Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 2.00%
2 CHNA 1.37%
3 VTWV 0.06%
4 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AMG National Trust Bank 0.00 (0.00%) -14.55K
Decreased by N/A%
Dec 31, 23
2 Beryl Capital Management LLC 0.00 (0.00%) -193.42K
Decreased by N/A%
Mar 31, 24
3 Cannon Global Investment Management, LLC 0.00 (0.00%) -125.00K
Decreased by N/A%
Dec 31, 23
4 Centiva Capital LP 0.00 (0.00%) -400.00K
Decreased by N/A%
Dec 31, 23
5 Css LLC 0.00 (0.00%) -57.46K
Decreased by N/A%
Dec 31, 23
6 Gladius Capital Management LP 0.00 (0.00%) -14.15K
Decreased by N/A%
Dec 31, 23
7 Halcyon Management Partners LP 0.00 (0.00%) -2.24M
Decreased by N/A%
Dec 31, 23
8 Mariner Wealth Advisors, LLC 0.00 (0.00%) -17.39K
Decreased by N/A%
Dec 31, 23
9 New York Life Investment Management LLC 0.00 (0.00%) -742.97K
Decreased by N/A%
Dec 31, 23
10 OMERS Administration Corp. 0.00 (0.00%) -2.98M
Decreased by N/A%
Dec 31, 23
11 Oppenheimer & Co Inc 0.00 (0.00%) -15.00K
Decreased by N/A%
Dec 31, 23
12 Pictet Asset Manangement SA 0.00 (0.00%) -26.62K
Decreased by N/A%
Dec 31, 23
13 SEI Investments Co 0.00 (0.00%) -10.34K
Decreased by N/A%
Dec 31, 23
14 Sand Grove Capital Management LLP 0.00 (0.00%) -1.22M
Decreased by N/A%
Dec 31, 23
15 Segantii Capital Management Ltd 0.00 (0.00%) -4.50M
Decreased by N/A%
Dec 31, 23
16 Smith Moore & Co 0.00 (0.00%) -35.00K
Decreased by N/A%
Dec 31, 23
17 Tudor Investment Corp Et AL 0.00 (0.00%) -4.46M
Decreased by N/A%
Dec 31, 23
18 Vazirani Asset Management LLC 0.00 (0.00%) -803.19K
Decreased by N/A%
Dec 31, 23
19 Verition Fund Managegment, LLC 0.00 (0.00%) -483.44K
Decreased by N/A%
Dec 31, 23
20 Westchester Capital Management LLC 0.00 (0.00%) -7.62M
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.59M (3.62%) 0.00
Increased by 0.00%
Oct 31, 23
2 Fidelity Growth Compy Commingled Pl O 10.36M (3.24%) 0.00
Increased by 0.00%
Oct 31, 23
3 Vanguard Small Cap Index 9.45M (2.95%) 62.46K
Increased by +0.66%
Oct 31, 23
4 Fidelity Growth Company Fund 7.85M (2.45%) 0.00
Increased by 0.00%
Oct 31, 23
5 Vanguard Small Cap Growth Index Inv 5.25M (1.64%) -3.97K
Decreased by -0.08%
Oct 31, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 4.12M (1.29%) 41.64K
Increased by +1.01%
Oct 31, 23
7 Fidelity Growth Company K6 3.10M (0.97%) 0.00
Increased by 0.00%
Oct 31, 23
8 Fidelity Small Cap Index 3.07M (0.96%) 91.92K
Increased by +2.99%
Oct 31, 23
9 Fidelity Series Growth Company 1.84M (0.57%) 0.00
Increased by 0.00%
Oct 31, 23
10 State St Russell Sm/Mid Cp® Indx NL Cl C 1.75M (0.55%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Extended Market Index 1.49M (0.46%) 39.84K
Increased by +2.68%
Oct 31, 23
12 State St Russell Sm Cap® Indx SL Cl I 1.20M (0.38%) 0.00
Increased by 0.00%
Oct 31, 23
13 Vanguard Russell 2000 ETF 963.40K (0.30%) 32.51K
Increased by +3.37%
Oct 31, 23
14 NT R2000 Value Index Fund - NL 937.56K (0.29%) 29.59K
Increased by +3.16%
Sep 30, 23
15 NT R2000 Index Fund - NL 929.70K (0.29%) 27.23K
Increased by +2.93%
Sep 30, 23
16 Fidelity Select Biotechnology 880.97K (0.28%) 373.40K
Increased by +42.39%
Oct 31, 23
17 Vanguard Health Care ETF 753.00K (0.24%) -9.98K
Decreased by -1.32%
Oct 31, 23
18 Schwab Small Cap Index 737.88K (0.23%) 0.00
Increased by 0.00%
Oct 31, 23
19 NT R2000 Index Fund - DC - NL - 2 734.97K (0.23%) 22.27K
Increased by +3.03%
Sep 30, 23
20 BlackRock Extended Mkt Composite 670.05K (0.21%) 118.03K
Increased by +17.61%
Sep 30, 23