Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HRTS 0.33%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 668.35K (3.42%) -742.00
Decreased by -0.11%
Dec 31, 23
2 United Services Automobile Association 481.30K (2.46%) 0.00
Increased by 0.00%
Dec 31, 23
3 Alphabet Inc 448.49K (2.30%) 0.00
Increased by 0.00%
Dec 31, 23
4 Bank of America Corp 114.26K (0.59%) -92.86K
Decreased by -81.27%
Dec 31, 23
5 Geode Capital Management, LLC 113.63K (0.58%) 0.00
Increased by 0.00%
Dec 31, 23
6 BlackRock Inc 63.58K (0.33%) 0.00
Increased by 0.00%
Dec 31, 23
7 Lasry Marc 62.89K (0.32%) 0.00
Increased by 0.00%
Dec 31, 23
8 King Luther Capital Management Corp 56.13K (0.29%) 0.00
Increased by 0.00%
Dec 31, 23
9 Bridgeway Capital Management, LLC 51.50K (0.26%) 0.00
Increased by 0.00%
Dec 31, 23
10 Stifel Financial Corp 50.27K (0.26%) -91.64K
Decreased by -182.31%
Dec 31, 23
11 Motco 48.13K (0.25%) 0.00
Increased by 0.00%
Dec 31, 23
12 Millennium Management LLC 46.14K (0.24%) -87.32K
Decreased by -189.27%
Sep 30, 23
13 Renaissance Technologies Corp 43.70K (0.22%) -7.30K
Decreased by -16.70%
Dec 31, 23
14 Brown Advisory Holdings Inc 33.91K (0.17%) 0.00
Increased by 0.00%
Dec 31, 23
15 State Street Corporation 33.74K (0.17%) 0.00
Increased by 0.00%
Dec 31, 23
16 Lafayette Investments, Inc. 19.89K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
17 RSM US WEALTH MANAGEMENT LLC 19.81K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
18 Northern Trust Corp 19.42K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
19 Prime Capital Investment Advisors, LLC 16.68K (0.09%) 0.00
Increased by 0.00%
Dec 31, 23
20 Activest Wealth Management 9.80K (0.05%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 518.70K (2.66%) 0.00
Increased by 0.00%
Feb 29, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 144.67K (0.74%) 0.00
Increased by 0.00%
Feb 29, 24
3 Fidelity Extended Market Index 74.15K (0.38%) 8.02K
Increased by +10.82%
Jan 31, 24
4 Fidelity® Extended Market Index 66.30K (0.34%) 0.00
Increased by 0.00%
Nov 30, 23
5 Bridgeway Ultra-Small Company Market 51.50K (0.26%) 0.00
Increased by 0.00%
Dec 31, 23
6 BlackRock Extended Mkt Composite 18.82K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fidelity Total Market Index 18.32K (0.09%) 5.08K
Increased by +27.73%
Jan 31, 24
8 Vanguard Balanced Index Inv 17.81K (0.09%) 0.00
Increased by 0.00%
Feb 29, 24
9 Fidelity Series Total Market Index 17.00K (0.09%) 4.17K
Increased by +24.56%
Jan 31, 24
10 BlackRock Extended Equity Market K 16.42K (0.08%) -33.00
Decreased by -0.20%
Dec 31, 23
11 Fidelity Nasdaq Composite Index 14.91K (0.08%) 0.00
Increased by 0.00%
Jan 31, 24
12 Vanguard Instl Ttl Stck Mkt Idx Tr 14.25K (0.07%) -507.91K
Decreased by -3.56 K%
Oct 31, 23
13 Vanguard Instl Ttl Stk Mkt Idx InstlPls 14.25K (0.07%) 0.00
Increased by 0.00%
Feb 29, 24
14 Fidelity® Total Market Index 13.24K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity® Series Total Market Index 12.82K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
16 NT Ext Equity Mkt Idx Fd - L 10.72K (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
17 Northern Trust Extended Eq Market Idx 10.72K (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
18 NT Ext Equity Mkt Idx Fd - NL 7.95K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 6.38K (0.03%) 12.00
Increased by +0.19%
Dec 31, 23
20 Spartan Total Market Index Pool E 3.98K (0.02%) 0.00
Increased by 0.00%
Jan 31, 24