Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 3.42%
2 ITOT 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 6.47M (7.16%) 6.47M
Increased by +100.00%
Sep 30, 23
2 Vanguard Group Inc 3.44M (3.81%) 0.00
Increased by 0.00%
Sep 30, 23
3 Geode Capital Management, LLC 817.98K (0.90%) 643.00
Increased by +0.08%
Sep 30, 23
4 Renaissance Technologies Corp 670.80K (0.74%) -48.02K
Decreased by -7.16%
Sep 30, 23
5 BlackRock Inc 405.00K (0.45%) -11.06K
Decreased by -2.73%
Sep 30, 23
6 State Street Corporation 247.71K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
7 Northern Trust Corp 161.32K (0.18%) 0.00
Increased by 0.00%
Sep 30, 23
8 Citadel Advisors Llc 132.39K (0.15%) 82.48K
Increased by +62.31%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 125.90K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23
10 Founders Financial Securities, LLC 124.00K (0.14%) 10.00K
Increased by +8.06%
Sep 30, 23
11 InterWest Venture Management Co 62.06K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
12 Commonwealth Equity Services Inc 49.33K (0.05%) -250.00
Decreased by -0.51%
Sep 30, 23
13 Charles Schwab Investment Management Inc 30.53K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
14 JANE STREET GROUP, LLC 25.01K (0.03%) 25.01K
Increased by +100.00%
Sep 30, 23
15 TWO SIGMA SECURITIES, LLC 23.48K (0.03%) 23.48K
Increased by +100.00%
Sep 30, 23
16 Zuckerman Investment Group, LLC 23.06K (0.03%) 23.06K
Increased by +100.00%
Sep 30, 23
17 Bank of New York Mellon Corp 22.95K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
18 Tower Research Capital LLC 20.43K (0.02%) 10.56K
Increased by +51.71%
Sep 30, 23
19 Raymond James Finl Svs Advisors, Inc. 20.00K (0.02%) -10.00
Decreased by -0.05%
Sep 30, 23
20 Advisory Services Network, LLC 15.00K (0.02%) 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 2.38M (2.63%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 946.09K (1.05%) 3.94K
Increased by +0.42%
Nov 30, 23
3 Fidelity® Extended Market Index 446.55K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
4 BlackRock Extended Mkt Composite 191.76K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fidelity® Total Market Index 186.90K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 184.11K (0.20%) 0.00
Increased by 0.00%
Dec 29, 23
7 BlackRock Extended Equity Market K 167.29K (0.19%) -337.00
Decreased by -0.20%
Dec 31, 23
8 T. Rowe Price U.S. Equities Tr 125.90K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fidelity® Series Total Market Index 97.01K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
10 NT Ext Equity Mkt Idx Fd - NL 84.30K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
11 NT Ext Equity Mkt Idx Fd - L 68.42K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
12 Northern Trust Extended Eq Market Idx 68.42K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 67.58K (0.07%) -3.35K
Decreased by -4.96%
Sep 30, 23
14 Vanguard Balanced Index Inv 47.27K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Instl Ttl Stck Mkt Idx Tr 44.84K (0.05%) -2.33M
Decreased by -5.20 K%
Oct 31, 23
16 Vanguard Instl Ttl Stk Mkt Idx InstlPls 44.84K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
17 Spartan Total Market Index Pool E 35.92K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard U.S. Eq Idx £ Acc 35.28K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
19 Schwab Total Stock Market Index 30.53K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Nasdaq Composite Index 29.99K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23