Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFAT 0.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 324.56K (6.97%) 8.90K
Increased by +2.74%
Jun 30, 24
2 Vanguard Group Inc 164.75K (3.54%) 0.00
Increased by 0.00%
Jun 30, 24
3 Citadel Advisors Llc 51.51K (1.11%) 34.76K
Increased by +67.48%
Jun 30, 24
4 Geode Capital Management, LLC 43.35K (0.93%) 1.35K
Increased by +3.11%
Jun 30, 24
5 Quinn Opportunity Partners LLC 27.08K (0.58%) 0.00
Increased by 0.00%
Jun 30, 24
6 CapTrust Financial Advisors 15.37K (0.33%) 15.37K
Increased by +100.00%
Jun 30, 24
7 Northern Trust Corp 14.32K (0.31%) 0.00
Increased by 0.00%
Jun 30, 24
8 Mariner Wealth Advisors, LLC 10.00K (0.21%) 0.00
Increased by 0.00%
Jun 30, 24
9 Earnest Partners LLC 6.66K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23
10 U.S. Bancorp 6.00K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
11 Tower Research Capital LLC 3.12K (0.07%) -1.36K
Decreased by -43.62%
Jun 30, 24
12 Investors Research Corporation 2.00K (0.04%) 0.00
Increased by 0.00%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 1.43K (0.03%) -1.33K
Decreased by -93.01%
Jun 30, 24
14 UBS Group AG 1.13K (0.02%) 1.13K
Increased by +100.00%
Jun 30, 24
15 Advisor Group Holdings, Inc. 825.00 (0.02%) 825.00
Increased by +100.00%
Jun 30, 24
16 HARBOUR INVESTMENTS, INC. 425.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
17 Focused Wealth Strategies, INC. 100.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
18 JPMorgan Chase & Co 100.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
19 Bank of America Corp 41.00 (0.00%) 41.00
Increased by +100.00%
Jun 30, 24
20 Ancora Advisors LLC 0.00 (0.00%) -164.10K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 164.75K (3.54%) 0.00
Increased by 0.00%
Jul 31, 24
2 Ancora Micro Cap 120.24K (2.58%) -16.81K
Decreased by -13.98%
Sep 30, 23
3 Fidelity Extended Market Index 30.51K (0.65%) 2.84K
Increased by +9.30%
Jul 31, 24
4 Fidelity® Extended Market Index 25.23K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
5 PSM Growth UI 21.47K (0.46%) 0.00
Increased by 0.00%
Jun 30, 24
6 Fidelity Total Market Index 10.37K (0.22%) 0.00
Increased by 0.00%
Jul 31, 24
7 Fidelity® Total Market Index 10.37K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
8 NT Ext Equity Mkt Idx Fd - NL 10.04K (0.22%) 0.00
Increased by 0.00%
Jun 30, 24
9 NT Ext Equity Mkt Idx Fd - DC - NL - T2 8.06K (0.17%) -3.00
Decreased by -0.04%
Jun 30, 24
10 Dimensional US Targeted Value ETF 6.00K (0.13%) 0.00
Increased by 0.00%
Aug 30, 24
11 Fidelity Series Total Market Index 4.34K (0.09%) 0.00
Increased by 0.00%
Jul 31, 24
12 Fidelity® Series Total Market Index 4.34K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
13 BNYM Mellon SL Market Completion UC1 4.11K (0.09%) 3.00
Increased by +0.07%
Jun 30, 24
14 NT Ext Equity Mkt Idx Fd - L 3.71K (0.08%) 0.00
Increased by 0.00%
Jun 30, 24
15 Northern Trust Extended Eq Market Idx 3.71K (0.08%) 0.00
Increased by 0.00%
Jun 30, 24
16 AZL® DFA US Small Cap 1.32K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
17 SSgA U.S. Extended Market Index Class I 1.01K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
18 State St US Extended Mkt Indx NL Cl C 1.01K (0.02%) 0.00
Increased by 0.00%
Jul 31, 24
19 Bridgeway Omni Small-Cap Value 1.00K (0.02%) 1.00K
Increased by +100.00%
Jun 30, 24
20 Bridgeway Omni Small-Cap Value N 1.00K (0.02%) 1.00K
Increased by +100.00%
Jun 30, 24