Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 ITOT 0.00%
3 SCHA 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 Man Group PLC 652.99K (7.03 K%) 652.99K
Increased by +100.00%
Sep 30, 23
2 Vanguard Group Inc 366.13K (3.94 K%) 160.01K
Increased by +43.70%
Jun 30, 24
3 Bank of New York Mellon Corp 263.84K (2.84 K%) 261.33K
Increased by +99.05%
Sep 30, 23
4 UBS Group AG 243.33K (2.62 K%) 243.13K
Increased by +99.92%
Dec 31, 24
5 Geode Capital Management, LLC 80.09K (862.10%) 29.44K
Increased by +36.76%
Jun 30, 24
6 Citigroup Inc 61.42K (661.15%) 61.42K
Increased by +100.00%
Dec 31, 24
7 Goldman Sachs Group Inc 60.07K (646.59%) 60.07K
Increased by +100.00%
Sep 30, 23
8 SIMPLEX TRADING, LLC 50.92K (548.13%) 42.57K
Increased by +83.59%
Sep 30, 23
9 Mitsubishi UFJ Asset Management Co.,Ltd 50.80K (546.79%) 1.00
Increased by +0.00%
Sep 30, 23
10 Charles Schwab Investment Management Inc 48.88K (526.12%) 33.30K
Increased by +68.13%
Jun 30, 24
11 Creative Planning Inc 48.18K (518.62%) 45.93K
Increased by +95.34%
Sep 30, 23
12 XTX Topco Ltd 33.44K (359.92%) 33.44K
Increased by +100.00%
Dec 31, 24
13 Engineers Gate Manager LP 26.64K (286.74%) 26.64K
Increased by +100.00%
Mar 31, 24
14 Squarepoint Ops LLC 23.12K (248.90%) 6.48K
Increased by +28.02%
Dec 31, 24
15 Millennium Management LLC 19.84K (213.62%) 19.84K
Increased by +100.00%
Mar 31, 24
16 Virtu Financial LLC 18.73K (201.59%) 18.73K
Increased by +100.00%
Sep 30, 24
17 Northern Trust Corp 18.55K (199.71%) 18.55K
Increased by +100.00%
Jun 30, 24
18 Two Sigma Investments LLC 18.50K (199.16%) 18.50K
Increased by +100.00%
Sep 30, 24
19 State Street Corporation 15.57K (167.59%) -1.29K
Decreased by -8.32%
Mar 31, 24
20 State Street Corp 15.57K (167.57%) -2.00
Decreased by -0.01%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 2.43M (26.13 K%) 0.00
Increased by 0.00%
Nov 30, 23
2 BlackRock Extended Mkt Composite 1.20M (12.96 K%) 1.19M
Increased by +98.71%
Sep 30, 23
3 Fidelity® Total Market Index 896.09K (9.65 K%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Series Total Market Index 675.84K (7.27 K%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® ZERO Total Market Index 181.19K (1.95 K%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® ZERO Extended Market Index 131.28K (1.41 K%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Micro-Cap ETF 70.25K (756.23%) 70.09K
Increased by +99.77%
Mar 31, 25
8 Schwab US Small-Cap ETF™ 49.08K (528.29%) 0.00
Increased by 0.00%
Aug 31, 24
9 VIP Extended Mkt Indx Initial 29.80K (320.79%) 0.00
Increased by 0.00%
Nov 30, 23
10 BlackRock Extended Equity Market K 10.49K (112.96%) -10.00
Decreased by -0.10%
Jun 30, 24
11 iShares Core S&P Total US Stock Mkt ETF 8.97K (96.56%) 0.00
Increased by 0.00%
Jan 31, 24
12 VIP Total Market Indx Initial 8.37K (90.09%) 0.00
Increased by 0.00%
Nov 30, 23
13 Harel HTF S&P Kensho Electric Vhcl CyHdg 4.66K (50.11%) -383.00
Decreased by -8.23%
Oct 31, 23
14 Schwab US Broad Market ETF™ 3.01K (32.37%) 0.00
Increased by 0.00%
Jan 31, 24
15 BlackRock U.S. Equity Market F 2.95K (31.72%) 5.00
Increased by +0.17%
Dec 31, 23
16 Schwab Total Stock Market Index 2.62K (28.15%) -1.00
Decreased by -0.04%
Dec 31, 23
17 Spartan Extended Market Index Pool E 2.15K (23.15%) 191.00
Increased by +8.88%
Jul 31, 24
18 SSgA U.S. Extended Market Index Class I 1.94K (20.90%) 0.00
Increased by 0.00%
Dec 31, 23
19 Fidelity ZERO Total Market Index 1.81K (19.52%) 0.00
Increased by 0.00%
Mar 31, 24
20 1290 VT Micro Cap K 1.79K (19.27%) 1.79K
Increased by +100.00%
Dec 31, 24