Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDTS 0.40%
2 GWX 0.04%
3 ISCF 0.04%
4 FPXE 0.03%
5 AVDS 0.02%
6 AVEE 0.02%
7 DXIV 0.02%
8 EWX 0.01%
9 DFSI 0.01%
10 DFAX 0.01%
11 SPEU 0.00%
12 FEU 0.00%
13 IWC 0.00%
14 SPDW 0.00%
15 DFAI 0.00%
16 VSS 0.00%
17 VT 0.00%
18 VTI 0.00%
19 VWO 0.00%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.75K (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
2 Geode Capital Management, LLC 30.79K (1.88%) -2.37K
Decreased by -7.71%
Sep 30, 24
3 IHT Wealth Management, LLC 24.46K (1.49%) 7.71K
Increased by +31.50%
Sep 30, 24
4 BlackRock Inc 3.90K (0.24%) -153.00
Decreased by -3.92%
Jun 30, 24
5 Tower Research Capital LLC 1.59K (0.10%) 190.00
Increased by +11.94%
Sep 30, 24
6 Atlantic Trust Group, LLC 201.00 (0.01%) 201.00
Increased by +100.00%
Jun 30, 24
7 UBS Group AG 172.00 (0.01%) 172.00
Increased by +100.00%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 150.00 (0.01%) -152.00
Decreased by -101.33%
Sep 30, 24
9 Bank of America Corp 25.00 (0.00%) 25.00
Increased by +100.00%
Jun 30, 24
10 JPMorgan Chase & Co 4.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
11 Mcf Advisors, LLC 1.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
12 FMR Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Jun 30, 24
13 Royal Bank of Canada 0.00 (0.00%) -1.05K
Decreased by N/A%
Sep 30, 24
14 Wells Fargo & Co 0.00 (0.00%) -25.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Crypto Leaders ETN A 58.30K (3.56%) -2.00
Decreased by -0.00%
Apr 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 22.34K (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
3 Fidelity Extended Market Index 17.21K (1.05%) 682.00
Increased by +3.96%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 9.41K (0.58%) 0.00
Increased by 0.00%
Oct 31, 24
5 Fidelity® Extended Market Index 8.24K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Series Total Market Index 6.25K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
7 Bostoncoin Diversified Crypto Fund 5.90K (0.36%) 5.90K
Increased by +100.00%
Apr 30, 23
8 Spartan Total Market Index Pool E 4.19K (0.26%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity Series Total Market Index 3.99K (0.24%) -3.12K
Decreased by -78.27%
Sep 30, 24
10 Fidelity Nasdaq Composite Index 3.82K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Micro-Cap ETF 3.60K (0.22%) 0.00
Increased by 0.00%
Nov 27, 24
12 NT Ext Equity Mkt Idx Fd - L 2.46K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
13 Northern Trust Extended Eq Market Idx 2.46K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
14 Spartan Extended Market Index Pool E 1.16K (0.07%) 67.00
Increased by +5.78%
Sep 30, 24
15 NT Quality SCC US Fund - L 765.00 (0.05%) 0.00
Increased by 0.00%
Jun 30, 24
16 NT Quality Small Cap Core 765.00 (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
17 State St US Extended Mkt Indx NL Cl C 600.00 (0.04%) 0.00
Increased by 0.00%
Oct 31, 24
18 1290 VT Micro Cap K 435.00 (0.03%) 0.00
Increased by 0.00%
Sep 30, 24
19 SSgA U.S. Extended Market Index Class I 400.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity Total Market Index 399.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24