Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWM 1000.00%
3 IWO 1000.00%
4 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 NVP Associates LLC 582.67K (8.51%) 0.00
Increased by 0.00%
Sep 30, 23
2 Whetstone Capital Advisors, LLC 501.20K (7.32%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 292.90K (4.28%) -2.00
Decreased by -0.00%
Sep 30, 23
4 BlackRock Inc 85.20K (1.24%) 2.01K
Increased by +2.36%
Sep 30, 23
5 Geode Capital Management, LLC 53.88K (0.79%) 5.63K
Increased by +10.45%
Sep 30, 23
6 Bridgeway Capital Management, LLC 21.00K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
7 State Street Corporation 17.61K (0.26%) 0.00
Increased by 0.00%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 1.03K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
9 Royal Bank of Canada 284.00 (0.00%) -3.33K
Decreased by -1.17 K%
Sep 30, 23
10 Rhumbline Advisers 254.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
11 Wells Fargo & Co 107.00 (0.00%) -692.00
Decreased by -646.73%
Sep 30, 23
12 Goss Wealth Management LLC 93.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
13 Steward Partners Investment Advisory, LLC 31.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
14 Cutler Group LP 18.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
15 HighTower Advisors, LLC 0.00 (0.00%) -16.93K
Decreased by N/A%
Sep 30, 23
16 Susquehanna International Group, LLP 0.00 (0.00%) -10.69K
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 214.02K (3.13%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 70.42K (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Extended Market Index 31.96K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
4 Bridgeway Ultra-Small Company Market 21.00K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
5 iShares Micro-Cap ETF 16.34K (0.24%) 1.07K
Increased by +6.54%
Dec 29, 23
6 BlackRock Extended Mkt Composite 10.64K (0.16%) 0.00
Increased by 0.00%
Sep 30, 23
7 DFA US Core Equity 2 I 9.98K (0.15%) 7.97K
Increased by +79.87%
Nov 30, 23
8 Fidelity® Total Market Index 9.95K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
9 BlackRock Extended Equity Market K 9.29K (0.14%) -19.00
Decreased by -0.20%
Dec 31, 23
10 CIBC US Broad Market Index 6.71K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Instl Ttl Stck Mkt Idx Tr 6.51K (0.10%) -207.52K
Decreased by -3.19 K%
Oct 31, 23
12 Vanguard Instl Ttl Stk Mkt Idx InstlPls 6.51K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Series Total Market Index 5.88K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
14 Schwab Total Stock Market Index 5.86K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
15 NT Ext Equity Mkt Idx Fd - NL 4.36K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
16 NT Ext Equity Mkt Idx Fd - L 3.88K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
17 Northern Trust Extended Eq Market Idx 3.88K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.49K (0.05%) -173.00
Decreased by -4.95%
Sep 30, 23
19 AJO Vista US Micro Cap Equity 2.66K (0.04%) 1.21K
Increased by +45.51%
Dec 31, 23
20 Spartan Total Market Index Pool E 2.48K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23