Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VXF 0.00%
2 DFUS 0.00%
3 VTI 0.00%
4 DFAC 0.00%
5 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wexford Capital LP 3.60M (63.81%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 194.02K (3.44%) 18.38K
Increased by +9.47%
Jun 30, 24
3 Bard Associates Inc 179.38K (3.18%) -7.94K
Decreased by -4.43%
Mar 31, 24
4 Geode Capital Management, LLC 78.03K (1.38%) 7.00K
Increased by +8.97%
Jun 30, 24
5 HighTower Advisors, LLC 57.21K (1.01%) -1.00K
Decreased by -1.75%
Jun 30, 24
6 Renaissance Technologies Corp 41.00K (0.73%) -200.00
Decreased by -0.49%
Jun 30, 24
7 Blair William & Co 36.25K (0.64%) 0.00
Increased by 0.00%
Mar 31, 24
8 Elkhorn Partners Limited Partnership 36.00K (0.64%) 0.00
Increased by 0.00%
Jun 30, 24
9 Dimensional Fund Advisors, Inc. 17.63K (0.31%) 17.63K
Increased by +100.00%
Jun 30, 24
10 State Street Corp 15.70K (0.28%) 0.00
Increased by 0.00%
Jun 30, 24
11 State Street Corporation 15.70K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
12 Granite Investment Partners, LLC 13.97K (0.25%) 926.00
Increased by +6.63%
Jun 30, 24
13 Mesirow Fin Investmt Mgmt Intl Equity 13.80K (0.24%) -1.58K
Decreased by -11.47%
Jun 30, 24
14 TWO SIGMA SECURITIES, LLC 11.62K (0.21%) 11.62K
Increased by +100.00%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 5.42K (0.10%) -28.35K
Decreased by -522.79%
Mar 31, 24
16 Tower Research Capital LLC 4.40K (0.08%) 1.91K
Increased by +43.33%
Mar 31, 24
17 UBS Group AG 307.00 (0.01%) 296.00
Increased by +96.42%
Mar 31, 24
18 JPMorgan Chase & Co 221.00 (0.00%) 211.00
Increased by +95.48%
Mar 31, 24
19 Bank of America Corp 76.00 (0.00%) 76.00
Increased by +100.00%
Jun 30, 24
20 Advisor Group Holdings, Inc. 0.00 (0.00%) -5.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 121.69K (2.16%) 0.00
Increased by 0.00%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 72.34K (1.28%) 0.00
Increased by 0.00%
Jul 31, 24
3 Fidelity Extended Market Index 54.70K (0.97%) -347.00
Decreased by -0.63%
Jul 31, 24
4 Fidelity® Extended Market Index 49.18K (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Series Total Market Index 14.11K (0.25%) 0.00
Increased by 0.00%
Jul 31, 24
6 Fidelity® Series Total Market Index 14.11K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
7 NT Ext Equity Mkt Idx Fd - L 7.07K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
8 Northern Trust Extended Eq Market Idx 7.07K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
9 Dimensional US Core Equity 1 ETF 5.00K (0.09%) 0.00
Increased by 0.00%
Aug 30, 24
10 DFA US Social Core Equity 2 Portfolio 4.68K (0.08%) 0.00
Increased by 0.00%
Jul 31, 24
11 iShares Core S&P Total US Stock Mkt ETF 4.13K (0.07%) 0.00
Increased by 0.00%
Feb 28, 24
12 SSgA U.S. Extended Market Index Class I 3.50K (0.06%) 0.00
Increased by 0.00%
Dec 31, 23
13 State St US Extended Mkt Indx NL Cl C 3.50K (0.06%) 0.00
Increased by 0.00%
Jul 31, 24
14 Fidelity Total Market Index 3.45K (0.06%) 0.00
Increased by 0.00%
Jul 31, 24
15 Fidelity® Total Market Index 3.45K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Nasdaq Composite Index 3.08K (0.05%) 0.00
Increased by 0.00%
Jul 31, 24
17 Dimensional US Equity ETF 2.83K (0.05%) 0.00
Increased by 0.00%
Feb 29, 24
18 Dimensional US Sustainability Core 1 ETF 2.20K (0.04%) 0.00
Increased by 0.00%
Aug 30, 24
19 Dimensional US Core Equity 2 ETF 1.52K (0.03%) 0.00
Increased by 0.00%
Feb 29, 24
20 Spartan Extended Market Index Pool E 1.48K (0.03%) 347.00
Increased by +23.51%
Jul 31, 24