Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 67.15K (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
2 Geode Capital Management, LLC 39.03K (0.73%) 0.00
Increased by 0.00%
Sep 30, 24
3 Renaissance Technologies Corp 25.50K (0.48%) 1.40K
Increased by +5.49%
Sep 30, 24
4 State Street Corp 23.60K (0.44%) 0.00
Increased by 0.00%
Sep 30, 24
5 State Street Corporation 23.60K (0.44%) 0.00
Increased by 0.00%
Mar 31, 24
6 Mv Capital Management Inc 21.54K (0.40%) 9.00K
Increased by +41.78%
Sep 30, 24
7 Stratos Wealth Partners, LTD 20.00K (0.37%) 0.00
Increased by 0.00%
Sep 30, 24
8 H D Vest Advisory Services 15.00K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
9 Tower Research Capital LLC 4.58K (0.09%) -2.46K
Decreased by -53.88%
Sep 30, 24
10 BNP Paribas Arbitrage, SA 3.00K (0.06%) 0.00
Increased by 0.00%
Sep 30, 24
11 Future Financial Wealth Managment LLC 3.00K (0.06%) 3.00K
Increased by +100.00%
Sep 30, 24
12 Geneos Wealth Management Inc 1.00K (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
13 UBS Group AG 1.00K (0.02%) -7.04K
Decreased by -703.60%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 750.00 (0.01%) -750.00
Decreased by -100.00%
Sep 30, 24
15 Continuum Advisory, LLC 500.00 (0.01%) 500.00
Increased by +100.00%
Sep 30, 24
16 Advisor Group Holdings, Inc. 300.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fifth Third Bancorp 50.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
18 Bank of America Corp 46.00 (0.00%) 1.00
Increased by +2.17%
Sep 30, 24
19 Goss Wealth Management LLC 35.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
20 Barclays PLC 30.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 67.15K (1.26%) 0.00
Increased by 0.00%
Nov 30, 24
2 Fidelity Extended Market Index 24.53K (0.46%) -162.00
Decreased by -0.66%
Nov 30, 24
3 Fidelity® Extended Market Index 23.01K (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
4 SSgA U.S. Extended Market Index Class I 7.20K (0.13%) 0.00
Increased by 0.00%
Dec 31, 23
5 State St US Extended Mkt Indx NL Cl C 7.20K (0.13%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity Series Total Market Index 6.71K (0.13%) 0.00
Increased by 0.00%
Nov 30, 24
7 Fidelity® Series Total Market Index 6.71K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
8 Dimensional US Targeted Value ETF 4.96K (0.09%) 0.00
Increased by 0.00%
Jul 31, 24
9 NT Ext Equity Mkt Idx Fd - L 4.50K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
10 Northern Trust Extended Eq Market Idx 4.50K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
11 Spartan Extended Market Index Pool E 3.12K (0.06%) 162.00
Increased by +5.19%
Nov 30, 24
12 SSgA U.S. Total Market Index Strategy 2.95K (0.06%) 876.00
Increased by +29.66%
Jun 30, 24
13 NT Ext Equity Mkt Idx Fd - NL 2.78K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
14 NT Ext Equity Mkt Idx Fd - DC - NL - T2 2.24K (0.04%) 7.00
Increased by +0.31%
Sep 30, 24
15 Spartan Total Market Index Pool E 1.86K (0.03%) 0.00
Increased by 0.00%
Nov 30, 24
16 Fidelity Total Market Index 1.52K (0.03%) 0.00
Increased by 0.00%
Nov 30, 24
17 Fidelity® Total Market Index 1.52K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Nasdaq Composite Index 1.30K (0.02%) 0.00
Increased by 0.00%
Nov 30, 24
19 State St US Ttl Mkt Indx SL Cl I 700.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 694.00 (0.01%) 1.00
Increased by +0.14%
Sep 30, 24