Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 321.96K (6.87%) -7.20K
Decreased by -2.24%
Sep 30, 23
2 Vanguard Group Inc 206.22K (4.40%) -44.26K
Decreased by -21.46%
Sep 30, 23
3 Ancora Advisors LLC 164.10K (3.50%) -19.81K
Decreased by -12.07%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 45.08K (0.96%) -19.02K
Decreased by -42.19%
Sep 30, 23
5 Geode Capital Management, LLC 42.00K (0.90%) -3.04K
Decreased by -7.25%
Sep 30, 23
6 Aristides Capital LLC 34.92K (0.75%) -2.89K
Decreased by -8.27%
Sep 30, 23
7 Quinn Opportunity Partners LLC 27.08K (0.58%) 0.00
Increased by 0.00%
Sep 30, 23
8 Raymond James & Associates 24.00K (0.51%) -15.00K
Decreased by -62.50%
Sep 30, 23
9 Citadel Advisors Llc 16.75K (0.36%) -6.30K
Decreased by -37.59%
Sep 30, 23
10 Northern Trust Corp 14.32K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
11 Mariner Wealth Advisors, LLC 10.00K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
12 Tower Research Capital LLC 7.25K (0.15%) 926.00
Increased by +12.78%
Sep 30, 23
13 Earnest Partners LLC 6.66K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23
14 Founders Capital Management Inc 6.00K (0.13%) 0.00
Increased by 0.00%
Sep 30, 23
15 U.S. Bancorp 6.00K (0.13%) 0.00
Increased by 0.00%
Sep 30, 23
16 Investors Research Corporation 2.00K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.38K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
18 HARBOUR INVESTMENTS, INC. 425.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
19 Focused Wealth Strategies, INC. 100.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
20 JPMorgan Chase & Co 100.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 181.74K (3.88%) 137.42K
Increased by +75.61%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 151.82K (3.24%) -6.89K
Decreased by -4.54%
Oct 31, 23
3 Ancora Micro Cap 120.24K (2.57%) -16.81K
Decreased by -13.98%
Sep 30, 23
4 Ancora MicroCap I 47.83K (1.02%) -6.48K
Decreased by -13.56%
Sep 30, 23
5 PSM Growth UI 31.47K (0.67%) 0.00
Increased by 0.00%
Oct 31, 23
6 Fidelity® Extended Market Index 25.23K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Total Market Index 10.37K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
8 NT Ext Equity Mkt Idx Fd - NL 10.04K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
9 NT Ext Equity Mkt Idx Fd - DC - NL - T2 8.04K (0.17%) -399.00
Decreased by -4.96%
Sep 30, 23
10 Fidelity® Series Total Market Index 4.34K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
11 NT Ext Equity Mkt Idx Fd - L 3.71K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
12 Northern Trust Extended Eq Market Idx 3.71K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
13 Spartan Extended Market Index Pool E 1.32K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
14 AZL® DFA US Small Cap 1.32K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
15 DFA US Micro Cap I 1.31K (0.03%) -30.29K
Decreased by -2.31 K%
Oct 31, 23
16 Vanguard Balanced Index Inv 1.18K (0.03%) -2.01K
Decreased by -170.86%
Oct 31, 23
17 SSgA U.S. Extended Market Index Class I 1.01K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
18 State St US Extended Mkt Indx NL Cl C 1.01K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
19 BNYM Mellon SL Mkt Completion Fd 815.00 (0.02%) -14.00
Decreased by -1.72%
Sep 30, 23
20 Spartan Total Market Index Pool E 735.00 (0.02%) 0.00
Increased by 0.00%
Nov 30, 23