Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 AVSC 0.00%
3 DFAT 0.00%
4 DFAC 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 363.72K (4.58%) 0.00
Increased by 0.00%
Jun 30, 24
2 Goss Wealth Management LLC 160.53K (2.02%) -5.44K
Decreased by -3.39%
Mar 31, 24
3 Geode Capital Management, LLC 87.37K (1.10%) -7.66K
Decreased by -8.77%
Mar 31, 24
4 CM Management, LLC 80.00K (1.01%) 15.00K
Increased by +18.75%
Jun 30, 24
5 Renaissance Technologies Corp 65.70K (0.83%) 21.90K
Increased by +33.33%
Mar 31, 24
6 Carlson Capital LP 60.00K (0.76%) -35.00K
Decreased by -58.33%
Dec 31, 23
7 Commonwealth Equity Services Inc 58.85K (0.74%) 43.48K
Increased by +73.89%
Dec 31, 23
8 BlackRock Inc 39.84K (0.50%) 20.18K
Increased by +50.66%
Jun 30, 24
9 Redmond Asset Management, LLC 39.63K (0.50%) -827.00
Decreased by -2.09%
Jun 30, 24
10 Two Sigma Investments LLC 34.78K (0.44%) 34.78K
Increased by +100.00%
Jun 30, 24
11 Citadel Advisors Llc 30.63K (0.39%) 5.89K
Increased by +19.24%
Sep 30, 23
12 Horizon Asset Management Inc/ny 28.79K (0.36%) 0.00
Increased by 0.00%
Jun 30, 24
13 Pathway Financial Advisors LLC 28.50K (0.36%) -4.27K
Decreased by -14.98%
Dec 31, 23
14 Sigma Planning Corp 26.85K (0.34%) 14.97K
Increased by +55.77%
Mar 31, 24
15 Bank of New York Mellon Corp 26.48K (0.33%) 0.00
Increased by 0.00%
Jun 30, 24
16 Susquehanna International Group, LLP 25.78K (0.32%) 25.78K
Increased by +100.00%
Mar 31, 24
17 UBS Group AG 25.50K (0.32%) -458.00
Decreased by -1.80%
Mar 31, 24
18 State Street Corporation 25.05K (0.32%) -2.70K
Decreased by -10.78%
Mar 31, 24
19 Tocqueville Asset Management L.P. 19.00K (0.24%) 19.00K
Increased by +100.00%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 18.41K (0.23%) 6.58K
Increased by +35.76%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 256.11K (3.22%) 0.00
Increased by 0.00%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 99.27K (1.25%) 0.00
Increased by 0.00%
Jul 31, 24
3 Fidelity Extended Market Index 41.98K (0.53%) -1.20K
Decreased by -2.86%
Jun 30, 24
4 Fidelity® Total Market Index 38.42K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Extended Market Index 36.96K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
6 Horizon Kinetics Medical ETF 27.58K (0.35%) 0.00
Increased by 0.00%
Aug 29, 24
7 Fidelity Total Market Index 23.01K (0.29%) 0.00
Increased by 0.00%
Jun 30, 24
8 Incrementum All Seasons Fund CHF I 18.89K (0.24%) 0.00
Increased by 0.00%
Jun 30, 24
9 Incrementum All Seasons Fund EUR I 18.89K (0.24%) 0.00
Increased by 0.00%
Feb 29, 24
10 iShares Micro-Cap ETF 17.01K (0.21%) 0.00
Increased by 0.00%
Aug 28, 24
11 BlackRock Extended Equity Market K 15.57K (0.20%) 15.57K
Increased by +100.00%
Jun 30, 24
12 Fidelity Series Total Market Index 8.53K (0.11%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity® Series Total Market Index 7.92K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 6.84K (0.09%) 0.00
Increased by 0.00%
May 31, 24
15 NT Ext Equity Mkt Idx Fd - NL 6.48K (0.08%) 0.00
Increased by 0.00%
Jun 30, 24
16 SSgA U.S. Extended Market Index Class I 6.30K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
17 Vanguard Instl Ttl Stck Mkt Idx Tr 5.99K (0.08%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Instl Ttl Stk Mkt Idx InstlPls 5.99K (0.08%) 0.00
Increased by 0.00%
Jul 31, 24
19 NT Ext Equity Mkt Idx Fd - L 5.86K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
20 Northern Trust Extended Eq Market Idx 5.86K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24