Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 RTLA 0.01%
3 DCOR 0.00%
4 DFAC 0.00%
5 DFSU 0.00%
6 DFUS 0.00%
7 DFAT 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 699.51K (10.38%) -5.79K
Decreased by -0.83%
Jun 30, 24
2 BlackRock Inc 115.59K (1.72%) 2.19K
Increased by +1.89%
Jun 30, 24
3 Vanguard Group Inc 113.74K (1.69%) 0.00
Increased by 0.00%
Jun 30, 24
4 Geode Capital Management, LLC 80.97K (1.20%) -934.00
Decreased by -1.15%
Jun 30, 24
5 Dimensional Fund Advisors, Inc. 48.16K (0.71%) -16.01K
Decreased by -33.24%
Jun 30, 24
6 Vista Private Wealth Partners. LLC 24.33K (0.36%) 0.00
Increased by 0.00%
Dec 31, 23
7 State Street Corp 24.32K (0.36%) 800.00
Increased by +3.29%
Jun 30, 24
8 State Street Corporation 23.52K (0.35%) -1.90K
Decreased by -8.08%
Mar 31, 24
9 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 21.08K (0.31%) 1.48K
Increased by +7.02%
Sep 30, 24
10 Citadel Advisors Llc 19.53K (0.29%) 11.71K
Increased by +59.93%
Jun 30, 24
11 Susquehanna International Group, LLP 18.05K (0.27%) 18.05K
Increased by +100.00%
Mar 31, 24
12 Northern Trust Corp 15.88K (0.24%) -11.00
Decreased by -0.07%
Jun 30, 24
13 Hartline Investment Corp 14.24K (0.21%) 14.24K
Increased by +100.00%
Mar 31, 24
14 Bank of New York Mellon Corp 12.26K (0.18%) -126.00
Decreased by -1.03%
Dec 31, 23
15 Acadian Asset Management LLC 11.93K (0.18%) -2.26K
Decreased by -18.97%
Mar 31, 24
16 MBE Wealth Management, LLC 10.90K (0.16%) 0.00
Increased by 0.00%
Sep 30, 24
17 PSI Advisors, LLC 4.14K (0.06%) 4.14K
Increased by +100.00%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 2.02K (0.03%) 292.00
Increased by +14.43%
Jun 30, 24
19 Tower Research Capital LLC 1.79K (0.03%) -395.00
Decreased by -22.01%
Mar 31, 24
20 UBS Group AG 1.45K (0.02%) 1.45K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 111.51K (1.66%) 0.00
Increased by 0.00%
Aug 31, 24
2 Fidelity Extended Market Index 44.30K (0.66%) -713.00
Decreased by -1.61%
Aug 31, 24
3 Fidelity® Extended Market Index 38.41K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Micro-Cap ETF 18.42K (0.27%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fidelity® Total Market Index 15.51K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Total Market Index 15.40K (0.23%) -23.00
Decreased by -0.15%
Aug 31, 24
7 BlackRock Extended Mkt Composite 15.05K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Extended Equity Market K 13.12K (0.19%) -6.00
Decreased by -0.05%
Sep 30, 24
9 Dimensional US Core Equity 2 ETF 10.56K (0.16%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity Series Total Market Index 10.13K (0.15%) 0.00
Increased by 0.00%
Aug 31, 24
11 NT Ext Equity Mkt Idx Fd - NL 8.34K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity® Series Total Market Index 7.99K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
13 Bridgeway Ultra-Small Company 7.60K (0.11%) 0.00
Increased by 0.00%
Jun 30, 24
14 NT Ext Equity Mkt Idx Fd - L 6.97K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
15 Northern Trust Extended Eq Market Idx 6.97K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
16 Schwab Total Stock Market Index 6.75K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 6.72K (0.10%) 21.00
Increased by +0.31%
Sep 30, 24
18 DFA US Core Equity 2 I 5.88K (0.09%) -6.50K
Decreased by -110.40%
Jun 30, 24
19 Dimensional Global Trgtd Value USD Acc 5.71K (0.08%) 0.00
Increased by 0.00%
Aug 31, 24
20 SSgA U.S. Extended Market Index Class I 5.00K (0.07%) 0.00
Increased by 0.00%
Dec 31, 23