Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 UWM 0.00%
3 URTY 0.00%
4 IWO 0.00%
5 HDG 0.00%
6 IWM 0.00%
7 VTHR 0.00%
8 RYLD 0.00%
9 VTWG 0.00%
10 VTWO 0.00%
11 VXF 0.00%
12 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.69M (5.73%) 284.29K
Increased by +7.71%
Dec 31, 23
2 Vanguard Group Inc 2.30M (3.58%) 163.72K
Increased by +7.11%
Sep 30, 23
3 Geode Capital Management, LLC 1.16M (1.80%) 174.73K
Increased by +15.08%
Sep 30, 23
4 State Street Corporation 929.08K (1.45%) 72.00K
Increased by +7.75%
Sep 30, 23
5 Northern Trust Corp 514.71K (0.80%) 55.93K
Increased by +10.87%
Sep 30, 23
6 Charles Schwab Investment Management Inc 163.85K (0.25%) 17.07K
Increased by +10.42%
Sep 30, 23
7 Bank of New York Mellon Corp 148.53K (0.23%) 0.00
Increased by 0.00%
Sep 30, 23
8 Stifel Financial Corp 146.29K (0.23%) 126.29K
Increased by +86.33%
Dec 31, 23
9 HB Wealth Management, LLC 93.20K (0.15%) 0.00
Increased by 0.00%
Dec 31, 23
10 Nuveen Asset Management, LLC 77.04K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
11 Amvescap Plc. 64.47K (0.10%) 35.44K
Increased by +54.97%
Sep 30, 23
12 U.S. Capital Wealth Advisors, LLC 63.20K (0.10%) 28.00K
Increased by +44.30%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 61.70K (0.10%) 2.42K
Increased by +3.93%
Sep 30, 23
14 Susquehanna International Group, LLP 53.99K (0.08%) -38.57K
Decreased by -71.44%
Sep 30, 23
15 Rhumbline Advisers 50.28K (0.08%) 5.04K
Increased by +10.03%
Sep 30, 23
16 MYDA Advisors LLC 50.00K (0.08%) -18.00K
Decreased by -36.00%
Sep 30, 23
17 RSM US WEALTH MANAGEMENT LLC 42.07K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
18 JPMorgan Chase & Co 41.32K (0.06%) -8.15K
Decreased by -19.71%
Sep 30, 23
19 Bank of America Corp 38.78K (0.06%) 38.78K
Increased by +100.00%
Sep 30, 23
20 New York State Common Retirement Fund 36.55K (0.06%) 351.00
Increased by +0.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.59M (2.48%) 257.50K
Increased by +16.16%
Jan 31, 24
2 iShares Russell 2000 ETF 1.40M (2.17%) -9.22K
Decreased by -0.66%
Feb 1, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 640.73K (1.00%) 0.00
Increased by 0.00%
Jan 31, 24
4 Fidelity Small Cap Index 619.20K (0.96%) 0.00
Increased by 0.00%
Dec 31, 23
5 Fidelity® Small Cap Index 619.20K (0.96%) 0.00
Increased by 0.00%
Oct 31, 23
6 iShares Russell 2000 Growth ETF 549.91K (0.86%) 2.56K
Increased by +0.46%
Feb 28, 24
7 State St Russell Sm/Mid Cp® Indx NL Cl C 315.90K (0.49%) 0.00
Increased by 0.00%
Jan 31, 24
8 Fidelity® Extended Market Index 266.71K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Extended Market Index 266.04K (0.41%) -668.00
Decreased by -0.25%
Dec 31, 23
10 Vanguard Russell 2000 ETF 209.56K (0.33%) 4.60K
Increased by +2.20%
Jan 31, 24
11 State St Russell Sm Cap® Indx SL Cl I 209.50K (0.33%) 0.00
Increased by 0.00%
Jan 31, 24
12 NT R2000 Growth Index Fund - NL 202.65K (0.32%) 0.00
Increased by 0.00%
Dec 31, 23
13 NT R2000 Index Fund - NL 194.37K (0.30%) 333.00
Increased by +0.17%
Dec 31, 23
14 NT R2000 Index Fund - DC - NL - 2 153.06K (0.24%) -327.00
Decreased by -0.21%
Dec 31, 23
15 Schwab Small Cap Index 147.03K (0.23%) 0.00
Increased by 0.00%
Jan 31, 24
16 iShares Micro-Cap ETF 141.55K (0.22%) 919.00
Increased by +0.65%
Feb 28, 24
17 NT R2000 Growth Index Fund - L 134.66K (0.21%) 1.50K
Increased by +1.11%
Dec 31, 23
18 Northern Trust Russell 2000 Growth Index 134.66K (0.21%) 1.50K
Increased by +1.11%
Dec 31, 23
19 BlackRock Extended Mkt Composite 117.71K (0.18%) 1.17K
Increased by +0.99%
Sep 30, 23
20 iShares Russell 2000 Small-Cap Idx Instl 117.14K (0.18%) 0.00
Increased by 0.00%
Jan 31, 24