Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Raymond James Finl Svs Advisors, Inc. 175.00K (1.26%) 0.00
Increased by 0.00%
Dec 31, 23
2 Nwam, LLC 125.00K (0.90%) 0.00
Increased by 0.00%
Dec 31, 23
3 Geode Capital Management, LLC 88.91K (0.64%) 0.00
Increased by 0.00%
Dec 31, 23
4 Bank of America Corp 69.70K (0.50%) 0.00
Increased by 0.00%
Dec 31, 23
5 Citadel Advisors Llc 63.93K (0.46%) 63.93K
Increased by +100.00%
Sep 30, 23
6 Renaissance Technologies Corp 42.30K (0.31%) 42.30K
Increased by +100.00%
Dec 31, 23
7 Vanguard Group Inc 39.56K (0.29%) 4.22K
Increased by +10.68%
Dec 31, 23
8 State Street Corporation 34.90K (0.25%) 0.00
Increased by 0.00%
Dec 31, 23
9 Bridge Advisory, LLC 25.00K (0.18%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Capital Wealth Advisors 11.29K (0.08%) 11.29K
Increased by +100.00%
Dec 31, 23
11 TWO SIGMA SECURITIES, LLC 11.08K (0.08%) -1.95K
Decreased by -17.58%
Dec 31, 23
12 Summit Financial Strategies, INC 10.00K (0.07%) 0.00
Increased by 0.00%
Dec 31, 23
13 Tower Research Capital LLC 7.46K (0.05%) -2.19K
Decreased by -29.33%
Dec 31, 23
14 UBS Group AG 1.64K (0.01%) -3.40K
Decreased by -207.58%
Dec 31, 23
15 Wells Fargo & Co 115.00 (0.00%) 6.00
Increased by +5.22%
Dec 31, 23
16 Advisor Group Holdings, Inc. 0.00 (0.00%) -259.00
Decreased by N/A%
Jun 30, 23
17 HERITAGE WEALTH MANAGEMENT LLC 0.00 (0.00%) -211.40K
Decreased by N/A%
Dec 31, 23
18 JPMorgan Chase & Co 0.00 (0.00%) -20.00K
Decreased by N/A%
Jun 30, 23
19 Tci Wealth Advisors Inc 0.00 (0.00%) -125.00
Decreased by N/A%
Jun 30, 23
20 Two Sigma Investments LLC 0.00 (0.00%) -30.31K
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 80.20K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Extended Market Index 79.62K (0.57%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 40.91K (0.30%) 1.35K
Increased by +3.30%
Mar 31, 24
4 Fidelity Nasdaq Composite Index 8.62K (0.06%) 0.00
Increased by 0.00%
Mar 31, 24
5 NT Ext Equity Mkt Idx Fd - L 5.56K (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
6 Northern Trust Extended Eq Market Idx 5.56K (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
7 Spartan Extended Market Index Pool E 587.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
8 Fidelity U.S. Equity Index Ins Trust 80.00 (0.00%) 80.00
Increased by +100.00%
Feb 29, 24