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 304.13K (3.87%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 224.84K (2.86%) 6.33K
Increased by +2.82%
Sep 30, 24
3 MML Investors Services Inc 111.50K (1.42%) -87.96K
Decreased by -78.89%
Sep 30, 23
4 SFE Investment Counsel 100.00K (1.27%) 0.00
Increased by 0.00%
Sep 30, 24
5 LPL Financial Corp 95.73K (1.22%) -1.83K
Decreased by -1.91%
Sep 30, 24
6 Gotham Asset Management, LLC 90.71K (1.15%) 68.19K
Increased by +75.18%
Sep 30, 24
7 Geode Capital Management, LLC 65.30K (0.83%) 3.40K
Increased by +5.21%
Sep 30, 24
8 State Street Corp 50.96K (0.65%) 0.00
Increased by 0.00%
Sep 30, 24
9 State Street Corporation 50.96K (0.65%) 0.00
Increased by 0.00%
Mar 31, 24
10 CI Private Wealth LLC 50.00K (0.64%) 0.00
Increased by 0.00%
Sep 30, 24
11 Envestnet Asset Management Inc 37.37K (0.48%) 0.00
Increased by 0.00%
Sep 30, 24
12 TWO SIGMA SECURITIES, LLC 20.69K (0.26%) 20.69K
Increased by +100.00%
Dec 31, 23
13 Citadel Advisors Llc 20.29K (0.26%) -11.72K
Decreased by -57.76%
Sep 30, 24
14 SOA Wealth Advisors, LLC. 15.80K (0.20%) 0.00
Increased by 0.00%
Sep 30, 24
15 Renaissance Technologies Corp 13.90K (0.18%) 600.00
Increased by +4.32%
Sep 30, 24
16 Northern Trust Corp 13.40K (0.17%) 0.00
Increased by 0.00%
Sep 30, 24
17 UBS Group AG 8.78K (0.11%) 8.54K
Increased by +97.20%
Sep 30, 24
18 Tower Research Capital LLC 3.44K (0.04%) -3.14K
Decreased by -91.09%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 2.00K (0.03%) -2.00K
Decreased by -100.00%
Sep 30, 24
20 Lazard Asset Management LLC 368.00 (0.00%) -3.00
Decreased by -0.82%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 117.98K (1.50%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 106.86K (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
3 Fidelity Extended Market Index 51.49K (0.66%) 2.61K
Increased by +5.06%
Sep 30, 24
4 Fidelity® Extended Market Index 46.59K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
5 NT Ext Equity Mkt Idx Fd - L 13.40K (0.17%) 0.00
Increased by 0.00%
Sep 30, 24
6 Northern Trust Extended Eq Market Idx 13.40K (0.17%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity Series Total Market Index 9.01K (0.11%) 0.00
Increased by 0.00%
Sep 30, 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%
Oct 31, 24
10 Spartan Extended Market Index Pool E 4.12K (0.05%) 197.00
Increased by +4.78%
Sep 30, 24
11 SSgA U.S. Total Market Index Strategy 2.69K (0.03%) 798.00
Increased by +29.67%
Jun 30, 24
12 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 2.07K (0.03%) 3.00
Increased by +0.15%
Sep 30, 24
13 State St US Ttl Mkt Indx SL Cl I 900.00 (0.01%) 0.00
Increased by 0.00%
Oct 31, 24
14 Spartan Total Market Index Pool E 597.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
15 BlackRock Extended Mkt Composite 442.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
16 BlackRock Extended Equity Market K 386.00 (0.00%) -1.00
Decreased by -0.26%
Dec 31, 23
17 Fidelity U.S. Equity Index Ins Trust 81.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
18 Extended Equity Market Fund M 48.00 (0.00%) 2.00
Increased by +4.17%
Dec 31, 23