Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 74.57K (1.61%) -4.84K
Decreased by -6.48%
Sep 30, 23
2 Vanguard Group Inc 27.25K (0.59%) 5.04K
Increased by +18.48%
Sep 30, 23
3 Tower Research Capital LLC 7.43K (0.16%) 5.48K
Increased by +73.80%
Sep 30, 23
4 TD Waterhouse Canada Inc 2.40K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
5 BlackRock Inc 217.00 (0.00%) -7.00
Decreased by -3.23%
Sep 30, 23
6 UBS Group AG 112.00 (0.00%) 99.00
Increased by +88.39%
Sep 30, 23
7 Wells Fargo & Co 4.00 (0.00%) 1.00
Increased by +25.00%
Sep 30, 23
8 JPMorgan Chase & Co 1.00 (0.00%) 1.00
Increased by +100.00%
Sep 30, 23
9 Ridgewood Investments LLC 0.00 (0.00%) -6.85K
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.81K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity® Extended Market Index 11.52K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Nasdaq Composite Index 10.93K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Series Total Market Index 6.85K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 6.81K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard U.S. Eq Idx £ Acc 2.63K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Total Market Index 2.37K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
8 iShares Micro-Cap ETF 215.00 (0.00%) 0.00
Increased by 0.00%
Dec 29, 23
9 NT Ext Equity Mkt Idx Fd - L 144.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
10 Northern Trust Extended Eq Market Idx 144.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
11 SSgA U.S. Extended Market Index Class I 100.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
12 State St US Extended Mkt Indx NL Cl C 100.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
13 SSgA U.S. Total Market Index Strategy 29.00 (0.00%) -1.00
Decreased by -3.45%
Dec 31, 23
14 Spartan Extended Market Index Pool E 24.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 23
15 NT US Market Cap Idx Fd - L 11.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
16 Northern Trust Wilshire 5000 11.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 23