Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DGS 0.08%
2 EEMS 0.03%
3 DEM 0.03%
4 EWX 0.02%
5 MFEM 0.02%
6 VSS 0.01%
7 AVSE 0.01%
8 DFAE 0.01%
9 DFEM 0.01%
10 AVEM 0.01%
11 IEMG 0.00%
12 TLTE 0.00%
13 IXUS 0.00%
14 DFAX 0.00%
15 VT 0.00%
16 VWO 0.00%
17 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Virtu Financial LLC 26.90K (1.57%) 26.90K
Increased by +100.00%
Dec 31, 23
2 Renaissance Technologies Corp 20.10K (1.18%) 20.10K
Increased by +100.00%
Dec 31, 23
3 Geode Capital Management, LLC 20.02K (1.17%) 0.00
Increased by 0.00%
Dec 31, 23
4 Tower Research Capital LLC 10.49K (0.61%) 19.00
Increased by +0.18%
Dec 31, 23
5 UBS Group AG 1.16K (0.07%) 1.16K
Increased by +100.00%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 50.00 (0.00%) 50.00
Increased by +100.00%
Dec 31, 23
7 Wells Fargo & Co 25.00 (0.00%) 1.00
Increased by +4.00%
Dec 31, 23
8 Belpointe Asset Management LLC 0.00 (0.00%) -300.00
Decreased by N/A%
Jun 30, 23
9 Two Sigma Investments LLC 0.00 (0.00%) -17.45K
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 17.08K (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Extended Market Index 3.42K (0.20%) 0.00
Increased by 0.00%
Mar 31, 24
3 SSgA U.S. Extended Market Index Class I 900.00 (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
4 Fidelity Nasdaq Composite Index 588.00 (0.03%) 0.00
Increased by 0.00%
Mar 31, 24
5 SSgA U.S. Total Market Index Strategy 260.00 (0.02%) -6.00
Decreased by -2.31%
Dec 31, 23
6 NT Ext Equity Mkt Idx Fd - L 222.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 24
7 Northern Trust Extended Eq Market Idx 222.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 24
8 State St US Extended Mkt Indx NL Cl C 180.00 (0.01%) 0.00
Increased by 0.00%
Apr 30, 24