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 1.00M (6.13%) 45.38K
Increased by +4.54%
Dec 31, 24
2 Vanguard Group Inc 687.95K (4.22%) -101.00
Decreased by -0.01%
Dec 31, 24
3 Gamco Investors, Inc. Et Al 628.52K (3.85%) 161.83K
Increased by +25.75%
Dec 31, 24
4 Repertoire Partners LP 474.94K (2.91%) 474.94K
Increased by +100.00%
Dec 31, 24
5 Bard Associates Inc 408.63K (2.51%) -39.58K
Decreased by -9.69%
Dec 31, 24
6 Spc Financial Inc 405.50K (2.49%) 0.00
Increased by 0.00%
Dec 31, 24
7 Thompson Davis & Co Inc 323.20K (1.98%) 57.67K
Increased by +17.84%
Dec 31, 24
8 Geode Capital Management, LLC 181.04K (1.11%) 4.13K
Increased by +2.28%
Dec 31, 24
9 LSV Asset Management 143.40K (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
10 PSI Advisors, LLC 93.02K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
11 Renaissance Technologies Corp 82.91K (0.51%) -19.00K
Decreased by -22.92%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 69.42K (0.43%) -5.13K
Decreased by -7.39%
Sep 30, 24
13 Susquehanna International Group, LLP 59.55K (0.37%) 9.42K
Increased by +15.81%
Dec 31, 24
14 J.W. COLE ADVISORS, INC. 53.65K (0.33%) 8.05K
Increased by +15.00%
Dec 31, 23
15 Prudential Financial Inc 35.40K (0.22%) 35.40K
Increased by +100.00%
Dec 31, 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%
Dec 31, 24
19 Citadel Advisors Llc 24.36K (0.15%) -19.28K
Decreased by -79.15%
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 354.32K (2.17%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 352.28K (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 298.94K (1.83%) 0.00
Increased by 0.00%
Mar 31, 25
4 Fidelity Extended Market Index 101.19K (0.62%) -13.60K
Decreased by -13.44%
Mar 31, 25
5 Fidelity® Extended Market Index 92.45K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
6 DFA Real Estate Securities I 66.17K (0.41%) -4.72K
Decreased by -7.13%
Sep 30, 24
7 Fidelity Series Total Market Index 24.09K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Instl Ttl Stck Mkt Idx Tr 18.96K (0.12%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Instl Ttl Stk Mkt Idx InstlPls 18.96K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity® Series Total Market Index 18.03K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Total Market Index 17.76K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
12 PGIM Quantitative Solutions US Micro Cap 17.70K (0.11%) 17.70K
Increased by +100.00%
Dec 31, 24
13 Spartan Extended Market Index Pool E 16.52K (0.10%) 1.00K
Increased by +6.05%
Mar 31, 25
14 Spartan Extended Market Index Pool F 15.52K (0.10%) 731.00
Increased by +4.71%
Feb 28, 25
15 NT Ext Equity Mkt Idx Fd - L 14.03K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
16 Northern Trust Extended Eq Market Idx 14.03K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
17 Vanguard Balanced Index Inv 10.02K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard U.S. Eq Idx £ Acc 7.75K (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - NL 6.89K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
20 SSgA U.S. Extended Market Index Class I 6.48K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23