Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 ONEQ 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Grace & White Inc 1.87M (7.97%) 8.21K
Increased by +0.44%
Sep 30, 24
2 Renaissance Technologies Corp 874.62K (3.73%) 44.51K
Increased by +5.09%
Jun 30, 24
3 Vanguard Group Inc 806.92K (3.44%) 12.19K
Increased by +1.51%
Jun 30, 24
4 Acuitas Investments, LLC 780.75K (3.33%) 4.13K
Increased by +0.53%
Jun 30, 24
5 Geode Capital Management, LLC 463.56K (1.98%) 24.27K
Increased by +5.24%
Jun 30, 24
6 BlackRock Inc 462.38K (1.97%) -4.09K
Decreased by -0.88%
Jun 30, 24
7 U.S. Bancorp 304.78K (1.30%) 0.00
Increased by 0.00%
Jun 30, 24
8 Marquette Asset Management Inc. 141.19K (0.60%) 0.00
Increased by 0.00%
Jun 30, 24
9 Essex Investment Management Company, LLC 138.91K (0.59%) 0.00
Increased by 0.00%
Sep 30, 24
10 State Street Corp 95.45K (0.41%) 0.00
Increased by 0.00%
Jun 30, 24
11 State Street Corporation 95.45K (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
12 Citadel Advisors Llc 88.53K (0.38%) 75.16K
Increased by +84.90%
Jun 30, 24
13 Northern Trust Corp 36.82K (0.16%) -91.00
Decreased by -0.25%
Jun 30, 24
14 Legato Capital Management LLC 30.32K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
15 Creative Planning Inc 27.25K (0.12%) -100.00
Decreased by -0.37%
Sep 30, 23
16 Millennium Management LLC 26.75K (0.11%) -18.93K
Decreased by -70.74%
Jun 30, 24
17 Cresset Asset Management, LLC 25.50K (0.11%) 0.00
Increased by 0.00%
Jun 30, 24
18 Susquehanna International Group, LLP 17.75K (0.08%) 17.75K
Increased by +100.00%
Mar 31, 24
19 XTX Topco Ltd 17.37K (0.07%) -847.00
Decreased by -4.88%
Dec 31, 23
20 PFG Investments, LLC 15.30K (0.07%) 15.30K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 459.07K (1.96%) 0.00
Increased by 0.00%
Aug 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 347.86K (1.48%) 0.00
Increased by 0.00%
Aug 31, 24
3 Fidelity Nasdaq Composite ETF 245.36K (1.05%) 0.00
Increased by 0.00%
Jul 31, 24
4 Fidelity® Nasdaq Composite ETF 233.37K (1.00%) 0.00
Increased by 0.00%
Dec 29, 23
5 Fidelity Extended Market Index 133.79K (0.57%) -2.15K
Decreased by -1.61%
Aug 31, 24
6 Fidelity® Extended Market Index 120.85K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
7 BlackRock Extended Mkt Composite 56.74K (0.24%) 0.00
Increased by 0.00%
Sep 30, 23
8 iShares Micro-Cap ETF 49.76K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
9 BlackRock Extended Equity Market K 49.45K (0.21%) -21.00
Decreased by -0.04%
Sep 30, 24
10 Fidelity Total Market Index 36.62K (0.16%) 0.00
Increased by 0.00%
Aug 31, 24
11 Fidelity® Total Market Index 36.62K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
12 Essex Inv Mgt Micro Cap Growth 34.33K (0.15%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity Series Total Market Index 23.17K (0.10%) 0.00
Increased by 0.00%
Aug 31, 24
14 Fidelity® Series Total Market Index 23.17K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
15 NT Ext Equity Mkt Idx Fd - L 18.17K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
16 Northern Trust Extended Eq Market Idx 18.17K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
17 NT Ext Equity Mkt Idx Fd - NL 15.75K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 12.69K (0.05%) 39.00
Increased by +0.31%
Sep 30, 24
19 Spartan Extended Market Index Pool E 10.29K (0.04%) 2.15K
Increased by +20.93%
Aug 31, 24
20 SSgA U.S. Extended Market Index Class I 7.66K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23