Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 555.48K (5.01%) 0.00
Increased by 0.00%
Sep 30, 24
2 Geode Capital Management, LLC 116.41K (1.05%) 6.01K
Increased by +5.16%
Sep 30, 24
3 Scarborough Advisors, LLC 79.41K (0.72%) 79.41K
Increased by +100.00%
Sep 30, 24
4 State Street Corp 52.21K (0.47%) 0.00
Increased by 0.00%
Sep 30, 24
5 State Street Corporation 52.21K (0.47%) 0.00
Increased by 0.00%
Mar 31, 24
6 Dynamic Advisor Solutions LLC 50.00K (0.45%) 30.00K
Increased by +60.00%
Sep 30, 24
7 BDO Internaitonal 48.75K (0.44%) 0.00
Increased by 0.00%
Jun 30, 23
8 RSM US WEALTH MANAGEMENT LLC 48.75K (0.44%) 0.00
Increased by 0.00%
Sep 30, 24
9 Citadel Advisors Llc 17.37K (0.16%) 17.37K
Increased by +100.00%
Jun 30, 24
10 Northern Trust Corp 15.84K (0.14%) 0.00
Increased by 0.00%
Sep 30, 24
11 UBS Group AG 15.69K (0.14%) -6.52K
Decreased by -41.57%
Sep 30, 24
12 Spinnaker Investment Group, LLC 14.74K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
13 Commonwealth Equity Services Inc 11.05K (0.10%) 11.05K
Increased by +100.00%
Sep 30, 24
14 Renaissance Technologies Corp 10.10K (0.09%) -23.40K
Decreased by -231.68%
Jun 30, 24
15 Millennium Management LLC 10.08K (0.09%) 10.08K
Increased by +100.00%
Mar 31, 24
16 Tower Research Capital LLC 5.09K (0.05%) -2.50K
Decreased by -49.06%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 2.43K (0.02%) -2.43K
Decreased by -99.92%
Sep 30, 24
18 Advisor Group Holdings, Inc. 766.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
19 Hanson Mcclain Inc 344.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
20 Bank of America Corp 334.00 (0.00%) 216.00
Increased by +64.67%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 484.67K (4.37%) 0.00
Increased by 0.00%
Dec 31, 24
2 Fidelity® Extended Market Index 86.85K (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Extended Market Index 76.55K (0.69%) -505.00
Decreased by -0.66%
Nov 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 66.38K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
5 Fidelity Series Total Market Index 17.92K (0.16%) 0.00
Increased by 0.00%
Nov 30, 24
6 Fidelity® Series Total Market Index 10.14K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
7 Spartan Extended Market Index Pool E 9.72K (0.09%) 505.00
Increased by +5.19%
Nov 30, 24
8 SSgA U.S. Extended Market Index Class I 8.87K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
9 State St US Extended Mkt Indx NL Cl C 8.87K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity Nasdaq Composite Index 8.77K (0.08%) 0.00
Increased by 0.00%
Nov 30, 24
11 NT Ext Equity Mkt Idx Fd - L 7.92K (0.07%) 0.00
Increased by 0.00%
Dec 31, 24
12 Northern Trust Extended Eq Market Idx 7.92K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
13 NT Ext Equity Mkt Idx Fd - NL 7.91K (0.07%) 0.00
Increased by 0.00%
Dec 31, 24
14 NT Ext Equity Mkt Idx Fd - DC - NL - T2 6.27K (0.06%) -104.00
Decreased by -1.66%
Dec 31, 24
15 Vanguard U.S. Eq Idx £ Acc 4.43K (0.04%) 0.00
Increased by 0.00%
Dec 31, 24
16 SSgA U.S. Total Market Index Strategy 3.64K (0.03%) 1.08K
Increased by +29.67%
Jun 30, 24
17 Spartan Total Market Index Pool E 3.36K (0.03%) 0.00
Increased by 0.00%
Nov 30, 24
18 NT Ext Eq Mkt Indx Fd DC Lend T3 1.89K (0.02%) 1.89K
Increased by +100.00%
Dec 31, 24
19 NT Ext Eq Mkt Indx Fd DC Lend T4 1.89K (0.02%) 1.89K
Increased by +100.00%
Dec 31, 24
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1.22K (0.01%) 2.00
Increased by +0.16%
Sep 30, 24