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 Susquehanna International Group, LLP 10.44K (0.50%) 10.44K
Increased by +100.00%
Sep 30, 23
2 Morgan Stanley - Brokerage Accounts 998.00 (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
3 Wells Fargo & Co 15.00 (0.00%) -1.00
Decreased by -6.67%
Sep 30, 23
4 Advisor Group Holdings, Inc. 0.00 (0.00%) -907.00
Decreased by N/A%
Mar 31, 25
5 AllianceBernstein L.P. 0.00 (0.00%) -219.77K
Decreased by N/A%
Dec 31, 24
6 BHZ Capital Management, LP. 0.00 (0.00%) -20.14K
Decreased by N/A%
Jun 30, 23
7 Bank of America Corp 0.00 (0.00%) -16.00
Decreased by N/A%
Dec 31, 24
8 Black Maple Capital Management LP 0.00 (0.00%) -10.00K
Decreased by N/A%
Dec 31, 24
9 Covestor Ltd 0.00 (0.00%) -3.44K
Decreased by N/A%
Dec 31, 24
10 First Manhattan Co. LLC 0.00 (0.00%) -30.06K
Decreased by N/A%
Dec 31, 24
11 Geode Capital Management, LLC 0.00 (0.00%) -18.82K
Decreased by N/A%
Dec 31, 24
12 JBF Capital, Inc. 0.00 (0.00%) -16.00K
Decreased by N/A%
Mar 31, 25
13 M3F, Inc. 0.00 (0.00%) -24.26K
Decreased by N/A%
Dec 31, 23
14 Prentice Wealth Management LLC 0.00 (0.00%) -75.29K
Decreased by N/A%
Mar 31, 25
15 Rise Advisors, LLC 0.00 (0.00%) -8.06K
Decreased by N/A%
Mar 31, 25
16 Skandinaviska Enskilda Banken AB 0.00 (0.00%) -30.00K
Decreased by N/A%
Mar 31, 25
17 Stilwell Value LLC 0.00 (0.00%) -80.00K
Decreased by N/A%
Mar 31, 25
18 Tower Research Capital LLC 0.00 (0.00%) -404.00
Decreased by N/A%
Dec 31, 24
19 UBS Group AG 0.00 (0.00%) -235.00
Decreased by N/A%
Dec 31, 24
20 Vanguard Group Inc 0.00 (0.00%) -58.86K
Decreased by N/A%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 58.86K (2.82%) 0.00
Increased by 0.00%
Jan 31, 24
2 Fidelity Extended Market Index 11.12K (0.53%) 11.12K
Increased by +100.00%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 3.63K (0.17%) 0.00
Increased by 0.00%
Jan 31, 24
4 NT Ext Equity Mkt Idx Fd - L 2.11K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
5 Northern Trust Extended Eq Market Idx 2.11K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
6 SSgA U.S. Extended Market Index Class I 1.10K (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
7 State St US Extended Mkt Indx NL Cl C 1.10K (0.05%) 0.00
Increased by 0.00%
Jan 31, 24
8 SSgA U.S. Total Market Index Strategy 451.00 (0.02%) 134.00
Increased by +29.71%
Jun 30, 24
9 State St US Ttl Mkt Indx SL Cl I 300.00 (0.01%) 0.00
Increased by 0.00%
Jan 31, 24
10 NT US Market Cap Idx Fd - L 222.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
11 Northern Trust Wilshire 5000 222.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
12 Spartan Total Market Index Pool E 199.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
13 Spartan Extended Market Index Pool E 174.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23