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 Anson Funds Management LP 2.20M (1.31 K%) 2.20M
Increased by +100.00%
Mar 31, 24
2 Cubist Systematic Strategies, LLC 63.16K (37.48%) 63.16K
Increased by +100.00%
Mar 31, 24
3 Vanguard Group Inc 52.95K (31.42%) -95.64K
Decreased by -180.63%
Mar 31, 24
4 Geode Capital Management, LLC 36.15K (21.45%) 10.17K
Increased by +28.13%
Jun 30, 24
5 JANE STREET GROUP, LLC 32.55K (19.32%) 32.55K
Increased by +100.00%
Jun 30, 24
6 Jane Street Group LLC 32.55K (19.32%) 32.55K
Increased by +100.00%
Jun 30, 24
7 Renaissance Technologies Corp 26.38K (15.66%) 6.50K
Increased by +24.64%
Dec 31, 23
8 GUARDIAN WEALTH ADVISORS, LLC / NC 13.77K (8.17%) -10.00K
Decreased by -72.61%
Mar 31, 24
9 State Street Corporation 13.48K (8.00%) 0.00
Increased by 0.00%
Mar 31, 24
10 UBS Group AG 10.57K (6.28%) 10.57K
Increased by +100.00%
Jun 30, 24
11 Tower Research Capital LLC 7.24K (4.29%) 7.00K
Increased by +96.75%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 826.00 (0.49%) 826.00
Increased by +100.00%
Jun 30, 24
13 Bank of America Corp 52.00 (0.03%) 52.00
Increased by +100.00%
Jun 30, 24
14 Altfest L J & Co Inc 0.00 (0.00%) -2.31K
Decreased by N/A%
Jun 30, 24
15 Aptus Capital Advisors, LLC 0.00 (0.00%) -918.00
Decreased by N/A%
Jun 30, 24
16 Aspire Private Capital, LLC 0.00 (0.00%) -200.00
Decreased by N/A%
Sep 30, 24
17 BlackRock Inc 0.00 (0.00%) -1.47K
Decreased by N/A%
Sep 30, 24
18 Coldstream Capital Management Inc 0.00 (0.00%) -280.81K
Decreased by N/A%
Mar 31, 24
19 DekaBank Deutsche Girozentrale 0.00 (0.00%) -18.29K
Decreased by N/A%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 0.00 (0.00%) -63.81K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 84.31K (50.04%) -11.33K
Decreased by -13.44%
Jan 31, 24
2 Fidelity® Extended Market Index 37.61K (22.32%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Series Total Market Index 5.02K (2.98%) 0.00
Increased by 0.00%
Nov 30, 23
4 BlackRock Extended Mkt Composite 2.59K (1.53%) 0.00
Increased by 0.00%
Sep 30, 23
5 BlackRock U.S. Equity Market F 2.52K (1.49%) 24.00
Increased by +0.95%
Mar 31, 24
6 BlackRock Extended Equity Market K 2.26K (1.34%) -5.00
Decreased by -0.22%
Dec 31, 23
7 Fidelity Nasdaq Composite Index 1.08K (0.64%) 0.00
Increased by 0.00%
Apr 30, 24
8 Fidelity® Total Market Index 760.00 (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Extended Market Index 699.00 (0.41%) 0.00
Increased by 0.00%
Nov 30, 24
10 SSgA U.S. Extended Market Index Class I 448.00 (0.27%) 0.00
Increased by 0.00%
Dec 31, 23
11 NT Ext Equity Mkt Idx Fd - L 447.00 (0.27%) 0.00
Increased by 0.00%
Sep 30, 24
12 Northern Trust Extended Eq Market Idx 447.00 (0.27%) 0.00
Increased by 0.00%
Sep 30, 24
13 Gabelli Global Small & Mid Cap Value Tru 200.00 (0.12%) 0.00
Increased by 0.00%
Jun 30, 24
14 Fidelity Series Total Market Index 198.00 (0.12%) 0.00
Increased by 0.00%
Nov 30, 24
15 NT US Market Cap Idx Fd - L 161.00 (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
16 NT Ext Equity Mkt Idx Fd - NL 124.00 (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 100.00 (0.06%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity Total Market Index 83.00 (0.05%) 0.00
Increased by 0.00%
Nov 30, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 70.00 (0.04%) 0.00
Increased by 0.00%
Nov 30, 24
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 69.00 (0.04%) 0.00
Increased by 0.00%
Sep 30, 24