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 HighTower Advisors, LLC 304.68K (3.89%) 199.24K
Increased by +65.39%
Dec 31, 23
2 Vanguard Group Inc 217.99K (2.78%) 27.79K
Increased by +12.75%
Dec 31, 23
3 MML Investors Services Inc 111.50K (1.42%) -87.96K
Decreased by -78.89%
Sep 30, 23
4 SFE Investment Counsel 100.00K (1.28%) 0.00
Increased by 0.00%
Mar 31, 24
5 State Street Corporation 50.96K (0.65%) 50.96K
Increased by +100.00%
Dec 31, 23
6 LPL Financial Corp 48.78K (0.62%) 0.00
Increased by 0.00%
Dec 31, 23
7 Geode Capital Management, LLC 48.58K (0.62%) 0.00
Increased by 0.00%
Dec 31, 23
8 TWO SIGMA SECURITIES, LLC 20.69K (0.26%) 20.69K
Increased by +100.00%
Dec 31, 23
9 Northern Trust Corp 17.94K (0.23%) 17.94K
Increased by +100.00%
Dec 31, 23
10 Envestnet Asset Management Inc 16.02K (0.20%) 16.02K
Increased by +100.00%
Dec 31, 23
11 SOA Wealth Advisors, LLC. 15.80K (0.20%) 0.00
Increased by 0.00%
Mar 31, 24
12 Two Sigma Investments LLC 13.45K (0.17%) 13.45K
Increased by +100.00%
Dec 31, 23
13 Citadel Advisors Llc 12.99K (0.17%) 12.99K
Increased by +100.00%
Sep 30, 23
14 CI Private Wealth LLC 10.00K (0.13%) 10.00K
Increased by +100.00%
Dec 31, 23
15 Tower Research Capital LLC 7.61K (0.10%) 401.00
Increased by +5.27%
Dec 31, 23
16 Toth Financial Advisory Corp 2.00K (0.03%) 0.00
Increased by 0.00%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 2.00K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
18 Lazard Asset Management LLC 935.00 (0.01%) 935.00
Increased by +100.00%
Dec 31, 23
19 BlackRock Inc 442.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
20 Wells Fargo & Co 65.00 (0.00%) -396.00
Decreased by -609.23%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 111.13K (1.42%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 106.86K (1.36%) 0.00
Increased by 0.00%
Mar 31, 24
3 Fidelity® Extended Market Index 46.59K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Extended Market Index 46.25K (0.59%) 0.00
Increased by 0.00%
Mar 31, 24
5 NT Ext Equity Mkt Idx Fd - L 13.40K (0.17%) -4.54K
Decreased by -33.93%
Mar 31, 24
6 Northern Trust Extended Eq Market Idx 13.40K (0.17%) -4.54K
Decreased by -33.93%
Mar 31, 24
7 Fidelity Series Total Market Index 9.01K (0.12%) 0.00
Increased by 0.00%
Mar 31, 24
8 SSgA U.S. Extended Market Index Class I 6.56K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
9 State St US Extended Mkt Indx NL Cl C 6.56K (0.08%) 0.00
Increased by 0.00%
Apr 30, 24
10 Spartan Extended Market Index Pool E 2.25K (0.03%) 0.00
Increased by 0.00%
Mar 31, 24
11 SSgA U.S. Total Market Index Strategy 1.89K (0.02%) -44.00
Decreased by -2.33%
Dec 31, 23
12 State St US Ttl Mkt Indx SL Cl I 900.00 (0.01%) 0.00
Increased by 0.00%
Apr 30, 24
13 BlackRock Extended Mkt Composite 442.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
14 BlackRock Extended Equity Market K 386.00 (0.00%) -1.00
Decreased by -0.26%
Dec 31, 23
15 Fidelity U.S. Equity Index Ins Trust 81.00 (0.00%) 81.00
Increased by +100.00%
Feb 29, 24
16 Extended Equity Market Fund M 48.00 (0.00%) 2.00
Increased by +4.17%
Dec 31, 23