Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.01%
2 ISCV 0.01%
3 JKL 0.01%
4 IWM 0.01%
5 ISCB 0.00%
6 JKJ 0.00%
7 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 DELTA AIR LINES, INC. 263.37M (565.76%) 0.00
Increased by 0.00%
Mar 31, 24
2 Knighthead Capital Management, LLC 258.17M (554.59%) 197.61M
Increased by +76.54%
Dec 31, 23
3 Kore Advisors LP 25.82M (55.46%) 25.82M
Increased by +100.00%
Dec 31, 23
4 Vanguard Group Inc 4.91M (10.55%) -91.09K
Decreased by -1.85%
Mar 31, 24
5 Millennium Management LLC 1.07M (2.30%) 611.86K
Increased by +57.17%
Mar 31, 24
6 BlackRock Inc 243.08K (0.52%) 0.00
Increased by 0.00%
Dec 31, 23
7 Barclays PLC 192.00K (0.41%) 192.00K
Increased by +100.00%
Dec 31, 23
8 Citigroup Inc 176.72K (0.38%) 176.70K
Increased by +99.99%
Mar 31, 24
9 Walleye Trading Advisors, LLC 164.54K (0.35%) 164.54K
Increased by +100.00%
Dec 31, 23
10 Jefferies Financial Group Inc 159.13K (0.34%) 0.00
Increased by 0.00%
Sep 30, 23
11 INSTRUMENTAL WEALTH, LLC 156.31K (0.34%) 118.70K
Increased by +75.94%
Dec 31, 23
12 Geode Capital Management, LLC 152.87K (0.33%) -17.55K
Decreased by -11.48%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 140.53K (0.30%) 21.55K
Increased by +15.34%
Dec 31, 23
14 Renaissance Technologies Corp 140.27K (0.30%) -107.60K
Decreased by -76.71%
Dec 31, 23
15 Mariner Wealth Advisors, LLC 139.81K (0.30%) -2.10K
Decreased by -1.50%
Dec 31, 23
16 EntryPoint Capital LLC 115.78K (0.25%) 115.78K
Increased by +100.00%
Dec 31, 23
17 FMR Inc 112.11K (0.24%) -932.00
Decreased by -0.83%
Dec 31, 23
18 NEA Management Company, LLC 106.13K (0.23%) 0.00
Increased by 0.00%
Dec 31, 23
19 CCG WEALTH MANAGEMENT, LLC 100.00K (0.21%) 100.00K
Increased by +100.00%
Mar 31, 24
20 Amvescap Plc. 93.92K (0.20%) 1.02K
Increased by +1.09%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.46M (9.59%) 0.00
Increased by 0.00%
Apr 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 311.65K (0.67%) 34.84K
Increased by +11.18%
Apr 30, 24
3 Fidelity Extended Market Index 121.51K (0.26%) 33.51K
Increased by +27.58%
Mar 31, 24
4 Invesco FTSE RAFI US 1500 Small-Mid ETF 93.36K (0.20%) 0.00
Increased by 0.00%
Feb 29, 24
5 Vanguard Instl Ttl Stck Mkt Idx Tr 91.74K (0.20%) 79.87K
Increased by +87.06%
Mar 31, 24
6 Vanguard Instl Ttl Stk Mkt Idx InstlPls 91.74K (0.20%) 0.00
Increased by 0.00%
Apr 30, 24
7 BlackRock Extended Equity Market K 91.53K (0.20%) 54.66K
Increased by +59.71%
Mar 31, 24
8 Fidelity® Extended Market Index 88.65K (0.19%) 16.21K
Increased by +18.29%
Nov 30, 23
9 Fidelity OTC 80.27K (0.17%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity® OTC 80.27K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
11 ERShares US Small Cap Strategy 79.93K (0.17%) 79.93K
Increased by +100.00%
Dec 31, 23
12 ERShares US Small Cap™ Inst 79.93K (0.17%) 0.00
Increased by 0.00%
Feb 29, 24
13 Vanguard Balanced Index Inv 75.72K (0.16%) 0.00
Increased by 0.00%
Apr 30, 24
14 Dimensional US Core Equity 2 ETF 47.22K (0.10%) 0.00
Increased by 0.00%
Apr 30, 24
15 Victory Extended Market Index 45.10K (0.10%) 33.99K
Increased by +75.35%
Mar 31, 24
16 BlackRock Extended Mkt Composite 42.27K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fidelity® Total Market Index 30.44K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Total Market Index 30.32K (0.07%) -121.00
Decreased by -0.40%
Mar 31, 24
19 Fidelity Series Total Market Index 24.85K (0.05%) 0.00
Increased by 0.00%
Mar 31, 24
20 Fidelity® Series Total Market Index 21.89K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23