Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Aviva Holdings Ltd 20.65M (203.41%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 4.30M (42.41%) -182.94K
Decreased by -4.25%
Sep 30, 23
3 Millennium Management LLC 1.73M (17.07%) -1.04M
Decreased by -60.23%
Sep 30, 23
4 GSA Capital Partners LLP 1.60M (15.79%) 225.34K
Increased by +14.06%
Sep 30, 23
5 BlackRock Inc 1.09M (10.74%) -78.58K
Decreased by -7.21%
Sep 30, 23
6 Jacobs Levy Equity Management, Inc. 843.34K (8.31%) 843.34K
Increased by +100.00%
Sep 30, 23
7 Geode Capital Management, LLC 837.72K (8.25%) 68.23K
Increased by +8.14%
Sep 30, 23
8 Renaissance Technologies Corp 807.00K (7.95%) -26.69K
Decreased by -3.31%
Sep 30, 23
9 Advisor Group Holdings, Inc. 500.03K (4.93%) 222.29K
Increased by +44.45%
Sep 30, 23
10 Squarepoint Ops LLC 410.71K (4.05%) -166.56K
Decreased by -40.55%
Sep 30, 23
11 State Street Corporation 310.75K (3.06%) -3.00K
Decreased by -0.97%
Sep 30, 23
12 Bridgeway Capital Management, LLC 287.00K (2.83%) 0.00
Increased by 0.00%
Sep 30, 23
13 Cubist Systematic Strategies, LLC 238.04K (2.34%) -70.54K
Decreased by -29.64%
Sep 30, 23
14 Stratos Wealth Partners, LTD 181.12K (1.78%) -2.00K
Decreased by -1.10%
Sep 30, 23
15 Benedetti & Gucer, Inc. 174.94K (1.72%) -6.68K
Decreased by -3.82%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 167.09K (1.65%) -207.50K
Decreased by -124.18%
Sep 30, 23
17 Northern Trust Corp 152.23K (1.50%) -5.61K
Decreased by -3.68%
Sep 30, 23
18 Wells Fargo & Co 150.08K (1.48%) -10.11K
Decreased by -6.74%
Sep 30, 23
19 T. Rowe Price Associates, Inc. 122.70K (1.21%) 0.00
Increased by 0.00%
Dec 31, 23
20 Schonfeld Strategic Advisors LLC 90.10K (0.89%) -25.30K
Decreased by -28.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 492.74K (4.85%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 304.11K (3.00%) 0.00
Increased by 0.00%
Jun 30, 24
3 BlackRock Extended Mkt Composite 227.68K (2.24%) 0.00
Increased by 0.00%
Sep 30, 23
4 Fidelity® Total Market Index 125.10K (1.23%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 120.88K (1.19%) 1.67K
Increased by +1.38%
Jun 30, 24
6 Fidelity® Series Total Market Index 104.31K (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
7 Franklin U.S. Small Cap Equity I 64.84K (0.64%) -17.96K
Decreased by -27.70%
Sep 30, 23
8 Fidelity Extended Market Index 48.34K (0.48%) -136.00
Decreased by -0.28%
May 31, 24
9 Schwab Total Stock Market Index 42.05K (0.41%) 0.00
Increased by 0.00%
Dec 31, 23
10 Spartan Total Market Index Pool E 41.65K (0.41%) 0.00
Increased by 0.00%
Dec 31, 23
11 SSgA U.S. Extended Market Index Class I 29.49K (0.29%) 0.00
Increased by 0.00%
Dec 31, 23
12 State St US Extended Mkt Indx NL Cl C 29.49K (0.29%) 0.00
Increased by 0.00%
Dec 31, 23
13 Bridgeway Ultra-Small Company Market 28.70K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
14 BlackRock U.S. Equity Market F 25.16K (0.25%) 45.00
Increased by +0.18%
Dec 31, 23
15 Digital Infras and Cnnctvty ETF Acc 24.87K (0.24%) 0.00
Increased by 0.00%
Jun 28, 24
16 Extended Equity Market Fund M 24.56K (0.24%) 1.17K
Increased by +4.76%
Dec 31, 23
17 Spartan Extended Market Index Pool E 21.95K (0.22%) 1.23K
Increased by +5.62%
Dec 31, 23
18 iShares Micro-Cap ETF 21.90K (0.22%) 21.90K
Increased by +100.00%
Jun 28, 24
19 BlackRock Extended Equity Market K 19.85K (0.20%) -19.00
Decreased by -0.10%
Jun 30, 24
20 Fidelity Total Market Index 16.90K (0.17%) 4.39K
Increased by +25.98%
May 31, 24