Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.41%
2 RIET 1.34%
3 FDM 0.28%
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 790.91K (3.18%) 0.00
Increased by 0.00%
Jun 30, 24
2 Renaissance Technologies Corp 642.42K (2.58%) 282.60K
Increased by +43.99%
Jun 30, 24
3 Ameriprise Financial Inc 300.73K (1.21%) 300.73K
Increased by +100.00%
Mar 31, 24
4 BlackRock Inc 285.56K (1.15%) 60.71K
Increased by +21.26%
Jun 30, 24
5 Two Sigma Investments LLC 250.86K (1.01%) -41.05K
Decreased by -16.37%
Jun 30, 24
6 Geode Capital Management, LLC 221.85K (0.89%) 29.32K
Increased by +13.22%
Jun 30, 24
7 Two Sigma Advisers, LLC 202.90K (0.82%) -82.40K
Decreased by -40.61%
Jun 30, 24
8 Clear Harbor Asset Management, LLC 202.35K (0.81%) 202.35K
Increased by +100.00%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 131.43K (0.53%) 76.79K
Increased by +58.43%
Jun 30, 24
10 Penserra Capital Management, LLC 95.77K (0.39%) 95.77K
Increased by +100.00%
Dec 31, 23
11 Wolverine Asset Management LLC 92.53K (0.37%) 16.53K
Increased by +17.87%
Dec 31, 23
12 Gables Capital Management Inc 82.30K (0.33%) -1.92K
Decreased by -2.33%
Jun 30, 24
13 Thrivent Financial For Lutherans 75.82K (0.30%) -3.33K
Decreased by -4.40%
Dec 31, 23
14 State Street Corp 68.07K (0.27%) 8.30K
Increased by +12.19%
Jun 30, 24
15 International Assets Investment Management, LLC 67.01K (0.27%) 67.01K
Increased by +100.00%
Sep 30, 24
16 Tudor Investment Corp Et AL 64.18K (0.26%) -31.31K
Decreased by -48.79%
Dec 31, 23
17 Acadian Asset Management LLC 63.29K (0.25%) 63.29K
Increased by +100.00%
Sep 30, 23
18 Envestnet Asset Management Inc 61.22K (0.25%) 61.22K
Increased by +100.00%
Jun 30, 24
19 Northern Trust Corp 61.19K (0.25%) 6.11K
Increased by +9.99%
Jun 30, 24
20 State Street Corporation 59.77K (0.24%) 59.77K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 602.68K (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 283.17K (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity Extended Market Index 148.11K (0.60%) 27.79K
Increased by +18.76%
Sep 30, 24
4 Hoya Capital High Dividend Yield ETF 115.99K (0.47%) 0.00
Increased by 0.00%
Apr 30, 24
5 BlackRock Extended Equity Market K 81.39K (0.33%) -35.00
Decreased by -0.04%
Sep 30, 24
6 First Trust Dow Jones Sel MicroCap ETF 79.71K (0.32%) 0.00
Increased by 0.00%
Oct 31, 24
7 Fidelity® Extended Market Index 79.21K (0.32%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Total Market Index 47.82K (0.19%) 8.65K
Increased by +18.08%
Sep 30, 24
9 iShares Micro-Cap ETF 46.91K (0.19%) 0.00
Increased by 0.00%
Oct 31, 24
10 BlackRock Extended Mkt Composite 44.16K (0.18%) 0.00
Increased by 0.00%
Sep 30, 23
11 Invesco FTSE RAFI US 1500 Small-Mid ETF 40.33K (0.16%) 0.00
Increased by 0.00%
Jan 31, 24
12 Fidelity® Total Market Index 39.52K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Series Total Market Index 34.79K (0.14%) 7.52K
Increased by +21.62%
Sep 30, 24
14 FT Sabrient Small Cap Growth 42 CA 28.56K (0.11%) -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 (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
17 NT Ext Equity Mkt Idx Fd - L 22.19K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
18 Northern Trust Extended Eq Market Idx 22.19K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
19 RBC Microcap Value I 18.90K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
20 Vanguard U.S. Eq Idx £ Acc 18.73K (0.08%) 12.24K
Increased by +65.35%
Sep 30, 24