Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFSV 0.00%
3 DFAT 0.00%
4 DFAC 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 224.81K (5.87%) 0.00
Increased by 0.00%
Sep 30, 24
2 Renaissance Technologies Corp 77.65K (2.03%) -2.30K
Decreased by -2.96%
Sep 30, 24
3 Next Capital Management LLC 54.80K (1.43%) 0.00
Increased by 0.00%
Sep 30, 24
4 Geode Capital Management, LLC 33.85K (0.88%) 5.93K
Increased by +17.51%
Jun 30, 24
5 Dimensional Fund Advisors, Inc. 29.94K (0.78%) -3.74K
Decreased by -12.50%
Sep 30, 24
6 Teton Advisors Inc 23.00K (0.60%) 0.00
Increased by 0.00%
Sep 30, 24
7 Susquehanna International Group, LLP 21.89K (0.57%) 8.95K
Increased by +40.88%
Jun 30, 24
8 Gabelli Funds LLC 20.00K (0.52%) 0.00
Increased by 0.00%
Sep 30, 24
9 Creative Planning Inc 15.60K (0.41%) 0.00
Increased by 0.00%
Jun 30, 24
10 Clearview Wealth Advisors LLC 15.57K (0.41%) 0.00
Increased by 0.00%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 13.95K (0.36%) -3.20K
Decreased by -22.94%
Jun 30, 24
12 Goss Wealth Management LLC 12.92K (0.34%) 0.00
Increased by 0.00%
Jun 30, 24
13 James Investment Research, Inc. 12.92K (0.34%) 0.00
Increased by 0.00%
Sep 30, 24
14 T. Rowe Price Associates, Inc. 10.85K (0.28%) 0.00
Increased by 0.00%
Jun 30, 24
15 State Street Corp 10.70K (0.28%) 0.00
Increased by 0.00%
Jun 30, 24
16 State Street Corporation 10.70K (0.28%) -3.41K
Decreased by -31.89%
Mar 31, 24
17 BlackRock Inc 4.51K (0.12%) -6.26K
Decreased by -138.59%
Jun 30, 24
18 Steward Partners Investment Advisory, LLC 3.60K (0.09%) 2.50K
Increased by +69.35%
Jun 30, 24
19 U.S. Bancorp 2.70K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
20 Wells Fargo & Co 2.50K (0.07%) 270.00
Increased by +10.80%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CI Disciplined Growth Private 282.22K (7.37%) -11.04K
Decreased by -3.91%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 152.43K (3.98%) 0.00
Increased by 0.00%
Oct 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 72.38K (1.89%) 0.00
Increased by 0.00%
Sep 30, 24
4 TETON Westwood Mighty Mites AAA 23.00K (0.60%) 0.00
Increased by 0.00%
Jun 30, 24
5 Fidelity Extended Market Index 20.49K (0.54%) 855.00
Increased by +4.17%
Sep 30, 24
6 Gabelli Small Cap Growth AAA 20.00K (0.52%) 0.00
Increased by 0.00%
Jun 30, 24
7 Fidelity® Extended Market Index 14.44K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
8 T. Rowe Price Extended Equity Market Idx 10.85K (0.28%) 0.00
Increased by 0.00%
Sep 30, 24
9 VT De Lisle America B USD 10.00K (0.26%) 0.00
Increased by 0.00%
Oct 31, 24
10 iShares Micro-Cap ETF 9.57K (0.25%) -65.00
Decreased by -0.68%
Apr 30, 24
11 Fidelity Total Market Index 6.46K (0.17%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity® Total Market Index 6.46K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - NL 4.49K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity Series Total Market Index 4.33K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity® Series Total Market Index 4.33K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
16 DFA US Small Cap Value I 4.14K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
17 DFA US Micro Cap I 3.87K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.62K (0.09%) 11.00
Increased by +0.30%
Sep 30, 24
19 SSgA U.S. Extended Market Index Class I 3.41K (0.09%) 0.00
Increased by 0.00%
Dec 31, 23
20 State St US Extended Mkt Indx NL Cl C 3.41K (0.09%) 0.00
Increased by 0.00%
Feb 29, 24