Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IFEU 0.16%
2 IFGL 0.04%
3 VNQI 0.03%
4 GWX 0.03%
5 REET 0.02%
6 DFGR 0.01%
7 ERET 0.00%
8 IWC 0.00%
9 VXF 0.00%
10 ITOT 0.00%
11 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gator Capital Management, LLC 954.80K (5.80%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 688.05K (4.18%) 12.17K
Increased by +1.77%
Sep 30, 24
3 Bard Associates Inc 497.06K (3.02%) -4.42K
Decreased by -0.89%
Mar 31, 24
4 Spc Financial Inc 405.50K (2.46%) 0.00
Increased by 0.00%
Sep 30, 24
5 Gamco Investors, Inc. Et Al 369.00K (2.24%) 369.00K
Increased by +100.00%
Jun 30, 24
6 Thompson Davis & Co Inc 265.54K (1.61%) -3.00K
Decreased by -1.13%
Sep 30, 24
7 Geode Capital Management, LLC 149.71K (0.91%) 21.20K
Increased by +14.16%
Jun 30, 24
8 LSV Asset Management 143.40K (0.87%) 0.00
Increased by 0.00%
Sep 30, 23
9 Susquehanna International Group, LLP 109.32K (0.66%) -43.52K
Decreased by -39.81%
Jun 30, 24
10 Renaissance Technologies Corp 101.91K (0.62%) 20.50K
Increased by +20.11%
Sep 30, 24
11 PSI Advisors, LLC 94.02K (0.57%) 3.50K
Increased by +3.72%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 69.42K (0.42%) -5.13K
Decreased by -7.39%
Sep 30, 24
13 J.W. COLE ADVISORS, INC. 53.65K (0.33%) 8.05K
Increased by +15.00%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 46.83K (0.28%) -7.51K
Decreased by -16.03%
Jun 30, 24
15 Citadel Advisors Llc 43.65K (0.27%) 43.65K
Increased by +100.00%
Jun 30, 24
16 Stony Point Wealth Management Inc. 31.70K (0.19%) -3.60K
Decreased by -11.36%
Sep 30, 24
17 Bank of New York Mellon Corp 29.84K (0.18%) -6.59K
Decreased by -22.09%
Mar 31, 24
18 Northern Trust Corp 29.34K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
19 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 25.71K (0.16%) 0.00
Increased by 0.00%
Sep 30, 24
20 Virtu Financial LLC 20.00K (0.12%) 20.00K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 352.28K (2.14%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 298.94K (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity Extended Market Index 121.67K (0.74%) 12.60K
Increased by +10.35%
Sep 30, 24
4 Fidelity® Extended Market Index 92.45K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
5 DFA Real Estate Securities I 66.17K (0.40%) -4.72K
Decreased by -7.13%
Sep 30, 24
6 Fidelity Series Total Market Index 25.78K (0.16%) 5.73K
Increased by +22.21%
Sep 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%
Oct 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%
Sep 30, 24
11 Northern Trust Extended Eq Market Idx 14.03K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity Total Market Index 11.94K (0.07%) 8.43K
Increased by +70.65%
Sep 30, 24
13 Vanguard Balanced Index Inv 10.12K (0.06%) 0.00
Increased by 0.00%
Sep 30, 24
14 Spartan Extended Market Index Pool E 8.64K (0.05%) 439.00
Increased by +5.08%
Sep 30, 24
15 Vanguard U.S. Eq Idx £ Acc 7.75K (0.05%) 0.00
Increased by 0.00%
Oct 31, 24
16 NT Ext Equity Mkt Idx Fd - NL 6.89K (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
17 SSgA U.S. Extended Market Index Class I 6.48K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
18 State St US Extended Mkt Indx NL Cl C 6.48K (0.04%) 0.00
Increased by 0.00%
Oct 31, 24
19 iShares Micro-Cap ETF 6.08K (0.04%) -26.80K
Decreased by -441.02%
Jun 28, 24
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.55K (0.03%) 17.00
Increased by +0.31%
Sep 30, 24