Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QAT 4.58%
2 AVEE 0.01%
3 AVXC 0.00%
4 AVSE 0.00%
5 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 231.16K (0.46%) -257.99K
Decreased by -111.61%
Dec 31, 23
2 BlackRock Inc 136.01K (0.27%) -5.33K
Decreased by -3.92%
Dec 31, 23
3 Cannell Peter B & CO Inc 97.75K (0.19%) 30.00K
Increased by +30.69%
Dec 31, 23
4 Geode Capital Management, LLC 94.75K (0.19%) -12.23K
Decreased by -12.91%
Dec 31, 23
5 Group One Trading, LP 2.55K (0.01%) -6.31K
Decreased by -247.28%
Dec 31, 23
6 FNY Investment Advisers, LLC 1.20K (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
7 Cary Street Partners Investment Advisory LLC 1.00K (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
8 Citigroup Inc 798.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
9 UBS Group AG 673.00 (0.00%) 673.00
Increased by +100.00%
Dec 31, 23
10 Bank of America Corp 335.00 (0.00%) 335.00
Increased by +100.00%
Dec 31, 23
11 Barclays PLC 220.00 (0.00%) 220.00
Increased by +100.00%
Mar 31, 24
12 Cutler Group LP 80.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
13 Advisor Group Holdings, Inc. 0.00 (0.00%) -460.00
Decreased by N/A%
Mar 31, 24
14 Comerica Bank 0.00 (0.00%) -200.00
Decreased by N/A%
Mar 31, 24
15 Cutter & CO Brokerage, Inc. 0.00 (0.00%) -4.69M
Decreased by N/A%
Jun 30, 24
16 Cypress Capital Management, LLC 0.00 (0.00%) -500.00
Decreased by N/A%
Jun 30, 24
17 FMR Inc 0.00 (0.00%) -1.17K
Decreased by N/A%
Mar 31, 24
18 Fidelity Management and Research Company 0.00 (0.00%) -1.17K
Decreased by N/A%
Jun 30, 24
19 Goldman Sachs Group Inc 0.00 (0.00%) -33.72K
Decreased by N/A%
Mar 31, 24
20 HRT FINANCIAL LLC 0.00 (0.00%) -79.44K
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 191.07K (0.38%) 0.00
Increased by 0.00%
Dec 31, 23
2 Fidelity Extended Market Index 59.46K (0.12%) 0.00
Increased by 0.00%
Dec 31, 23
3 Fidelity® Extended Market Index 59.46K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 40.10K (0.08%) -270.21K
Decreased by -673.91%
Dec 31, 23
5 BlackRock Extended Mkt Composite 23.05K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
6 BlackRock Extended Equity Market K 20.11K (0.04%) -41.00
Decreased by -0.20%
Dec 31, 23
7 Fidelity Total Market Index 13.93K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
8 Fidelity® Total Market Index 13.93K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Series Total Market Index 9.60K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
10 Fidelity® Series Total Market Index 9.60K (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Nasdaq Composite Index 7.79K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
12 NT Ext Equity Mkt Idx Fd - NL 7.67K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
13 NT Ext Equity Mkt Idx Fd - L 7.09K (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
14 Northern Trust Extended Eq Market Idx 7.09K (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 6.16K (0.01%) 12.00
Increased by +0.19%
Dec 31, 23
16 SSgA U.S. Extended Market Index Class I 4.06K (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
17 State St US Extended Mkt Indx NL Cl C 4.06K (0.01%) 0.00
Increased by 0.00%
Jan 31, 24
18 Spartan Total Market Index Pool E 3.78K (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
19 Extended Equity Market Fund M 2.49K (0.00%) 118.00
Increased by +4.74%
Dec 31, 23
20 SSgA U.S. Total Market Index Strategy 1.17K (0.00%) -27.00
Decreased by -2.31%
Dec 31, 23