Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IFEU 0.16%
2 IFGL 0.04%
3 VNQI 0.03%
4 GWX 0.02%
5 REET 0.02%
6 ERET 0.00%
7 IWC 0.00%
8 ITOT 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gator Capital Management, LLC 954.80K (5.94%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 675.87K (4.21%) 446.00
Increased by +0.07%
Jun 30, 24
3 Bard Associates Inc 497.06K (3.09%) -4.42K
Decreased by -0.89%
Mar 31, 24
4 Spc Financial Inc 405.50K (2.52%) 0.00
Increased by 0.00%
Jun 30, 24
5 Gamco Investors, Inc. Et Al 369.00K (2.30%) 369.00K
Increased by +100.00%
Jun 30, 24
6 Thompson Davis & Co Inc 268.54K (1.67%) -18.47K
Decreased by -6.88%
Jun 30, 24
7 Susquehanna International Group, LLP 152.84K (0.95%) 34.42K
Increased by +22.52%
Mar 31, 24
8 LSV Asset Management 143.40K (0.89%) 0.00
Increased by 0.00%
Sep 30, 23
9 Geode Capital Management, LLC 128.51K (0.80%) 2.03K
Increased by +1.58%
Mar 31, 24
10 PSI Advisors, LLC 90.52K (0.56%) -27.00K
Decreased by -29.83%
Jun 30, 24
11 Renaissance Technologies Corp 89.43K (0.56%) -21.38K
Decreased by -23.91%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 74.55K (0.46%) 0.00
Increased by 0.00%
Jun 30, 24
13 J.W. COLE ADVISORS, INC. 53.65K (0.33%) 8.05K
Increased by +15.00%
Dec 31, 23
14 Stony Point Wealth Management Inc. 35.30K (0.22%) -19.45K
Decreased by -55.10%
Jun 30, 24
15 Bank of New York Mellon Corp 29.84K (0.19%) -6.59K
Decreased by -22.09%
Mar 31, 24
16 Northern Trust Corp 29.34K (0.18%) -28.00
Decreased by -0.10%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 27.17K (0.17%) -2.64K
Decreased by -9.72%
Mar 31, 24
18 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 25.71K (0.16%) -2.50K
Decreased by -9.72%
Jun 30, 24
19 Virtu Financial LLC 20.00K (0.12%) 20.00K
Increased by +100.00%
Dec 31, 23
20 State Street Corporation 17.95K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 344.73K (2.14%) 4.62K
Increased by +1.34%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 298.94K (1.86%) 0.00
Increased by 0.00%
Jul 31, 24
3 Fidelity Extended Market Index 111.53K (0.69%) 20.84K
Increased by +18.68%
Jun 30, 24
4 Fidelity® Extended Market Index 92.45K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
5 DFA Real Estate Securities I 71.30K (0.44%) 0.00
Increased by 0.00%
Jun 30, 24
6 Fidelity Series Total Market Index 20.06K (0.12%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Instl Ttl Stck Mkt Idx Tr 18.96K (0.12%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Instl Ttl Stk Mkt Idx InstlPls 18.96K (0.12%) 0.00
Increased by 0.00%
Jul 31, 24
9 Fidelity® Series Total Market Index 18.03K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
10 NT Ext Equity Mkt Idx Fd - L 14.03K (0.09%) 0.00
Increased by 0.00%
Jun 30, 24
11 Northern Trust Extended Eq Market Idx 14.03K (0.09%) 0.00
Increased by 0.00%
Jun 30, 24
12 Vanguard Balanced Index Inv 10.12K (0.06%) 0.00
Increased by 0.00%
Jul 31, 24
13 Vanguard U.S. Eq Idx £ Acc 7.75K (0.05%) 0.00
Increased by 0.00%
Jul 31, 24
14 NT Ext Equity Mkt Idx Fd - NL 6.89K (0.04%) 0.00
Increased by 0.00%
Jun 30, 24
15 SSgA U.S. Extended Market Index Class I 6.48K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
16 State St US Extended Mkt Indx NL Cl C 6.48K (0.04%) 0.00
Increased by 0.00%
Jul 31, 24
17 iShares Micro-Cap ETF 6.08K (0.04%) -26.80K
Decreased by -441.02%
Jun 28, 24
18 Spartan Extended Market Index Pool E 5.74K (0.04%) 366.00
Increased by +6.37%
Jun 30, 24
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.54K (0.03%) -2.00
Decreased by -0.04%
Jun 30, 24
20 Spartan Total Market Index Pool E 4.48K (0.03%) 0.00
Increased by 0.00%
Jun 30, 24