Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.18%
2 RIET 1.34%
3 FDM 0.29%
4 IWC 0.03%
5 PRFZ 0.01%
6 RTLA 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 933.68K (3.40%) 142.77K
Increased by +15.29%
Sep 30, 24
2 Renaissance Technologies Corp 905.44K (3.30%) 263.02K
Increased by +29.05%
Sep 30, 24
3 Ameriprise Financial Inc 300.73K (1.09%) 300.73K
Increased by +100.00%
Mar 31, 24
4 BlackRock Inc 285.56K (1.04%) 60.71K
Increased by +21.26%
Jun 30, 24
5 Two Sigma Investments LLC 250.86K (0.91%) -41.05K
Decreased by -16.37%
Jun 30, 24
6 Geode Capital Management, LLC 221.85K (0.81%) 29.32K
Increased by +13.22%
Jun 30, 24
7 Two Sigma Advisers, LLC 202.90K (0.74%) -82.40K
Decreased by -40.61%
Jun 30, 24
8 Clear Harbor Asset Management, LLC 202.35K (0.74%) 202.35K
Increased by +100.00%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 131.43K (0.48%) 76.79K
Increased by +58.43%
Jun 30, 24
10 Penserra Capital Management, LLC 95.77K (0.35%) 95.77K
Increased by +100.00%
Dec 31, 23
11 Wolverine Asset Management LLC 92.53K (0.34%) 16.53K
Increased by +17.87%
Dec 31, 23
12 Thrivent Financial For Lutherans 79.47K (0.29%) 2.90K
Increased by +3.64%
Sep 30, 24
13 Gables Capital Management Inc 77.60K (0.28%) -4.70K
Decreased by -6.06%
Sep 30, 24
14 Campbell & Co Investment Adviser Llc 71.99K (0.26%) 31.82K
Increased by +44.20%
Sep 30, 24
15 State Street Corp 68.07K (0.25%) 8.30K
Increased by +12.19%
Jun 30, 24
16 International Assets Investment Management, LLC 67.01K (0.24%) 67.01K
Increased by +100.00%
Sep 30, 24
17 Tudor Investment Corp Et AL 64.18K (0.23%) -31.31K
Decreased by -48.79%
Dec 31, 23
18 Acadian Asset Management LLC 63.29K (0.23%) 63.29K
Increased by +100.00%
Sep 30, 23
19 Envestnet Asset Management Inc 61.22K (0.22%) 61.22K
Increased by +100.00%
Jun 30, 24
20 Northern Trust Corp 60.51K (0.22%) -684.00
Decreased by -1.13%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 602.68K (2.19%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 283.17K (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity Extended Market Index 148.11K (0.54%) 27.79K
Increased by +18.76%
Sep 30, 24
4 Hoya Capital High Dividend Yield ETF 115.99K (0.42%) 0.00
Increased by 0.00%
Apr 30, 24
5 BlackRock Extended Equity Market K 81.39K (0.30%) -35.00
Decreased by -0.04%
Sep 30, 24
6 First Trust Dow Jones Sel MicroCap ETF 79.71K (0.29%) 0.00
Increased by 0.00%
Oct 31, 24
7 Fidelity® Extended Market Index 79.21K (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Total Market Index 47.82K (0.17%) 8.65K
Increased by +18.08%
Sep 30, 24
9 iShares Micro-Cap ETF 46.91K (0.17%) 0.00
Increased by 0.00%
Oct 31, 24
10 BlackRock Extended Mkt Composite 44.16K (0.16%) 0.00
Increased by 0.00%
Sep 30, 23
11 Invesco FTSE RAFI US 1500 Small-Mid ETF 40.33K (0.15%) 0.00
Increased by 0.00%
Jan 31, 24
12 Fidelity® Total Market Index 39.52K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Series Total Market Index 34.79K (0.13%) 7.52K
Increased by +21.62%
Sep 30, 24
14 FT Sabrient Small Cap Growth 42 CA 28.56K (0.10%) -631.00
Decreased by -2.21%
Oct 18, 24
15 AST T. Rowe Price Growth Opps 26.10K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
16 Schwab Total Stock Market Index 24.42K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
17 NT Ext Equity Mkt Idx Fd - L 22.19K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
18 Northern Trust Extended Eq Market Idx 22.19K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
19 RBC Microcap Value I 18.90K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
20 Vanguard U.S. Eq Idx £ Acc 18.73K (0.07%) 12.24K
Increased by +65.35%
Sep 30, 24