Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 290.00K (11.32%) 134.00K
Increased by +46.21%
Sep 30, 24
2 Sio Capital Management, LLC 271.23K (10.59%) -32.16K
Decreased by -11.86%
Sep 30, 23
3 Vanguard Group Inc 71.40K (2.79%) -13.02K
Decreased by -18.23%
Sep 30, 24
4 LPL Financial Corp 36.10K (1.41%) 2.35K
Increased by +6.51%
Sep 30, 24
5 Millennium Management LLC 30.49K (1.19%) -3.25K
Decreased by -10.65%
Sep 30, 23
6 Schmidt P J Investment Management Inc 29.00K (1.13%) 0.00
Increased by 0.00%
Dec 31, 23
7 Geode Capital Management, LLC 21.82K (0.85%) 2.06K
Increased by +9.45%
Sep 30, 24
8 BlackRock Inc 12.47K (0.49%) 2.00
Increased by +0.02%
Jun 30, 24
9 Renaissance Technologies Corp 11.00K (0.43%) 11.00K
Increased by +100.00%
Sep 30, 24
10 BB&T Corp. 10.50K (0.41%) 10.50K
Increased by +100.00%
Sep 30, 24
11 ATTICUS WEALTH MANAGEMENT, LLC 3.33K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
12 Tower Research Capital LLC 1.81K (0.07%) -184.00
Decreased by -10.16%
Sep 30, 24
13 Newbridge Financial Services Group, Inc. 1.37K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 449.00 (0.02%) -403.00
Decreased by -89.76%
Sep 30, 24
15 UBS Group AG 200.00 (0.01%) 200.00
Increased by +100.00%
Sep 30, 23
16 Sandy Spring Bank 89.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
17 HAZLETT, BURT & WATSON, INC. 67.00 (0.00%) 67.00
Increased by +100.00%
Dec 31, 23
18 Advisor Group Holdings, Inc. 65.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
19 CVA Family Office, LLC 34.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
20 Bank of America Corp 28.00 (0.00%) 21.00
Increased by +75.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 141.91K (5.54%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity® Series Total Market Index 33.89K (1.32%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Total Market Index 30.82K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 30.31K (1.18%) 0.00
Increased by 0.00%
Oct 31, 24
5 Vanguard Total Stock Mkt Idx Inv 16.86K (0.66%) -23.61K
Decreased by -140.04%
Oct 31, 24
6 Fidelity Extended Market Index 15.12K (0.59%) 2.90K
Increased by +19.17%
Sep 30, 24
7 SSgA U.S. Extended Market Index Class I 11.70K (0.46%) 0.00
Increased by 0.00%
Dec 31, 23
8 Fidelity Series Total Market Index 2.42K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity Total Market Index 2.06K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
10 DFA US Small Cap I 1.82K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
11 BlackRock Extended Mkt Composite 1.81K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
12 NT Ext Equity Mkt Idx Fd - NL 1.74K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
13 NT Ext Equity Mkt Idx Fd - L 1.74K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
14 Northern Trust Extended Eq Market Idx 1.74K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
15 BlackRock Extended Equity Market K 1.58K (0.06%) -3.00
Decreased by -0.19%
Dec 31, 23
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.40K (0.05%) 4.00
Increased by +0.28%
Sep 30, 24
17 NT US Market Cap Idx Fd - L 1.23K (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
18 Spartan Total Market Index Pool E 1.12K (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity Nasdaq Composite Index 1.04K (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
20 State St US Extended Mkt Indx NL Cl C 780.00 (0.03%) 0.00
Increased by 0.00%
Oct 31, 24