Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 55.90K (7.07%) 0.00
Increased by 0.00%
Mar 31, 24
2 Renaissance Technologies Corp 50.09K (6.34%) -1.90K
Decreased by -3.79%
Dec 31, 24
3 BlackRock Inc 28.28K (3.58%) 0.00
Increased by 0.00%
Dec 31, 24
4 Citadel Advisors Llc 10.71K (1.35%) 10.71K
Increased by +100.00%
Dec 31, 24
5 Vanguard Group Inc 10.13K (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
6 UBS Group AG 3.08K (0.39%) 3.08K
Increased by +100.00%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.80K (0.23%) 1.22K
Increased by +67.69%
Dec 31, 24
8 Advisor Group Holdings, Inc. 1.31K (0.17%) 0.00
Increased by 0.00%
Dec 31, 24
9 Tower Research Capital LLC 592.00 (0.07%) -683.00
Decreased by -115.37%
Dec 31, 24
10 Bank of America Corp 321.00 (0.04%) 25.00
Increased by +7.79%
Dec 31, 24
11 Royal Bank of Canada 20.00 (0.00%) 20.00
Increased by +100.00%
Dec 31, 24
12 SBI Securities Co Ltd 20.00 (0.00%) 20.00
Increased by +100.00%
Dec 31, 24
13 Goss Wealth Management LLC 1.00 (0.00%) 1.00
Increased by +100.00%
Dec 31, 24
14 BakerAvenue Asset Management, LP 0.00 (0.00%) -4.60K
Decreased by N/A%
Jun 30, 23
15 GMT Capital Corp 0.00 (0.00%) -91.80K
Decreased by N/A%
Dec 31, 23
16 Geode Capital Management, LLC 0.00 (0.00%) -2.71K
Decreased by N/A%
Jun 30, 24
17 Grassi Investment Management LLC 0.00 (0.00%) -15.50K
Decreased by N/A%
Dec 31, 23
18 JPMorgan Chase & Co 0.00 (0.00%) -7.00
Decreased by N/A%
Dec 31, 23
19 Millennium Management LLC 0.00 (0.00%) -2.17K
Decreased by N/A%
Jun 30, 24
20 Miracle Mile Advisors, INC. 0.00 (0.00%) -1.01K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Extended Mkt Composite 38.91K (4.92%) 0.00
Increased by 0.00%
Sep 30, 23
2 Fidelity® Extended Market Index 23.28K (2.94%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 10.13K (1.28%) 0.00
Increased by 0.00%
Feb 28, 25
4 BlackRock U.S. Equity Market F 5.47K (0.69%) -57.43K
Decreased by -1.05 K%
Mar 31, 24
5 Fidelity® Series Total Market Index 3.82K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
6 SSgA U.S. Extended Market Index Class I 2.92K (0.37%) 0.00
Increased by 0.00%
Dec 31, 23
7 Fidelity Extended Market Index 2.87K (0.36%) -31.00
Decreased by -1.08%
Jan 31, 25
8 BlackRock Extended Equity Market K 1.42K (0.18%) -1.00
Decreased by -0.07%
Sep 30, 24
9 Extended Equity Market Fund K 1.41K (0.18%) -19.00
Decreased by -1.35%
Dec 31, 24
10 NT US Market Cap Idx Fd - L 1.13K (0.14%) 0.00
Increased by 0.00%
Dec 31, 23
11 NT Ext Equity Mkt Idx Fd - L 425.00 (0.05%) 0.00
Increased by 0.00%
Dec 31, 24
12 Northern Trust Extended Eq Market Idx 425.00 (0.05%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity Series Total Market Index 382.00 (0.05%) 0.00
Increased by 0.00%
Jan 31, 25
14 State St US Extended Mkt Indx NL Cl C 293.00 (0.04%) 0.00
Increased by 0.00%
Feb 28, 25
15 NT Ext Equity Mkt Idx Fd - NL 268.00 (0.03%) 0.00
Increased by 0.00%
Dec 31, 24
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 212.00 (0.03%) -4.00
Decreased by -1.89%
Dec 31, 24
17 Extended Equity Market Fund M 182.00 (0.02%) 2.00
Increased by +1.10%
Dec 31, 24
18 SSgA U.S. Total Market Index Strategy 120.00 (0.02%) 35.00
Increased by +29.17%
Jun 30, 24
19 Northern Trust Wilshire 5000 113.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
20 NT Ext Eq Mkt Indx Fd DC Lend T3 101.00 (0.01%) 101.00
Increased by +100.00%
Dec 31, 24