Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEUS 0.03%
2 ISCF 0.03%
3 IDEV 0.00%
4 IXUS 0.00%
5 ITOT 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.85K (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
2 Geode Capital Management, LLC 27.07K (0.83%) 6.17K
Increased by +22.80%
Sep 30, 23
3 Tower Research Capital LLC 5.79K (0.18%) 213.00
Increased by +3.68%
Sep 30, 23
4 UBS Group AG 2.71K (0.08%) 1.60K
Increased by +59.11%
Sep 30, 23
5 BlackRock Inc 1.47K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
6 Goss Wealth Management LLC 208.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
7 Concord Wealth Partners 31.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
8 Royal Bank of Canada 28.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
9 Wells Fargo & Co 24.00 (0.00%) 7.00
Increased by +29.17%
Sep 30, 23
10 CWM, LLC duplicate 16.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
11 Lindbrook Capital, LLC 0.00 (0.00%) -83.00
Decreased by N/A%
Jun 30, 23
12 Renaissance Technologies Corp 0.00 (0.00%) -11.18K
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 29.85K (0.92%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity® Extended Market Index 18.28K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Nasdaq Composite Index 4.49K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Series Total Market Index 2.96K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
5 NT Ext Equity Mkt Idx Fd - L 2.02K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
6 Northern Trust Extended Eq Market Idx 2.02K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
7 NT Ext Equity Mkt Idx Fd - NL 1.22K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
8 NT Ext Equity Mkt Idx Fd - DC - NL - T2 974.00 (0.03%) -48.00
Decreased by -4.93%
Sep 30, 23
9 Spartan Total Market Index Pool E 847.00 (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
10 SSgA U.S. Extended Market Index Class I 650.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
11 State St US Extended Mkt Indx NL Cl C 650.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
12 Fidelity® Total Market Index 494.00 (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT US Market Cap Idx Fd - L 239.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
14 Northern Trust Wilshire 5000 239.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 23
15 SSgA U.S. Total Market Index Strategy 187.00 (0.01%) -4.00
Decreased by -2.14%
Dec 31, 23
16 BNYM Mellon SL Mkt Completion Fd 110.00 (0.00%) -2.00
Decreased by -1.82%
Sep 30, 23
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 39.00 (0.00%) -30.00
Decreased by -76.92%
Sep 30, 23
18 iShares Core S&P Total US Stock Mkt ETF 9.00 (0.00%) 0.00
Increased by 0.00%
Dec 29, 23