1.80 K%
Jun 30, 24
15 HARBOUR INVESTMENTS, INC. 100.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
16 Bank of America Corp 80.00 (0.00%) 80.00
Increased by +100.00%
Jun 30, 24
17 UBS Group AG 77.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
18 Royal Bank of Canada 68.00 (0.00%) -87.00
Decreased by -127.94%
Mar 31, 24
19 JPMorgan Chase & Co 29.00 (0.00%) 10.00
Increased by +34.48%
Mar 31, 24
20 Advisor Group Holdings, Inc. 0.00 (0.00%) -1.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 369.72K (2.78%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 114.78K (0.86%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity Extended Market Index 79.79K (0.60%) 20.38K
Increased by +25.54%
Sep 30, 24
4 Fidelity® Extended Market Index 54.49K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
5 Bridgeway Ultra-Small Company 53.60K (0.40%) 53.60K
Increased by +100.00%
Jun 30, 24
6 EA Bridgeway Omni Small-Cap Value ETF 28.02K (0.21%) 0.00
Increased by 0.00%
Oct 31, 24
7 iShares Micro-Cap ETF 27.05K (0.20%) -184.00
Decreased by -0.68%
Apr 30, 24
8 Fidelity Total Market Index 23.78K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity® Total Market Index 23.78K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Nasdaq Composite Index 21.13K (0.16%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity Series Total Market Index 14.73K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity® Series Total Market Index 14.73K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - L 10.92K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
14 Northern Trust Extended Eq Market Idx 10.92K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
15 Spartan Extended Market Index Pool E 4.97K (0.04%) 239.00
Increased by +4.81%
Sep 30, 24
16 SSgA U.S. Extended Market Index Class I 3.10K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
17 State St US Extended Mkt Indx NL Cl C 3.10K (0.02%) 0.00
Increased by 0.00%
Oct 31, 24
18 NT Ext Equity Mkt Idx Fd - NL 2.80K (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
19 BNYM Mellon SL Market Completion UC1 2.53K (0.02%) 3.00
Increased by +0.12%
Sep 30, 24
20 1290 VT Micro Cap K 2.49K (0.02%) 0.00
Increased by 0.00%
May 31, 24