Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 5.46%
2 RIET 1.34%
3 FDM 0.29%
4 IWC 0.04%
5 EES 0.03%
6 DES 0.03%
7 PRFZ 0.01%
8 RTLA 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.15M (3.09%) 211.89K
Increased by +18.50%
Dec 31, 24
2 Wells Fargo & Co 1.12M (3.03%) 1.12M
Increased by +100.00%
Dec 31, 24
3 Hudson Bay Capital Management LP 705.28K (1.90%) 705.28K
Increased by +100.00%
Sep 30, 24
4 Susquehanna International Group, LLP 481.67K (1.30%) 422.32K
Increased by +87.68%
Dec 31, 24
5 Marshall Wace Asset Management Ltd 436.73K (1.18%) 436.73K
Increased by +100.00%
Sep 30, 24
6 Renaissance Technologies Corp 414.35K (1.12%) -491.08K
Decreased by -118.52%
Dec 31, 24
7 BlackRock Inc 313.02K (0.84%) 23.66K
Increased by +7.56%
Dec 31, 24
8 Geode Capital Management, LLC 304.63K (0.82%) 34.78K
Increased by +11.42%
Dec 31, 24
9 Ameriprise Financial Inc 300.73K (0.81%) 300.73K
Increased by +100.00%
Mar 31, 24
10 Two Sigma Advisers, LLC 257.30K (0.69%) 54.40K
Increased by +21.14%
Sep 30, 24
11 Clear Harbor Asset Management, LLC 235.40K (0.64%) 33.04K
Increased by +14.04%
Dec 31, 24
12 Two Sigma Investments LLC 231.58K (0.63%) -230.78K
Decreased by -99.65%
Dec 31, 24
13 Arrowstreet Capital Limited Partnership 195.96K (0.53%) 51.34K
Increased by +26.20%
Dec 31, 24
14 Millennium Management LLC 159.16K (0.43%) -64.30K
Decreased by -40.40%
Dec 31, 24
15 Man Group PLC 154.70K (0.42%) 154.70K
Increased by +100.00%
Sep 30, 24
16 Citadel Advisors Llc 149.46K (0.40%) 35.97K
Increased by +24.07%
Sep 30, 24
17 Bank of New York Mellon Corp 144.22K (0.39%) 144.22K
Increased by +100.00%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 115.69K (0.31%) -20.01K
Decreased by -17.30%
Dec 31, 24
19 Qube Research & Technologies 112.63K (0.30%) 62.14K
Increased by +55.17%
Dec 31, 24
20 Northern Trust Corp 109.57K (0.30%) 49.06K
Increased by +44.78%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 602.68K (1.63%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 602.68K (1.63%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 503.51K (1.36%) 0.00
Increased by 0.00%
Feb 28, 25
4 Fidelity Extended Market Index 162.09K (0.44%) -1.03K
Decreased by -0.64%
Feb 28, 25
5 Hoya Capital High Dividend Yield ETF 115.99K (0.31%) 0.00
Increased by 0.00%
Apr 30, 24
6 WisdomTree US SmallCap Dividend ETF 112.21K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
7 First Trust Dow Jones Sel MicroCap ETF 89.89K (0.24%) 0.00
Increased by 0.00%
Feb 27, 25
8 BlackRock Extended Equity Market K 81.39K (0.22%) -35.00
Decreased by -0.04%
Sep 30, 24
9 Extended Equity Market Fund K 80.28K (0.22%) -1.10K
Decreased by -1.38%
Dec 31, 24
10 Fidelity® Extended Market Index 79.21K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
11 iShares Micro-Cap ETF 57.05K (0.15%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Total Market Index 56.06K (0.15%) -45.00
Decreased by -0.08%
Feb 28, 25
13 BlackRock Extended Mkt Composite 44.16K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
14 Invesco FTSE RAFI US 1500 Small-Mid ETF 40.33K (0.11%) 0.00
Increased by 0.00%
Jan 31, 24
15 Fidelity® Total Market Index 39.52K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Series Total Market Index 38.93K (0.11%) 1.55K
Increased by +3.97%
Feb 28, 25
17 NT Ext Equity Mkt Idx Fd - NL 36.24K (0.10%) 24.10K
Increased by +66.49%
Dec 31, 24
18 NT Ext Equity Mkt Idx Fd - L 33.27K (0.09%) 11.09K
Increased by +33.32%
Dec 31, 24
19 Northern Trust Extended Eq Market Idx 33.27K (0.09%) 11.09K
Increased by +33.32%
Dec 31, 24
20 FT Sabrient Small Cap Growth 42 CA 32.78K (0.09%) 221.00
Increased by +0.67%
Mar 31, 25