Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AIGH Capital Management, LLC 5.03M (11.59%) 5.03M
Increased by +100.00%
Dec 31, 23
2 Awm Investment Company Inc 5.00M (11.53%) 5.00M
Increased by +100.00%
Dec 31, 23
3 Vanguard Group Inc 1.30M (2.99%) 0.00
Increased by 0.00%
Dec 31, 23
4 Worth Venture Partners, LLC 1.25M (2.88%) 1.25M
Increased by +100.00%
Dec 31, 23
5 Bleichroeder LP 1.00M (2.31%) 1.00M
Increased by +100.00%
Dec 31, 23
6 Pelion, Inc. 898.28K (2.07%) 0.00
Increased by 0.00%
Dec 31, 23
7 UMB Bank NA 345.00K (0.80%) 100.00K
Increased by +28.99%
Sep 30, 23
8 Geode Capital Management, LLC 312.91K (0.72%) 0.00
Increased by 0.00%
Dec 31, 23
9 BlackRock Inc 268.78K (0.62%) 0.00
Increased by 0.00%
Dec 31, 23
10 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 225.17K (0.52%) 225.17K
Increased by +100.00%
Dec 31, 23
11 Highland Management Partners 9 LLC 171.94K (0.40%) 0.00
Increased by 0.00%
Sep 30, 23
12 State Street Corporation 109.06K (0.25%) 0.00
Increased by 0.00%
Dec 31, 23
13 N.E.W. Advisory Services LLC 85.43K (0.20%) 4.00K
Increased by +4.68%
Dec 31, 23
14 Envestnet Asset Management Inc 71.60K (0.17%) 71.60K
Increased by +100.00%
Dec 31, 23
15 Advisor Group Holdings, Inc. 70.44K (0.16%) 69.64K
Increased by +98.86%
Dec 31, 23
16 Northern Trust Corp 51.61K (0.12%) -2.10K
Decreased by -4.07%
Dec 31, 23
17 Gladstone Institutional Advisory LLC 46.50K (0.11%) 46.50K
Increased by +100.00%
Dec 31, 23
18 Retirement Planning Co of New England, Inc. 40.64K (0.09%) -761.00
Decreased by -1.87%
Dec 31, 23
19 UBS Group AG 23.85K (0.05%) 3.66K
Increased by +15.37%
Sep 30, 23
20 TWO SIGMA SECURITIES, LLC 20.40K (0.05%) 2.03K
Increased by +9.97%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 849.14K (1.96%) 0.00
Increased by 0.00%
Feb 29, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 403.00K (0.93%) 0.00
Increased by 0.00%
Feb 29, 24
3 Fidelity® Extended Market Index 181.68K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Extended Market Index 181.22K (0.42%) 0.00
Increased by 0.00%
Jan 31, 24
5 Fidelity Series Total Market Index 42.74K (0.10%) 0.00
Increased by 0.00%
Jan 31, 24
6 Fidelity® Series Total Market Index 42.74K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Instl Ttl Stck Mkt Idx Tr 36.63K (0.08%) -812.51K
Decreased by -2.22 K%
Oct 31, 23
8 Vanguard Instl Ttl Stk Mkt Idx InstlPls 36.63K (0.08%) 0.00
Increased by 0.00%
Feb 29, 24
9 Fidelity Total Market Index 36.48K (0.08%) 0.00
Increased by 0.00%
Jan 31, 24
10 Fidelity® Total Market Index 36.48K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Nasdaq Composite Index 30.12K (0.07%) 0.00
Increased by 0.00%
Jan 31, 24
12 NT Ext Equity Mkt Idx Fd - L 28.18K (0.06%) 0.00
Increased by 0.00%
Dec 31, 23
13 Northern Trust Extended Eq Market Idx 28.18K (0.06%) 0.00
Increased by 0.00%
Dec 31, 23
14 NT Ext Equity Mkt Idx Fd - NL 22.21K (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
15 Schwab Total Stock Market Index 18.40K (0.04%) 0.00
Increased by 0.00%
Jan 31, 24
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 17.84K (0.04%) 34.00
Increased by +0.19%
Dec 31, 23
17 Spartan Total Market Index Pool E 14.02K (0.03%) 0.00
Increased by 0.00%
Jan 31, 24
18 SSgA U.S. Extended Market Index Class I 10.70K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
19 State St US Extended Mkt Indx NL Cl C 10.70K (0.02%) 0.00
Increased by 0.00%
Feb 29, 24
20 Vanguard U.S. Eq Idx £ Acc 8.60K (0.02%) 0.00
Increased by 0.00%
Feb 29, 24