Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 3.42%
2 ITOT 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 6.47M (76.95%) 6.47M
Increased by +100.00%
Sep 30, 23
2 BlackRock Inc 396.10K (4.71%) -6.55K
Decreased by -1.65%
Mar 31, 24
3 Vanguard Group Inc 287.73K (3.42%) 287.73K
Increased by +100.00%
Sep 30, 24
4 State Street Corporation 247.71K (2.95%) 0.00
Increased by 0.00%
Mar 31, 24
5 AMH Equity Ltd 100.00K (1.19%) 100.00K
Increased by +100.00%
Sep 30, 24
6 Geode Capital Management, LLC 89.06K (1.06%) 89.06K
Increased by +100.00%
Sep 30, 24
7 Renaissance Technologies Corp 64.39K (0.77%) 64.39K
Increased by +100.00%
Sep 30, 24
8 InterWest Venture Management Co 62.06K (0.74%) 0.00
Increased by 0.00%
Sep 30, 23
9 Commonwealth Equity Services Inc 45.92K (0.55%) 13.30K
Increased by +28.96%
Mar 31, 24
10 VISIONARY HORIZONS LLC 37.25K (0.44%) 37.25K
Increased by +100.00%
Dec 31, 23
11 TWO SIGMA SECURITIES, LLC 33.29K (0.40%) 33.29K
Increased by +100.00%
Mar 31, 24
12 Wealth Enhancement Advisory Services, LLC 30.88K (0.37%) 0.00
Increased by 0.00%
Mar 31, 24
13 Charles Schwab Investment Management Inc 30.53K (0.36%) 0.00
Increased by 0.00%
Mar 31, 24
14 Susquehanna International Group, LLP 26.33K (0.31%) 26.33K
Increased by +100.00%
Mar 31, 24
15 JANE STREET GROUP, LLC 25.01K (0.30%) 25.01K
Increased by +100.00%
Sep 30, 23
16 State Street Corp 23.52K (0.28%) 23.52K
Increased by +100.00%
Sep 30, 24
17 Zuckerman Investment Group, LLC 23.06K (0.27%) 0.00
Increased by 0.00%
Dec 31, 23
18 Bank of New York Mellon Corp 22.95K (0.27%) -4.00K
Decreased by -17.43%
Mar 31, 24
19 Advisor Group Holdings, Inc. 20.00K (0.24%) 18.00K
Increased by +90.00%
Mar 31, 24
20 Raymond James Finl Svs Advisors, Inc. 20.00K (0.24%) -7.59K
Decreased by -37.95%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 446.55K (5.31%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 205.80K (2.45%) 0.00
Increased by 0.00%
Oct 31, 24
3 BlackRock Extended Mkt Composite 191.76K (2.28%) 0.00
Increased by 0.00%
Sep 30, 23
4 iShares Micro-Cap ETF 188.48K (2.24%) -2.62K
Decreased by -1.39%
May 30, 24
5 Fidelity® Total Market Index 186.90K (2.22%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Series Total Market Index 97.01K (1.15%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 78.98K (0.94%) 0.00
Increased by 0.00%
Oct 31, 24
8 Fidelity Extended Market Index 49.63K (0.59%) 286.00
Increased by +0.58%
Sep 30, 24
9 Vanguard Instl Ttl Stck Mkt Idx Tr 44.84K (0.53%) 0.00
Increased by 0.00%
Mar 31, 24
10 Vanguard Instl Ttl Stk Mkt Idx InstlPls 44.84K (0.53%) 0.00
Increased by 0.00%
Mar 31, 24
11 Schwab Total Stock Market Index 30.53K (0.36%) 0.00
Increased by 0.00%
Jun 30, 24
12 Vanguard Balanced Index Inv 25.74K (0.31%) -21.53K
Decreased by -83.63%
May 31, 24
13 SSgA U.S. Total Market Index Strategy 17.81K (0.21%) 15.24K
Increased by +85.54%
Jun 30, 24
14 Fidelity Total Market Index 15.51K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
15 BlackRock Extended Equity Market K 13.93K (0.17%) -4.00
Decreased by -0.03%
Sep 30, 24
16 Fidelity Series Total Market Index 11.47K (0.14%) 1.24K
Increased by +10.78%
Sep 30, 24
17 T. Rowe Price U.S. Equities Tr 10.49K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
18 SSgA U.S. Extended Market Index Class I 8.93K (0.11%) 0.00
Increased by 0.00%
Dec 31, 23
19 NT Ext Equity Mkt Idx Fd - L 7.89K (0.09%) 1.00
Increased by +0.01%
Sep 30, 24
20 Northern Trust Extended Eq Market Idx 7.89K (0.09%) 7.23K
Increased by +91.67%
Sep 30, 24