Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 RIET 1.08%
3 PRFZ 0.01%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 591.72K (3.71%) 67.17K
Increased by +11.35%
Sep 30, 23
2 Renaissance Technologies Corp 453.20K (2.85%) 13.20K
Increased by +2.91%
Sep 30, 23
3 Two Sigma Investments LLC 243.38K (1.53%) 118.50K
Increased by +48.69%
Sep 30, 23
4 BlackRock Inc 219.06K (1.38%) -12.66K
Decreased by -5.78%
Sep 30, 23
5 Two Sigma Advisers, LLC 211.70K (1.33%) 90.40K
Increased by +42.70%
Sep 30, 23
6 Ameriprise Financial Inc 177.26K (1.11%) 23.22K
Increased by +13.10%
Sep 30, 23
7 Geode Capital Management, LLC 148.27K (0.93%) 6.58K
Increased by +4.44%
Sep 30, 23
8 Advisor Group Holdings, Inc. 141.92K (0.89%) 92.22K
Increased by +64.98%
Sep 30, 23
9 Tudor Investment Corp Et AL 95.49K (0.60%) -6.34K
Decreased by -6.64%
Sep 30, 23
10 Gables Capital Management Inc 86.82K (0.55%) -5.00K
Decreased by -5.76%
Sep 30, 23
11 Thrivent Financial For Lutherans 79.15K (0.50%) 0.00
Increased by 0.00%
Sep 30, 23
12 Wolverine Asset Management LLC 76.00K (0.48%) 32.80K
Increased by +43.15%
Sep 30, 23
13 Acadian Asset Management LLC 63.29K (0.40%) 63.29K
Increased by +100.00%
Sep 30, 23
14 State Street Corporation 56.57K (0.36%) 7.15K
Increased by +12.63%
Sep 30, 23
15 T. Rowe Price Associates, Inc. 44.60K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
16 GSA Capital Partners LLP 40.71K (0.26%) 22.93K
Increased by +56.32%
Sep 30, 23
17 Claybrook Capital, LLC 40.19K (0.25%) 0.00
Increased by 0.00%
Sep 30, 23
18 Amvescap Plc. 39.76K (0.25%) 336.00
Increased by +0.85%
Sep 30, 23
19 Northern Trust Corp 37.33K (0.23%) -115.00
Decreased by -0.31%
Sep 30, 23
20 Almitas Capital LLC 31.19K (0.20%) -11.15K
Decreased by -35.75%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 341.68K (2.14%) 7.22K
Increased by +2.11%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 270.03K (1.70%) 38.34K
Increased by +14.20%
Nov 30, 23
3 Hoya Capital High Dividend Yield ETF 95.39K (0.60%) 0.00
Increased by 0.00%
Dec 29, 23
4 Fidelity® Extended Market Index 79.21K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
5 AST T. Rowe Price Growth Opps 50.20K (0.32%) 5.60K
Increased by +11.16%
Nov 30, 23
6 BlackRock Extended Mkt Composite 44.16K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
7 Invesco FTSE RAFI US 1500 Small-Mid ETF 40.27K (0.25%) 0.00
Increased by 0.00%
Dec 29, 23
8 Fidelity® Total Market Index 39.52K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
9 BlackRock Extended Equity Market K 38.52K (0.24%) -78.00
Decreased by -0.20%
Dec 31, 23
10 iShares Micro-Cap ETF 33.07K (0.21%) 0.00
Increased by 0.00%
Dec 29, 23
11 Thrivent Moderate Allocation 19.13K (0.12%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity® Series Total Market Index 16.85K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
13 Thrivent Moderately Aggressive Allc 15.24K (0.10%) 0.00
Increased by 0.00%
Oct 31, 23
14 Vanguard Instl Ttl Stck Mkt Idx Tr 14.57K (0.09%) -533.75K
Decreased by -3.66 K%
Oct 31, 23
15 Vanguard Instl Ttl Stk Mkt Idx InstlPls 14.57K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
16 BlackRock U.S. Equity Market F 13.79K (0.09%) 25.00
Increased by +0.18%
Dec 31, 23
17 NT Ext Equity Mkt Idx Fd - NL 12.15K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
18 NT Ext Equity Mkt Idx Fd - L 11.05K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
19 Northern Trust Extended Eq Market Idx 11.05K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
20 Vanguard Balanced Index Inv 9.77K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23