Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 600.93K (4.37%) 19.90K
Increased by +3.31%
Dec 31, 23
2 BlackRock Inc 195.21K (1.42%) 0.00
Increased by 0.00%
Dec 31, 23
3 Flower City Capital 148.40K (1.08%) -83.00K
Decreased by -55.93%
Mar 31, 24
4 Geode Capital Management, LLC 145.23K (1.06%) -67.78K
Decreased by -46.67%
Dec 31, 23
5 Jacob Asset Mgmt Of NY LLC 114.65K (0.83%) 10.00K
Increased by +8.72%
Sep 30, 23
6 Renaissance Technologies Corp 58.90K (0.43%) 6.40K
Increased by +10.87%
Dec 31, 23
7 State Street Corporation 51.51K (0.38%) 0.00
Increased by 0.00%
Dec 31, 23
8 Susquehanna International Group, LLP 38.27K (0.28%) 38.27K
Increased by +100.00%
Dec 31, 23
9 Northern Trust Corp 31.52K (0.23%) 0.00
Increased by 0.00%
Dec 31, 23
10 Cannell Peter B & CO Inc 25.00K (0.18%) 0.00
Increased by 0.00%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 24.15K (0.18%) 10.11K
Increased by +41.85%
Dec 31, 23
12 Pine Valley Investments Ltd Liability Co 21.48K (0.16%) -4.50K
Decreased by -20.95%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 11.29K (0.08%) -1.25K
Decreased by -11.07%
Dec 31, 23
14 Bank of New York Mellon Corp 10.51K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
15 Advisor Group Holdings, Inc. 6.79K (0.05%) 3.50K
Increased by +51.52%
Dec 31, 23
16 Tower Research Capital LLC 4.79K (0.03%) 1.73K
Increased by +36.11%
Dec 31, 23
17 Royal Bank of Canada 4.38K (0.03%) -6.10K
Decreased by -139.35%
Dec 31, 23
18 Strategic Investment Solutions Inc 1.46K (0.01%) -77.29K
Decreased by -5.30 K%
Dec 31, 23
19 UBS Group AG 906.00 (0.01%) 906.00
Increased by +100.00%
Dec 31, 23
20 Hartland & Co 602.00 (0.00%) -602.00
Decreased by -100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 394.75K (2.87%) 15.40K
Increased by +3.90%
Mar 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 196.47K (1.43%) 0.00
Increased by 0.00%
Mar 31, 24
3 Fidelity® Extended Market Index 159.51K (1.16%) 0.00
Increased by 0.00%
Nov 30, 23
4 Jacob Discovery Fd Instl 114.65K (0.83%) 0.00
Increased by 0.00%
Dec 31, 23
5 Fidelity Extended Market Index 90.89K (0.66%) 0.00
Increased by 0.00%
Mar 31, 24
6 BlackRock Extended Mkt Composite 27.24K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
7 BlackRock Extended Equity Market K 23.78K (0.17%) 9.00
Increased by +0.04%
Mar 31, 24
8 Fidelity Total Market Index 19.05K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
9 Fidelity® Total Market Index 19.05K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Series Total Market Index 17.44K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Balanced Index Inv 17.42K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
12 NT Ext Equity Mkt Idx Fd - NL 16.45K (0.12%) 0.00
Increased by 0.00%
Dec 31, 23
13 Fidelity® Series Total Market Index 16.10K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
14 NT Ext Equity Mkt Idx Fd - L 13.74K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
15 Northern Trust Extended Eq Market Idx 13.74K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 13.21K (0.10%) 25.00
Increased by +0.19%
Dec 31, 23
17 Vanguard Instl Ttl Stck Mkt Idx Tr 10.89K (0.08%) -338.76K
Decreased by -3.11 K%
Oct 31, 23
18 Vanguard Instl Ttl Stk Mkt Idx InstlPls 10.89K (0.08%) 0.00
Increased by 0.00%
Mar 31, 24
19 Schwab Total Stock Market Index 8.62K (0.06%) 0.00
Increased by 0.00%
Mar 31, 24
20 DFA US Core Equity 2 I 8.53K (0.06%) 0.00
Increased by 0.00%
Jan 31, 24