Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 CCSO 0.00%
3 DFSU 0.00%
4 DFAC 0.00%
5 ITOT 0.00%
6 VTI 0.00%
7 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%
Sep 30, 24
2 Awm Investment Company Inc 601.53K (8.74%) 439.18K
Increased by +73.01%
Sep 30, 24
3 Vanguard Group Inc 323.22K (4.69%) 48.00
Increased by +0.01%
Sep 30, 24
4 Baird Financial Group, Inc. 236.31K (3.43%) 26.57K
Increased by +11.24%
Sep 30, 24
5 Bleichroeder LP 133.00K (1.93%) 0.00
Increased by 0.00%
Sep 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 77.88K (1.13%) 9.07K
Increased by +11.65%
Sep 30, 24
9 Cable Car Capital LLC 50.00K (0.73%) -5.00K
Decreased by -10.00%
Sep 30, 24
10 UBS Group AG 48.48K (0.70%) 264.00
Increased by +0.54%
Sep 30, 24
11 Worth Venture Partners, LLC 23.18K (0.34%) -15.48K
Decreased by -66.77%
Sep 30, 23
12 Bailard Inc 22.91K (0.33%) -2.70K
Decreased by -11.78%
Sep 30, 24
13 State Street Corp 19.15K (0.28%) 0.00
Increased by 0.00%
Sep 30, 24
14 State Street Corporation 18.05K (0.26%) 0.00
Increased by 0.00%
Mar 31, 24
15 Stratos Wealth Partners, LTD 14.81K (0.22%) 3.47K
Increased by +23.41%
Sep 30, 24
16 Susquehanna International Group, LLP 14.44K (0.21%) 14.44K
Increased by +100.00%
Sep 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%) 0.00
Increased by 0.00%
Sep 30, 24
20 JPMorgan Chase & Co 1.31K (0.02%) 4.00
Increased by +0.30%
Mar 31, 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%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 78.06K (1.13%) 0.00
Increased by 0.00%
Oct 31, 24
3 Fidelity Extended Market Index 40.34K (0.59%) -359.00
Decreased by -0.89%
Sep 30, 24
4 Fidelity® Extended Market Index 28.22K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Micro-Cap ETF 16.85K (0.24%) 0.00
Increased by 0.00%
Nov 27, 24
6 BlackRock Extended Mkt Composite 14.38K (0.21%) 14.08K
Increased by +97.93%
Sep 30, 23
7 Fidelity Total Market Index 13.32K (0.19%) 5.00K
Increased by +37.51%
Sep 30, 24
8 BlackRock Extended Equity Market K 12.53K (0.18%) -5.00
Decreased by -0.04%
Sep 30, 24
9 Fidelity Series Total Market Index 9.29K (0.13%) 2.14K
Increased by +23.08%
Sep 30, 24
10 Fidelity® Total Market Index 8.37K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Instl Ttl Stck Mkt Idx Tr 6.72K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Instl Ttl Stk Mkt Idx InstlPls 6.72K (0.10%) 0.00
Increased by 0.00%
Oct 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%
Sep 30, 24
15 Vanguard Balanced Index Inv 5.00K (0.07%) 0.00
Increased by 0.00%
Oct 31, 24
16 NT Ext Equity Mkt Idx Fd - L 4.84K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
17 Northern Trust Extended Eq Market Idx 4.84K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
18 NT Ext Equity Mkt Idx Fd - NL 4.75K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
19 Spartan Extended Market Index Pool E 4.63K (0.07%) 164.00
Increased by +3.55%
Sep 30, 24
20 Spartan Total Market Index Pool E 3.85K (0.06%) 0.00
Increased by 0.00%
Sep 30, 24