Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 200.00K (5.04%) 200.00K
Increased by +100.00%
Mar 31, 24
2 Sabby Management LLC 83.10K (2.09%) 83.10K
Increased by +100.00%
Mar 31, 24
3 Vident Advisory, LLC 45.14K (1.14%) 45.14K
Increased by +100.00%
Sep 30, 23
4 Vident Investment Advisory, LLC 42.09K (1.06%) 42.09K
Increased by +100.00%
Jun 30, 23
5 Raymond James Finl Svs Advisors, Inc. 33.05K (0.83%) -2.00K
Decreased by -6.05%
Sep 30, 23
6 J.W. COLE ADVISORS, INC. 27.00K (0.68%) 0.00
Increased by 0.00%
Sep 30, 23
7 Advisory Services Network, LLC 24.00K (0.60%) 0.00
Increased by 0.00%
Sep 30, 23
8 Geode Capital Management, LLC 17.73K (0.45%) 17.73K
Increased by +100.00%
Mar 31, 24
9 Harfst AND Associates 16.50K (0.42%) 16.50K
Increased by +100.00%
Sep 30, 23
10 Vanguard Group Inc 13.93K (0.35%) 13.93K
Increased by +100.00%
Mar 31, 24
11 Commonwealth Equity Services Inc 12.00K (0.30%) 0.00
Increased by 0.00%
Sep 30, 23
12 Tower Research Capital LLC 704.00 (0.02%) -146.00
Decreased by -20.74%
Mar 31, 24
13 Cary Street Partners Investment Advisory LLC 500.00 (0.01%) 500.00
Increased by +100.00%
Sep 30, 23
14 Qube Research & Technologies 298.00 (0.01%) 298.00
Increased by +100.00%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 167.00 (0.00%) -2.85K
Decreased by -1.71 K%
Mar 31, 24
16 Guaranty Trust Company of Missouri 100.00 (0.00%) 100.00
Increased by +100.00%
Mar 31, 24
17 Advisor Group Holdings, Inc. 72.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
18 Wells Fargo & Co 21.00 (0.00%) 14.00
Increased by +66.67%
Mar 31, 24
19 Royal Bank of Canada 6.00 (0.00%) 6.00
Increased by +100.00%
Dec 31, 23
20 Creekmur Asset Management LLC 3.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 327.34K (8.24%) 0.00
Increased by 0.00%
Nov 30, 23
2 BlackRock Extended Mkt Composite 53.83K (1.36%) 0.00
Increased by 0.00%
Sep 30, 23
3 Fidelity Extended Market Index 22.74K (0.57%) 6.08K
Increased by +26.72%
Jun 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 14.11K (0.36%) 0.00
Increased by 0.00%
Jun 30, 24
5 Fidelity® Series Total Market Index 7.91K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Total Market Index 5.00K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
7 Fidelity Series Total Market Index 2.71K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
8 BlackRock Extended Equity Market K 469.00 (0.01%) -1.00
Decreased by -0.21%
Dec 31, 23
9 Spartan Extended Market Index Pool E 218.00 (0.01%) 67.00
Increased by +30.73%
Jun 30, 24
10 State St US Extended Mkt Indx NL Cl C 203.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
11 SSgA U.S. Extended Market Index Class I 202.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
12 NT Ext Equity Mkt Idx Fd - NL 178.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
13 NT Ext Equity Mkt Idx Fd - L 148.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
14 Northern Trust Extended Eq Market Idx 148.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 143.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
16 SSgA U.S. Total Market Index Strategy 83.00 (0.00%) 25.00
Increased by +30.12%
Jun 30, 24
17 Extended Equity Market Fund M 58.00 (0.00%) 3.00
Increased by +5.17%
Dec 31, 23
18 Spartan Total Market Index Pool E 14.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
19 Fidelity U.S. Equity Index Ins Trust 7.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 6.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24