Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 640.36K (5.38%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 215.26K (1.81%) 20.06K
Increased by +9.32%
Jun 30, 24
3 Geode Capital Management, LLC 151.80K (1.28%) 5.23K
Increased by +3.44%
Jun 30, 24
4 Flower City Capital 148.40K (1.25%) -83.00K
Decreased by -55.93%
Mar 31, 24
5 Jacob Asset Mgmt Of NY LLC 114.65K (0.96%) 10.00K
Increased by +8.72%
Sep 30, 23
6 Renaissance Technologies Corp 76.70K (0.64%) 1.10K
Increased by +1.43%
Sep 30, 24
7 State Street Corp 51.51K (0.43%) 0.00
Increased by 0.00%
Jun 30, 24
8 State Street Corporation 51.51K (0.43%) 0.00
Increased by 0.00%
Mar 31, 24
9 Northern Trust Corp 36.24K (0.30%) -600.00
Decreased by -1.66%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 35.56K (0.30%) 19.82K
Increased by +55.74%
Sep 30, 24
11 Susquehanna International Group, LLP 26.03K (0.22%) 11.62K
Increased by +44.65%
Jun 30, 24
12 Cannell Peter B & CO Inc 25.00K (0.21%) 0.00
Increased by 0.00%
Dec 31, 23
13 Spears Abacus Advisors LLC 25.00K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 18.74K (0.16%) -500.00
Decreased by -2.67%
Jun 30, 24
15 Pine Valley Investments Ltd Liability Co 14.00K (0.12%) -7.47K
Decreased by -53.39%
Jun 30, 24
16 Millennium Management LLC 13.06K (0.11%) 13.06K
Increased by +100.00%
Jun 30, 24
17 UBS Group AG 12.19K (0.10%) 5.72K
Increased by +46.88%
Jun 30, 24
18 Bank of New York Mellon Corp 10.51K (0.09%) 0.00
Increased by 0.00%
Dec 31, 23
19 HRT FINANCIAL LLC 10.25K (0.09%) 10.25K
Increased by +100.00%
Jun 30, 24
20 Royal Bank of Canada 5.99K (0.05%) -4.20K
Decreased by -70.02%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 426.39K (3.58%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 196.47K (1.65%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity® Extended Market Index 159.51K (1.34%) 0.00
Increased by 0.00%
Nov 30, 23
4 Jacob Discovery Fd Instl 109.65K (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fidelity Extended Market Index 70.98K (0.60%) -21.55K
Decreased by -30.36%
Sep 30, 24
6 iShares Micro-Cap ETF 38.45K (0.32%) 0.00
Increased by 0.00%
Oct 31, 24
7 BlackRock Extended Mkt Composite 27.24K (0.23%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Extended Equity Market K 23.74K (0.20%) -10.00
Decreased by -0.04%
Sep 30, 24
9 DFA US Targeted Value I 21.66K (0.18%) 2.71K
Increased by +12.52%
Sep 30, 24
10 NT Ext Equity Mkt Idx Fd - L 19.12K (0.16%) 0.00
Increased by 0.00%
Sep 30, 24
11 Northern Trust Extended Eq Market Idx 19.12K (0.16%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity Total Market Index 19.05K (0.16%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity® Total Market Index 19.05K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Balanced Index Inv 17.42K (0.15%) 0.00
Increased by 0.00%
Mar 31, 24
15 Fidelity Series Total Market Index 16.45K (0.14%) -2.86K
Decreased by -17.40%
Sep 30, 24
16 NT Ext Equity Mkt Idx Fd - NL 16.45K (0.14%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity® Series Total Market Index 16.10K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 13.25K (0.11%) 40.00
Increased by +0.30%
Sep 30, 24
19 Vanguard Instl Ttl Stck Mkt Idx Tr 10.89K (0.09%) 0.00
Increased by 0.00%
Mar 31, 24
20 Vanguard Instl Ttl Stk Mkt Idx InstlPls 10.89K (0.09%) 0.00
Increased by 0.00%
Oct 31, 24