Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 245.49K (0.57%) 170.71K
Increased by +69.54%
Sep 30, 24
2 Armistice Capital, LLC 210.00K (0.49%) -225.76K
Decreased by -107.51%
Mar 31, 24
3 Citadel Advisors Llc 112.77K (0.26%) 112.77K
Increased by +100.00%
Sep 30, 24
4 Koss-Olinger Consulting, LLC 98.37K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24
5 BlackRock Inc 87.22K (0.20%) -11.89K
Decreased by -13.63%
Jun 30, 24
6 Vanguard Group Inc 75.39K (0.17%) 0.00
Increased by 0.00%
Sep 30, 24
7 Susquehanna International Group, LLP 66.30K (0.15%) 66.30K
Increased by +100.00%
Sep 30, 24
8 Thoroughbred Financial Services, LLC 53.00K (0.12%) 53.00K
Increased by +100.00%
Jun 30, 24
9 JANE STREET GROUP, LLC 48.02K (0.11%) 48.02K
Increased by +100.00%
Jun 30, 24
10 Jane Street Group LLC 48.02K (0.11%) 48.02K
Increased by +100.00%
Jun 30, 24
11 HB Wealth Management, LLC 40.00K (0.09%) 40.00K
Increased by +100.00%
Sep 30, 24
12 Renaissance Technologies Corp 35.39K (0.08%) -4.30K
Decreased by -12.15%
Mar 31, 24
13 Virtu Financial LLC 30.18K (0.07%) 30.18K
Increased by +100.00%
Mar 31, 24
14 PFG Investments, LLC 22.12K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
15 HighTower Advisors, LLC 19.71K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 17.54K (0.04%) -9.27K
Decreased by -52.87%
Sep 30, 23
17 XTX Topco Ltd 17.27K (0.04%) 17.27K
Increased by +100.00%
Jun 30, 24
18 Northern Trust Corp 16.91K (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
19 State Street Corp 16.02K (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
20 State Street Corporation 16.02K (0.04%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 190.52K (0.44%) 133.90K
Increased by +70.28%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 130.29K (0.30%) 0.00
Increased by 0.00%
Apr 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 73.42K (0.17%) 0.00
Increased by 0.00%
Oct 31, 24
4 Antecedo Defensive Growth I 46.67K (0.11%) 46.67K
Increased by +100.00%
Jun 30, 24
5 Fidelity Series Total Market Index 43.57K (0.10%) 38.01K
Increased by +87.22%
Sep 30, 24
6 Fidelity® Extended Market Index 31.67K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
7 BlackRock Extended Mkt Composite 13.87K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Extended Equity Market K 12.09K (0.03%) -5.00
Decreased by -0.04%
Sep 30, 24
9 NT Ext Equity Mkt Idx Fd - L 11.79K (0.03%) 0.00
Increased by 0.00%
Sep 30, 24
10 Northern Trust Extended Eq Market Idx 11.79K (0.03%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Micro-Cap ETF 11.50K (0.03%) -78.00
Decreased by -0.68%
Apr 30, 24
12 Delaware Healthcare I 8.00K (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity Enhanced Small Cap ETF 6.79K (0.02%) 52.00
Increased by +0.77%
Jul 31, 24
14 Fidelity Total Market Index 6.45K (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity® Total Market Index 6.45K (0.01%) 0.00
Increased by 0.00%
Nov 30, 23
16 Schwab Total Stock Market Index 5.94K (0.01%) 0.00
Increased by 0.00%
Jan 31, 24
17 Fidelity® Series Total Market Index 5.57K (0.01%) 0.00
Increased by 0.00%
Nov 30, 23
18 NT Ext Equity Mkt Idx Fd - NL 4.74K (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity® Small Cap Enhanced Index 4.66K (0.01%) 0.00
Increased by 0.00%
Jan 31, 24
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.82K (0.01%) 12.00
Increased by +0.31%
Sep 30, 24