Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSM 0.11%
2 IWC 0.01%
3 ITOT 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.78M (5.90%) 0.00
Increased by 0.00%
Jun 30, 24
2 Renaissance Technologies Corp 567.72K (1.88%) -19.28K
Decreased by -3.40%
Sep 30, 24
3 BlackRock Inc 502.02K (1.66%) 1.98K
Increased by +0.39%
Jun 30, 24
4 Geode Capital Management, LLC 317.38K (1.05%) 22.96K
Increased by +7.23%
Jun 30, 24
5 Bridgeway Capital Management, LLC 272.90K (0.90%) 0.00
Increased by 0.00%
Jun 30, 24
6 Susquehanna International Group, LLP 201.57K (0.67%) 106.91K
Increased by +53.04%
Jun 30, 24
7 Kestra Advisory Services, LLC 149.87K (0.50%) 933.00
Increased by +0.62%
Jun 30, 24
8 Bank of New York Mellon Corp 137.07K (0.45%) 1.00
Increased by +0.00%
Jun 30, 24
9 State Street Corp 100.65K (0.33%) 0.00
Increased by 0.00%
Jun 30, 24
10 State Street Corporation 100.65K (0.33%) 0.00
Increased by 0.00%
Mar 31, 24
11 BMO Capital Markets Corp. 74.91K (0.25%) 74.91K
Increased by +100.00%
Dec 31, 23
12 Bank of Montreal 74.91K (0.25%) 74.91K
Increased by +100.00%
Dec 31, 23
13 Man Group PLC 74.09K (0.25%) 0.00
Increased by 0.00%
Dec 31, 23
14 SIMPLEX TRADING, LLC 64.84K (0.21%) 53.27K
Increased by +82.15%
Jun 30, 24
15 Koss-Olinger Consulting, LLC 58.10K (0.19%) -785.00
Decreased by -1.35%
Sep 30, 24
16 Northern Trust Corp 54.98K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
17 Citadel Advisors Llc 53.78K (0.18%) -18.50K
Decreased by -34.40%
Jun 30, 24
18 JANE STREET GROUP, LLC 47.41K (0.16%) 21.58K
Increased by +45.51%
Dec 31, 23
19 D. E. Shaw & Co LP 46.30K (0.15%) -85.00
Decreased by -0.18%
Mar 31, 24
20 Thompson Davis & Co Inc 41.50K (0.14%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.28M (4.23%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 444.78K (1.47%) 0.00
Increased by 0.00%
Sep 30, 24
3 Bridgeway Ultra-Small Company 272.90K (0.90%) 0.00
Increased by 0.00%
Jun 30, 24
4 Fidelity Extended Market Index 175.91K (0.58%) 3.20K
Increased by +1.82%
Sep 30, 24
5 Fidelity® Extended Market Index 157.25K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
6 BlackRock Extended Mkt Composite 83.11K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
7 BlackRock Extended Equity Market K 72.43K (0.24%) -31.00
Decreased by -0.04%
Sep 30, 24
8 iShares Micro-Cap ETF 69.77K (0.23%) 0.00
Increased by 0.00%
Oct 31, 24
9 KO Microcap Strategy 65.52K (0.22%) 39.15K
Increased by +59.76%
Jul 31, 23
10 Fidelity® Total Market Index 53.59K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Total Market Index 53.38K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity Series Total Market Index 42.48K (0.14%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity® Series Total Market Index 42.48K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
14 LUX IM Global Medtech HX 32.19K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
15 NT Ext Equity Mkt Idx Fd - NL 28.27K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
16 NT Ext Equity Mkt Idx Fd - L 24.16K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
17 Northern Trust Extended Eq Market Idx 24.16K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 22.77K (0.08%) 70.00
Increased by +0.31%
Sep 30, 24
19 Vanguard Balanced Index Inv 22.57K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
20 Vanguard Instl Ttl Stck Mkt Idx Tr 22.36K (0.07%) 0.00
Increased by 0.00%
Mar 31, 24