Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AIGH Capital Management, LLC 700.00K (10.17%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 323.17K (4.69%) 54.25K
Increased by +16.79%
Jun 30, 24
3 Baird Financial Group, Inc. 209.74K (3.05%) -10.40K
Decreased by -4.96%
Jun 30, 24
4 Awm Investment Company Inc 162.35K (2.36%) 0.00
Increased by 0.00%
Jun 30, 24
5 Bleichroeder LP 133.00K (1.93%) 0.00
Increased by 0.00%
Jun 30, 24
6 BlackRock Inc 118.64K (1.72%) 4.02K
Increased by +3.39%
Jun 30, 24
7 Timelo Investment Management Inc. 100.00K (1.45%) 100.00K
Increased by +100.00%
Mar 31, 24
8 Geode Capital Management, LLC 68.80K (1.00%) 8.46K
Increased by +12.30%
Jun 30, 24
9 Cable Car Capital LLC 55.00K (0.80%) 0.00
Increased by 0.00%
Jun 30, 24
10 UBS Group AG 48.22K (0.70%) 347.00
Increased by +0.72%
Jun 30, 24
11 Bailard Inc 25.61K (0.37%) 3.10K
Increased by +12.10%
Jun 30, 24
12 Worth Venture Partners, LLC 23.18K (0.34%) -15.48K
Decreased by -66.77%
Sep 30, 23
13 State Street Corp 19.15K (0.28%) 1.10K
Increased by +5.75%
Jun 30, 24
14 State Street Corporation 18.05K (0.26%) 0.00
Increased by 0.00%
Mar 31, 24
15 Susquehanna International Group, LLP 14.23K (0.21%) 14.23K
Increased by +100.00%
Dec 31, 23
16 Stratos Wealth Partners, LTD 11.34K (0.16%) 11.34K
Increased by +100.00%
Jun 30, 24
17 AE Wealth Management LLC 10.53K (0.15%) 0.00
Increased by 0.00%
Dec 31, 23
18 Virtu Financial LLC 10.11K (0.15%) 10.11K
Increased by +100.00%
Mar 31, 24
19 Northern Trust Corp 10.02K (0.15%) -8.00
Decreased by -0.08%
Jun 30, 24
20 Tower Research Capital LLC 1.81K (0.03%) 368.00
Increased by +20.28%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 231.31K (3.36%) 0.00
Increased by 0.00%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 78.01K (1.13%) 0.00
Increased by 0.00%
Jul 31, 24
3 Fidelity Extended Market Index 41.35K (0.60%) 636.00
Increased by +1.54%
Jul 31, 24
4 Fidelity® Extended Market Index 28.22K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Micro-Cap ETF 17.08K (0.25%) 0.00
Increased by 0.00%
Aug 30, 24
6 BlackRock Extended Mkt Composite 14.38K (0.21%) 14.08K
Increased by +97.93%
Sep 30, 23
7 BlackRock Extended Equity Market K 12.54K (0.18%) -12.00
Decreased by -0.10%
Jun 30, 24
8 Fidelity® Total Market Index 8.37K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Total Market Index 8.34K (0.12%) 0.00
Increased by 0.00%
Jul 31, 24
10 Fidelity Series Total Market Index 7.14K (0.10%) 0.00
Increased by 0.00%
Jul 31, 24
11 Vanguard Instl Ttl Stck Mkt Idx Tr 6.72K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Instl Ttl Stk Mkt Idx InstlPls 6.72K (0.10%) 0.00
Increased by 0.00%
Jul 31, 24
13 Fidelity® Series Total Market Index 6.66K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 6.42K (0.09%) 0.00
Increased by 0.00%
Jul 31, 24
15 Vanguard Balanced Index Inv 5.00K (0.07%) 0.00
Increased by 0.00%
Jul 31, 24
16 NT Ext Equity Mkt Idx Fd - L 4.84K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
17 Northern Trust Extended Eq Market Idx 4.84K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
18 NT Ext Equity Mkt Idx Fd - NL 4.75K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.81K (0.06%) -2.00
Decreased by -0.05%
Jun 30, 24
20 Spartan Extended Market Index Pool E 3.81K (0.06%) 259.00
Increased by +6.80%
Jul 31, 24