Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advisor Group Holdings, Inc. 70.45K (3.16%) 70.41K
Increased by +99.94%
Jun 30, 24
2 Vanguard Group Inc 33.46K (1.50%) -29.37K
Decreased by -87.76%
Jun 30, 24
3 BlackRock Inc 30.31K (1.36%) 0.00
Increased by 0.00%
Jun 30, 24
4 Geode Capital Management, LLC 21.16K (0.95%) 2.18K
Increased by +10.29%
Jun 30, 24
5 Barclays PLC 8.75K (0.39%) 0.00
Increased by 0.00%
Jun 30, 24
6 Group One Trading, LP 3.39K (0.15%) 41.00
Increased by +1.21%
Jun 30, 24
7 Tower Research Capital LLC 2.39K (0.11%) -760.00
Decreased by -31.85%
Jun 30, 24
8 JPMorgan Chase & Co 56.00 (0.00%) 6.00
Increased by +10.71%
Jun 30, 24
9 Royal Bank of Canada 42.00 (0.00%) 42.00
Increased by +100.00%
Jun 30, 23
10 Bank of America Corp 25.00 (0.00%) 17.00
Increased by +68.00%
Jun 30, 24
11 Citigroup Inc 0.00 (0.00%) -310.00
Decreased by N/A%
Jun 30, 24
12 Cornerstone Planning Group LLC 0.00 (0.00%) -52.00
Decreased by N/A%
Dec 31, 23
13 FMR Inc 0.00 (0.00%) -2.00
Decreased by N/A%
Mar 31, 24
14 Focused Wealth Strategies, INC. 0.00 (0.00%) -1.00
Decreased by N/A%
Mar 31, 24
15 Godsey & Gibb Associates 0.00 (0.00%) 0.00
Decreased by N/A%
Jun 30, 23
16 Householder Group Estate & Retirement Specialist, LLC 0.00 (0.00%) -74.00
Decreased by N/A%
Jun 30, 24
17 Lincoln National Corp (Philadelphia PA) 0.00 (0.00%) -70.44K
Decreased by N/A%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -70.00
Decreased by N/A%
Jun 30, 24
19 Susquehanna International Group, LLP 0.00 (0.00%) -16.69K
Decreased by N/A%
Dec 31, 23
20 UBS Group AG 0.00 (0.00%) -1.88K
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 33.46K (1.50%) 0.00
Increased by 0.00%
Aug 31, 24
2 Fidelity Extended Market Index 12.59K (0.56%) -203.00
Decreased by -1.61%
Aug 31, 24
3 Fidelity® Extended Market Index 10.88K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
4 DFA US Targeted Value I 5.12K (0.23%) 5.12K
Increased by +100.00%
Aug 31, 24
5 Dimensional US Targeted Value ETF 4.99K (0.22%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 4.87K (0.22%) -21.51K
Decreased by -441.37%
May 31, 24
7 Fidelity Total Market Index 3.27K (0.15%) 0.00
Increased by 0.00%
Aug 31, 24
8 Fidelity® Total Market Index 3.27K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
9 NT Ext Equity Mkt Idx Fd - NL 2.18K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity Series Total Market Index 2.11K (0.09%) 0.00
Increased by 0.00%
Aug 31, 24
11 Fidelity® Series Total Market Index 2.11K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.75K (0.08%) -1.00
Decreased by -0.06%
Jun 30, 24
13 NT Ext Equity Mkt Idx Fd - L 1.69K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
14 Northern Trust Extended Eq Market Idx 1.69K (0.08%) 0.00
Increased by 0.00%
Jun 30, 24
15 Fidelity Nasdaq Composite Index 1.27K (0.06%) 0.00
Increased by 0.00%
Aug 31, 24
16 BNYM Mellon SL Market Completion UC1 1.22K (0.05%) 1.00
Increased by +0.08%
Jun 30, 24
17 Vanguard Instl Ttl Stck Mkt Idx Tr 1.11K (0.05%) -545.00
Decreased by -49.19%
Mar 31, 24
18 Dimensional US Core Equity 2 ETF 1.01K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
19 SSgA U.S. Extended Market Index Class I 1.00K (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
20 State St US Extended Mkt Indx NL Cl C 1.00K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24