Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 IWM 0.00%
3 SCHA 0.00%
4 UWM 0.00%
5 URTY 0.00%
6 HDG 0.00%
7 VXF 0.00%
8 RYLD 0.00%
9 VTI 0.00%
10 VTWG 0.00%
11 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Susquehanna International Group, LLP 2.45M (2.34%) -67.85K
Decreased by -2.77%
Dec 31, 23
2 Vanguard Group Inc 1.85M (1.77%) 1.84K
Increased by +0.10%
Mar 31, 24
3 Schechter Investment Advisors, LLC 486.07K (0.47%) 0.00
Increased by 0.00%
Dec 31, 23
4 Kepos Capital LP 470.77K (0.45%) 470.77K
Increased by +100.00%
Sep 30, 23
5 Silver Rock Financial LP 323.97K (0.31%) 0.00
Increased by 0.00%
Dec 31, 23
6 Geode Capital Management, LLC 297.95K (0.29%) 42.83K
Increased by +14.37%
Dec 31, 23
7 BlackRock Inc 273.16K (0.26%) 30.86K
Increased by +11.30%
Dec 31, 23
8 Bridgeway Capital Management, LLC 155.00K (0.15%) 80.00K
Increased by +51.61%
Dec 31, 23
9 Jefferies Financial Group Inc 150.00K (0.14%) 0.00
Increased by 0.00%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 146.32K (0.14%) 142.33K
Increased by +97.27%
Dec 31, 23
11 Charles Schwab Investment Management Inc 128.76K (0.12%) 2.96K
Increased by +2.30%
Mar 31, 24
12 JANE STREET GROUP, LLC 101.62K (0.10%) 101.62K
Increased by +100.00%
Sep 30, 23
13 HighTower Advisors, LLC 100.00K (0.10%) 76.00K
Increased by +76.00%
Dec 31, 23
14 Millennium Management LLC 76.96K (0.07%) -240.67K
Decreased by -312.71%
Dec 31, 23
15 Corbin Capital Partners LP 76.36K (0.07%) 76.36K
Increased by +100.00%
Dec 31, 23
16 Northern Trust Corp 69.02K (0.07%) 7.47K
Increased by +10.83%
Dec 31, 23
17 Harbour Capital Advisors, LLC 64.00K (0.06%) 64.00K
Increased by +100.00%
Sep 30, 23
18 Balyasny Asset Management LLC 56.54K (0.05%) 56.54K
Increased by +100.00%
Sep 30, 23
19 State Street Corporation 54.35K (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
20 Barclays PLC 48.91K (0.05%) 48.91K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.45M (1.38%) 0.00
Increased by 0.00%
Apr 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 317.08K (0.30%) 0.00
Increased by 0.00%
Apr 30, 24
3 iShares Russell 2000 ETF 188.00K (0.18%) -1.50K
Decreased by -0.80%
Apr 30, 24
4 Bridgeway Ultra-Small Company Market 155.00K (0.15%) 80.00K
Increased by +51.61%
Dec 31, 23
5 Fidelity® Extended Market Index 137.68K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Extended Market Index 136.68K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
7 Schwab US Small-Cap ETF™ 122.01K (0.12%) 0.00
Increased by 0.00%
Apr 30, 24
8 Fidelity Total Market Index 40.27K (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
9 Fidelity® Total Market Index 40.27K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Small Cap Index 35.43K (0.03%) 0.00
Increased by 0.00%
Feb 29, 24
11 Fidelity® Small Cap Index 35.43K (0.03%) 5.75K
Increased by +16.22%
Oct 31, 23
12 Fidelity Series Total Market Index 31.84K (0.03%) 0.00
Increased by 0.00%
Mar 31, 24
13 Fidelity® Series Total Market Index 31.84K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
14 Northern Small Cap Index 31.40K (0.03%) 28.23K
Increased by +89.89%
Mar 31, 24
15 Fidelity Nasdaq Composite Index 30.87K (0.03%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Balanced Index Inv 29.30K (0.03%) 0.00
Increased by 0.00%
Apr 30, 24
17 Vanguard Instl Ttl Stck Mkt Idx Tr 29.25K (0.03%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Instl Ttl Stk Mkt Idx InstlPls 29.25K (0.03%) 0.00
Increased by 0.00%
Apr 30, 24
19 NT Ext Equity Mkt Idx Fd - L 21.10K (0.02%) 0.00
Increased by 0.00%
Mar 31, 24
20 Northern Trust Extended Eq Market Idx 21.10K (0.02%) 0.00
Increased by 0.00%
Mar 31, 24