Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 JUNE_old 8.27%
3 SKOR 0.08%
4 SCHJ 0.03%
5 VCSH 0.02%
6 BSV 0.01%
7 BND 0.01%
8 SCHZ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 182.84K (3.82%) 1.22K
Increased by +0.66%
Sep 30, 23
2 National Asset Management Inc 125.37K (2.62%) 35.18K
Increased by +28.06%
Sep 30, 23
3 BlackRock Inc 63.17K (1.32%) -2.96K
Decreased by -4.68%
Sep 30, 23
4 Geode Capital Management, LLC 51.76K (1.08%) 11.91K
Increased by +23.01%
Sep 30, 23
5 Perkins Capital Management Inc 50.00K (1.04%) 50.00K
Increased by +100.00%
Sep 30, 23
6 TOWNSQUARE CAPITAL LLC 36.81K (0.77%) -4.88K
Decreased by -13.25%
Sep 30, 23
7 Northeast Financial Consultants, Inc 23.44K (0.49%) 23.44K
Increased by +100.00%
Sep 30, 23
8 Bank of America Corp 17.88K (0.37%) 17.81K
Increased by +99.63%
Sep 30, 23
9 State Street Corporation 16.05K (0.34%) 0.00
Increased by 0.00%
Sep 30, 23
10 M&T Bank Corp 15.00K (0.31%) -1.67K
Decreased by -11.11%
Sep 30, 23
11 Susquehanna International Group, LLP 12.16K (0.25%) 12.16K
Increased by +100.00%
Sep 30, 23
12 Millennium Management LLC 11.50K (0.24%) -15.36K
Decreased by -133.55%
Sep 30, 23
13 Northern Trust Corp 11.00K (0.23%) 11.00K
Increased by +100.00%
Sep 30, 23
14 Advisor Group Holdings, Inc. 4.89K (0.10%) 758.00
Increased by +15.49%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 2.11K (0.04%) -5.99K
Decreased by -284.34%
Sep 30, 23
16 JPMorgan Chase & Co 2.07K (0.04%) 6.00
Increased by +0.29%
Sep 30, 23
17 Castleview Partners, LLC 1.32K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
18 Operose Advisors LLC 1.00K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
19 Tower Research Capital LLC 420.00 (0.01%) -2.93K
Decreased by -696.67%
Sep 30, 23
20 UBS Group AG 381.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 113.51K (2.37%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 77.70K (1.62%) 6.47K
Increased by +8.33%
Nov 30, 23
3 Fidelity® Extended Market Index 33.57K (0.70%) 0.00
Increased by 0.00%
Oct 31, 23
4 Fidelity® Series Total Market Index 10.21K (0.21%) 5.57K
Increased by +54.55%
Oct 31, 23
5 BlackRock Extended Mkt Composite 9.69K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
6 BlackRock Extended Equity Market K 8.47K (0.18%) -19.00
Decreased by -0.22%
Sep 30, 23
7 Spouting Rock Small Cap Growth 8.38K (0.18%) -632.00
Decreased by -7.54%
Oct 31, 23
8 NT Ext Equity Mkt Idx Fd - L 6.83K (0.14%) 3.62K
Increased by +53.04%
Sep 30, 23
9 Northern Trust Extended Eq Market Idx 6.83K (0.14%) 3.62K
Increased by +53.04%
Sep 30, 23
10 Fidelity® Total Market Index 6.50K (0.14%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Nasdaq Composite Index 4.28K (0.09%) 0.00
Increased by 0.00%
Oct 31, 23
12 NT Ext Equity Mkt Idx Fd - NL 3.64K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
13 Vanguard Balanced Index Inv 3.32K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
14 NT Ext Equity Mkt Idx Fd - DC - NL - T2 2.92K (0.06%) -145.00
Decreased by -4.97%
Sep 30, 23
15 SSgA U.S. Extended Market Index Class I 1.83K (0.04%) -1.00
Decreased by -0.05%
Sep 30, 23
16 State St US Extended Mkt Indx NL Cl C 1.83K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
17 Spartan Total Market Index Pool E 1.71K (0.04%) 0.00
Increased by 0.00%
Oct 31, 23
18 BlackRock U.S. Equity Market F 1.53K (0.03%) 14.00
Increased by +0.91%
Sep 30, 23
19 Vanguard U.S. Eq Idx £ Acc 1.48K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
20 Spartan Extended Market Index Pool E 1.00K (0.02%) 0.00
Increased by 0.00%
Oct 31, 23