Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 148.94K (12.14%) -310.98K
Decreased by -208.79%
Jun 30, 24
2 Geode Capital Management, LLC 138.07K (11.25%) 19.33K
Increased by +14.00%
Jun 30, 24
3 PNC Financial Services Group Inc 131.66K (10.73%) 131.66K
Increased by +100.00%
Jun 30, 24
4 JANE STREET GROUP, LLC 110.32K (8.99%) 110.32K
Increased by +100.00%
Jun 30, 24
5 HRT FINANCIAL LLC 94.01K (7.66%) 94.01K
Increased by +100.00%
Jun 30, 24
6 Bank of New York Mellon Corp 81.69K (6.66%) -2.24K
Decreased by -2.74%
Sep 30, 23
7 SkyOak Wealt, LLC 34.50K (2.81%) 0.00
Increased by 0.00%
Jun 30, 24
8 BlackRock Inc 34.10K (2.78%) -20.07K
Decreased by -58.87%
Jun 30, 24
9 KESTRA PRIVATE WEALTH SERVICES, LLC 31.95K (2.60%) 0.00
Increased by 0.00%
Jun 30, 24
10 Renaissance Technologies Corp 26.70K (2.18%) 26.70K
Increased by +100.00%
Mar 31, 24
11 State Street Corp 24.70K (2.01%) 0.00
Increased by 0.00%
Jun 30, 24
12 State Street Corporation 24.70K (2.01%) 0.00
Increased by 0.00%
Mar 31, 24
13 Stifel Financial Corp 20.00K (1.63%) 20.00K
Increased by +100.00%
Dec 31, 23
14 Northern Trust Corp 18.49K (1.51%) 0.00
Increased by 0.00%
Jun 30, 24
15 Sontag Advisory LLC 14.82K (1.21%) 0.00
Increased by 0.00%
Jun 30, 24
16 XTX Topco Ltd 13.66K (1.11%) 499.00
Increased by +3.65%
Mar 31, 24
17 Tower Research Capital LLC 6.60K (0.54%) 47.00
Increased by +0.71%
Mar 31, 24
18 UBS Group AG 5.02K (0.41%) 5.02K
Increased by +100.00%
Dec 31, 24
19 Benjamin F. Edwards & Company, Llc 5.00K (0.41%) 5.00K
Increased by +100.00%
Jun 30, 24
20 Advisor Group Holdings, Inc. 1.71K (0.14%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 310.98K (25.34%) 0.00
Increased by 0.00%
Apr 30, 24
2 Fidelity® Extended Market Index 82.50K (6.72%) 0.00
Increased by 0.00%
Nov 30, 23
3 BlackRock Extended Mkt Composite 34.10K (2.78%) 0.00
Increased by 0.00%
Sep 30, 23
4 BlackRock Extended Equity Market K 29.72K (2.42%) -13.00
Decreased by -0.04%
Sep 30, 24
5 iShares Micro-Cap ETF 19.28K (1.57%) 0.00
Increased by 0.00%
May 29, 24
6 Fidelity® Total Market Index 17.37K (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 6.35K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Nasdaq Composite Index 5.32K (0.43%) 0.00
Increased by 0.00%
Sep 30, 24
9 Spartan Extended Market Index Pool E 4.01K (0.33%) 0.00
Increased by 0.00%
Jun 30, 24
10 Extended Equity Market Fund M 3.77K (0.31%) -9.00
Decreased by -0.24%
Sep 30, 24
11 1290 VT Micro Cap K 1.75K (0.14%) 0.00
Increased by 0.00%
Dec 31, 23
12 Fidelity Series Total Market Index 1.66K (0.13%) 1.66K
Increased by +100.00%
Mar 31, 25
13 Fidelity Extended Market Index 836.00 (0.07%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity Total Market Index 157.00 (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 136.00 (0.01%) 0.00
Increased by 0.00%
Apr 30, 25
16 NT Ext Equity Mkt Idx Fd - NL 102.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 79.00 (0.01%) -1.00
Decreased by -1.27%
Mar 31, 25
18 NT Ext Equity Mkt Idx Fd - L 65.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 16.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
20 NT Ext Eq Mkt Indx Fd DC Lend T3 15.00 (0.00%) 15.00
Increased by +100.00%
Dec 31, 24