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 Cetera Advisor Networks LLC 89.77K (1.46%) 89.77K
Increased by +100.00%
Dec 31, 23
2 Geode Capital Management, LLC 30.64K (0.50%) 15.54K
Increased by +50.70%
Jun 30, 24
3 Raymond James Finl Svs Advisors, Inc. 30.00K (0.49%) 16.75K
Increased by +55.83%
Sep 30, 23
4 United Capital Financial Advisers Inc 25.85K (0.42%) 0.00
Increased by 0.00%
Sep 30, 24
5 Cetera Investment Advisers 21.23K (0.34%) 21.23K
Increased by +100.00%
Jun 30, 24
6 Beacon Retirement Planning Services Inc 18.00K (0.29%) 18.00K
Increased by +100.00%
Dec 31, 23
7 LPL Financial Corp 12.96K (0.21%) 2.63K
Increased by +20.26%
Dec 31, 23
8 Virtu Financial LLC 12.75K (0.21%) 12.75K
Increased by +100.00%
Jun 30, 24
9 Shufro Rose & CO LLC 12.25K (0.20%) 0.00
Increased by 0.00%
Dec 31, 23
10 XTX Topco Ltd 12.19K (0.20%) 12.19K
Increased by +100.00%
Dec 31, 23
11 Vanguard Group Inc 11.43K (0.19%) 0.00
Increased by 0.00%
Jun 30, 24
12 Renaissance Technologies Corp 10.40K (0.17%) 10.40K
Increased by +100.00%
Dec 31, 23
13 BlackRock Inc 10.03K (0.16%) 3.00
Increased by +0.03%
Jun 30, 24
14 Tower Research Capital LLC 5.22K (0.08%) 4.81K
Increased by +92.07%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 1.54K (0.03%) 0.00
Increased by 0.00%
Jun 30, 24
16 Cutler Group LP 1.49K (0.02%) 1.49K
Increased by +100.00%
Sep 30, 23
17 UBS Group AG 1.07K (0.02%) -561.00
Decreased by -52.38%
Jun 30, 24
18 Nordwand Advisors LLC 1.00K (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
19 Retirement Group, LLC 1.00K (0.02%) 1.00K
Increased by +100.00%
Sep 30, 23
20 Bank of America Corp 538.00 (0.01%) 38.00
Increased by +7.06%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 416.38K (6.76%) 0.00
Increased by 0.00%
Feb 29, 24
2 BlackRock Extended Mkt Composite 36.93K (0.60%) 0.00
Increased by 0.00%
Sep 30, 23
3 Fidelity Extended Market Index 34.80K (0.57%) 8.86K
Increased by +25.45%
Sep 30, 24
4 Fidelity® Total Market Index 19.23K (0.31%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Series Total Market Index 14.55K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
6 SSgA U.S. Extended Market Index Class I 11.30K (0.18%) 0.00
Increased by 0.00%
Dec 31, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 11.19K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Series Total Market Index 7.96K (0.13%) 7.23K
Increased by +90.85%
Sep 30, 24
9 ARS Focused Small Cap 6.82K (0.11%) 9.00
Increased by +0.13%
Feb 29, 24
10 Fidelity Nasdaq Composite Index 2.12K (0.03%) 0.00
Increased by 0.00%
Sep 30, 24
11 BlackRock Extended Equity Market K 1.61K (0.03%) -1.00
Decreased by -0.06%
Sep 30, 24
12 Fidelity Total Market Index 962.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
13 NT Ext Equity Mkt Idx Fd - NL 600.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
14 Spartan Total Market Index Pool E 596.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
15 State St US Extended Mkt Indx NL Cl C 565.00 (0.01%) 0.00
Increased by 0.00%
Oct 31, 24
16 NT Ext Equity Mkt Idx Fd - L 541.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
17 Northern Trust Extended Eq Market Idx 541.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 483.00 (0.01%) 1.00
Increased by +0.21%
Sep 30, 24
19 Vanguard U.S. Eq Idx £ Acc 243.00 (0.00%) 0.00
Increased by 0.00%
Oct 31, 24
20 SSgA U.S. Total Market Index Strategy 232.00 (0.00%) 69.00
Increased by +29.74%
Jun 30, 24