Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 458.41K (11.77%) 966.00
Increased by +0.21%
Dec 31, 24
2 Vanguard Group Inc 206.20K (5.29%) -1.58K
Decreased by -0.76%
Dec 31, 24
3 Elizabeth Park Capital Advisors, Ltd 125.00K (3.21%) 0.00
Increased by 0.00%
Dec 31, 24
4 Fort Hoosac Management, LLC 90.00K (2.31%) 0.00
Increased by 0.00%
Dec 31, 24
5 BOOTHBAY FUND MANAGEMENT, LLC 74.79K (1.92%) 3.04K
Increased by +4.07%
Sep 30, 23
6 Polaris Capital Management, LLC 70.64K (1.81%) 0.00
Increased by 0.00%
Dec 31, 24
7 Kennedy Capital Management Inc 62.63K (1.61%) 0.00
Increased by 0.00%
Mar 31, 24
8 First Manhattan Co. LLC 50.00K (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
9 RBF LLC 39.60K (1.02%) -400.00
Decreased by -1.01%
Dec 31, 24
10 Geode Capital Management, LLC 35.85K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
11 BlackRock Inc 32.39K (0.83%) 69.00
Increased by +0.21%
Dec 31, 24
12 Renaissance Technologies Corp 19.03K (0.49%) 8.50K
Increased by +44.66%
Dec 31, 24
13 Wittenberg Investment Management Inc 16.49K (0.42%) -526.00
Decreased by -3.19%
Dec 31, 24
14 Integrated Wealth Concepts LLC 12.54K (0.32%) 0.00
Increased by 0.00%
Dec 31, 24
15 FNY Investment Advisers, LLC 10.70K (0.27%) 10.70K
Increased by +100.00%
Dec 31, 23
16 UBS Group AG 748.00 (0.02%) -4.43K
Decreased by -592.51%
Dec 31, 24
17 Tower Research Capital LLC 398.00 (0.01%) -85.00
Decreased by -21.36%
Dec 31, 24
18 Bank of America Corp 51.00 (0.00%) -116.00
Decreased by -227.45%
Dec 31, 24
19 BNP Paribas Arbitrage, SA 2.00 (0.00%) 2.00
Increased by +100.00%
Dec 31, 24
20 Citadel Advisors Llc 0.00 (0.00%) -11.54K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 143.59K (3.69%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 62.61K (1.61%) 0.00
Increased by 0.00%
Feb 28, 25
3 Fidelity Extended Market Index 19.04K (0.49%) -121.00
Decreased by -0.64%
Feb 28, 25
4 BlackRock Extended Equity Market K 18.59K (0.48%) -8.00
Decreased by -0.04%
Sep 30, 24
5 Extended Equity Market Fund K 18.34K (0.47%) -253.00
Decreased by -1.38%
Dec 31, 24
6 Fidelity® Extended Market Index 17.86K (0.46%) 0.00
Increased by 0.00%
Oct 31, 23
7 iShares Micro-Cap ETF 9.98K (0.26%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Total Market Index 7.70K (0.20%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity Series Total Market Index 4.81K (0.12%) 0.00
Increased by 0.00%
Feb 28, 25
10 NT Ext Equity Mkt Idx Fd - L 3.95K (0.10%) 0.00
Increased by 0.00%
Dec 31, 24
11 Northern Trust Extended Eq Market Idx 3.95K (0.10%) 0.00
Increased by 0.00%
Dec 31, 24
12 Spartan Extended Market Index Pool E 3.70K (0.09%) 121.00
Increased by +3.27%
Feb 28, 25
13 Schwab Total Stock Market Index 3.39K (0.09%) 0.00
Increased by 0.00%
Feb 28, 25
14 Extended Equity Market Fund M 2.38K (0.06%) 23.00
Increased by +0.97%
Dec 31, 24
15 State St US Extended Mkt Indx NL Cl C 1.68K (0.04%) 0.00
Increased by 0.00%
Feb 28, 25
16 NT Ext Eq Mkt Indx Fd DC Lend T3 942.00 (0.02%) 942.00
Increased by +100.00%
Dec 31, 24
17 NT Ext Eq Mkt Indx Fd DC Lend T4 942.00 (0.02%) 942.00
Increased by +100.00%
Dec 31, 24
18 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 942.00 (0.02%) 332.00
Increased by +35.24%
Dec 31, 24
19 DFA US Vector Equity Class F 890.00 (0.02%) 0.00
Increased by 0.00%
Jan 31, 25
20 1290 VT Micro Cap K 871.00 (0.02%) 0.00
Increased by 0.00%
Jan 31, 25