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 Vanguard Group Inc 137.82K (4.02%) 10.86K
Increased by +7.88%
Sep 30, 23
2 Geode Capital Management, LLC 43.28K (1.26%) -498.00
Decreased by -1.15%
Sep 30, 23
3 Wealth Alliance, LLC 40.00K (1.17%) -4.32K
Decreased by -10.79%
Sep 30, 23
4 Mariner Wealth Advisors, LLC 26.67K (0.78%) 0.00
Increased by 0.00%
Sep 30, 23
5 Two Sigma Advisers, LLC 24.60K (0.72%) -1.70K
Decreased by -6.91%
Sep 30, 23
6 StoneX Group Inc 23.88K (0.70%) 9.00K
Increased by +37.69%
Sep 30, 23
7 State Street Corporation 20.46K (0.60%) 0.00
Increased by 0.00%
Sep 30, 23
8 Lynwood Capital Management Inc. 20.00K (0.58%) 20.00K
Increased by +100.00%
Sep 30, 23
9 FNY Investment Advisers, LLC 14.66K (0.43%) 14.66K
Increased by +100.00%
Sep 30, 23
10 Wells Fargo & Co 9.35K (0.27%) -2.22K
Decreased by -23.72%
Sep 30, 23
11 Advisor Group Holdings, Inc. 2.19K (0.06%) 300.00
Increased by +13.67%
Sep 30, 23
12 JPMorgan Chase & Co 4.00 (0.00%) 4.00
Increased by +100.00%
Sep 30, 23
13 Cornerstone Planning Group LLC 1.00 (0.00%) 1.00
Increased by +100.00%
Sep 30, 23
14 Parallel Advisors, LLC 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
15 UBS Group AG 1.00 (0.00%) -3.08K
Decreased by -307.80 K%
Sep 30, 23
16 Householder Group Estate & Retirement Specialist, LLC 0.00 (0.00%) -200.00
Decreased by N/A%
Sep 30, 23
17 Jjj Advisors Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Sep 30, 23
18 Steward Partners Investment Advisory, LLC 0.00 (0.00%) -2.00K
Decreased by N/A%
Sep 30, 23
19 Tower Research Capital LLC 0.00 (0.00%) -740.00
Decreased by N/A%
Sep 30, 23
20 Two Sigma Investments LLC 0.00 (0.00%) -17.03K
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 121.05K (3.53%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity® Extended Market Index 20.68K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 20.47K (0.60%) 3.70K
Increased by +18.07%
Nov 30, 23
4 Fidelity® Total Market Index 16.31K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Nasdaq Composite Index 3.86K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
6 NT Ext Equity Mkt Idx Fd - L 2.43K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
7 Northern Trust Extended Eq Market Idx 2.43K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity® Series Total Market Index 1.39K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
9 Spartan Total Market Index Pool E 1.04K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
10 Blackstone Alternative Multi-Strategy I 400.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23