Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Redpoint Management, LLC 2.46M (9.17%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 580.83K (2.16%) 0.00
Increased by 0.00%
Sep 30, 23
3 Geode Capital Management, LLC 246.54K (0.92%) 43.26K
Increased by +17.55%
Sep 30, 23
4 BlackRock Inc 114.11K (0.42%) -1.23K
Decreased by -1.07%
Sep 30, 23
5 JPMorgan Chase & Co 57.37K (0.21%) 18.00
Increased by +0.03%
Sep 30, 23
6 State Street Corporation 48.30K (0.18%) 20.20K
Increased by +41.82%
Sep 30, 23
7 Northern Trust Corp 31.99K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
8 ORG Partners LLC 24.40K (0.09%) 24.40K
Increased by +100.00%
Sep 30, 23
9 UBS Group AG 9.86K (0.04%) 4.86K
Increased by +49.26%
Sep 30, 23
10 Tower Research Capital LLC 9.66K (0.04%) 3.49K
Increased by +36.12%
Sep 30, 23
11 Group One Trading, LP 800.00 (0.00%) -3.00K
Decreased by -375.00%
Sep 30, 23
12 Bank of America Corp 693.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
13 Royal Bank of Canada 482.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
14 Advisor Group Holdings, Inc. 400.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
15 Wells Fargo & Co 256.00 (0.00%) 139.00
Increased by +54.30%
Sep 30, 23
16 Qube Research & Technologies 7.00 (0.00%) 7.00
Increased by +100.00%
Sep 30, 23
17 Cutler Group LP 6.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
18 Allegiance Financial Group Advisory Services LLC 0.00 (0.00%) -10.00K
Decreased by N/A%
Jun 30, 23
19 SIMPLEX TRADING, LLC 0.00 (0.00%) -4.13K
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 525.97K (1.96%) 1.00
Increased by +0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 186.49K (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Extended Market Index 137.95K (0.51%) 1.00
Increased by +0.00%
Nov 30, 23
4 Fidelity® Total Market Index 101.43K (0.38%) 1.00
Increased by +0.00%
Nov 30, 23
5 BlackRock Extended Mkt Composite 84.02K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
6 BlackRock Extended Equity Market K 73.44K (0.27%) -161.00
Decreased by -0.22%
Sep 30, 23
7 iShares Micro-Cap ETF 29.95K (0.11%) 0.00
Increased by 0.00%
Dec 29, 23
8 NT Ext Equity Mkt Idx Fd - NL 19.08K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fidelity® Series Total Market Index 16.13K (0.06%) 1.00
Increased by +0.01%
Nov 30, 23
10 NT Ext Equity Mkt Idx Fd - DC - NL - T2 15.30K (0.06%) -758.00
Decreased by -4.95%
Sep 30, 23
11 NT Ext Equity Mkt Idx Fd - L 12.91K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
12 Northern Trust Extended Eq Market Idx 12.91K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fidelity Nasdaq Composite Index 12.21K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
14 Extended Equity Market Fund M 8.63K (0.03%) 109.00
Increased by +1.26%
Sep 30, 23
15 Spartan Total Market Index Pool E 3.26K (0.01%) 1.00
Increased by +0.03%
Nov 30, 23
16 1290 VT Micro Cap K 2.77K (0.01%) 1.00
Increased by +0.04%
Nov 30, 23
17 State St US Extended Mkt Indx NL Cl C 1.65K (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
18 SSgA U.S. Extended Market Index Class I 1.50K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
19 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 615.00 (0.00%) 171.00
Increased by +27.80%
Sep 30, 23
20 SSgA U.S. Total Market Index Strategy 464.00 (0.00%) -23.00
Decreased by -4.96%
Dec 31, 23